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2022-03-11

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2022-03-10

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2022-03-09

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MongoDB, Stitch Fix, Thor Industries and More: What to Watch in the Stock Market Today<blockquote>MongoDB、Stitch Fix、Thor Industries 等：今日股市值得关注</blockquote>

2022-03-08

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2022-03-07

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2022-03-03

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2022-03-02

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Is ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM 股票现在值得买入吗？3 位分析师对 Zoom 价格预测发表看法。</blockquote>

2022-03-01

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2022-02-28

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Zip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip (ASX:Z1P) 宣布业绩、融资和收购 Sezzle 后股价停止</blockquote>

2022-02-26

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Berkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司在第四季度回购了 6.9B 美元的股票；营业利润增长 45%</blockquote>

2022-02-25

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Opendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>Opendoor 尽管收入超出预期，但在盘前交易中下跌近 10%</blockquote>

2022-02-23

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2022-02-22

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Moderna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy 和本周值得关注的其他股票</blockquote>

2022-02-20

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As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚 Shopify，这 15 家电子商务公司预计到 2023 年销售额增长最快</blockquote>

2022-02-18

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Palantir: The Great Reset<blockquote>Palantir：大重置</blockquote>

2022-02-17

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2022-02-15

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2022-02-13

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2022-02-12

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US IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国 IPO 未来一周： IPO 市场二月份低迷，更多微型股上市</blockquote>

