JeromeAng
2021-08-18
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Robinhood Bull Sees a Path to 40% Gains in the Stock<blockquote>Robinhood Bull 认为该股有望上涨 40%</blockquote>
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Few other analysts have weighed in yet, because the banks that worked with Robinhood (ticker: HOOD) on its initial public offering last month are restricted from offering an opinion on the stock for several weeks.</p><p><blockquote>Redburn 分析师 Charles Bendit 首次对该股给予买入建议，公允价值为 65.35 美元。其他分析师尚未发表评论，因为与 Robinhood（股票代码：HOOD）上个月首次公开募股合作的银行在几周内被限制对该股发表意见。</blockquote></p><p> Robinhood stock briefly crossed $65 in its second week of trading, but has since declined. It was down 1.1% on Tuesday, to close at $46.67.</p><p><blockquote>Robinhood 股价在交易第二周短暂突破 65 美元，但此后有所下跌。周二下跌1.1%，收于46.67美元。</blockquote></p><p> A major debate about Robinhood is whether it is a “play money” account that people use to make bets on long shot stocks and crypto, or whether it is a core account that people will use to build their financial lives.</p><p><blockquote>关于 Robinhood 的一个主要争论是，它是人们用来押注长线股票和加密货币的 “游戏币 ”账户，还是人们用来建立财务生活的核心账户。</blockquote></p><p> Bendit leans toward the latter. He expects that the assets deposited on Robinhood’s platform will grow quickly over the next few years as the company’s customers get wealthier and Robinhood expands into areas like retirement accounts. While Robinhood account-holders have $4,500 on average in their accounts today — a fraction of the average account size at other brokers — Bendit expects that to rise as millennials get wealthier. That generation now holds about 5% of the nation’s wealth, but is expected to hold 16% by 2030.</p><p><blockquote>本迪特向后者倾斜。他预计，随着公司客户的日益富裕以及 Robinhood 向退休账户等领域的扩张，存放在 Robinhood 平台上的资产将在未来几年内快速增长。虽然目前 Robinhood 账户持有人的平均账户余额为 4,500 美元，只是其他经纪商平均账户余额的一小部分，但 Bendit 预计随着千禧一代变得更加富有，这一数字将会上升。这一代人目前拥有全国约 5% 的财富，但预计到 2030 年将拥有 16%。</blockquote></p><p> Robinhood’s net deposits have been increasing over time, with average cumulative net deposits of customers increasing by 4.1 times over a two-year period for those who started investing between 2017 and 2020. There is also a large unaddressed market that could allow Robinhood to keep growing at its current torrid pace. About 60% of Americans have no investments beyond their retirement accounts, and 68% of 18- to 29-year-olds have no money in the market at all. That’s a large cohort of people who could be drawn into the market, in Bendit’s view.</p><p><blockquote>随着时间的推移，Robinhood 的净存款一直在增加，2017 年至 2020 年间开始投资的客户的平均累计净存款在两年内增长了 4.1 倍。还有一个巨大的未解决的市场可以让 Robinhood 以目前的快速增长。大约60%的美国人除了退休账户之外没有任何投资，68%的18至29岁年轻人在市场上根本没有钱。在本迪特看来，这是一大批可能被吸引到市场的人。</blockquote></p><p> Bendit expects Robinhood to start posting regular profits in 2022 after losing money this year. But he views revenue as the best way to value the stock. Using a method that involves valuing Robinhood’s cash flow and its revenue compared with its enterprise value, he comes to the $65 valuation.</p><p><blockquote>Bendit 预计 Robinhood 在今年亏损后，将于 2022 年开始定期盈利。但他认为收入是估值股票的最佳方式。他采用的方法是将 Robinhood 的现金流和收入与其企业价值进行估值，得出了 65 美元的估值。</blockquote></p><p> The analysis assumes Robinhood’s rapid growth continues, though not quite at the rate of earlier this year. Bendit thinks Robinhood’s customer base can grow to 38 million, from 22.5 million at the end of the second quarter, and its average customer balance to $8,100 by 2025. Its assets under custody, meanwhile, should rise to $308 billion from $102 billion, according to his calculations. He sees revenue of $4.6 billion by then, with transactions still accounting for 78% of that and net interest income 16%.</p><p><blockquote>分析假设 Robinhood 的快速增长仍在继续，尽管增长速度不如今年早些时候。Bendit 认为，到 2025 年，Robinhood 的客户群可能会从第二季度末的 2250 万增长到 3800 万，平均客户余额将达到 8100 美元。与此同时，根据他的计算，其托管资产应从 1020 亿美元增加到 3080 亿美元。他预计届时收入将达到 46 亿美元，其中交易仍占 78%，净利息收入占 16%。</blockquote></p><p> Bendit notes that Robinhood’s business model relies heavily on one funding source that is now under threat from regulators. Robinhood makes about three-quarters of its revenue from payment for order flow, which are payments it receives for sending customer trades to market makers. Congress and the Securities and Exchange Commission are now taking a closer look at the practice, which is banned in parts of Europe, because of concerns it creates conflicts of interest that could harm customers. Bendit expects some changes to the rules for payment for order flow, but nothing particularly drastic that would squash Robinhood’s business model.</p><p><blockquote>本迪特指出，Robinhood 的商业模式严重依赖于一种资金来源，而这种资金来源现在正受到监管机构的威胁。Robinhood 约四分之三的收入来自订单流付款，订单流是向做市商发送客户交易而收到的付款。国会和美国证券交易委员会现在正在仔细研究这种做法，这种做法在欧洲部分地区被禁止，因为担心它会造成利益冲突，可能会伤害客户。本迪特预计订单流支付规则会有一些变化，但不会有什么特别剧烈的变化会压垮罗宾汉的商业模式。