CNBC
25 Aug 2026, 10:20 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Analysis by Kasper Rasmussen · Founder & analyst
What the story claims
4 claims · each scored for market impact
Ozon shares plunged nearly 30% on the Moscow Exchange following reports of drone strikes on its logistics facilities. — A massive single-day drop in a major retail stock indicates severe immediate investor panic and loss of valuation.
-0.80Ukraine is expanding its systematic drone campaign against Russian e-commerce logistics, pivoting from Wildberries to Ozon. — Targeting the infrastructure of the e-commerce sector disrupts commercial supply chains and increases financial risk for Russian businesses.
-0.60Combined revenue for Russia's top three e-commerce leaders represents more than 5% of the country's GDP. — The scale of the sector means systemic disruption to these companies has a measurable macroeconomic impact on Russia's GDP.
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President Putin pledged to retaliate by hitting Ukraine's most sensitive economic sectors in response to strikes on Russian economic targets. — Threats of expanded economic warfare increase the risk profile for all assets and infrastructure in the region.
-0.30Which stocks this story touches
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