2022-02-10

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expects <b>United Natural Foods, Inc.</b> (NYSE: UNFI) to report quarterly earnings at $1.14 per share on revenue of $7.15 billion before the opening bell. United Natural Foods shares dropped 2.2% to close at $39.67 on Tuesday.</li><li><b>MongoDB, Inc.</b> (NASDAQ: MDB) reported better-than-expected results for its fourth quarter and also issued strong FY23 guidance. MongoDB shares jumped 9.7% to $308.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Campbell Soup Company</b> (NYSE: CPB) to have earned $0.69 per share on revenue of $2.24 billion for the latest quarter. The company will release earnings before the markets open. Campbell Soup shares rose 0.1% to $42.70 in after-hours trading.</li></ul><ul><li><b>Stitch Fix, Inc.</b> (NASDAQ: SFIX) posted upbeat revenue for its second quarter, but issued weak sales guidance for the current quarter. Stitch Fix shares dipped 18.9% to $8.93 in the after-hours trading session.</li><li>Analysts expect <b>Thor Industries, Inc.</b> (NYSE: THO) to post quarterly earnings at $3.39 per share on revenue of $3.57 billion after the closing bell. Thor Industries shares gained 1.6% to $85.99 in after-hours trading.</li></ul></body></html></p><p><blockquote><ul><li>华尔街预期<b>联合天然食品公司。</b>（纽约证券交易所股票代码：UNFI）将公布季度收益，每股 1.14 美元，开盘前营收为 71.5 亿美元。联合天然食品公司股价周二下跌 2.2%，收于 39.67 美元。</li><li><b>MongoDB公司。</b>（纳斯达克：MDB）公布的第四季度业绩好于预期，并发布了强有力的2023财年指引。MongoDB 股价在盘后交易时段上涨 9.7%，至 308.99 美元。</li><li>分析师预计<b>金宝汤公司</b>（纽约证券交易所股票代码：CPB）最新季度每股收益 0.69 美元，营收为 22.4 亿美元。该公司将在开盘前发布财报。金宝汤股价在盘后交易中上涨 0.1%，至 42.70 美元。</li></ul><ul><li><b>缝合修复公司。</b>（纳斯达克：SFIX）公布第二季度收入乐观，但发布了本季度疲软的销售指引。Stitch Fix 股价在盘后交易时段下跌 18.9%，至 8.93 美元。</li><li>分析师预计<b>托尔工业公司。</b>（纽约证券交易所股票代码：THO）公布季度收益为每股 3.39 美元，收盘后营收为 35.7 亿美元。Thor Industries 股价在盘后交易中上涨 1.6%，至 85.99 美元。</li></ul></blockquote></p><p></p>","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>MongoDB, Stitch Fix, Thor Industries and More: What to Watch in the Stock Market Today<blockquote>MongoDB、Stitch Fix、Thor Industries 等：今日股市值得关注</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\">\nMongoDB, Stitch Fix, Thor Industries and More: What to Watch in the Stock Market Today<blockquote>MongoDB、Stitch Fix、Thor Industries 等：今日股市值得关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2022-03-09 17:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Some of the stocks that may grab investor focus today are:</p><p><blockquote><html><head></head><body>今天可能吸引投资者关注的一些股票是：</body></html></blockquote></p><p><ul><li>Wall Street expects <b>United Natural Foods, Inc.</b> (NYSE: UNFI) to report quarterly earnings at $1.14 per share on revenue of $7.15 billion before the opening bell. United Natural Foods shares dropped 2.2% to close at $39.67 on Tuesday.</li><li><b>MongoDB, Inc.</b> (NASDAQ: MDB) reported better-than-expected results for its fourth quarter and also issued strong FY23 guidance. MongoDB shares jumped 9.7% to $308.99 in the after-hours trading session.</li><li>Analysts are expecting <b>Campbell Soup Company</b> (NYSE: CPB) to have earned $0.69 per share on revenue of $2.24 billion for the latest quarter. The company will release earnings before the markets open. Campbell Soup shares rose 0.1% to $42.70 in after-hours trading.</li></ul><ul><li><b>Stitch Fix, Inc.</b> (NASDAQ: SFIX) posted upbeat revenue for its second quarter, but issued weak sales guidance for the current quarter. Stitch Fix shares dipped 18.9% to $8.93 in the after-hours trading session.</li><li>Analysts expect <b>Thor Industries, Inc.</b> (NYSE: THO) to post quarterly earnings at $3.39 per share on revenue of $3.57 billion after the closing bell. Thor Industries shares gained 1.6% to $85.99 in after-hours trading.</li></ul></body></html></p><p><blockquote><ul><li>华尔街预期<b>联合天然食品公司。</b>（纽约证券交易所股票代码：UNFI）将公布季度收益，每股 1.14 美元，开盘前营收为 71.5 亿美元。联合天然食品公司股价周二下跌 2.2%，收于 39.67 美元。</li><li><b>MongoDB公司。</b>（纳斯达克：MDB）公布的第四季度业绩好于预期，并发布了强有力的2023财年指引。MongoDB 股价在盘后交易时段上涨 9.7%，至 308.99 美元。</li><li>分析师预计<b>金宝汤公司</b>（纽约证券交易所股票代码：CPB）最新季度每股收益 0.69 美元，营收为 22.4 亿美元。该公司将在开盘前发布财报。金宝汤股价在盘后交易中上涨 0.1%，至 42.70 美元。</li></ul><ul><li><b>缝合修复公司。</b>（纳斯达克：SFIX）公布第二季度收入乐观，但发布了本季度疲软的销售指引。Stitch Fix 股价在盘后交易时段下跌 18.9%，至 8.93 美元。</li><li>分析师预计<b>托尔工业公司。</b>（纽约证券交易所股票代码：THO）公布季度收益为每股 3.39 美元，收盘后营收为 35.7 亿美元。Thor Industries 股价在盘后交易中上涨 1.6%，至 85.99 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SFIX":"Stitch Fix Inc.","CPB":"金宝汤","UNFI":"联合原生态食品","THO":"索尔工业","MDB":"MongoDB Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124521024","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects United Natural Foods, Inc. (NYSE: UNFI) to report quarterly earnings at $1.14 per share on revenue of $7.15 billion before the opening bell. United Natural Foods shares dropped 2.2% to close at $39.67 on Tuesday.MongoDB, Inc. (NASDAQ: MDB) reported better-than-expected results for its fourth quarter and also issued strong FY23 guidance. MongoDB shares jumped 9.7% to $308.99 in the after-hours trading session.Analysts are expecting Campbell Soup Company (NYSE: CPB) to have earned $0.69 per share on revenue of $2.24 billion for the latest quarter. The company will release earnings before the markets open. Campbell Soup shares rose 0.1% to $42.70 in after-hours trading.Stitch Fix, Inc. (NASDAQ: SFIX) posted upbeat revenue for its second quarter, but issued weak sales guidance for the current quarter. Stitch Fix shares dipped 18.9% to $8.93 in the after-hours trading session.Analysts expect Thor Industries, Inc. (NYSE: THO) to post quarterly earnings at $3.39 per share on revenue of $3.57 billion after the closing bell. Thor Industries shares gained 1.6% to $85.99 in after-hours trading.","news_type":1,"symbols_score_info":{"SFIX":0.9,"MDB":0.9,"CPB":0.9,"UNFI":0.9,"THO":0.9}},"isVote":1,"tweetType":1,"viewCount":4155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632477591,"gmtCreate":1646676329341,"gmtModify":1646676329733,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/632477591","repostId":"2217417387","repostType":4,"isVote":1,"tweetType":1,"viewCount":4893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632532419,"gmtCreate":1646588569778,"gmtModify":1646588570176,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632532419","repostId":"2217746440","repostType":4,"isVote":1,"tweetType":1,"viewCount":4817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632376777,"gmtCreate":1646276971029,"gmtModify":1646276975074,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632376777","repostId":"2216108026","repostType":4,"isVote":1,"tweetType":1,"viewCount":3806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632991398,"gmtCreate":1646188747487,"gmtModify":1646188747788,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632991398","repostId":"1134430575","repostType":4,"repost":{"id":"1134430575","kind":"news","pubTimestamp":1646188247,"share":"https://www.laohunote.com/m/news/1134430575?lang=zh_CN&edition=full","pubTime":"2022-03-02 10:30","market":"us","language":"en","title":"Is ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM 股票现在值得买入吗？3 位分析师对 Zoom 价格预测发表看法。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134430575","media":"InvestorPlace","summary":"It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The vid","content":"<p><div> It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The video conference platform has become so well-known that its name is now also a verb for video-calls. ...</p><p><blockquote><div>谈到早期大流行病市场的赢家，就不能不提到 Zoom（纳斯达克股票代码：ZM）。视频会议平台已经变得如此出名，以至于它的名字现在也是视频评级的动词。...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>Is ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM 股票现在值得买入吗？3 位分析师对 Zoom 价格预测发表看法。</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\">\nIs ZM Stock a Buy Right Now? 3 Analysts Weigh In on Zoom Price Predictions.<blockquote>ZM 股票现在值得买入吗？3 位分析师对 Zoom 价格预测发表看法。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-03-02 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The video conference platform has become so well-known that its name is now also a verb for video-calls. ...</p><p><blockquote><div>谈到早期大流行病市场的赢家，就不能不提到 Zoom（纳斯达克股票代码：ZM）。视频会议平台已经变得如此出名，以至于它的名字现在也是视频评级的动词。...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/\">InvestorPlace</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":{"ZM":"Zoom"},"source_url":"https://investorplace.com/2022/03/is-zm-stock-a-buy-right-now-3-analysts-weigh-in-on-zoom-price-predictions/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134430575","content_text":"It’s impossible to discuss early pandemic market winners without mentioning Zoom(NASDAQ:ZM). The video conference platform has become so well-known that its name is now also a verb for video-calls. However, although ZM stock rose by more than 600% in 2020 before hitting its October peak, the company has failed to adapt to the shifting economic landscape.Zoom’s prices have been firmly in the red for a while; they have fallen 57% over the last six months.InvestorPlacecontributor Tezcan Gecgil recently named the stock an undervalued buy after the market selloff. ZM stock’s recent performance, however, does little to inspire investor confidence.ZM Stock: A Disappointing Earnings ReportYesterday, Zoom reported earnings for the final quarter of 2021. To make a long story short, the results were disappointing. The company issued a weaker-than-expected revenue forecast not just for the first quarter but for the entire fiscal year. For fiscal 2023, management forecast earnings of $3.48 per share at the midpoint on $4.54 billion revenue. This comes up short against the analyst prediction of $4.36 on $4.71 billion in revenue. It was also reported that Zoom had seen its customer base decrease from 512,000 to 509,800 in Q4.None of this is surprising, of course. It was predicted that Zoom’s revenue growth would slow down in the final quarter of 2021 as the world shifted away from pandemic measures. Workers are returning to their offices (at least in part) and companies are scaling back their investments in software packages like Zoom. AsInvestorPlacecontributor Faizan Farooquenotes, there is also increasing competition from companies like Microsoft(NASDAQ:MSFT), whose Team Essentials package poses a new threat.The common sentiment among analysts onTipranksis that ZM stock is a hold or moderate buy. Since yesterday’s earnings report, shares have fallen more than 6% and are currently below the platform’s lowest price target of $130. Let’s take a closer look at some more ZM stock price predictions.Analysts Weigh In on Zoom Price PredictionsMatthew Niknam of Deutsche Bank recently reiterated a price target of $155 and a “hold” rating for Zoom. His previous ZM stock price target was $280, representing a significant drop off. In a report, Ninamstatedthat “Guidance for ‘just’ 11% growth next fiscal year vs. consensus at 16% is unlikely to trigger a meaningfully negative stock reaction like we’ve seen in recent periods.”Citi analyst Tyler Radke also reiterated a “hold” on ZM but issued a lower price target of $139. In a note, Radke stated he saw increasing competition as a reason to regard ZM stock with caution. Discussing the customers leaving Zoom for Microsoft Teams, Radke noted that “This trend has been accelerating with return to office and comfort level by IT departments, which is rationalizing collaboration systems and showing preference for Microsoft’s security features.”Finally, in keeping with the bearish sentiment, Goldman Sachs analyst Kash Rangan maintained a neutral rating on ZM stock. Rangan continues to regard Zoom as a position to hold and has lowered his price target from $200 to $171.","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":3465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632028298,"gmtCreate":1646149946940,"gmtModify":1646149947267,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632028298","repostId":"1166187128","repostType":4,"isVote":1,"tweetType":1,"viewCount":3620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636566846,"gmtCreate":1646015435434,"gmtModify":1646015435727,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636566846","repostId":"1199380932","repostType":4,"repost":{"id":"1199380932","kind":"news","pubTimestamp":1646015354,"share":"https://www.laohunote.com/m/news/1199380932?lang=zh_CN&edition=full","pubTime":"2022-02-28 10:29","market":"other","language":"en","title":"Zip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip (ASX:Z1P) 宣布业绩、融资和收购 Sezzle 后股价停止</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199380932","media":"Motley Fool","summary":"Key pointsThe Zip Co Ltd(ASX: Z1P)share price won’t be going anywhere today.This morning the buy now","content":"<p><html><head></head><body>Key points</p><p><blockquote><html><head></head><body>要点</body></html></blockquote></p><p>The <b>Zip Co Ltd</b>(ASX: Z1P)share price won’t be going anywhere today.</p><p><blockquote>这个<b>拉链有限公司</b>(ASX: Z1P)今天股价不会有任何波动。</blockquote></p><p>This morning the buy now pay later (BNPL) provider released its half year results and requested a trading halt.</p><p><blockquote>今天早上，先买后付 (BNPL) 提供商发布了半年业绩，并要求暂停交易。</blockquote></p><p>Zip share price halted amid capital raising</p><p><blockquote>Zip 股价因融资而停止</blockquote></p><p><ul><li>Transaction volumes up 92% over the prior corresponding period to a record $4.5 billion</li><li>Transaction numbers up 147% to a record of 36.3 million</li><li>Revenue up 89% to $302.2 million</li><li>Cost of sales up 192.5% to $242.2 million</li><li>Gross profit down 23.2% to $59.1 million</li><li>Loss before tax of $214.2 million</li></ul>What happened during the first half?</p><p><blockquote><ul><li>交易量较去年同期增长 92%，达到创纪录的 45 亿美元</li><li>交易量增长 147%，达到创纪录的 3630 万笔</li><li>收入增长 89% 至 3.022 亿美元</li><li>销售成本增长 192.5% 至 2.422 亿美元</li><li>毛利润下降 23.2% 至 5,910 万美元</li><li>税前亏损 2.142 亿美元</li></ul>上半场发生了什么？</blockquote></p><p>In line with its pre-released half year results, Zip delivered a 92% increase in transaction volume to $4.5 billion and an 89% lift in revenue to $302.2 million.</p><p><blockquote>与之前发布的半年业绩一致，Zip 的交易量增长了 92%，达到 45 亿美元，收入增长了 89%，达到 3.022 亿美元。</blockquote></p><p>Management revealed that this was driven by growth across all geographies, underpinned by customers continuing to benefit from products such as Tap and Zip, and deepening engagement through initiatives such as Zip’s personalized rewards offering.</p><p><blockquote>管理层透露，这是由所有地区的增长推动的，客户继续从 Tap 和 Zip 等产品中受益，并通过 Zip 的个性化奖励服务等举措加深了参与度。</blockquote></p><p>As per its previous update, things were not quite as positive for its earnings. Due to a significant jump in its cost of sales, Zip reported a 23% decline in gross profit to $59.1 million and a loss after tax of $214.3 million.</p><p><blockquote>根据之前的更新，其盈利情况并不乐观。由于销售成本大幅增加，Zip 报告毛利润下降 23%，至 5910 万美元，税后亏损 2.143 亿美元。</blockquote></p><p>Zip share price halted</p><p><blockquote>Zip 股价暂停</blockquote></p><p>Given that Zip’s results have been pre-released, the main focus for investors is likely to be the Zip share price being a trading halt.</p><p><blockquote>鉴于 Zip 的业绩已经提前公布，投资者的主要关注点可能是 Zip 股价停牌。</blockquote></p><p>This morning the company requested a halt so it could undertake a $198.7 million capital raising. This comprises a fully underwritten institutional placement to raise $148.7 million and a $50 million share purchase plan.</p><p><blockquote>今天早上，该公司请求暂停，以便进行 1.987 亿美元的融资。这包括筹集 1.487 亿美元的全额承销机构配售和 5000 万美元的股票购买计划。</blockquote></p><p>Zip is raising the funds at $1.90 per share, which represents a 14% discount to the Zip share price at the close of play on Friday.</p><p><blockquote>Zip 以每股 1.90 美元的价格筹集资金，较周五收盘时 Zip 股价折扣 14%。</blockquote></p><p>Why is it raising funds?</p><p><blockquote>为什么要筹集资金？</blockquote></p><p>Zip has launched its capital raising after announcing an agreement to acquire rival BNPL provider <b>Sezzle Inc</b>(ASX: SZL).</p><p><blockquote>Zip 在宣布同意收购竞争对手 BNPL 提供商后启动了融资<b>塞兹尔公司</b>（ASX：SZL）。</blockquote></p><p>And while the funds won’t be used to acquire Sezzle, management intends to use the additional capital to support its growth and execute on the potential synergies from the transaction.</p><p><blockquote>虽然这些资金不会用于收购 Sezzle，但管理层打算利用额外的资金来支持其发展，并利用交易带来的潜在协同效应。