</blockquote></p><p></p>","source":"lsy1601382232898","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>Robinhood Bull Sees a Path to 40% Gains in the Stock<blockquote>Robinhood Bull 认为该股有望上涨 40%</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nRobinhood Bull Sees a Path to 40% Gains in the Stock<blockquote>Robinhood Bull 认为该股有望上涨 40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-18 11:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Robinhood Markets stock could rise nearly 40% as its users deposit more money on the platform, and start to branch out into new products and markets, an analyst wrote in a report published Tuesday.</p><p><blockquote>一位分析师在周二发布的一份报告中写道，随着用户在该平台上存入更多资金，并开始拓展到新产品和市场，Robinhood Markets 的股价可能会上涨近 40%。</blockquote></p><p> Redburn analyst Charles Bendit initiated coverage of the stock with a Buy recommendation and fair value of $65.35. Few other analysts have weighed in yet, because the banks that worked with Robinhood (ticker: HOOD) on its initial public offering last month are restricted from offering an opinion on the stock for several weeks.</p><p><blockquote>Redburn 分析师 Charles Bendit 首次对该股给予买入建议，公允价值为 65.35 美元。其他分析师尚未发表评论，因为与 Robinhood（股票代码：HOOD）上个月首次公开募股合作的银行在几周内被限制对该股发表意见。</blockquote></p><p> Robinhood stock briefly crossed $65 in its second week of trading, but has since declined. It was down 1.1% on Tuesday, to close at $46.67.</p><p><blockquote>Robinhood 股价在交易第二周短暂突破 65 美元，但此后有所下跌。周二下跌1.1%，收于46.67美元。</blockquote></p><p> A major debate about Robinhood is whether it is a “play money” account that people use to make bets on long shot stocks and crypto, or whether it is a core account that people will use to build their financial lives.</p><p><blockquote>关于 Robinhood 的一个主要争论是，它是人们用来押注长线股票和加密货币的 “游戏币 ”账户，还是人们用来建立财务生活的核心账户。</blockquote></p><p> Bendit leans toward the latter. He expects that the assets deposited on Robinhood’s platform will grow quickly over the next few years as the company’s customers get wealthier and Robinhood expands into areas like retirement accounts. While Robinhood account-holders have $4,500 on average in their accounts today — a fraction of the average account size at other brokers — Bendit expects that to rise as millennials get wealthier. That generation now holds about 5% of the nation’s wealth, but is expected to hold 16% by 2030.</p><p><blockquote>本迪特向后者倾斜。他预计，随着公司客户的日益富裕以及 Robinhood 向退休账户等领域的扩张，存放在 Robinhood 平台上的资产将在未来几年内快速增长。虽然目前 Robinhood 账户持有人的平均账户余额为 4,500 美元，只是其他经纪商平均账户余额的一小部分，但 Bendit 预计随着千禧一代变得更加富有，这一数字将会上升。这一代人目前拥有全国约 5% 的财富，但预计到 2030 年将拥有 16%。</blockquote></p><p> Robinhood’s net deposits have been increasing over time, with average cumulative net deposits of customers increasing by 4.1 times over a two-year period for those who started investing between 2017 and 2020. There is also a large unaddressed market that could allow Robinhood to keep growing at its current torrid pace. About 60% of Americans have no investments beyond their retirement accounts, and 68% of 18- to 29-year-olds have no money in the market at all. That’s a large cohort of people who could be drawn into the market, in Bendit’s view.</p><p><blockquote>随着时间的推移，Robinhood 的净存款一直在增加，2017 年至 2020 年间开始投资的客户的平均累计净存款在两年内增长了 4.1 倍。还有一个巨大的未解决的市场可以让 Robinhood 以目前的快速增长。大约60%的美国人除了退休账户之外没有任何投资，68%的18至29岁年轻人在市场上根本没有钱。在本迪特看来，这是一大批可能被吸引到市场的人。</blockquote></p><p> Bendit expects Robinhood to start posting regular profits in 2022 after losing money this year. But he views revenue as the best way to value the stock. Using a method that involves valuing Robinhood’s cash flow and its revenue compared with its enterprise value, he comes to the $65 valuation.</p><p><blockquote>Bendit 预计 Robinhood 在今年亏损后，将于 2022 年开始定期盈利。但他认为收入是估值股票的最佳方式。他采用的方法是将 Robinhood 的现金流和收入与其企业价值进行估值，得出了 65 美元的估值。</blockquote></p><p> The analysis assumes Robinhood’s rapid growth continues, though not quite at the rate of earlier this year. Bendit thinks Robinhood’s customer base can grow to 38 million, from 22.5 million at the end of the second quarter, and its average customer balance to $8,100 by 2025. Its assets under custody, meanwhile, should rise to $308 billion from $102 billion, according to his calculations. He sees revenue of $4.6 billion by then, with transactions still accounting for 78% of that and net interest income 16%.</p><p><blockquote>分析假设 Robinhood 的快速增长仍在继续，尽管增长速度不如今年早些时候。Bendit 认为，到 2025 年，Robinhood 的客户群可能会从第二季度末的 2250 万增长到 3800 万，平均客户余额将达到 8100 美元。与此同时，根据他的计算，其托管资产应从 1020 亿美元增加到 3080 亿美元。他预计届时收入将达到 46 亿美元，其中交易仍占 78%，净利息收入占 16%。