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2021-05-28

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Airbnb Rated Outperform; RBC Says Valuation Premium Justified<blockquote>爱彼迎评级跑赢大盘；加拿大皇家银行表示估值溢价是合理的</blockquote>

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Airbnb&nbsp;(ABNB) -Get Report&nbsp;shares rose Thursday after RBC Capital Markets began coverage of the travel-housing platform with an outperform rating and a price target of $170.<blockquote>加拿大皇家银行（RBC）分析师布拉德-埃里克森（Brad Erickson）表示，爱彼迎的 “占主导地位的客户参与度 ”不仅仅是重新开业”，他的评级为跑赢大盘。爱彼迎（ABNB) -Get Report 周四上涨，此前加拿大皇家银行资本市场 (RBC Capital Markets) 开始对该旅游住宿平台进行报道，给予跑赢大盘评级，目标价为 170 美元。</blockquote> “We like ABNB’s dominant customer engagement, view it as more than just a reopening trade with less appreciated secular tailwinds,” RBC analyst Brad Erickson wrote in a commentary cited by Bloomberg.<blockquote>“加拿大皇家银行（RBC）分析师布拉德-埃里克森（Brad Erickson）在彭博社援引的一篇评论文章中写道：”我们喜欢 ABNB 占主导地位的客户参与度，认为它不仅仅是一个重新开业的行业，但长期的顺风却不太被重视。</blockquote> “Our property-manager checks suggest share gains are on the horizon, and we think supply maturity is further away than investors realize.”<blockquote>“我们对物业管理公司的检查表明，股价即将上涨，我们认为供应成熟期比投资者意识到的还要遥远。”</blockquote> The San Francisco company's stock recently traded at $141.21, up 4.8%. It has dropped 32% over the past three months as investors were concerned about the stock's valuation.<blockquote>这家旧金山公司的股票最近交易价格为 141.21 美元，上涨 4.8%。由于投资者担心该股的估值，过去三个月该股已下跌 32%。</blockquote> Erickson maintains that Airbnb’s valuation premium over competitors is justified, “given the differentiated brand, clear category leadership, share-gain potential and increasing optionality over time.”<blockquote>埃里克森坚持认为，“考虑到爱彼迎差异化的品牌、明显的品类领先地位、份额增长潜力以及随着时间的推移不断增加的可选择性”，爱彼迎相对于竞争对手的估值溢价是合理的。</blockquote> The pandemic-sparked rise in household savings translates to “meaningful dry powder for booking trips,” he said.<blockquote>他说，大流行病引发的家庭储蓄增加转化为 “预订旅行的有意义的干粉”。</blockquote> In other Airbnb news Thursday, it said it’s extending its global ban on parties, begun in August 2020, through at least the end of summer 2021.<blockquote>在周四的其他爱彼迎新闻中，该公司表示将把 2020 年 8 月开始的全球派对禁令至少延长至 2021 年夏末。</blockquote> “This policy has proven to be popular with our host community – the vast majority of whom already prohibited parties in their own rules.”<blockquote>“事实证明，这项政策很受我们东道社区的欢迎--绝大多数东道社区已经在自己的规则中禁止聚会”。</blockquote> On May 17,Airbnb’s post-IPO lockup expired, permitting insiders to sell their shares for the first time since the company went public in December.<blockquote>5 月 17 日，Airbnb 的 IPO 后禁售期到期，自该公司 12 月上市以来，内部人士首次获准出售股票。</blockquote> Earlier this month,Airbnb’s first-quarter revenue beat expectations, but its loss for the period came in wider than analysts had forecast.<blockquote>本月早些时候，Airbnb 第一季度营收超出预期，但同期亏损幅度超出分析师预期。</blockquote> Revenue totaled $886.9 million for the quarter, topping analysts’ forecast of $720.8 million.<blockquote>本季度营收总计 8.869 亿美元，超过分析师预测的 7.208 亿美元。</blockquote> Airbnb posted a loss of $1.95 a share, worse than the $1.17 analysts predicted.<blockquote>爱彼迎公布每股亏损 1.95 美元，低于分析师预测的 1.17 美元。</blockquote>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAirbnb Rated Outperform; RBC Says Valuation Premium Justified<blockquote>爱彼迎评级跑赢大盘；加拿大皇家银行表示估值溢价是合理的</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Street2021-05-28 11:05\n\n</h4>\n</header>\n<article>\n Airbnb’s 'dominant customer engagement' is 'more than just a reopening trade,' RBC analyst Brad Erickson says, starting coverage at outperform. Airbnb&nbsp;(ABNB) -Get Report&nbsp;shares rose Thursday after RBC Capital Markets began coverage of the travel-housing platform with an outperform rating and a price target of $170.<blockquote>加拿大皇家银行（RBC）分析师布拉德-埃里克森（Brad Erickson）表示，爱彼迎的 “占主导地位的客户参与度 ”不仅仅是重新开业”，他的评级为跑赢大盘。爱彼迎（ABNB) -Get Report 周四上涨，此前加拿大皇家银行资本市场 (RBC Capital Markets) 开始对该旅游住宿平台进行报道，给予跑赢大盘评级，目标价为 170 美元。</blockquote> “We like ABNB’s dominant customer engagement, view it as more than just a reopening trade with less appreciated secular tailwinds,” RBC analyst Brad Erickson wrote in a commentary cited by Bloomberg.<blockquote>“加拿大皇家银行（RBC）分析师布拉德-埃里克森（Brad Erickson）在彭博社援引的一篇评论文章中写道：”我们喜欢 ABNB 占主导地位的客户参与度，认为它不仅仅是一个重新开业的行业，但长期的顺风却不太被重视。</blockquote> “Our property-manager checks suggest share gains are on the horizon, and we think supply maturity is further away than investors realize.”