</blockquote></p><p>Sezzle acquisition</p><p><blockquote>Sezzle收购</blockquote></p><p>Zip has signed an agreement to acquire Sezzle for a consideration of 0.98 Zip shares for every share Sezzle share.</p><p><blockquote>Zip 已签署协议收购 Sezzle，代价为每股 Sezzle 股票 0.98 股 Zip 股票。</blockquote></p><p>Based on the current Zip share price of $2.21, this implies a price of $2.1658 per Sezzle share, which represents a premium of almost 22%. It also values Sezzle at approximately $491 million.</p><p><blockquote>根据目前 Zip 股价 2.21 美元，这意味着每股 Sezzle 股票的价格为 2.1658 美元，溢价近 22%。它对 Sezzle 的估值也约为 4.91 亿美元。</blockquote></p><p>Zip’s Co-Founder and Global CEO, Larry Diamond, commented: “We are delighted to be bringing Zip and Sezzle together under a transformational transaction that is expected to deliver immediate scale and enhanced growth, which will support our path to profitability. Combining with Sezzle positions us as a leading global BNPL provider and prioritizes our ability to win in the important U.S. market,”</p><p><blockquote>Zip 联合创始人兼全球首席执行官拉里-戴蒙德（Larry Diamond）评论道： “我们很高兴能将 Zip 和 Sezzle 结合在一起，进行一项变革性交易，预计这项交易将带来即时的规模和增强的增长，这将支持我们的盈利之路。与 Sezzle 的合并使我们成为全球领先的 BNPL 提供商，并优先考虑我们在重要的美国市场取胜的能力。”</blockquote></p><p>“Pete and I have known Charlie [Youakim] and Paul [Paradis] (cofounders of Sezzle) for some time, and we’ve been impressed by what the Sezzle team has achieved. Their responsible lending, their Sezzle Up credit builder program, as well as their B Corp certification is to be admired. We’re excited to welcome the entire Sezzle team on our journey, as we continue our mission towards being the first payment choice, everywhere and every day,” he added.</p><p><blockquote>“皮特和我认识 Charlie [Youakim] 和保罗 [Paradis]（Sezzle 的联合创始人）已经有一段时间了，Sezzle 团队取得的成就给我们留下了深刻的印象。他们负责任的贷款、Sezzle Up credit builder 计划以及 B Corp 认证都令人钦佩。我们很高兴欢迎整个 Sezzle 团队加入我们的旅程，因为我们将继续履行我们的使命，成为任何地方、每天的首选支付方式，”他补充道。</blockquote></p><p>Subject to approvals, Zip expects the transaction to complete by the end of the third quarter of calendar year 2022.</p><p><blockquote>Zip 预计该交易将于 2022 年第三季度末完成，但须获得批准。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>Zip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip (ASX:Z1P) 宣布业绩、融资和收购 Sezzle 后股价停止</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\">\nZip (ASX:Z1P) Share Price Halted after Announcing Results, Capital Raising, and Sezzle Acquisition<blockquote>Zip (ASX:Z1P) 宣布业绩、融资和收购 Sezzle 后股价停止</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-02-28 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Key points</p><p><blockquote><html><head></head><body>要点</body></html></blockquote></p><p>The <b>Zip Co Ltd</b>(ASX: Z1P)share price won’t be going anywhere today.</p><p><blockquote>这个<b>拉链有限公司</b>(ASX: Z1P)今天股价不会有任何波动。</blockquote></p><p>This morning the buy now pay later (BNPL) provider released its half year results and requested a trading halt.</p><p><blockquote>今天早上，先买后付 (BNPL) 提供商发布了半年业绩，并要求暂停交易。</blockquote></p><p>Zip share price halted amid capital raising</p><p><blockquote>Zip 股价因融资而停止</blockquote></p><p><ul><li>Transaction volumes up 92% over the prior corresponding period to a record $4.5 billion</li><li>Transaction numbers up 147% to a record of 36.3 million</li><li>Revenue up 89% to $302.2 million</li><li>Cost of sales up 192.5% to $242.2 million</li><li>Gross profit down 23.2% to $59.1 million</li><li>Loss before tax of $214.2 million</li></ul>What happened during the first half?</p><p><blockquote><ul><li>交易量较去年同期增长 92%，达到创纪录的 45 亿美元</li><li>交易量增长 147%，达到创纪录的 3630 万笔</li><li>收入增长 89% 至 3.022 亿美元</li><li>销售成本增长 192.5% 至 2.422 亿美元</li><li>毛利润下降 23.2% 至 5,910 万美元</li><li>税前亏损 2.142 亿美元</li></ul>上半场发生了什么？</blockquote></p><p>In line with its pre-released half year results, Zip delivered a 92% increase in transaction volume to $4.5 billion and an 89% lift in revenue to $302.2 million.</p><p><blockquote>与之前发布的半年业绩一致，Zip 的交易量增长了 92%，达到 45 亿美元，收入增长了 89%，达到 3.022 亿美元。</blockquote></p><p>Management revealed that this was driven by growth across all geographies, underpinned by customers continuing to benefit from products such as Tap and Zip, and deepening engagement through initiatives such as Zip’s personalized rewards offering.</p><p><blockquote>管理层透露，这是由所有地区的增长推动的，客户继续从 Tap 和 Zip 等产品中受益，并通过 Zip 的个性化奖励服务等举措加深了参与度。</blockquote></p><p>As per its previous update, things were not quite as positive for its earnings. Due to a significant jump in its cost of sales, Zip reported a 23% decline in gross profit to $59.1 million and a loss after tax of $214.3 million.</p><p><blockquote>根据之前的更新，其盈利情况并不乐观。由于销售成本大幅增加，Zip 报告毛利润下降 23%，至 5910 万美元，税后亏损 2.143 亿美元。</blockquote></p><p>Zip share price halted</p><p><blockquote>Zip 股价暂停</blockquote></p><p>Given that Zip’s results have been pre-released, the main focus for investors is likely to be the Zip share price being a trading halt.</p><p><blockquote>鉴于 Zip 的业绩已经提前公布，投资者的主要关注点可能是 Zip 股价停牌。</blockquote></p><p>This morning the company requested a halt so it could undertake a $198.7 million capital raising. This comprises a fully underwritten institutional placement to raise $148.7 million and a $50 million share purchase plan.</p><p><blockquote>今天早上，该公司请求暂停，以便进行 1.987 亿美元的融资。这包括筹集 1.487 亿美元的全额承销机构配售和 5000 万美元的股票购买计划。</blockquote></p><p>Zip is raising the funds at $1.90 per share, which represents a 14% discount to the Zip share price at the close of play on Friday.</p><p><blockquote>Zip 以每股 1.90 美元的价格筹集资金，较周五收盘时 Zip 股价折扣 14%。</blockquote></p><p>Why is it raising funds?</p><p><blockquote>为什么要筹集资金？</blockquote></p><p>Zip has launched its capital raising after announcing an agreement to acquire rival BNPL provider <b>Sezzle Inc</b>(ASX: SZL).</p><p><blockquote>Zip 在宣布同意收购竞争对手 BNPL 提供商后启动了融资<b>塞兹尔公司</b>（ASX：SZL）。</blockquote></p><p>And while the funds won’t be used to acquire Sezzle, management intends to use the additional capital to support its growth and execute on the potential synergies from the transaction.</p><p><blockquote>虽然这些资金不会用于收购 Sezzle，但管理层打算利用额外的资金来支持其发展，并利用交易带来的潜在协同效应。</blockquote></p><p>Sezzle acquisition</p><p><blockquote>Sezzle收购</blockquote></p><p>Zip has signed an agreement to acquire Sezzle for a consideration of 0.98 Zip shares for every share Sezzle share.</p><p><blockquote>Zip 已签署协议收购 Sezzle，代价为每股 Sezzle 股票 0.98 股 Zip 股票。</blockquote></p><p>Based on the current Zip share price of $2.21, this implies a price of $2.1658 per Sezzle share, which represents a premium of almost 22%. It also values Sezzle at approximately $491 million.</p><p><blockquote>根据目前 Zip 股价 2.21 美元，这意味着每股 Sezzle 股票的价格为 2.1658 美元，溢价近 22%。它对 Sezzle 的估值也约为 4.91 亿美元。</blockquote></p><p>Zip’s Co-Founder and Global CEO, Larry Diamond, commented: “We are delighted to be bringing Zip and Sezzle together under a transformational transaction that is expected to deliver immediate scale and enhanced growth, which will support our path to profitability. Combining with Sezzle positions us as a leading global BNPL provider and prioritizes our ability to win in the important U.S. market,”</p><p><blockquote>Zip 联合创始人兼全球首席执行官拉里-戴蒙德（Larry Diamond）评论道： “我们很高兴能将 Zip 和 Sezzle 结合在一起，进行一项变革性交易，预计这项交易将带来即时的规模和增强的增长，这将支持我们的盈利之路。与 Sezzle 的合并使我们成为全球领先的 BNPL 提供商，并优先考虑我们在重要的美国市场取胜的能力。”</blockquote></p><p>“Pete and I have known Charlie [Youakim] and Paul [Paradis] (cofounders of Sezzle) for some time, and we’ve been impressed by what the Sezzle team has achieved. Their responsible lending, their Sezzle Up credit builder program, as well as their B Corp certification is to be admired. We’re excited to welcome the entire Sezzle team on our journey, as we continue our mission towards being the first payment choice, everywhere and every day,” he added.</p><p><blockquote>“皮特和我认识 Charlie [Youakim] 和保罗 [Paradis]（Sezzle 的联合创始人）已经有一段时间了，Sezzle 团队取得的成就给我们留下了深刻的印象。他们负责任的贷款、Sezzle Up credit builder 计划以及 B Corp 认证都令人钦佩。我们很高兴欢迎整个 Sezzle 团队加入我们的旅程，因为我们将继续履行我们的使命，成为任何地方、每天的首选支付方式，”他补充道。</blockquote></p><p>Subject to approvals, Zip expects the transaction to complete by the end of the third quarter of calendar year 2022.</p><p><blockquote>Zip 预计该交易将于 2022 年第三季度末完成，但须获得批准。</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.fool.com.au/2022/02/28/zip-asxz1p-share-price-halted-after-annoucning-results-capital-raising-and-sezzle-acquisition/\">Motley Fool</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":{},"source_url":"https://www.fool.com.au/2022/02/28/zip-asxz1p-share-price-halted-after-annoucning-results-capital-raising-and-sezzle-acquisition/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199380932","content_text":"Key pointsThe Zip Co Ltd(ASX: Z1P)share price won’t be going anywhere today.This morning the buy now pay later (BNPL) provider released its half year results and requested a trading halt.Zip share price halted amid capital raisingTransaction volumes up 92% over the prior corresponding period to a record $4.5 billionTransaction numbers up 147% to a record of 36.3 millionRevenue up 89% to $302.2 millionCost of sales up 192.5% to $242.2 millionGross profit down 23.2% to $59.1 millionLoss before tax of $214.2 millionWhat happened during the first half?In line with its pre-released half year results, Zip delivered a 92% increase in transaction volume to $4.5 billion and an 89% lift in revenue to $302.2 million.Management revealed that this was driven by growth across all geographies, underpinned by customers continuing to benefit from products such as Tap and Zip, and deepening engagement through initiatives such as Zip’s personalized rewards offering.As per its previous update, things were not quite as positive for its earnings. Due to a significant jump in its cost of sales, Zip reported a 23% decline in gross profit to $59.1 million and a loss after tax of $214.3 million.Zip share price haltedGiven that Zip’s results have been pre-released, the main focus for investors is likely to be the Zip share price being a trading halt.This morning the company requested a halt so it could undertake a $198.7 million capital raising. This comprises a fully underwritten institutional placement to raise $148.7 million and a $50 million share purchase plan.Zip is raising the funds at $1.90 per share, which represents a 14% discount to the Zip share price at the close of play on Friday.Why is it raising funds?Zip has launched its capital raising after announcing an agreement to acquire rival BNPL provider Sezzle Inc(ASX: SZL).And while the funds won’t be used to acquire Sezzle, management intends to use the additional capital to support its growth and execute on the potential synergies from the transaction.Sezzle acquisitionZip has signed an agreement to acquire Sezzle for a consideration of 0.98 Zip shares for every share Sezzle share.Based on the current Zip share price of $2.21, this implies a price of $2.1658 per Sezzle share, which represents a premium of almost 22%. It also values Sezzle at approximately $491 million.Zip’s Co-Founder and Global CEO, Larry Diamond, commented: “We are delighted to be bringing Zip and Sezzle together under a transformational transaction that is expected to deliver immediate scale and enhanced growth, which will support our path to profitability. Combining with Sezzle positions us as a leading global BNPL provider and prioritizes our ability to win in the important U.S. market,”“Pete and I have known Charlie [Youakim] and Paul [Paradis] (cofounders of Sezzle) for some time, and we’ve been impressed by what the Sezzle team has achieved. Their responsible lending, their Sezzle Up credit builder program, as well as their B Corp certification is to be admired. We’re excited to welcome the entire Sezzle team on our journey, as we continue our mission towards being the first payment choice, everywhere and every day,” he added.Subject to approvals, Zip expects the transaction to complete by the end of the third quarter of calendar year 2022.","news_type":1,"symbols_score_info":{"Z1P.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":3741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636283625,"gmtCreate":1645883437757,"gmtModify":1645883438100,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636283625","repostId":"1113266874","repostType":4,"repost":{"id":"1113266874","kind":"news","pubTimestamp":1645881465,"share":"https://www.laohunote.com/m/news/1113266874?lang=zh_CN&edition=full","pubTime":"2022-02-26 21:17","market":"us","language":"en","title":"Berkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司在第四季度回购了 6.9B 美元的股票；营业利润增长 45%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113266874","media":"seekingalpha","summary":"Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, B","content":"<p><html><head></head><body>Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, Berkshire (BRK.B) bought back $27B of its own shares in 2021, up from the $24.7B it repurchased in 2020.</p><p><blockquote><html><head></head><body>伯克希尔哈撒韦公司 (NYSE:BRK.B) (NYSE:BRK.A) 在 2021 年第四季度回购了价值 6.9B 美元的股票。总而言之，伯克希尔 (BRK.B) 在 2021 年回购了 27B 美元的自有股票，高于 2020 年回购的 247B 美元。</body></html></blockquote></p><p>Q4 operating earnings of $7.29B vs. $6.47B in Q3 and $5.02B in Q4, a 45% Y/Y jump as insurance underwriting reversed from a year-ago loss. Railroad, energy, and utilities earnings also contributed to the gain as well as a healthy increase in &#34;other businesses.&#34;</p><p><blockquote>第四季度营业利润为 $7.29B，而第三季度为 $6.47B，第四季度为 $5.02B，随着保险承保扭转去年同期亏损，同比增长 45%。铁路、能源和公用事业盈利也为这一增长做出了贡献，同时也促进了“其他业务”的健康增长。</blockquote></p><p>Insurance float was ~$147B at Dec. 31, 2021 vs. ~$145B at Sept. 30.</p><p><blockquote>截至 2021 年 12 月 31 日，保险流通量约为 1470 亿美元，而截至 9 月 30 日，保险流通量约为 1450 亿美元。</blockquote></p><p>Operating earnings by segment:</p><p><blockquote>按分部划分的经营收益：</blockquote></p><p>Insurance underwriting — $372M vs. -$299M a year ago.</p><p><blockquote>保险承保——3.72亿美元，而一年前为-2.99亿美元。</blockquote></p><p>Insurance - investment income — $1.22B vs. $1.27B</p><p><blockquote>保险 - 投资收益 — $1.22B 对 $1.27B</blockquote></p><p>Railroad, utilities, and energy —$2.24B vs. $2.00B.</p><p><blockquote>铁路、公用事业和能源——$2.24B 对 $2.00B。</blockquote></p><p>Other businesses — $2.79B vs. $2.47B</p><p><blockquote>其他业务 — $2.79B 对 $2.47B</blockquote></p><p>Other — $662M vs. -$412M</p><p><blockquote>其他 — 6.62 亿美元 vs -4.12 亿美元</blockquote></p><p>Q4 net earnings, which includes investment and derivatives gains or losses (most of which is unrealized), were $39.6B, or $17.79 per class B share. That compares with $10.3B or $4.59 per class B share, in Q3 and $35.8B, or $15.34 per share, in Q4 2020.</p><p><blockquote>第四季度净利润（包括投资和衍生品收益或损失（其中大部分未实现））为 $39.6B，即每股 B 类股 17.79 美元。相比之下，2020 年第三季度 B 类股票为 10.3B 美元或每股 4.59 美元，2020 年第四季度为 35.8B 美元或每股 15.34 美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>Berkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司在第四季度回购了 6.9B 美元的股票；营业利润增长 45%</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\">\nBerkshire Hathaway Buys Back $6.9B of Stock in Q4; Operating Earnings Rise 45%<blockquote>伯克希尔哈撒韦公司在第四季度回购了 6.9B 美元的股票；营业利润增长 45%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2022-02-26 21:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, Berkshire (BRK.B) bought back $27B of its own shares in 2021, up from the $24.7B it repurchased in 2020.</p><p><blockquote><html><head></head><body>伯克希尔哈撒韦公司 (NYSE:BRK.B) (NYSE:BRK.A) 在 2021 年第四季度回购了价值 6.9B 美元的股票。总而言之，伯克希尔 (BRK.B) 在 2021 年回购了 27B 美元的自有股票，高于 2020 年回购的 247B 美元。</body></html></blockquote></p><p>Q4 operating earnings of $7.29B vs. $6.47B in Q3 and $5.02B in Q4, a 45% Y/Y jump as insurance underwriting reversed from a year-ago loss. Railroad, energy, and utilities earnings also contributed to the gain as well as a healthy increase in &#34;other businesses.&#34;</p><p><blockquote>第四季度营业利润为 $7.29B，而第三季度为 $6.47B，第四季度为 $5.02B，随着保险承保扭转去年同期亏损，同比增长 45%。铁路、能源和公用事业盈利也为这一增长做出了贡献，同时也促进了“其他业务”的健康增长。</blockquote></p><p>Insurance float was ~$147B at Dec. 31, 2021 vs. ~$145B at Sept. 30.</p><p><blockquote>截至 2021 年 12 月 31 日，保险流通量约为 1470 亿美元，而截至 9 月 30 日，保险流通量约为 1450 亿美元。</blockquote></p><p>Operating earnings by segment:</p><p><blockquote>按分部划分的经营收益：</blockquote></p><p>Insurance underwriting — $372M vs. -$299M a year ago.</p><p><blockquote>保险承保——3.72亿美元，而一年前为-2.99亿美元。</blockquote></p><p>Insurance - investment income — $1.22B vs. $1.27B</p><p><blockquote>保险 - 投资收益 — $1.22B 对 $1.27B</blockquote></p><p>Railroad, utilities, and energy —$2.24B vs. $2.00B.