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2022-02-06
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PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，PayPal股票在经历“史诗般的”抛售后仍提供“四条一线希望”</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":633237574,"tweetId":"633237574","gmtCreate":1644110275593,"gmtModify":1644110275866,"author":{"id":3572043809285615,"idStr":"3572043809285615","authorId":3572043809285615,"authorIdStr":"3572043809285615","name":"NP_YT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/633237574","repostId":2209524346,"repostType":4,"repost":{"id":"2209524346","kind":"highlight","pubTimestamp":1644028119,"share":"https://www.laohunote.com/m/news/2209524346?lang=zh_CN&edition=full","pubTime":"2022-02-05 10:28","market":"us","language":"en","title":"PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，PayPal股票在经历“史诗般的”抛售后仍提供“四条一线希望”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2209524346","media":"MarketWatch","summary":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently anno","content":"<p><html><head></head><body>Improving engagement trends are encouraging given strategic 'pivot,' Mizuho says</p><p><blockquote><html><head></head><body>瑞穗表示，考虑到战略“支点”，参与度的改善趋势令人鼓舞</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e30cb2b6a29715f9c2a44811c5aa446\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>PayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.</span></p><p><blockquote><p class=\"t-img-caption\"><span>PayPal最近宣布了一项新的用户增长战略，优先考虑 “高价值 ”账户，而不是参与度较低的账户。</span></p></blockquote></p><p>Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.</p><p><blockquote>PayPal控股公司 (PayPal Holdings Inc.) 的股价最近几天遭受重创，此前这家电子商务公司给出了令人失望的预测并宣布改变其业务战略，但一位分析师仍然看到了 PayPal 故事的光芒。</blockquote></p><p>Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has "four silver linings" despite the "epic de-rating" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.</p><p><blockquote>瑞穗的丹·多列夫 (Dan Dolev) 周五写道，尽管 PayPal 的股票被“史诗级下调”，但 PayPal (PYPL) 的说法仍有“四条一线希望”。在 PayPal 假日季度收益报告发布的那一周，该股下跌了 22.9%，较该公司 2021 年 7 月创下的历史收盘高点 308.53 美元下跌了近 60%。</blockquote></p><p>Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.</p><p><blockquote>Dolev 感到鼓舞的是，随着第四季度趋势的改善，PayPal 的每用户总支付量似乎在第三季度触底。该指标捕捉了通过 PayPal 平台进行的交易价值，以每个用户为基础进行衡量，但不包括商户账户。</blockquote></p><p>"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user," he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. "If this metric continues to improve, the stock is likely to follow, in our view."</p><p><blockquote>“我们的分析表明，PYPL 的股价（落后一个季度）密切跟踪每用户增量的 TPV，”他写道，并指出第四季度每用户的 TPV 约为 70 美元，高于第三季度的 68 美元。“我们认为，如果这一指标继续改善，该股可能会跟进。”</blockquote></p><p>Further, Dolev saw improvement in PayPal's take rate when excluding <a href=\"https://laohu8.com/S/EBAY\">eBay</a> volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.</p><p><blockquote>此外，Dolev 发现 PayPal 在排除时的接受率有所提高<a href=\"https://laohu8.com/S/EBAY\">易趣</a>卷。他指出，第四季度的 eBay 前回报率（代表公司从每笔交易中获得的回报率）升至 2.03%，高于第三季度的 1.98% 和第二季度的 1.95%。</blockquote></p><p>Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.</p><p><blockquote>Dolev 指出，如果不包括 eBay 和点对点销量，冠捷的增量增长也比第三季度有所改善，达到 550 亿美元。虽然这一数字低于第二季度的高点，但好于 PayPal 2020 年每个季度的表现。</blockquote></p><p>Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.</p><p><blockquote>最后，Dolev 表示，PayPal第四季度每个活跃账户的增量交易量高于第三季度。</blockquote></p><p>"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy," he wrote. "Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important."</p><p><blockquote>“更好的参与度趋势对 PYPL 来说是个好兆头，特别是考虑到该公司对用户战略的关注，”他写道。“由于 PYPL 更加注重客户保留和提高现有客户参与度，因此这一指标变得越来越重要。”</blockquote></p><p>Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.