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Kasymzhanov Data
Investigations, analysis, and explainers that can be verified against data. Data journalism on markets.
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Исследование
Я искал товары на атакованных складах Wildberries и нашёл ниши, выросшие в десятки раз
Связать семь проверенных карточек с конкретными складами не удалось. Тогда я поднял данные MPStats с 2021 года. В сопоставимых 12-месячных окнах оборот маскировочных костюмов вырос примерно с 42 млн до 3,15 млрд рублей, а продажи выросли более чем в 37 раз. Эти цифры не объясняют причину роста и не показывают, что лежало в атакованных корпусах.
Almas Kasymzhanov
Investigation
The Marketplace Is Dead. It Will Call You
How Timur Turlov's Freedom is buying a marketplace that stopped paying people, why the holding is resurrecting it under its own name - and why Kaspi, for the first time in a decade, faces a challenger with real ammunition.
Almas Kasymzhanov
Analysis
The State Closed the Statistics. The Market Opened a Jerrycan.
Russia's fuel shortage can't be announced — but it can be counted. How sales of empty jerrycans on Wildberries became the crisis barometer once the official numbers went dark.
Almas Kasymzhanov
Analysis
Silicon on Coal
Kazakhstan signed $10 billion in deals with NVIDIA and Firebird — and the electricity to run all that AI will be dug straight out of coal. What's actually in the deal, what it will cost, and where we've seen this movie before.
Almas Kasymzhanov
Markets
Lick Beauty: Seven Million Followers vs. 420 Tenge
How a brand with 7 million followers lost to a knockoff that sells for under a dollar.
Almas Kasymzhanov