</p><p><blockquote>铁路、公用事业和能源——$2.24B 对 $2.00B。</blockquote></p><p>Other businesses — $2.79B vs. $2.47B</p><p><blockquote>其他业务 — $2.79B 对 $2.47B</blockquote></p><p>Other — $662M vs. -$412M</p><p><blockquote>其他 — 6.62 亿美元 vs -4.12 亿美元</blockquote></p><p>Q4 net earnings, which includes investment and derivatives gains or losses (most of which is unrealized), were $39.6B, or $17.79 per class B share. That compares with $10.3B or $4.59 per class B share, in Q3 and $35.8B, or $15.34 per share, in Q4 2020.</p><p><blockquote>第四季度净利润（包括投资和衍生品收益或损失（其中大部分未实现））为 $39.6B，即每股 B 类股 17.79 美元。相比之下，2020 年第三季度 B 类股票为 10.3B 美元或每股 4.59 美元，2020 年第四季度为 35.8B 美元或每股 15.34 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://seekingalpha.com/news/3806245-berkshire-hathaway-buys-back-69b-of-stock-in-q4-operating-earnings-rise-45\">seekingalpha</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":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"source_url":"https://seekingalpha.com/news/3806245-berkshire-hathaway-buys-back-69b-of-stock-in-q4-operating-earnings-rise-45","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113266874","content_text":"Berkshire Hathaway (NYSE:BRK.B) (NYSE:BRK.A) bought back $6.9B of its shares in Q4 2021. All told, Berkshire (BRK.B) bought back $27B of its own shares in 2021, up from the $24.7B it repurchased in 2020.Q4 operating earnings of $7.29B vs. $6.47B in Q3 and $5.02B in Q4, a 45% Y/Y jump as insurance underwriting reversed from a year-ago loss. Railroad, energy, and utilities earnings also contributed to the gain as well as a healthy increase in \"other businesses.\"Insurance float was ~$147B at Dec. 31, 2021 vs. ~$145B at Sept. 30.Operating earnings by segment:Insurance underwriting — $372M vs. -$299M a year ago.Insurance - investment income — $1.22B vs. $1.27BRailroad, utilities, and energy —$2.24B vs. $2.00B.Other businesses — $2.79B vs. $2.47BOther — $662M vs. -$412MQ4 net earnings, which includes investment and derivatives gains or losses (most of which is unrealized), were $39.6B, or $17.79 per class B share. That compares with $10.3B or $4.59 per class B share, in Q3 and $35.8B, or $15.34 per share, in Q4 2020.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":3951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636692531,"gmtCreate":1645783106351,"gmtModify":1645783201155,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636692531","repostId":"1133524393","repostType":4,"repost":{"id":"1133524393","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1645781587,"share":"https://www.laohunote.com/m/news/1133524393?lang=zh_CN&edition=full","pubTime":"2022-02-25 17:33","market":"us","language":"en","title":"Opendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>Opendoor 尽管收入超出预期，但在盘前交易中下跌近 10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133524393","media":"Tiger Newspress","summary":"Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.Opendoor Technologi","content":"<p><html><head></head><body>Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.<img src=\"https://static.tigerbbs.com/fd3104d27cdd5a2d8cc1176356c39ea5\" tg-width=\"769\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/>Opendoor Technologies Inc. (OPEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.</p><p><blockquote><html><head></head><body>Opendoor 在盘前交易中下跌近 10%，尽管其收入超出了预期。Opendoor Technologies Inc. (OPEN) 公布的季度亏损为每股 0.13 美元，而 Zacks 普遍预期亏损为 0.16 美元。相比之下，一年前每股亏损 0.23 美元。该等数字已就非经常性项目作出调整。</body></html></blockquote></p><p>This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.02, delivering a surprise of 88.89%.</p><p><blockquote>这份季度报告代表了18.75%的盈利惊喜。一个季度前，预计该公司每股亏损 0.18 美元，但实际上亏损 0.02 美元，令人惊讶地达到了 88.89%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>Opendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>Opendoor 尽管收入超出预期，但在盘前交易中下跌近 10%</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\">\nOpendoor Slid Nearly 10% in Premarket Trading though It Topped Revenue Estimates<blockquote>Opendoor 尽管收入超出预期，但在盘前交易中下跌近 10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2022-02-25 17:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.<img src=\"https://static.tigerbbs.com/fd3104d27cdd5a2d8cc1176356c39ea5\" tg-width=\"769\" tg-height=\"559\" referrerpolicy=\"no-referrer\"/>Opendoor Technologies Inc. (OPEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.</p><p><blockquote><html><head></head><body>Opendoor 在盘前交易中下跌近 10%，尽管其收入超出了预期。Opendoor Technologies Inc. (OPEN) 公布的季度亏损为每股 0.13 美元，而 Zacks 普遍预期亏损为 0.16 美元。相比之下，一年前每股亏损 0.23 美元。该等数字已就非经常性项目作出调整。</body></html></blockquote></p><p>This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.02, delivering a surprise of 88.89%.</p><p><blockquote>这份季度报告代表了18.75%的盈利惊喜。一个季度前，预计该公司每股亏损 0.18 美元，但实际上亏损 0.02 美元，令人惊讶地达到了 88.89%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133524393","content_text":"Opendoor slid nealry 10% in premarket trading though it topped revenue estimates.Opendoor Technologies Inc. (OPEN) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.16. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.75%. A quarter ago, it was expected that this company would post a loss of $0.18 per share when it actually produced a loss of $0.02, delivering a surprise of 88.89%.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":1901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636937975,"gmtCreate":1645620869135,"gmtModify":1645620869457,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636937975","repostId":"2213370839","repostType":4,"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638449730,"gmtCreate":1645507797501,"gmtModify":1645507797822,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638449730","repostId":"1132983285","repostType":4,"repost":{"id":"1132983285","kind":"news","pubTimestamp":1645484848,"share":"https://www.laohunote.com/m/news/1132983285?lang=zh_CN&edition=full","pubTime":"2022-02-22 07:07","market":"us","language":"en","title":"Moderna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132983285","media":"Barron's","summary":"U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning seas","content":"<p><html><head></head><body>U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning season resumes when Wall Street returns, with results from Agilent Technologies, Home Depot, and Medtronic on Tuesday. On Wednesday, Booking Holdings, eBay, Lowe’s, Stellantis, and TJX report.</p><p><blockquote><html><head></head><body>美国股市和债券市场将于周一总统日休市。随着华尔街回归，第四季度财报季恢复，安捷伦科技、家得宝和美敦力将于周二公布业绩。本周三，Booking Holdings、eBay、Lowe's、Stellantis 和 TJX 将发布报告。</body></html></blockquote></p><p>Thursday will be particularly busy: Alibaba Group Holding, Anheuser-Busch InBev, Coinbase Global, Dell Technologies, Etsy, Moderna, Newmont, Norwegian Cruise Line Holdings, and Occidental Petroleum will be among the highlights. Finally, EOG Resources and Liberty Media close the week on Friday.</p><p><blockquote>周四将特别繁忙：阿里巴巴-SW集团控股公司、百威英博公司、比特币基地全球公司、戴尔科技公司、Etsy、Moderna、纽蒙特公司、挪威邮轮控股公司和西方石油公司将成为亮点。最后，EOG资源和自由媒体将于周五结束本周。</blockquote></p><p>The economic data highlights of the week will include IHS Markit’s Manufacturing and Services Purchasing Managers’ Indexes for February and the Conference Board’s Consumer Confidence Index for February––all on Tuesday. The surveys are each expected to come in flat to down versus January.</p><p><blockquote>本周的经济数据亮点将包括 IHS Markit 的 2 月份制造业和服务业采购经理人指数以及世界大型企业联合会的 2 月份消费者信心指数--所有这些都将在周二公布。与一月份相比，这些调查预计都将持平或下降。</blockquote></p><p>The Census Bureau will also report January durable-goods orders on Friday, which are often seen as a proxy for business investment. Finally, the Bureau of Economic Analysis will report personal income and spending for January on Friday. American consumers are expected to have spent more and earned slightly less compared with the prior month.</p><p><blockquote>人口普查局还将于周五公布1月份耐用品订单，这些订单通常被视为商业投资的代表。最后，经济分析局将于周五公布1月份个人收入和支出。与上月相比，美国消费者预计支出增加，收入略有减少。</blockquote></p><p><h2>Monday 2/21</h2>Stock and fixed-income markets are closed in observance of Presidents Day.</p><p><blockquote><h2>2/21星期一</h2>为纪念总统日，股票和固定收益市场休市。</blockquote></p><p><h2>Tuesday 2/22</h2>Agilent Technologies, Cadence Design Systems, CenterPoint Energy, Home Depot, Medtronic, Palo Alto Networks, Public Storage, and Realty Income release earnings.</p><p><blockquote><h2>星期二 2/22</h2>安捷伦科技、Cadence Design Systems、CenterPoint Energy、家得宝、美敦力、帕洛阿尔托网络、公共存储和房地产收入发布收益。</blockquote></p><p>IHS Markit releases its Manufacturing and Services Purchasing Managers’ Indexes for February. Consensus estimates are for a 56 reading for the Manufacturing PMI and a 52.2 for the Services PMI. This compares with 55.5 and 51.2, respectively, in January. The January Services PMI was the lowest reading since July 2020.</p><p><blockquote>IHS Markit 发布 2 月份制造业和服务业采购经理人指数。普遍估计制造业 PMI 为 56，服务业 PMI 为 52.2。相比之下，1 月份分别为 55.5 和 51.2。1月份服务业PMI为2020年7月以来的最低值。</blockquote></p><p>The Conference Board releases its Consumer Confidence Index for February. Economists forecast a 110.8 reading, roughly three points less than the January data.</p><p><blockquote>世界大型企业联合会发布2月份消费者信心指数。经济学家预测读数为 110.8，比 1 月份的数据低约 3 个百分点。</blockquote></p><p><h2>Wednesday 2/23</h2>Booking Holdings, Coterra Energy, eBay, Lowe’s, Molson Coors Beverage, Stellantis, and TJX Cos. report quarterly results.</p><p><blockquote><h2>星期三 2/23</h2>Booking Holdings、Coterra Energy、eBay、Lowe's、Molson Coors Beverage、Stellantis 和 TJX Cos。报告季度业绩。</blockquote></p><p>The General Assembly of the United Nations holds a meeting to debate the ongoing tensions in Ukraine.</p><p><blockquote>联合国大会召开会议，讨论乌克兰持续的紧张局势。</blockquote></p><p>Cummins holds its 2022 analyst day.</p><p><blockquote>康明斯举办 2022 年分析师日。</blockquote></p><p><h2>Thursday 2/24</h2>The BEA reports its second estimate of fourth-quarter 2021 gross domestic product. Economists forecast a 5.9% seasonally adjusted annual growth rate, one percentage less than the advance estimate of 6.9%.</p><p><blockquote><h2>星期四 2/24</h2>东亚银行报告了2021年第四季度国内生产总值的第二次预测。经济学家预测经季节性调整后的年增长率为 5.9%，比先前估计的 6.9% 低一个百分点。</blockquote></p><p>Alibaba Group Holding, Anheuser-Busch InBev, American Electric Power, Autodesk, Block, CBRE Group, Coinbase Global, Dell Technologies, Etsy, Intuit, Moderna, Newmont, Norwegian Cruise Line Holdings, NRG Energy, Occidental Petroleum, Public Service Enterprise Group, Royal Bank of Canada, and VMware release earnings.</p><p><blockquote>阿里巴巴-SW集团控股公司、百威英博、美国电力公司、欧特克、Block、世邦魏理仕集团、Coinbase Global、戴尔科技公司、Etsy、Intuit、Moderna、纽蒙特、挪威邮轮控股公司、NRG能源公司、西方石油公司、公共服务企业集团、加拿大皇家银行和 VMware 发布收益。</blockquote></p><p>The Census Bureau reports new-home sales for January. Expectations are for a seasonally adjusted annual rate of 792,000 new single-family houses sold, 19,000 fewer than in December.</p><p><blockquote>人口普查局报告一月份的新房销售情况。经季节性调整后，预计新单户住宅年增长率为 792,000 套，比 12 月份减少 19,000 套。</blockquote></p><p><h2>Friday 2/25</h2>Canadian Imperial Bank of Commerce, EOG Resources, Liberty Media, and Sempra Energy hold conference calls to discuss quarterly results.</p><p><blockquote><h2>2/25星期五</h2>加拿大帝国商业银行、EOG Resources、Liberty Media 和 Sempra Energy 在评级举行会议，讨论季度业绩。</blockquote></p><p>The Census Bureau releases the January durable-goods report. Consensus estimate is for new orders for manufactured durable goods to rise 1% month over month to $270.3 billion.</p><p><blockquote>人口普查局发布一月份耐用品报告。普遍估计，耐用品制成品新订单将环比增长 1%，达到 2703 亿美元。</blockquote></p><p>The National Association of Realtors releases its Pending Home Sales index for January. In December, pending home sales fell 3.8%, the second consecutive month of declines. Rising mortgage rates and record-high home prices have taken some of the wind out of the housing market.</p><p><blockquote>全国房地产经纪人协会发布了1月份待售房屋销售指数。12月份，待售房屋销售下降3.8%，连续第二个月下降。不断上升的抵押贷款利率和创历史新高的房价使房地产市场失去了一些动力。</blockquote></p><p>The BEA reports personal income and spending for January. Income is expected to decline 0.3% month over month, while expenditures are seen rising 1.4%.</p><p><blockquote>东亚银行报告一月份的个人收入和支出。收入预计环比下降 0.3%，而支出预计增长 1.4%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1610680873436","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>Moderna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy 和本周值得关注的其他股票</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\">\nModerna, Alibaba, Coinbase, Home Depot, Etsy, and Other Stocks to Watch This Week<blockquote>Moderna、阿里巴巴-SW、Coinbase、家得宝、Etsy 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2022-02-22 07:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning season resumes when Wall Street returns, with results from Agilent Technologies, Home Depot, and Medtronic on Tuesday. On Wednesday, Booking Holdings, eBay, Lowe’s, Stellantis, and TJX report.</p><p><blockquote><html><head></head><body>美国股市和债券市场将于周一总统日休市。随着华尔街回归，第四季度财报季恢复，安捷伦科技、家得宝和美敦力将于周二公布业绩。本周三，Booking Holdings、eBay、Lowe's、Stellantis 和 TJX 将发布报告。</body></html></blockquote></p><p>Thursday will be particularly busy: Alibaba Group Holding, Anheuser-Busch InBev, Coinbase Global, Dell Technologies, Etsy, Moderna, Newmont, Norwegian Cruise Line Holdings, and Occidental Petroleum will be among the highlights. Finally, EOG Resources and Liberty Media close the week on Friday.</p><p><blockquote>周四将特别繁忙：阿里巴巴-SW集团控股公司、百威英博公司、比特币基地全球公司、戴尔科技公司、Etsy、Moderna、纽蒙特公司、挪威邮轮控股公司和西方石油公司将成为亮点。最后，EOG资源和自由媒体将于周五结束本周。</blockquote></p><p>The economic data highlights of the week will include IHS Markit’s Manufacturing and Services Purchasing Managers’ Indexes for February and the Conference Board’s Consumer Confidence Index for February––all on Tuesday. The surveys are each expected to come in flat to down versus January.</p><p><blockquote>本周的经济数据亮点将包括 IHS Markit 的 2 月份制造业和服务业采购经理人指数以及世界大型企业联合会的 2 月份消费者信心指数--所有这些都将在周二公布。与一月份相比，这些调查预计都将持平或下降。</blockquote></p><p>The Census Bureau will also report January durable-goods orders on Friday, which are often seen as a proxy for business investment. Finally, the Bureau of Economic Analysis will report personal income and spending for January on Friday. American consumers are expected to have spent more and earned slightly less compared with the prior month.</p><p><blockquote>人口普查局还将于周五公布1月份耐用品订单，这些订单通常被视为商业投资的代表。最后，经济分析局将于周五公布1月份个人收入和支出。与上月相比，美国消费者预计支出增加，收入略有减少。</blockquote></p><p><h2>Monday 2/21</h2>Stock and fixed-income markets are closed in observance of Presidents Day.</p><p><blockquote><h2>2/21星期一</h2>为纪念总统日，股票和固定收益市场休市。</blockquote></p><p><h2>Tuesday 2/22</h2>Agilent Technologies, Cadence Design Systems, CenterPoint Energy, Home Depot, Medtronic, Palo Alto Networks, Public Storage, and Realty Income release earnings.</p><p><blockquote><h2>星期二 2/22</h2>安捷伦科技、Cadence Design Systems、CenterPoint Energy、家得宝、美敦力、帕洛阿尔托网络、公共存储和房地产收入发布收益。</blockquote></p><p>IHS Markit releases its Manufacturing and Services Purchasing Managers’ Indexes for February. Consensus estimates are for a 56 reading for the Manufacturing PMI and a 52.2 for the Services PMI. This compares with 55.5 and 51.2, respectively, in January. The January Services PMI was the lowest reading since July 2020.</p><p><blockquote>IHS Markit 发布 2 月份制造业和服务业采购经理人指数。普遍估计制造业 PMI 为 56，服务业 PMI 为 52.2。相比之下，1 月份分别为 55.5 和 51.2。1月份服务业PMI为2020年7月以来的最低值。</blockquote></p><p>The Conference Board releases its Consumer Confidence Index for February. Economists forecast a 110.8 reading, roughly three points less than the January data.</p><p><blockquote>世界大型企业联合会发布2月份消费者信心指数。经济学家预测读数为 110.8，比 1 月份的数据低约 3 个百分点。</blockquote></p><p><h2>Wednesday 2/23</h2>Booking Holdings, Coterra Energy, eBay, Lowe’s, Molson Coors Beverage, Stellantis, and TJX Cos. report quarterly results.</p><p><blockquote><h2>星期三 2/23</h2>Booking Holdings、Coterra Energy、eBay、Lowe's、Molson Coors Beverage、Stellantis 和 TJX Cos。报告季度业绩。</blockquote></p><p>The General Assembly of the United Nations holds a meeting to debate the ongoing tensions in Ukraine.</p><p><blockquote>联合国大会召开会议，讨论乌克兰持续的紧张局势。</blockquote></p><p>Cummins holds its 2022 analyst day.</p><p><blockquote>康明斯举办 2022 年分析师日。</blockquote></p><p><h2>Thursday 2/24</h2>The BEA reports its second estimate of fourth-quarter 2021 gross domestic product. Economists forecast a 5.9% seasonally adjusted annual growth rate, one percentage less than the advance estimate of 6.9%.</p><p><blockquote><h2>星期四 2/24</h2>东亚银行报告了2021年第四季度国内生产总值的第二次预测。经济学家预测经季节性调整后的年增长率为 5.9%，比先前估计的 6.9% 低一个百分点。