</p><p><blockquote>多列夫维持对 PayPal 股票的买入评级，不过他在周五给客户的报告中将目标价从 200 美元下调至 175 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，PayPal股票在经历“史诗般的”抛售后仍提供“四条一线希望”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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\">\nPayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，PayPal股票在经历“史诗般的”抛售后仍提供“四条一线希望”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-02-05 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Improving engagement trends are encouraging given strategic 'pivot,' Mizuho says</p><p><blockquote><html><head></head><body>瑞穗表示，考虑到战略“支点”，参与度的改善趋势令人鼓舞</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e30cb2b6a29715f9c2a44811c5aa446\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>PayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.</span></p><p><blockquote><p class=\"t-img-caption\"><span>PayPal最近宣布了一项新的用户增长战略，优先考虑 “高价值 ”账户，而不是参与度较低的账户。</span></p></blockquote></p><p>Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.</p><p><blockquote>PayPal控股公司 (PayPal Holdings Inc.) 的股价最近几天遭受重创，此前这家电子商务公司给出了令人失望的预测并宣布改变其业务战略，但一位分析师仍然看到了 PayPal 故事的光芒。</blockquote></p><p>Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has "four silver linings" despite the "epic de-rating" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.</p><p><blockquote>瑞穗的丹·多列夫 (Dan Dolev) 周五写道，尽管 PayPal 的股票被“史诗级下调”，但 PayPal (PYPL) 的说法仍有“四条一线希望”。在 PayPal 假日季度收益报告发布的那一周，该股下跌了 22.9%，较该公司 2021 年 7 月创下的历史收盘高点 308.53 美元下跌了近 60%。</blockquote></p><p>Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.</p><p><blockquote>Dolev 感到鼓舞的是，随着第四季度趋势的改善，PayPal 的每用户总支付量似乎在第三季度触底。该指标捕捉了通过 PayPal 平台进行的交易价值，以每个用户为基础进行衡量，但不包括商户账户。</blockquote></p><p>"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user," he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. "If this metric continues to improve, the stock is likely to follow, in our view."</p><p><blockquote>“我们的分析表明，PYPL 的股价（落后一个季度）密切跟踪每用户增量的 TPV，”他写道，并指出第四季度每用户的 TPV 约为 70 美元，高于第三季度的 68 美元。“我们认为，如果这一指标继续改善，该股可能会跟进。”</blockquote></p><p>Further, Dolev saw improvement in PayPal's take rate when excluding <a href=\"https://laohu8.com/S/EBAY\">eBay</a> volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.</p><p><blockquote>此外，Dolev 发现 PayPal 在排除时的接受率有所提高<a href=\"https://laohu8.com/S/EBAY\">易趣</a>卷。他指出，第四季度的 eBay 前回报率（代表公司从每笔交易中获得的回报率）升至 2.03%，高于第三季度的 1.98% 和第二季度的 1.95%。</blockquote></p><p>Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.</p><p><blockquote>Dolev 指出，如果不包括 eBay 和点对点销量，冠捷的增量增长也比第三季度有所改善，达到 550 亿美元。虽然这一数字低于第二季度的高点，但好于 PayPal 2020 年每个季度的表现。</blockquote></p><p>Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.</p><p><blockquote>最后，Dolev 表示，PayPal第四季度每个活跃账户的增量交易量高于第三季度。</blockquote></p><p>"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy," he wrote. "Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important."</p><p><blockquote>“更好的参与度趋势对 PYPL 来说是个好兆头，特别是考虑到该公司对用户战略的关注，”他写道。“由于 PYPL 更加注重客户保留和提高现有客户参与度，因此这一指标变得越来越重要。”</blockquote></p><p>Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.</p><p><blockquote>多列夫维持对 PayPal 股票的买入评级，不过他在周五给客户的报告中将目标价从 200 美元下调至 175 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4554":"元宇宙及AR概念","BK4566":"资本集团","PYPL":"PayPal","BK4524":"宅经济概念","BK4106":"数据处理与外包服务","BK4535":"淡马锡持仓"},"source_url":"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209524346","content_text":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has \"four silver linings\" despite the \"epic de-rating\" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.\"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user,\" he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. \"If this metric continues to improve, the stock is likely to follow, in our view.\"Further, Dolev saw improvement in PayPal's take rate when excluding eBay volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.\"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy,\" he wrote. \"Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important.\"Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.","news_type":1,"symbols_score_info":{"PYPL":1}},"isVote":1,"tweetType":1,"viewCount":3643,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633237574"}
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