<blockquote>“我们对物业管理公司的检查表明，股价即将上涨，我们认为供应成熟期比投资者意识到的还要遥远。”</blockquote> The San Francisco company's stock recently traded at $141.21, up 4.8%. It has dropped 32% over the past three months as investors were concerned about the stock's valuation.<blockquote>这家旧金山公司的股票最近交易价格为 141.21 美元，上涨 4.8%。由于投资者担心该股的估值，过去三个月该股已下跌 32%。</blockquote> Erickson maintains that Airbnb’s valuation premium over competitors is justified, “given the differentiated brand, clear category leadership, share-gain potential and increasing optionality over time.”<blockquote>埃里克森坚持认为，“考虑到爱彼迎差异化的品牌、明显的品类领先地位、份额增长潜力以及随着时间的推移不断增加的可选择性”，爱彼迎相对于竞争对手的估值溢价是合理的。</blockquote> The pandemic-sparked rise in household savings translates to “meaningful dry powder for booking trips,” he said.<blockquote>他说，大流行病引发的家庭储蓄增加转化为 “预订旅行的有意义的干粉”。</blockquote> In other Airbnb news Thursday, it said it’s extending its global ban on parties, begun in August 2020, through at least the end of summer 2021.<blockquote>在周四的其他爱彼迎新闻中，该公司表示将把 2020 年 8 月开始的全球派对禁令至少延长至 2021 年夏末。</blockquote> “This policy has proven to be popular with our host community – the vast majority of whom already prohibited parties in their own rules.”<blockquote>“事实证明，这项政策很受我们东道社区的欢迎--绝大多数东道社区已经在自己的规则中禁止聚会”。</blockquote> On May 17,Airbnb’s post-IPO lockup expired, permitting insiders to sell their shares for the first time since the company went public in December.<blockquote>5 月 17 日，Airbnb 的 IPO 后禁售期到期，自该公司 12 月上市以来，内部人士首次获准出售股票。</blockquote> Earlier this month,Airbnb’s first-quarter revenue beat expectations, but its loss for the period came in wider than analysts had forecast.<blockquote>本月早些时候，Airbnb 第一季度营收超出预期，但同期亏损幅度超出分析师预期。</blockquote> Revenue totaled $886.9 million for the quarter, topping analysts’ forecast of $720.8 million.<blockquote>本季度营收总计 8.869 亿美元，超过分析师预测的 7.208 亿美元。</blockquote> Airbnb posted a loss of $1.95 a share, worse than the $1.17 analysts predicted.<blockquote>爱彼迎公布每股亏损 1.95 美元，低于分析师预测的 1.17 美元。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.thestreet.com/investing/airbnb-initiated-outperform-rbc-valuation-premium-justified\">The Street</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://www.thestreet.com/investing/airbnb-initiated-outperform-rbc-valuation-premium-justified","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165703692","content_text":"Airbnb’s 'dominant customer engagement' is 'more than just a reopening trade,' RBC analyst Brad Erickson says, starting coverage at outperform.\n\nAirbnb (ABNB) -Get Report shares rose Thursday after RBC Capital Markets began coverage of the travel-housing platform with an outperform rating and a price target of $170.\n“We like ABNB’s dominant customer engagement, view it as more than just a reopening trade with less appreciated secular tailwinds,” RBC analyst Brad Erickson wrote in a commentary cited by Bloomberg.\n“Our property-manager checks suggest share gains are on the horizon, and we think supply maturity is further away than investors realize.”\nThe San Francisco company's stock recently traded at $141.21, up 4.8%. It has dropped 32% over the past three months as investors were concerned about the stock's valuation.\nErickson maintains that Airbnb’s valuation premium over competitors is justified, “given the differentiated brand, clear category leadership, share-gain potential and increasing optionality over time.”\nThe pandemic-sparked rise in household savings translates to “meaningful dry powder for booking trips,” he said.\nIn other Airbnb news Thursday, it said it’s extending its global ban on parties, begun in August 2020, through at least the end of summer 2021.\n“This policy has proven to be popular with our host community – the vast majority of whom already prohibited parties in their own rules.”\nOn May 17,Airbnb’s post-IPO lockup expired, permitting insiders to sell their shares for the first time since the company went public in December.\nEarlier this month,Airbnb’s first-quarter revenue beat expectations, but its loss for the period came in wider than analysts had forecast.\nRevenue totaled $886.9 million for the quarter, topping analysts’ forecast of $720.8 million.\nAirbnb posted a loss of $1.95 a share, worse than the $1.17 analysts predicted.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":782,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":30,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/135424065"}