</blockquote></p><p>Alibaba Group Holding, Anheuser-Busch InBev, American Electric Power, Autodesk, Block, CBRE Group, Coinbase Global, Dell Technologies, Etsy, Intuit, Moderna, Newmont, Norwegian Cruise Line Holdings, NRG Energy, Occidental Petroleum, Public Service Enterprise Group, Royal Bank of Canada, and VMware release earnings.</p><p><blockquote>阿里巴巴-SW集团控股公司、百威英博、美国电力公司、欧特克、Block、世邦魏理仕集团、Coinbase Global、戴尔科技公司、Etsy、Intuit、Moderna、纽蒙特、挪威邮轮控股公司、NRG能源公司、西方石油公司、公共服务企业集团、加拿大皇家银行和 VMware 发布收益。</blockquote></p><p>The Census Bureau reports new-home sales for January. Expectations are for a seasonally adjusted annual rate of 792,000 new single-family houses sold, 19,000 fewer than in December.</p><p><blockquote>人口普查局报告一月份的新房销售情况。经季节性调整后，预计新单户住宅年增长率为 792,000 套，比 12 月份减少 19,000 套。</blockquote></p><p><h2>Friday 2/25</h2>Canadian Imperial Bank of Commerce, EOG Resources, Liberty Media, and Sempra Energy hold conference calls to discuss quarterly results.</p><p><blockquote><h2>2/25星期五</h2>加拿大帝国商业银行、EOG Resources、Liberty Media 和 Sempra Energy 在评级举行会议，讨论季度业绩。</blockquote></p><p>The Census Bureau releases the January durable-goods report. Consensus estimate is for new orders for manufactured durable goods to rise 1% month over month to $270.3 billion.</p><p><blockquote>人口普查局发布一月份耐用品报告。普遍估计，耐用品制成品新订单将环比增长 1%，达到 2703 亿美元。</blockquote></p><p>The National Association of Realtors releases its Pending Home Sales index for January. In December, pending home sales fell 3.8%, the second consecutive month of declines. Rising mortgage rates and record-high home prices have taken some of the wind out of the housing market.</p><p><blockquote>全国房地产经纪人协会发布了1月份待售房屋销售指数。12月份，待售房屋销售下降3.8%，连续第二个月下降。不断上升的抵押贷款利率和创历史新高的房价使房地产市场失去了一些动力。</blockquote></p><p>The BEA reports personal income and spending for January. Income is expected to decline 0.3% month over month, while expenditures are seen rising 1.4%.</p><p><blockquote>东亚银行报告一月份的个人收入和支出。收入预计环比下降 0.3%，而支出预计增长 1.4%。</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.barrons.com/articles/stocks-to-watch-this-week-moderna-alibaba-coinbase-51645240255\">Barron's</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":{"HD":"家得宝","BABA":"阿里巴巴","COIN":"Coinbase Global, Inc.","ETSY":"Etsy, Inc.","MRNA":"Moderna, Inc."},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-moderna-alibaba-coinbase-51645240255","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132983285","content_text":"U.S. stock and bond markets will be closed for Presidents Day on Monday. Fourth-quarter earning season resumes when Wall Street returns, with results from Agilent Technologies, Home Depot, and Medtronic on Tuesday. On Wednesday, Booking Holdings, eBay, Lowe’s, Stellantis, and TJX report.Thursday will be particularly busy: Alibaba Group Holding, Anheuser-Busch InBev, Coinbase Global, Dell Technologies, Etsy, Moderna, Newmont, Norwegian Cruise Line Holdings, and Occidental Petroleum will be among the highlights. Finally, EOG Resources and Liberty Media close the week on Friday.The economic data highlights of the week will include IHS Markit’s Manufacturing and Services Purchasing Managers’ Indexes for February and the Conference Board’s Consumer Confidence Index for February––all on Tuesday. The surveys are each expected to come in flat to down versus January.The Census Bureau will also report January durable-goods orders on Friday, which are often seen as a proxy for business investment. Finally, the Bureau of Economic Analysis will report personal income and spending for January on Friday. American consumers are expected to have spent more and earned slightly less compared with the prior month.Monday 2/21Stock and fixed-income markets are closed in observance of Presidents Day.Tuesday 2/22Agilent Technologies, Cadence Design Systems, CenterPoint Energy, Home Depot, Medtronic, Palo Alto Networks, Public Storage, and Realty Income release earnings.IHS Markit releases its Manufacturing and Services Purchasing Managers’ Indexes for February. Consensus estimates are for a 56 reading for the Manufacturing PMI and a 52.2 for the Services PMI. This compares with 55.5 and 51.2, respectively, in January. The January Services PMI was the lowest reading since July 2020.The Conference Board releases its Consumer Confidence Index for February. Economists forecast a 110.8 reading, roughly three points less than the January data.Wednesday 2/23Booking Holdings, Coterra Energy, eBay, Lowe’s, Molson Coors Beverage, Stellantis, and TJX Cos. report quarterly results.The General Assembly of the United Nations holds a meeting to debate the ongoing tensions in Ukraine.Cummins holds its 2022 analyst day.Thursday 2/24The BEA reports its second estimate of fourth-quarter 2021 gross domestic product. Economists forecast a 5.9% seasonally adjusted annual growth rate, one percentage less than the advance estimate of 6.9%.Alibaba Group Holding, Anheuser-Busch InBev, American Electric Power, Autodesk, Block, CBRE Group, Coinbase Global, Dell Technologies, Etsy, Intuit, Moderna, Newmont, Norwegian Cruise Line Holdings, NRG Energy, Occidental Petroleum, Public Service Enterprise Group, Royal Bank of Canada, and VMware release earnings.The Census Bureau reports new-home sales for January. Expectations are for a seasonally adjusted annual rate of 792,000 new single-family houses sold, 19,000 fewer than in December.Friday 2/25Canadian Imperial Bank of Commerce, EOG Resources, Liberty Media, and Sempra Energy hold conference calls to discuss quarterly results.The Census Bureau releases the January durable-goods report. Consensus estimate is for new orders for manufactured durable goods to rise 1% month over month to $270.3 billion.The National Association of Realtors releases its Pending Home Sales index for January. In December, pending home sales fell 3.8%, the second consecutive month of declines. Rising mortgage rates and record-high home prices have taken some of the wind out of the housing market.The BEA reports personal income and spending for January. Income is expected to decline 0.3% month over month, while expenditures are seen rising 1.4%.","news_type":1,"symbols_score_info":{"COIN":0.9,"MRNA":0.9,"ETSY":0.9,"BABA":0.9,"HD":0.9}},"isVote":1,"tweetType":1,"viewCount":1638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638235454,"gmtCreate":1645335767915,"gmtModify":1645335768327,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638235454","repostId":"2212867177","repostType":4,"repost":{"id":"2212867177","kind":"highlight","pubTimestamp":1645329608,"share":"https://www.laohunote.com/m/news/2212867177?lang=zh_CN&edition=full","pubTime":"2022-02-20 12:00","market":"us","language":"en","title":"As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚 Shopify，这 15 家电子商务公司预计到 2023 年销售额增长最快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2212867177","media":"MarketWatch","summary":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or mo","content":"<p><html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p><blockquote><html><head></head><body>分析师表示，Uber、Carvana 以及 Shopify 的年化销售额将增长 30% 或更多</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopify、Uber 和 Carvana 等电子商务公司预计将在 2023 年实现最佳销售增长。</span></p></blockquote></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p><blockquote>Shopify 在 2 月 15 日收盘后报告称，该公司第四季度业绩井喷式增长，销售额同比增长 41%。</blockquote></p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify&#39;s stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts&#39; expectations for revenue and earnings.</p><p><blockquote>销售是一家处于向电子商务转变前沿的公司的主要目标。但 Shopify 的股价在接下来的两个交易日下跌了 26%，尽管该公司公布的业绩超出了分析师对收入和盈利的预期。</blockquote></p><p>The above headline from Barron&#39;s spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company&#39;s own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p><blockquote>《巴伦周刊》的上述标题阐明了任何高估值科技股在这种市场环境下的问题：即使在零售销售好于预期的经济增长中，如果一家公司自己未来几个月的销售前景令投资者失望，该股可能会崩盘。</blockquote></p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><blockquote>虽然我们无法预测哪些高估值电子商务公司可能会下一个让投资者失望的人，但我们可以展望未来，看看哪些公司预计销售额增长最快。以下是来自三只电子商务交易所交易基金持有的这些预期快速增长者的列表。</blockquote></p><p><b>A high valuation in a touchy market</b></p><p><blockquote><b>敏感市场中的高估值</b></blockquote></p><p>Here&#39;s a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p><blockquote>这是三年的价格图表<a href=\"https://laohu8.com/S/SHOP\">商店公司</a>. (SHOP.T) 截至 2 月 15 日收盘，即公司公布第四季度业绩之前：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p><blockquote><p class=\"t-img-caption\"><span>事实集</span></p></blockquote></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That&#39;s a very high valuation when compared with a price/sales valuation of 2.6 for the S&amp;P 500  and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p><blockquote>在 Shopify 发布第四季度业绩之前，该股三年内上涨了五倍。FactSet 调查的分析师中，该股的交易价格是远期销售普遍预期的 14.5 倍。与标普500 2.6的市销率和亚马逊公司等古老的互联网服务公司2.9的市销率相比，这是一个非常高的估值..</blockquote></p><p>Investors were paying through the nose for Shopify&#39;s stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><blockquote>投资者正在为 Shopify 的股票支付高昂的价格。话又说回来，该股在 2020 年 7 月的交易价格高达普遍远期销售预期的 47.1 倍。</blockquote></p><p><b>Three ecommerce ETFs</b></p><p><blockquote><b>三只电子商务 ETF</b></blockquote></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><p><blockquote>为了在屏幕上列出电子商务股票列表，我们研究了三只专注于该行业群体的 ETF：</blockquote></p><p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><blockquote><ul><li>ProShares 在线零售 ETF 管理着 5.81 亿美元的资产，持有 39 只股票。它高度集中，亚马逊占投资组合的25%，阿里巴巴-SW集团控股有限公司占第二大持股比例为13.6%。第三大持股公司是eBay Inc.，持股比例为4.5%。</li><li>Amplify Online Retail ETF 拥有 4.75 亿美元的资产，持有 79 只股票。投资组合中的个股权重相等，投资组合本身的美国权重为 70%。根据 FactSet 的说法，这种做法 “防止了亚马逊等巨头在篮子里占据主导地位，但也给规模较小、风险可能更大的公司带来了偏见”。</li><li>Global X 电子商务 ETF 拥有 1.51 亿美元的资产。它持有 40 只股票，并按市值进行了修改权重。其前五大持股占投资组合的13.1%。Expedia Group Inc.是最大的持股，占6.7%，其次是Booking Holdings Inc.，占6.4%，京东公司，占5.5%。</li></ul>将 ETF 按规模排序，以下是根据 FactSet 调查的分析师的共识估计，预计到 2023 年每股销售额的复合年增长率 (CAGR)：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Ecommerce stock screen</b></p><p><blockquote><b>电子商务库存屏幕</b></blockquote></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p><blockquote>这三只 ETF 总共持有 78 只股票。其中，至少有五名分析师接受了 FactSet 的预测、评级和价格目标调查，涵盖了 63 家公司。</blockquote></p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p><blockquote>以下是分析师预计到 2023 年将实现最高销售复合年增长率的 15 家公司。一致的销售额估计为数百万美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p>Leaving the list in the same order, here&#39;s a summary of analysts&#39; opinions about the stocks:</p><p><blockquote>按相同顺序离开列表，以下是分析师对这些股票的看法摘要：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></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>As investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚 Shopify，这 15 家电子商务公司预计到 2023 年销售额增长最快</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\">\nAs investors punish Shopify, these 15 ecommerce companies are expected to grow sales the most through 2023<blockquote>随着投资者惩罚 Shopify，这 15 家电子商务公司预计到 2023 年销售额增长最快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-02-20 12:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or more</p><p><blockquote><html><head></head><body>分析师表示，Uber、Carvana 以及 Shopify 的年化销售额将增长 30% 或更多</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0972bfe1f39b9951cc40461d88665e56\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Shopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopify、Uber 和 Carvana 等电子商务公司预计将在 2023 年实现最佳销售增长。</span></p></blockquote></p><p>Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.</p><p><blockquote>Shopify 在 2 月 15 日收盘后报告称，该公司第四季度业绩井喷式增长，销售额同比增长 41%。</blockquote></p><p>Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify&#39;s stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts&#39; expectations for revenue and earnings.</p><p><blockquote>销售是一家处于向电子商务转变前沿的公司的主要目标。但 Shopify 的股价在接下来的两个交易日下跌了 26%，尽管该公司公布的业绩超出了分析师对收入和盈利的预期。</blockquote></p><p>The above headline from Barron&#39;s spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company&#39;s own sales outlook for the months ahead disappoint investors, the stock can crash.</p><p><blockquote>《巴伦周刊》的上述标题阐明了任何高估值科技股在这种市场环境下的问题：即使在零售销售好于预期的经济增长中，如果一家公司自己未来几个月的销售前景令投资者失望，该股可能会崩盘。</blockquote></p><p>While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.</p><p><blockquote>虽然我们无法预测哪些高估值电子商务公司可能会下一个让投资者失望的人，但我们可以展望未来，看看哪些公司预计销售额增长最快。以下是来自三只电子商务交易所交易基金持有的这些预期快速增长者的列表。</blockquote></p><p><b>A high valuation in a touchy market</b></p><p><blockquote><b>敏感市场中的高估值</b></blockquote></p><p>Here&#39;s a three-year price chart for <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:</p><p><blockquote>这是三年的价格图表<a href=\"https://laohu8.com/S/SHOP\">商店公司</a>. (SHOP.T) 截至 2 月 15 日收盘，即公司公布第四季度业绩之前：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c135df5da79b693cf14c512dafb474e\" tg-width=\"700\" tg-height=\"625\" referrerpolicy=\"no-referrer\"/><span>FACTSET</span></p><p><blockquote><p class=\"t-img-caption\"><span>事实集</span></p></blockquote></p><p>The stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That&#39;s a very high valuation when compared with a price/sales valuation of 2.6 for the S&amp;P 500  and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..</p><p><blockquote>在 Shopify 发布第四季度业绩之前，该股三年内上涨了五倍。FactSet 调查的分析师中，该股的交易价格是远期销售普遍预期的 14.5 倍。与标普500 2.6的市销率和亚马逊公司等古老的互联网服务公司2.9的市销率相比，这是一个非常高的估值..</blockquote></p><p>Investors were paying through the nose for Shopify&#39;s stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.</p><p><blockquote>投资者正在为 Shopify 的股票支付高昂的价格。话又说回来，该股在 2020 年 7 月的交易价格高达普遍远期销售预期的 47.1 倍。</blockquote></p><p><b>Three ecommerce ETFs</b></p><p><blockquote><b>三只电子商务 ETF</b></blockquote></p><p>In order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:</p><p><blockquote>为了在屏幕上列出电子商务股票列表，我们研究了三只专注于该行业群体的 ETF：</blockquote></p><p><ul><li>The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.</li><li>The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”</li><li>The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.</li></ul>Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:</p><p><blockquote><ul><li>ProShares 在线零售 ETF 管理着 5.81 亿美元的资产，持有 39 只股票。它高度集中，亚马逊占投资组合的25%，阿里巴巴-SW集团控股有限公司占第二大持股比例为13.6%。第三大持股公司是eBay Inc.，持股比例为4.5%。</li><li>Amplify Online Retail ETF 拥有 4.75 亿美元的资产，持有 79 只股票。投资组合中的个股权重相等，投资组合本身的美国权重为 70%。根据 FactSet 的说法，这种做法 “防止了亚马逊等巨头在篮子里占据主导地位，但也给规模较小、风险可能更大的公司带来了偏见”。</li><li>Global X 电子商务 ETF 拥有 1.51 亿美元的资产。它持有 40 只股票，并按市值进行了修改权重。其前五大持股占投资组合的13.1%。Expedia Group Inc.是最大的持股，占6.7%，其次是Booking Holdings Inc.，占6.4%，京东公司，占5.5%。</li></ul>将 ETF 按规模排序，以下是根据 FactSet 调查的分析师的共识估计，预计到 2023 年每股销售额的复合年增长率 (CAGR)：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f18eabe068db738de93011466468f122\" tg-width=\"929\" tg-height=\"490\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Ecommerce stock screen</b></p><p><blockquote><b>电子商务库存屏幕</b></blockquote></p><p>Together, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.</p><p><blockquote>这三只 ETF 总共持有 78 只股票。其中，至少有五名分析师接受了 FactSet 的预测、评级和价格目标调查，涵盖了 63 家公司。</blockquote></p><p>Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.</p><p><blockquote>以下是分析师预计到 2023 年将实现最高销售复合年增长率的 15 家公司。一致的销售额估计为数百万美元。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad28766966168ede9e093a011d49c414\" tg-width=\"935\" tg-height=\"818\" referrerpolicy=\"no-referrer\"/><span>Source: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></blockquote></p><p>Leaving the list in the same order, here&#39;s a summary of analysts&#39; opinions about the stocks:</p><p><blockquote>按相同顺序离开列表，以下是分析师对这些股票的看法摘要：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3049f96cafa935056f64a58272362c2\" tg-width=\"938\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/><span>Souce: FactSet</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：FactSet</span></p></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/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?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":{"PDD":"拼多多","SHOP":"Shopify Inc","UBER":"优步","CVNA":"Carvana Co.","TCOM":"携程网"},"source_url":"https://www.marketwatch.com/story/as-investors-punish-shopify-these-15-ecommerce-stocks-are-expected-to-grow-sales-the-most-through-2023-11645035163?