</blockquote></p><p> Bendit notes that Robinhood’s business model relies heavily on one funding source that is now under threat from regulators. Robinhood makes about three-quarters of its revenue from payment for order flow, which are payments it receives for sending customer trades to market makers. Congress and the Securities and Exchange Commission are now taking a closer look at the practice, which is banned in parts of Europe, because of concerns it creates conflicts of interest that could harm customers. Bendit expects some changes to the rules for payment for order flow, but nothing particularly drastic that would squash Robinhood’s business model.</p><p><blockquote>本迪特指出，Robinhood 的商业模式严重依赖于一种资金来源，而这种资金来源现在正受到监管机构的威胁。Robinhood 约四分之三的收入来自订单流付款，订单流是向做市商发送客户交易而收到的付款。国会和美国证券交易委员会现在正在仔细研究这种做法，这种做法在欧洲部分地区被禁止，因为担心它会造成利益冲突，可能会伤害客户。本迪特预计订单流支付规则会有一些变化，但不会有什么特别剧烈的变化会压垮罗宾汉的商业模式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/robinhood-bull-sees-a-path-to-40-gains-in-the-stock-51629233608?mod=RTA\">Barrons</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":{"HOOD":"Robinhood"},"source_url":"https://www.barrons.com/articles/robinhood-bull-sees-a-path-to-40-gains-in-the-stock-51629233608?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184343878","content_text":"Robinhood Markets stock could rise nearly 40% as its users deposit more money on the platform, and start to branch out into new products and markets, an analyst wrote in a report published Tuesday.\nRedburn analyst Charles Bendit initiated coverage of the stock with a Buy recommendation and fair value of $65.35. Few other analysts have weighed in yet, because the banks that worked with Robinhood (ticker: HOOD) on its initial public offering last month are restricted from offering an opinion on the stock for several weeks.\nRobinhood stock briefly crossed $65 in its second week of trading, but has since declined. It was down 1.1% on Tuesday, to close at $46.67.\nA major debate about Robinhood is whether it is a “play money” account that people use to make bets on long shot stocks and crypto, or whether it is a core account that people will use to build their financial lives.\nBendit leans toward the latter. He expects that the assets deposited on Robinhood’s platform will grow quickly over the next few years as the company’s customers get wealthier and Robinhood expands into areas like retirement accounts. While Robinhood account-holders have $4,500 on average in their accounts today — a fraction of the average account size at other brokers — Bendit expects that to rise as millennials get wealthier. That generation now holds about 5% of the nation’s wealth, but is expected to hold 16% by 2030.\nRobinhood’s net deposits have been increasing over time, with average cumulative net deposits of customers increasing by 4.1 times over a two-year period for those who started investing between 2017 and 2020. There is also a large unaddressed market that could allow Robinhood to keep growing at its current torrid pace. About 60% of Americans have no investments beyond their retirement accounts, and 68% of 18- to 29-year-olds have no money in the market at all. That’s a large cohort of people who could be drawn into the market, in Bendit’s view.\nBendit expects Robinhood to start posting regular profits in 2022 after losing money this year. But he views revenue as the best way to value the stock. Using a method that involves valuing Robinhood’s cash flow and its revenue compared with its enterprise value, he comes to the $65 valuation.\nThe analysis assumes Robinhood’s rapid growth continues, though not quite at the rate of earlier this year. Bendit thinks Robinhood’s customer base can grow to 38 million, from 22.5 million at the end of the second quarter, and its average customer balance to $8,100 by 2025. Its assets under custody, meanwhile, should rise to $308 billion from $102 billion, according to his calculations. He sees revenue of $4.6 billion by then, with transactions still accounting for 78% of that and net interest income 16%.\nBendit notes that Robinhood’s business model relies heavily on one funding source that is now under threat from regulators. Robinhood makes about three-quarters of its revenue from payment for order flow, which are payments it receives for sending customer trades to market makers. Congress and the Securities and Exchange Commission are now taking a closer look at the practice, which is banned in parts of Europe, because of concerns it creates conflicts of interest that could harm customers. Bendit expects some changes to the rules for payment for order flow, but nothing particularly drastic that would squash Robinhood’s business model.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":1249,"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":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/833702283"}
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