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212867177","content_text":"Analysts say Uber, Carvana and, yes, Shopify, will increase sales at an annualized pace of 30% or moreShopify, Uber and Carvana are among ecommerce companies expected to show the best sales growth through 2023.Shopify had a blowout fourth quarter, with sales rising 41% from a year earlier, the company reported after the market close on Feb. 15.Sales are the main objective of a company working at the forefront of the shift to ecommerce. But Shopify's stock fell 26% over the following two trading sessions, even after company reported results that came in ahead of analysts' expectations for revenue and earnings.The above headline from Barron's spells out the problem in this market environment for any highly valued tech stock: Even in a growing economy with better-than-expected retail sales, if a company's own sales outlook for the months ahead disappoint investors, the stock can crash.While we cannot predict which highly valued ecommerce companies might be next to disappoint investors, we can look ahead to see which are expected to increase sales the most quickly. A list of these expected rapid-growers derived from the holdings of three ecommerce exchange-traded funds is below.A high valuation in a touchy marketHere's a three-year price chart for Shopify Inc. (SHOP.T) through the close on Feb. 15 -- that is, before the company announced its fourth-quarter results:FACTSETThe stock was up fivefold for three years before Shopify put out its fourth-quarter results. And the stock was trading for 14.5 times the consensus forward sales estimate among analysts polled by FactSet. That's a very high valuation when compared with a price/sales valuation of 2.6 for the S&P 500  and 2.9 for a venerable internet services highflyer such as Amazon.com Inc..Investors were paying through the nose for Shopify's stock. Then again, the stock had traded as high as 47.1 times the consensus forward sales estimate in July 2020.Three ecommerce ETFsIn order to come up with a list of ecommerce stocks for a screen, we looked at three ETFs focusing on this industry group:The ProShares Online Retail ETF has $581 million in assets under management and holds 39 stocks. It is heavily concentrated, with Amazon making up 25% of the portfolio and Alibaba Group Holding Ltd. the second-largest holding at 13.6%. The third-largest holding is eBay Inc.,at 4.5%.The Amplify Online Retail ETF has $475 million in assets, holds 79 stocks. The individual stocks are equal-weighted within the portfolio, which itself is 70% weighted to the U.S. According to FactSet, this approach “keeps giants [such as] Amazon from dominating the basket, but also introduces a bias to smaller and possibly more risky firms.”The Global X E-Commerce ETF has $151 million in assets. It holds 40 stocks and has a modified weighting by market capitalization. Its top five holdings make up 13.1% of the portfolio. Expedia Group Inc. is the largest holding, at 6.7%, followed by Booking Holdings Inc. at 6.4% and JD.com Inc. at 5.5%.Leaving the ETFs in size order, here are projected compound annual growth rates (CAGR) for sales per share through 2023, based on consensus estimates among analysts polled by FactSet:Ecommerce stock screenTogether, the three ETFs hold 78 stocks. Among those, 63 are covered by at least five analysts polled by FactSet for estimates, ratings and price targets.Here are the 15 companies analysts expect to achieve the highest sales CAGR through calendar 2023. The consensus sales estimates are in millions of U.S. dollars.Source: FactSetLeaving the list in the same order, here's a summary of analysts' opinions about the stocks:Souce: FactSet","news_type":1,"symbols_score_info":{"TCOM":0.9,"UBER":0.9,"PDD":0.9,"CVNA":0.9,"SHOP":1}},"isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638832925,"gmtCreate":1645168939197,"gmtModify":1645168939537,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638832925","repostId":"1195946210","repostType":4,"repost":{"id":"1195946210","kind":"news","pubTimestamp":1645151754,"share":"https://www.laohunote.com/m/news/1195946210?lang=zh_CN&edition=full","pubTime":"2022-02-18 10:35","market":"us","language":"en","title":"Palantir: The Great Reset<blockquote>Palantir：大重置</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195946210","media":"Seeking Alpha","summary":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 a","content":"<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p><blockquote><ul><li>直接上市后，股价飙升至近 40 美元，截至撰写本文时已回到 12 美元以下。</li><li>该股仍然昂贵的原因有很多。</li><li>到 2025 年，收入每年增长 30%。</li><li>与Palantir签订的合同中有一些尚未交付的剩余价值，这将导致未来的收入。</li><li>自由现金流为正，并触及盈利的表面。</li></ul>毫无疑问，科技股，尤其是那些潜在的改变游戏规则的股票，往往极其昂贵。多年来，这些股票中的许多都会亏损，但在收入大幅增长的同时，大量投资于它们的增长。有时这种增长会消退，公司也从未像它计划的那样真正改变世界。有时公司多年来一直亏损，但内部指标逐年改善，增长最终如此强劲，利润滚滚而来。你知道的每一个伟大的科技巨头都开始亏损。从长远来看，挑选赢家和输家说起来容易做起来难，但我们认为关键是要看他们解决了什么问题，他们的客户是谁，增长情况，以及在较小程度上看估值。市场上最具争议的股票之一是 Palantir Technologies (PLTR)。该股于 2020 年直接上市，并在 2021 年的重大科技反弹期间起飞。但在 2021 年，该股开始下跌，如今已回到 12 美元以下。下来够了吗？我们认为，对于长期投资者来说。即使对于交易者来说，短期内死猫反弹的可能性也很高，但短期内，该股仍然昂贵，即使对于高增长科技公司来说也是如此，但与几个月前相比要合理得多。该公司刚刚公布了财报，增长仍在正轨上。该公司刚刚触及盈利的表面，自由现金流为正。客户数量在增长，保留率很高。简而言之，我们相信您最终可以再次开始在这里购买。</blockquote></p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p><blockquote>上涨的并不总是会下跌，但 Palantir 股票确实会下跌</blockquote></p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><blockquote>看看 Palantir 自 2020 年股市上线以来的图表：</blockquote></p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>BAD BEAT Investing</p><p><blockquote>糟糕的节拍投资</blockquote></p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p><blockquote>正如您所看到的，该股在 2021 年 2 月飙升至历史高点，并在 20 多点时略微横盘交易了几个月，然后在秋季和 2021 年至 2022 年期间因加息威胁而大幅下跌收入增长，几乎没有盈利技术。Palantir非常适合这一要求。但你可以看看许多创新公司的图表，它们的收入大幅增长，但却不赚钱。在过去的几个月里，他们都被压垮了。虽然 Palantir 股票存在许多风险，但我们认为您最终可以开始购买。</blockquote></p><p>The play</p><p><blockquote>这出戏</blockquote></p><p>Target entry 1: $11.95-$12.15 40% of position</p><p><blockquote>目标入场 1：11.95-12.15 美元 仓位的 40%</blockquote></p><p>Target entry 2: $10.80-$11.00 60% of position</p><p><blockquote>目标入场2：$10.80-$11.00仓位的60%</blockquote></p><p>Stop loss: $9</p><p><blockquote>止损：9美元</blockquote></p><p>Target exit: $15</p><p><blockquote>目标退出：15 美元</blockquote></p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p><blockquote>期权建议：在这个波动较大的名字中，溢价很高，卖出看跌期权是一个强有力的收入和/或确定进入的策略。考虑2022年3月18日12美元看跌期权，溢价为0.80-0.85美元。购买看涨期权期权价格昂贵，但您可以考虑 2022 年 8 月 19 日 14 美元的行权价为 1.60 美元，然后是 1.20 美元。</blockquote></p><p>Discussion</p><p><blockquote>讨论</blockquote></p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p><blockquote>Palantir 将其收入分为两个报告部门。这些是政府和商业部门。去年，其商业收入流快速增长，而政府业绩和前景却有些好坏参半。为了提高销售额，Palantir扩大了其销售团队，他们一直在努力获得新订单。在我们看来，这得到了回报。</blockquote></p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p><blockquote>业绩强劲，超出市场普遍预期。总收入同比增长 34%，达到 4.33 亿美元，超出预期近 1500 万美元。商业收入继续快速增长，2021年增长132%，第四季度较去年增长47%。虽然政府收入的增长有所放缓，但仍比去年增长了 26%，该公司本季度在这两个领域总共新增了 34 个净新客户。</blockquote></p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p><blockquote>事情是这样的。该公司才刚刚开始赚钱。这意味着该股票价格昂贵，就像许多其他成长型科技公司一样。稍后会详细介绍。虽然该公司亏损了 5900 万美元，但调整后的营业收入为 1.24 亿美元，而该公司的自由现金流为正，本季度为 1.04 亿美元。这是一个很大的积极因素。本年度调整后自由现金流为 4.24 亿美元。我们喜欢自由现金流。这是一个非常大的积极因素。该公司调整后每股收益为 0.02 美元。这是某种东西。</blockquote></p><p></p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><blockquote>现在，至于估值，通常最好看高增长技术的市销率。看看根据这些指标寻求阿尔法的等级：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Seeking Alpha</p><p><blockquote>寻求阿尔法</blockquote></p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p><blockquote>确实有点可笑，因为所有高增长科技公司似乎都有“不及格”的成绩，但指标才是最重要的。在 18 倍的销售额下，考虑到股价跌至 12 美元以下，该股票仍然很贵，而且我们在 15-16 倍时仍然很贵，但与股价在 30 美元左右时相比，这要合理得多。90 倍 FWD EPS，嗯，该公司正在努力实现盈利，但我们确实喜欢 1.0 倍 PEG 比率的隐藏优势。就增长而言，这些指标看起来要好得多，预计富卫收入增长 38%，未来杠杆自由现金流增长 350%。公司的这些基本面持续改善。</blockquote></p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p><blockquote>当然，该股仍然并非没有风险。首先，正如我们提到的，即使在急剧下降之后，股票仍然价格昂贵。该公司也可能会看到政府在困难时期削减开支，不过，一些人会认为他们的技术节省了政府资金。我们看到广告销售额在增长，尽管经济衰退可能会导致像 Palantir 这样试图帮助公司解决问题的科技公司减少支出。</blockquote></p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><p><blockquote>也许许多人对这家公司最大的问题之一是不断发生的稀释。Alex Karp 在电话会议上谈到了这一点：</blockquote></p><p></p><p><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interes</p><p><blockquote><i>谢谢。我真的很感谢你们，投资者。感谢您的投资和对我们的信任。好的。所以有一个简单的版本，我认为它就像——所以确实有——有基于股票的补偿和稀释。稀释的事情，这是一个转移注意力的问题。我们不会发行很多新股，我认为大概在 900 万美元左右。所以我说这不是问题，继续前进有点害羞。</i><i>关于 Palantir 需要了解的是，我想这样理解，这实际上不是 DPO 的结果，而是我们完全专注于构建产品的结果。在我们这样做之前，我们根本不知道我们要去DPO。因此，坦率地说，大多数公司的建立使得——当分析师看到它时，大多数软件公司的主要客户不是客户，而是软件分析师。</i><i>所以很明显，我们的主要客户就是我们的客户。这并不意味着 - 现在我们正在考虑如何以一种方式暴露数据，让像您这样的外部人员、专业分析师和其他人可以查看数据并更好地了解什么在跟踪，什么不在跟踪。但许多此类问题的主要来源实际上可以归结为，我们建立公司主要是为了支持美国战斗机，然后采取双重行动，将其用于人类的荣耀，特别是西方的人类。那是我们的主意。因为我们的主要客户不是对冲基金所认为的那样，所以我们实际上从一开始就没有想到这些事情。所以现在有一个正常化的过程。</i><i>在推进这些评级时，你会看到这一点，就像你如何标准化，你如何提供人们会看到的数据，你如何提供人们可以理解他们习惯看到的数据，同时忠实于我们的使命一样。就好像我们的主要客户是我们服务的人。我们与他们完全一致。这就是为什么即使有了新生的销售队伍，我们也能生存下来。你可以让事情翻倍，这是同步的。</i><i>然后你就可以看到基于股票的薪酬，这就像，好吧，所以——它有两个部分。当然，IRI的人不想让我做任何前瞻性的数学，但如果你足够聪明去投资人才，你就足够聪明去想办法。本质上——有——我们是如何匹配人的，将会有一个标准化，这将使我们进入一个你会在未来18个月内，最迟2年内在软件公司看到的范围。但本质上是有的——这需要一点时间。这种情况将会发生，因为它还与另一个问题密切相关，即您实际上如何运营公司，以便有一天在 GAAP 基础上实现盈利，而不是剥夺薪酬。这也在视线范围内。</i><i>这些是我们对 Palantir 的目标，因为同样的原因我们没有债务。这也是我们资产负债表上有23亿美元的原因。这是一家为糟糕时期而建的公司。糟糕的时期意味着内部财务状况强劲。这意味着在某个时候，你必须按照公认会计准则盈利。如果你在稀释员工，或者——正确地说，你的股票薪酬完全——与其他公司不一致，你就不可能在公认会计准则下盈利。</i><i>所以你看到了正常化。这会改变的。它将在相对不久的将来发生变化。它将与我们认为对 Palantir 很重要的其他事情联系起来，例如拥有一家在困难时期蓬勃发展的公司。我们也是——糟糕的时期对 Palantir 来说非常好，因为我们制造的产品非常强大，是为危险而制造的。然后内部的财务实际上是为糟糕的时期而建立的。糟糕的时期意味着你有自由现金流，自由现金流转化为公认会计准则利润。</i><i>这意味着基于股票的薪酬必须与我们的投资者保持一致，因为这基本上是一个稍微长一点的哲学叙事的一部分，但就像如果软件是唯一的护城河一样，那么价值和总股本必须根据它们的价值重新评估，只有当你实际上可以获得一个技术节点，看涨期权它，也许除此之外的东西时，价值才会存在。只有当你建立的公司技术足够强大，业务基本面足够强大，自由现金流实际上转化为 GAAP 盈利能力，并且这与股票回报挂钩时，增长才会存在。因此，这是一个优先事项，不仅因为您关心，而且坦率地说，因为这是我们公司的健康，我们非常关心。”</i>如您所见，他们承认这是一个问题。我们还喜欢提到实现 GAAP 盈利。然而，我们鼓励你实际阅读完整的文字记录。看涨期权有点兴趣</blockquote></p><p></p><p>Take home</p><p><blockquote>带回家</blockquote></p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p><p><blockquote>股价已被压垮。但该公司没有债务，有自由现金流。稀释问题是股东的一大烦恼，也是估值的一个风险因素。尽管跌至 2020 年以来的最高水平，但该股仍然昂贵，但远低于一年前的估值。随着公司表现出的增长以及对实现盈利需求的认可，我们喜欢在这里扩大规模。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>Palantir: The Great Reset<blockquote>Palantir：大重置</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\">\nPalantir: The Great Reset<blockquote>Palantir：大重置</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-18 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Summary</p><p><blockquote><html><head></head><body>总结</body></html></blockquote></p><p><ul><li>After its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.</li><li>There is a host of reasons why the stock is still expensive.</li><li>Revenue growth at 30% per year through 2025.</li><li>There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.</li><li>Free cash flow positive, and scratching the surface of profitability.</li></ul>There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.</p><p><blockquote><ul><li>直接上市后，股价飙升至近 40 美元，截至撰写本文时已回到 12 美元以下。</li><li>该股仍然昂贵的原因有很多。</li><li>到 2025 年，收入每年增长 30%。</li><li>与Palantir签订的合同中有一些尚未交付的剩余价值，这将导致未来的收入。</li><li>自由现金流为正，并触及盈利的表面。</li></ul>毫无疑问，科技股，尤其是那些潜在的改变游戏规则的股票，往往极其昂贵。多年来，这些股票中的许多都会亏损，但在收入大幅增长的同时，大量投资于它们的增长。有时这种增长会消退，公司也从未像它计划的那样真正改变世界。有时公司多年来一直亏损，但内部指标逐年改善，增长最终如此强劲，利润滚滚而来。你知道的每一个伟大的科技巨头都开始亏损。从长远来看，挑选赢家和输家说起来容易做起来难，但我们认为关键是要看他们解决了什么问题，他们的客户是谁，增长情况，以及在较小程度上看估值。市场上最具争议的股票之一是 Palantir Technologies (PLTR)。该股于 2020 年直接上市，并在 2021 年的重大科技反弹期间起飞。但在 2021 年，该股开始下跌，如今已回到 12 美元以下。下来够了吗？我们认为，对于长期投资者来说。即使对于交易者来说，短期内死猫反弹的可能性也很高，但短期内，该股仍然昂贵，即使对于高增长科技公司来说也是如此，但与几个月前相比要合理得多。该公司刚刚公布了财报，增长仍在正轨上。该公司刚刚触及盈利的表面，自由现金流为正。客户数量在增长，保留率很高。简而言之，我们相信您最终可以再次开始在这里购买。</blockquote></p><p>What goes up doesn&#39;t always come down, but Palantir stock sure did</p><p><blockquote>上涨的并不总是会下跌，但 Palantir 股票确实会下跌</blockquote></p><p>Take a look at the chart of Palantir since going live on the stock market in 2020:</p><p><blockquote>看看 Palantir 自 2020 年股市上线以来的图表：</blockquote></p><p><img src=\"https://static.tigerbbs.com/46ca7504520c5dc53ff23d8f5a8d3a83\" tg-width=\"640\" tg-height=\"289\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>BAD BEAT Investing</p><p><blockquote>糟糕的节拍投资</blockquote></p><p>As you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.</p><p><blockquote>正如您所看到的，该股在 2021 年 2 月飙升至历史高点，并在 20 多点时略微横盘交易了几个月，然后在秋季和 2021 年至 2022 年期间因加息威胁而大幅下跌收入增长，几乎没有盈利技术。Palantir非常适合这一要求。但你可以看看许多创新公司的图表，它们的收入大幅增长，但却不赚钱。在过去的几个月里，他们都被压垮了。虽然 Palantir 股票存在许多风险，但我们认为您最终可以开始购买。</blockquote></p><p>The play</p><p><blockquote>这出戏</blockquote></p><p>Target entry 1: $11.95-$12.15 40% of position</p><p><blockquote>目标入场 1：11.95-12.15 美元 仓位的 40%</blockquote></p><p>Target entry 2: $10.80-$11.00 60% of position</p><p><blockquote>目标入场2：$10.80-$11.00仓位的60%</blockquote></p><p>Stop loss: $9</p><p><blockquote>止损：9美元</blockquote></p><p>Target exit: $15</p><p><blockquote>目标退出：15 美元</blockquote></p><p>Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.</p><p><blockquote>期权建议：在这个波动较大的名字中，溢价很高，卖出看跌期权是一个强有力的收入和/或确定进入的策略。考虑2022年3月18日12美元看跌期权，溢价为0.80-0.85美元。购买看涨期权期权价格昂贵，但您可以考虑 2022 年 8 月 19 日 14 美元的行权价为 1.60 美元，然后是 1.20 美元。</blockquote></p><p>Discussion</p><p><blockquote>讨论</blockquote></p><p>Palantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.</p><p><blockquote>Palantir 将其收入分为两个报告部门。这些是政府和商业部门。去年，其商业收入流快速增长，而政府业绩和前景却有些好坏参半。为了提高销售额，Palantir扩大了其销售团队，他们一直在努力获得新订单。在我们看来，这得到了回报。</blockquote></p><p>Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.</p><p><blockquote>业绩强劲，超出市场普遍预期。总收入同比增长 34%，达到 4.33 亿美元，超出预期近 1500 万美元。商业收入继续快速增长，2021年增长132%，第四季度较去年增长47%。虽然政府收入的增长有所放缓，但仍比去年增长了 26%，该公司本季度在这两个领域总共新增了 34 个净新客户。</blockquote></p><p>Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.</p><p><blockquote>事情是这样的。该公司才刚刚开始赚钱。这意味着该股票价格昂贵，就像许多其他成长型科技公司一样。稍后会详细介绍。虽然该公司亏损了 5900 万美元，但调整后的营业收入为 1.24 亿美元，而该公司的自由现金流为正，本季度为 1.04 亿美元。这是一个很大的积极因素。本年度调整后自由现金流为 4.24 亿美元。我们喜欢自由现金流。这是一个非常大的积极因素。该公司调整后每股收益为 0.02 美元。这是某种东西。</blockquote></p><p></p><p>Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha&#39;sgradeson these measures:</p><p><blockquote>现在，至于估值，通常最好看高增长技术的市销率。看看根据这些指标寻求阿尔法的等级：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8f7343d2292c60fa673f2cfd23e2ea66\" tg-width=\"640\" tg-height=\"574\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p>Seeking Alpha</p><p><blockquote>寻求阿尔法</blockquote></p><p>A bit laughable really, as all high-growth tech seemingly have &#39;failing&#39; grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.</p><p><blockquote>确实有点可笑，因为所有高增长科技公司似乎都有“不及格”的成绩，但指标才是最重要的。在 18 倍的销售额下，考虑到股价跌至 12 美元以下，该股票仍然很贵，而且我们在 15-16 倍时仍然很贵，但与股价在 30 美元左右时相比，这要合理得多。90 倍 FWD EPS，嗯，该公司正在努力实现盈利，但我们确实喜欢 1.0 倍 PEG 比率的隐藏优势。就增长而言，这些指标看起来要好得多，预计富卫收入增长 38%，未来杠杆自由现金流增长 350%。公司的这些基本面持续改善。</blockquote></p><p>Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.</p><p><blockquote>当然，该股仍然并非没有风险。首先，正如我们提到的，即使在急剧下降之后，股票仍然价格昂贵。该公司也可能会看到政府在困难时期削减开支，不过，一些人会认为他们的技术节省了政府资金。我们看到广告销售额在增长，尽管经济衰退可能会导致像 Palantir 这样试图帮助公司解决问题的科技公司减少支出。</blockquote></p><p>Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:</p><p><blockquote>也许许多人对这家公司最大的问题之一是不断发生的稀释。Alex Karp 在电话会议上谈到了这一点：</blockquote></p><p></p><p><i>Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there&#39;s like the simple version, which I think it&#39;s like - so there&#39;s really - there&#39;s stock-based comp and there&#39;s dilution. Dilution thing, that&#39;s a red herring. We&#39;re not issuing a lot of new shares, I think it&#39;s like in the $9 million range. And so it would be a little coy of me to say that&#39;s like no issue, move on.</i><i>The thing to understand about Palantir and then I want to just take this like, it&#39;s actually not the result of the DPO, it&#39;s the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it&#39;s the software analyst.</i><i>So it&#39;s like we, obviously, our primary clients are our clients. which doesn&#39;t mean - and then now we&#39;re thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what&#39;s tracking, what&#39;s not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn&#39;t actually think of these things from inception. And so now there&#39;s a process of normalization.</i><i>You&#39;re just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they&#39;re used to seeing, while simultaneously staying true to what our mission is. It&#39;s like our primary clients are the people we&#39;re serving. We&#39;re in full align with them. And that&#39;s why we survive even with the nascent sales force. You can get things to double, which is in sync.</i><i>So then you get to stock-based comp, which is like, okay, so - and there&#39;s 2 parts of it. Of course, IRI people kind of don&#39;t want me to do any kind of forward-looking math, but if you&#39;re smart enough to invest in talent, you&#39;re smart enough to figure out. There&#39;s essentially - there&#39;s the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there&#39;s essentially - and that&#39;s going to take a little time. It is going to happen, because it&#39;s also very much linked to another question, which is how do you actually run the company so it&#39;s profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.</i><i>And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can&#39;t be GAAP profitable if you&#39;re diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.</i><i>So you&#39;re seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.</i><i>That means the stock-based comp has to be one that&#39;s aligned with our investors also because that&#39;s basically - it&#39;s part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that&#39;s linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.&#34;</i>As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interes</p><p><blockquote><i>谢谢。我真的很感谢你们，投资者。感谢您的投资和对我们的信任。好的。所以有一个简单的版本，我认为它就像——所以确实有——有基于股票的补偿和稀释。稀释的事情，这是一个转移注意力的问题。我们不会发行很多新股，我认为大概在 900 万美元左右。所以我说这不是问题，继续前进有点害羞。</i><i>关于 Palantir 需要了解的是，我想这样理解，这实际上不是 DPO 的结果，而是我们完全专注于构建产品的结果。在我们这样做之前，我们根本不知道我们要去DPO。因此，坦率地说，大多数公司的建立使得——当分析师看到它时，大多数软件公司的主要客户不是客户，而是软件分析师。</i><i>所以很明显，我们的主要客户就是我们的客户。这并不意味着 - 现在我们正在考虑如何以一种方式暴露数据，让像您这样的外部人员、专业分析师和其他人可以查看数据并更好地了解什么在跟踪，什么不在跟踪。但许多此类问题的主要来源实际上可以归结为，我们建立公司主要是为了支持美国战斗机，然后采取双重行动，将其用于人类的荣耀，特别是西方的人类。那是我们的主意。因为我们的主要客户不是对冲基金所认为的那样，所以我们实际上从一开始就没有想到这些事情。所以现在有一个正常化的过程。</i><i>在推进这些评级时，你会看到这一点，就像你如何标准化，你如何提供人们会看到的数据，你如何提供人们可以理解他们习惯看到的数据，同时忠实于我们的使命一样。就好像我们的主要客户是我们服务的人。我们与他们完全一致。这就是为什么即使有了新生的销售队伍，我们也能生存下来。你可以让事情翻倍，这是同步的。</i><i>然后你就可以看到基于股票的薪酬，这就像，好吧，所以——它有两个部分。当然，IRI的人不想让我做任何前瞻性的数学，但如果你足够聪明去投资人才，你就足够聪明去想办法。本质上——有——我们是如何匹配人的，将会有一个标准化，这将使我们进入一个你会在未来18个月内，最迟2年内在软件公司看到的范围。但本质上是有的——这需要一点时间。这种情况将会发生，因为它还与另一个问题密切相关，即您实际上如何运营公司，以便有一天在 GAAP 基础上实现盈利，而不是剥夺薪酬。这也在视线范围内。</i><i>这些是我们对 Palantir 的目标，因为同样的原因我们没有债务。这也是我们资产负债表上有23亿美元的原因。这是一家为糟糕时期而建的公司。糟糕的时期意味着内部财务状况强劲。这意味着在某个时候，你必须按照公认会计准则盈利。如果你在稀释员工，或者——正确地说，你的股票薪酬完全——与其他公司不一致，你就不可能在公认会计准则下盈利。</i><i>所以你看到了正常化。这会改变的。它将在相对不久的将来发生变化。它将与我们认为对 Palantir 很重要的其他事情联系起来，例如拥有一家在困难时期蓬勃发展的公司。我们也是——糟糕的时期对 Palantir 来说非常好，因为我们制造的产品非常强大，是为危险而制造的。然后内部的财务实际上是为糟糕的时期而建立的。糟糕的时期意味着你有自由现金流，自由现金流转化为公认会计准则利润。</i><i>这意味着基于股票的薪酬必须与我们的投资者保持一致，因为这基本上是一个稍微长一点的哲学叙事的一部分，但就像如果软件是唯一的护城河一样，那么价值和总股本必须根据它们的价值重新评估，只有当你实际上可以获得一个技术节点，看涨期权它，也许除此之外的东西时，价值才会存在。只有当你建立的公司技术足够强大，业务基本面足够强大，自由现金流实际上转化为 GAAP 盈利能力，并且这与股票回报挂钩时，增长才会存在。因此，这是一个优先事项，不仅因为您关心，而且坦率地说，因为这是我们公司的健康，我们非常关心。”</i>如您所见，他们承认这是一个问题。我们还喜欢提到实现 GAAP 盈利。然而，我们鼓励你实际阅读完整的文字记录。看涨期权有点兴趣</blockquote></p><p></p><p>Take home</p><p><blockquote>带回家</blockquote></p><p>Shares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.</p><p><blockquote>股价已被压垮。但该公司没有债务，有自由现金流。稀释问题是股东的一大烦恼，也是估值的一个风险因素。尽管跌至 2020 年以来的最高水平，但该股仍然昂贵，但远低于一年前的估值。随着公司表现出的增长以及对实现盈利需求的认可，我们喜欢在这里扩大规模。</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://seekingalpha.com/article/4487929-palantir-the-great-reset\">Seeking Alpha</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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4487929-palantir-the-great-reset","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195946210","content_text":"SummaryAfter its direct listing shares skyrocketed to nearly $40, and have now returned to sub-$12 at the time of this writing.There is a host of reasons why the stock is still expensive.Revenue growth at 30% per year through 2025.There is some residual value in contracts booked with Palantir that are yet to be delivered that will lead to future revenue.Free cash flow positive, and scratching the surface of profitability.There is no doubt about it, technology stocks, especially those that are potential game-changing names, are often extremely expensive. For years many of these stocks will lose money but invest heavily in their growth while seeing revenues increase dramatically. Sometimes that growth fades and the company never really transforms the world like it set out to do. Then there are times where for years the company loses money, but the internal metrics improve year after year and growth eventually is so strong profits roll in. Every great tech giant you know started out losing money. Picking winners and losers is easier said than done in the long term, but the key in our opinion is to look at what problems they solve, who their customers are, the growth, and to a lesser degree, valuation. One of the most controversial stocks in the market is Palantir Technologies (PLTR). The stock direct listed in 2020 and took off during the major tech rally into 2021. But in 2021, the stock began to fade, and today is back under $12. Has it come down enough? We think so, for the long-term investor. Even for traders, the potential of a dead cat bounce near-term is highly likely, but in the near-term, the stock is still expensive, even for high growth tech, but is much more reasonable compared to a few months ago. Thecompany just reported earnings, and the growth remains on track. The company is scratching the surface of profitability and is free cash flow positive. Customer count is growing and retention is strong. In short, we believe you can finally start buying here again.What goes up doesn't always come down, but Palantir stock sure didTake a look at the chart of Palantir since going live on the stock market in 2020:BAD BEAT InvestingAs you can see, the stock rocketed to all-time highs in February of 2021 and traded a bit sideways in the 20s for a few months before cratering in the fall and of 2021 into 2022 with the threat of rate hikes decimating the high revenue growth, little to no earnings tech. Palantir fits this bill pretty well. But you can look at the chart of many innovation names that are seeing massive revenue growth but make no money. They all have gotten crushed in the last few months. While Palantir stock has a number of risks, we think you can finally start to buy.The playTarget entry 1: $11.95-$12.15 40% of positionTarget entry 2: $10.80-$11.00 60% of positionStop loss: $9Target exit: $15Options recommendations: With premiums high in this volatile name selling puts is a strong strategy for income and/or defining entry. Consider the March 18th, 2022 $12 puts for $0.80-$0.85 in premium. Call option buying is pricey, but you can consider the August 19th, 2022 $14 strike for $1.60, then $1.20.DiscussionPalantir brings in its revenue under two reporting segments. These are the government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the last year, while government results and the outlook have been a bit mixed. To improve sales, Palantir has expanded its sales team and they have been working to secure new orders. In our opinion, this paid off.Performance was strong andahead of consensus estimates. Total revenue grew 34% year-over-year to $433 million, beating estimates by almost $15 million. The commercial revenue continues to grow at a great pace, rising 132% in 2021, and up 47% in Q4 vs last year. While the Government revenues have slowed their growth somewhat, they still rose 26% from last year, and the company added a total of 34 net new customers in the quarter across both segments.Now, here is the thing. The company is just barely starting to make money. That means the stock is expensive, like so many other growth tech names. More on that in a moment. While the company lost $59 million, adjusted income from operations was $124 million, while the company is free cash flow positive, seeing $104 million in the quarter. That is a big positive. For the year, adjusted free cash flow was $424 million. We love free cash flow. This is a very big positive. The company squeaked out a $0.02 adjusted EPS result. It is something.Now, as for the valuation, it is often best to look at price to sales ratios for high-growth tech. Take a look at Seeking Alpha'sgradeson these measures:Seeking AlphaA bit laughable really, as all high-growth tech seemingly have 'failing' grades, but the metrics are what matters. At 18X sales, the stock is still expensive, factoring in the drop in shares to under $12, and we are still pricey at 15X-16X, but this is much more reasonable compared to when the stock was in the $30s. 90X FWD EPS, well, the company is working to get to being profitable, but we do like the hidden positive of a 1.0X PEG ratio. In terms ofgrowth,these measures look a lot better with 38% FWD revenue growth expected, and 350% levered free cash flow growth going forward. These fundamentals continue to improve for the company.Of course, the stock is still not without risk. First, even after the precipitous drop, shares are pricey as we mentioned. The company also could see government slash spending in tough times, though, some would argue that their technology saves the government money. We see the commercials sales growing though a recession could lead to reduced spend on tech companies like Palantir that try and help solve problems for companies.Perhaps one of the biggest issues many people have with this company is the unrelenting dilution that has been occurring. Alex Karp addressed this on the conference call:Thank you. And I really appreciate you, investors. Thanks for investing and the faith you have in us. Okay. So there's like the simple version, which I think it's like - so there's really - there's stock-based comp and there's dilution. Dilution thing, that's a red herring. We're not issuing a lot of new shares, I think it's like in the $9 million range. And so it would be a little coy of me to say that's like no issue, move on.The thing to understand about Palantir and then I want to just take this like, it's actually not the result of the DPO, it's the result of the fact that we were completely focused on building product. We had no earthly idea we were going to DPO like right before we did it. And so most companies are quite frankly built so that the - when analysts look at it, the primary customer of most software companies is not the client, it's the software analyst.So it's like we, obviously, our primary clients are our clients. which doesn't mean - and then now we're thinking about how do we expose the data in a way that people on the outside like you and professional analysts and others can look at the data and get a better sense of what's tracking, what's not tracking. But the primary source of a lot of these like questions really comes down to look, we built the company to support the U.S. warfighter primarily and then do - take dual, use it for the glory of humanity, particular humanity in the West. That was our idea. And because our primary client was not what someone had a hedge fund would think, we didn't actually think of these things from inception. And so now there's a process of normalization.You're just going to see that in going forward on these calls just like how do you normalize, how do you provide data that people are going to look at, how do you provide data that people can understand that they're used to seeing, while simultaneously staying true to what our mission is. It's like our primary clients are the people we're serving. We're in full align with them. And that's why we survive even with the nascent sales force. You can get things to double, which is in sync.So then you get to stock-based comp, which is like, okay, so - and there's 2 parts of it. Of course, IRI people kind of don't want me to do any kind of forward-looking math, but if you're smart enough to invest in talent, you're smart enough to figure out. There's essentially - there's the - how are we comping people, and there will be a normalization that will get us into a range where you would see in a software company within the next 18 months, latest 2 years. But there's essentially - and that's going to take a little time. It is going to happen, because it's also very much linked to another question, which is how do you actually run the company so it's profitable someday on a GAAP basis, not stripping out comp. And that was also within eyesight.And those are our goals for Palantir because same reason we have no debt. The same reason we have $2.3 billion on our balance sheet. This is a company built for bad times. Bad times means strong finances internally. And that means at some point, you have to be GAAP profitable. You can't be GAAP profitable if you're diluting people or - correctly your stock based comp is totally - is not in conformity with other companies.So you're seeing a normalization. This will change. It will change in the relatively near future. It will be linked to other things that we believe are important for Palantir like having a company that thrives in bad times. And we are - bad times are very good for Palantir because we build products that are robust, that are built for danger. And then the finances internally are actually built for bad times. And bad times means you have free cash flow, the free cash flow turns into GAAP profit.That means the stock-based comp has to be one that's aligned with our investors also because that's basically - it's part of a little bit longer philosophical narrative, but like if software is the only moat, then value and gross shares have to be re-evaluated in terms of their value, value only exists if you can actually get a tech node, call it, maybe something besides. And growth only exist if you build a company that is where the technology is strong enough, the business fundamentals are strong enough that the free cash flow actually turns into GAAP profitability, and that's linked to stock return. So this is a priority, both because you care, but also quite frankly, because it is the health of our company, which we care a lot about.\"As you can see, they acknowledge that this is an issue. We also like the mention of getting to GAAP profitability. However, we do encourage you to actually read the full transcript. The call was a bit interesting. There was not a lot of talk about financials and quite a bit of conjecture on the call. A lot of words, and not a lot of substance. This gives us a little bit more risk in addition to what was mentioned above.Take homeShares have been crushed. But the company operates with no debt and free cash flow. The dilution issue is a major annoyance for shareholders and is a risk factor for valuation. Despite falling to levels not seen since 2020, the stock remains expensive, but nowhere near where it was valued a year ago. With the growth the company is displaying and what appears to be a recognition of the need to get to profitability, we like scaling in here.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638308699,"gmtCreate":1645067906785,"gmtModify":1645067907171,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638308699","repostId":"2212602386","repostType":4,"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631496980,"gmtCreate":1644879143559,"gmtModify":1644879143892,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631496980","repostId":"2211527443","repostType":4,"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631208927,"gmtCreate":1644728636156,"gmtModify":1644728636463,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631208927","repostId":"2210752103","repostType":4,"isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631664676,"gmtCreate":1644668309790,"gmtModify":1644668310133,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631664676","repostId":"1167381325","repostType":4,"repost":{"id":"1167381325","kind":"news","pubTimestamp":1644625609,"share":"https://www.laohunote.com/m/news/1167381325?lang=zh_CN&edition=full","pubTime":"2022-02-12 08:26","market":"us","language":"en","title":"US IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国 IPO 未来一周： IPO 市场二月份低迷，更多微型股上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167381325","media":"renaissancecap...","summary":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the","content":"<p><html><head></head><body>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.</p><p><blockquote><html><head></head><body>IPO市场进入了二月份的平静期。尽管一些小型发行人和 SPAC 可能会在本周加入日历，但只有两只微型股持有计划在未来一周进行定价。</body></html></blockquote></p><p>Preclinical biotech <b>Ocean Biomedical</b>(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.</p><p><blockquote>临床前生物技术<b>海洋生物医学</b>（OCEA）计划以2.22亿美元的市值筹集2200万美元。该公司的临床前产品线包括用于非小细胞肺癌和多形性胶质母细胞瘤的各种人源化单克隆抗体、一种用于治疗特发性肺纤维化的小分子药物、一种疟疾疫苗和两种疟疾治疗药物。</blockquote></p><p>Bedding brand <b>Cariloha</b>(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&amp;M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.</p><p><blockquote>寝具品牌<b>卡里洛哈</b>(ALOHA) 计划以 1.22 亿美元的市值筹集 2000 万美元。该公司将自己定位为传统面料的环保替代品，并主要通过与邮轮公司的合作来接触客户。受大流行病影响，Cariloha 的销售额在 2020 年下降了 30%，但此后该公司加强了 DTC 渠道的 S&amp;M 计划。该公司周五将交易规模削减了 33%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/03fc45f9eafede36a0eb28d36cd5ab7b\" tg-width=\"1555\" tg-height=\"383\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国 IPO 未来一周： IPO 市场二月份低迷，更多微型股上市</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\">\nUS IPO Week Ahead: More micro-caps amid the IPO market’s February lull<blockquote>美国 IPO 未来一周： IPO 市场二月份低迷，更多微型股上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2022-02-12 08:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.</p><p><blockquote><html><head></head><body>IPO市场进入了二月份的平静期。尽管一些小型发行人和 SPAC 可能会在本周加入日历，但只有两只微型股持有计划在未来一周进行定价。</body></html></blockquote></p><p>Preclinical biotech <b>Ocean Biomedical</b>(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.</p><p><blockquote>临床前生物技术<b>海洋生物医学</b>（OCEA）计划以2.22亿美元的市值筹集2200万美元。该公司的临床前产品线包括用于非小细胞肺癌和多形性胶质母细胞瘤的各种人源化单克隆抗体、一种用于治疗特发性肺纤维化的小分子药物、一种疟疾疫苗和两种疟疾治疗药物。</blockquote></p><p>Bedding brand <b>Cariloha</b>(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&amp;M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.</p><p><blockquote>寝具品牌<b>卡里洛哈</b>(ALOHA) 计划以 1.22 亿美元的市值筹集 2000 万美元。该公司将自己定位为传统面料的环保替代品，并主要通过与邮轮公司的合作来接触客户。受大流行病影响，Cariloha 的销售额在 2020 年下降了 30%，但此后该公司加强了 DTC 渠道的 S&amp;M 计划。该公司周五将交易规模削减了 33%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/03fc45f9eafede36a0eb28d36cd5ab7b\" tg-width=\"1555\" tg-height=\"383\" width=\"100%\" height=\"auto\"/></p><p><blockquote></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.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull\">renaissancecap...</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":{"IPO":"Renaissance IPO ETF"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90918/US-IPO-Week-Ahead-More-micro-caps-amid-the-IPO-market%E2%80%99s-February-lull","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167381325","content_text":"The IPO market has hit its February lull. Just two micro-cap holdovers are scheduled to price in the week ahead, though some small issuers and SPACs may join the calendar during the week.Preclinical biotech Ocean Biomedical(OCEA) plans to raise $22 million at a $222 million market cap. The company’s preclinical pipeline includes various humanized mAbs for non-small cell lung cancer and glioblastoma multiforme, a small molecule for the treatment of Idiopathic Pulmonary Fibrosis, a malaria vaccine, and two malaria therapeutics.Bedding brand Cariloha(ALOHA) plans to raise $20 million at a $122 million market cap. The company positions itself as an eco-friendly alternative to traditional fabrics, and largely reaches customers through partnerships with cruise lines. Cariloha’s sales fell 30% in 2020 due to the pandemic, though it has since ramped up S&M initiatives in the DTC channel. The company cut its deal size by 33% on Friday.","news_type":1,"symbols_score_info":{"IPO":0.9}},"isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631317520,"gmtCreate":1644481458187,"gmtModify":1644481458523,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570549774646276","authorIdStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631317520","repostId":"1197436916","repostType":4,"isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":108171328,"gmtCreate":1620007493064,"gmtModify":1634208579354,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"title":"","htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/108171328","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://www.laohunote.com/m/news/1135819410?lang=zh_CN&edition=full","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、维亚康姆哥伦比亚广播公司、通用汽车等投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，标普500有 130 家公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二的情况有所好转： 动视暴雪、CVS Health、杜邦、辉瑞和 T-Mobile US 均有报道。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，巴里克黄金公司、Booking Holdings、通用汽车、PayPal控股公司和优步科技公司发布财报。百威英博、Moderna、再生元制药、Square和维亚康姆哥伦比亚广播公司将于周四上市。最后，信诺将于周五结束本周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预测，4月份非农就业人数将增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会 (Institute for Supply Management) 4 月份制造业采购经理人指数和周三公布的服务业指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和公共存储举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。普遍估计，经季节性调整后的年增长率为 1.53 万亿美元，建筑支出环比增长 0.6%。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布4月份制造业采购经理人指数。经济学家预测读数为65，与3月份的数字大致持平。3月份的读数是该指数自1983年12月以来的最高水平。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二 5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、思科和 T-Mobile US 报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展举措。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋举办 2021 年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三 5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、博格华纳、艾默生电气、通用汽车、希尔顿全球控股公司、诺和诺德、PayPal Holdings 和 Uber Technologies 发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>其4月份的全国就业报告。继 3 月份增加 517,000 个就业岗位后，预计私营部门就业岗位将增加 762,500 个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>其4月份服务业采购经理人指数。普遍看涨期权为 64.6，比 3 月份的数据高出一个档次。三月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四 5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS 和 Zoetis 在评级举行会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至 5 月 1 日当周的首次申请失业救济人数。4月份首次申请失业救济人数平均每周为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节性调整后的生产率年增长率为 2.2%，而 2020 年第四季度为下降 4.2%。单位劳动力成本在此前上涨 6% 后下降 0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>5/7星期五</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布了4月份的就业报告。经济学家预测非农就业人数将增加97.5万人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、维亚康姆哥伦比亚广播公司、通用汽车等投资者本周值得关注的股票</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\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、维亚康姆哥伦比亚广播公司、通用汽车等投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-03 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，标普500有 130 家公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二的情况有所好转： 动视暴雪、CVS Health、杜邦、辉瑞和 T-Mobile US 均有报道。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，巴里克黄金公司、Booking Holdings、通用汽车、PayPal控股公司和优步科技公司发布财报。百威英博、Moderna、再生元制药、Square和维亚康姆哥伦比亚广播公司将于周四上市。最后，信诺将于周五结束本周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局（Bureau of Labor Statistics）预测，4月份非农就业人数将增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括周一公布的美国供应管理协会 (Institute for Supply Management) 4 月份制造业采购经理人指数和周三公布的服务业指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和公共存储举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。普遍估计，经季节性调整后的年增长率为 1.53 万亿美元，建筑支出环比增长 0.6%。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布4月份制造业采购经理人指数。经济学家预测读数为65，与3月份的数字大致持平。3月份的读数是该指数自1983年12月以来的最高水平。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二 5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、思科和 T-Mobile US 报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展举措。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋举办 2021 年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三 5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、博格华纳、艾默生电气、通用汽车、希尔顿全球控股公司、诺和诺德、PayPal Holdings 和 Uber Technologies 发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>其4月份的全国就业报告。继 3 月份增加 517,000 个就业岗位后，预计私营部门就业岗位将增加 762,500 个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>其4月份服务业采购经理人指数。普遍看涨期权为 64.6，比 3 月份的数据高出一个档次。三月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四 5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS 和 Zoetis 在评级举行会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至 5 月 1 日当周的首次申请失业救济人数。4月份首次申请失业救济人数平均每周为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节性调整后的生产率年增长率为 2.2%，而 2020 年第四季度为下降 4.2%。单位劳动力成本在此前上涨 6% 后下降 0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>5/7星期五</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布了4月份的就业报告。经济学家预测非农就业人数将增加97.5万人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">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":{".IXIC":"NASDAQ Composite","PYPL":"PayPal","TMUS":"T-Mobile US Inc","GM":"通用汽车",".SPX":"S&P 500 Index","UBER":"优步","PFE":"辉瑞",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1,"symbols_score_info":{".IXIC":0.9,"PFE":0.9,"TMUS":0.9,"PYPL":0.9,".SPX":0.9,".DJI":0.9,"VIACP":0.9,"UBER":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197984364,"gmtCreate":1621420113658,"gmtModify":1634189309409,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"title":"","htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/197984364","repostId":"1158638540","repostType":4,"repost":{"id":"1158638540","kind":"news","pubTimestamp":1621409180,"share":"https://www.laohunote.com/m/news/1158638540?lang=zh_CN&edition=full","pubTime":"2021-05-19 15:26","market":"us","language":"en","title":"4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace 直接上市前需要了解的 4 件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158638540","media":"Barrons","summary":"The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.The company offers various tools for website creation, including domains, e-comme","content":"<p>The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.</p><p><blockquote>疫情促使许多小企业首次获得在线店面，创造了一股电子商务浪潮，帮助网站创建平台Squarespace Inc.加速了其收入增长。</blockquote></p><p> Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.</p><p><blockquote>现在，Squarespace将测试作为一家上市公司的电子商务势头的弹性。其股票定于周三开始在纽约证券交易所直接上市，股票代码为 SQSP。</blockquote></p><p> The company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.</p><p><blockquote>该公司提供各种网站创建工具，包括域名、电子商务功能和营销功能。Squarespace 的目标是与网络专业知识有限的小型企业以及需要更大灵活性来根据自身需求进行定制的 “大品牌 ”合作。</blockquote></p><p> Squarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in&nbsp;its filing with the Securities and Exchange Commission.</p><p><blockquote>Squarespace 在提交给美国证券交易委员会的文件中表示，Squarespace 认为自己正在顺应多种趋势，包括企业越来越需要与客户保持直接关系，以及越来越重视 DIY 解决方案，这些解决方案 “正在迅速取代昂贵的代理机构，使同等的设计质量开箱即用，人人都能获得且易于使用”。</blockquote></p><p> The company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.</p><p><blockquote>该公司在3月份的一轮融资中筹集了3亿美元，使该公司的企业估值达到100亿美元，并且没有像它所说的那样筹集任何新的资金。以下是您需要了解的关于该公司的其他信息。</blockquote></p><p> <b>Growing Revenue, Shrinking Profits</b></p><p><blockquote><b>收入增长，利润萎缩</b></blockquote></p><p> Squarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.</p><p><blockquote>Squarespace 2020 年的收入为 6.21 亿美元，高于去年同期的 4.85 亿美元。上一财年收入增长了 28%，高于上一财年 24% 的增长率。</blockquote></p><p> The company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.</p><p><blockquote>该公司将 94% 的收入归类为基于订阅的收入。Squarespace在2020年增加了约70万个新的独特订阅，该公司透露，超过三分之二的总订阅是年度订阅。</blockquote></p><p> About 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.</p><p><blockquote>Squarespace 去年约 70% 的收入来自美国，其余来自国际。</blockquote></p><p> Squarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.</p><p><blockquote>Squarespace去年实现盈利，净利润约为3060万美元，但利润低于2019年的5820万美元。MKM Partners 分析师罗希特-库尔卡尼（Rohit Kulkarni）写道，该公司的 “基本面凸显了盈利能力和规模增长的罕见组合”。</blockquote></p><p> Despite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.</p><p><blockquote>尽管年度盈利，Squarespace 在 2021 年第一季度净亏损 1010 万美元，而去年同期亏损 110 万美元。该公司在2020年最后三个季度的每个季度都公布了利润。</blockquote></p><p> <b>Competition Aplenty</b></p><p><blockquote><b>竞争充足</b></blockquote></p><p> The company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like&nbsp;Wix.com&nbsp;(ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse&nbsp;Shopify&nbsp;(ticker: SHOP),&nbsp;which lets businesses set up online shops.</p><p><blockquote>根据其文件，该公司与电子商务行业的各种不同参与者竞争。Squarespace 的竞争对手包括 Wix.com（股票代码：WIX）和 Square 的 Weebly 等网络创建平台，以及让企业开设网上商店的电子商务巨头 Shopify（股票代码：SHOP）。</blockquote></p><p> Squarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.</p><p><blockquote>Squarespace 还评级了 GoDaddy (GDDY) 等提供域名工具的竞争对手，以及提供电子邮件营销和日程安排功能的竞争对手，同时认为自己的 “全面、一体化平台、多渠道商务能力 ”是一项资产。</blockquote></p><p> Jefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.</p><p><blockquote>Jefferies 分析师 Brent Thill 指出，Wix 比 Squarespace 更大，去年的收入为 9.89 亿美元，而 Squarespace 的收入为 6.21 亿美元。此外，Squarespace 去年的收入与 Wix 2018 年的收入相似，但 Wix 在这一规模上的增长速度更快，而且没有受益于大流行病推动的更广泛的电子商务加速发展，他写道。</blockquote></p><p> <b>On the Menu</b></p><p><blockquote><b>在菜单上</b></blockquote></p><p> SquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.</p><p><blockquote>SquareSpace最近完成了对Tock的4.15亿美元收购，Tock是一家专注于餐饮和酒店业的公司。Tock 的服务允许企业管理预订、外卖、活动票务等。</blockquote></p><p> This part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.</p><p><blockquote>MKM 的 Kulkarni 表示，这部分业务可能会让 SquareSpace 与更多科技巨头竞争。</blockquote></p><p> “SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash&nbsp;(DASH) and&nbsp;Grubhub&nbsp;(GRUB),&nbsp;along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.</p><p><blockquote>“他写道：”SquareSpace 与 Tock 合作的产品面临着来自 Uber Eats (UBER)、DoorDash (DASH) 和 Grubhub (GRUB) 等外卖服务以及 TouchBistro 和 Toast 等其他餐厅[客户关系管理]服务的竞争。</blockquote></p><p> At the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.</p><p><blockquote>与此同时，此次收购也是 Squarespace “巧妙多元化的一个例子，不仅在网上销售实体商品，还增加了日历/日程安排功能（餐厅或健身房预订）、内容销售和订阅”。</blockquote></p><p> <b>Marketing Bucks</b></p><p><blockquote><b>营销资金</b></blockquote></p><p> Squarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.</p><p><blockquote>Squarespace 的营销和销售成本增长速度远远快于收入增长速度。该公司去年的此类费用为 310 万美元，高于 2019 年的 170 万美元，增长了 45%，而同期收入增长了 28%。</blockquote></p><p></p><p> The company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”</p><p><blockquote>尽管 Squarespace 在招股说明书中指出，该公司广泛宣传其服务，使用 “在线关键词搜索、赞助和名人代言、电视、播客、平面广告和在线广告、电子邮件和社交媒体营销 ”，但该公司的播客广告可能对经常收听的听众并不陌生。</blockquote></p><p> Among its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing tools.</p><p><blockquote>在风险因素中，Squarespace 指出Alphabet（GOOGL）旗下的谷歌有可能改变其算法或提高其搜索引擎营销工具的成本。</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>4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace 直接上市前需要了解的 4 件事</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\">\n4 Things to Know Ahead of the Squarespace’s Direct Listing<blockquote>Squarespace 直接上市前需要了解的 4 件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-19 15:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.</p><p><blockquote>疫情促使许多小企业首次获得在线店面，创造了一股电子商务浪潮，帮助网站创建平台Squarespace Inc.加速了其收入增长。</blockquote></p><p> Now Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.</p><p><blockquote>现在，Squarespace将测试作为一家上市公司的电子商务势头的弹性。其股票定于周三开始在纽约证券交易所直接上市，股票代码为 SQSP。</blockquote></p><p> The company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.</p><p><blockquote>该公司提供各种网站创建工具，包括域名、电子商务功能和营销功能。Squarespace 的目标是与网络专业知识有限的小型企业以及需要更大灵活性来根据自身需求进行定制的 “大品牌 ”合作。</blockquote></p><p> Squarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in&nbsp;its filing with the Securities and Exchange Commission.</p><p><blockquote>Squarespace 在提交给美国证券交易委员会的文件中表示，Squarespace 认为自己正在顺应多种趋势，包括企业越来越需要与客户保持直接关系，以及越来越重视 DIY 解决方案，这些解决方案 “正在迅速取代昂贵的代理机构，使同等的设计质量开箱即用，人人都能获得且易于使用”。</blockquote></p><p> The company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.</p><p><blockquote>该公司在3月份的一轮融资中筹集了3亿美元，使该公司的企业估值达到100亿美元，并且没有像它所说的那样筹集任何新的资金。以下是您需要了解的关于该公司的其他信息。</blockquote></p><p> <b>Growing Revenue, Shrinking Profits</b></p><p><blockquote><b>收入增长，利润萎缩</b></blockquote></p><p> Squarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.</p><p><blockquote>Squarespace 2020 年的收入为 6.21 亿美元，高于去年同期的 4.85 亿美元。上一财年收入增长了 28%，高于上一财年 24% 的增长率。</blockquote></p><p> The company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.</p><p><blockquote>该公司将 94% 的收入归类为基于订阅的收入。Squarespace在2020年增加了约70万个新的独特订阅，该公司透露，超过三分之二的总订阅是年度订阅。</blockquote></p><p> About 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.</p><p><blockquote>Squarespace 去年约 70% 的收入来自美国，其余来自国际。</blockquote></p><p> Squarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.</p><p><blockquote>Squarespace去年实现盈利，净利润约为3060万美元，但利润低于2019年的5820万美元。MKM Partners 分析师罗希特-库尔卡尼（Rohit Kulkarni）写道，该公司的 “基本面凸显了盈利能力和规模增长的罕见组合”。</blockquote></p><p> Despite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.</p><p><blockquote>尽管年度盈利，Squarespace 在 2021 年第一季度净亏损 1010 万美元，而去年同期亏损 110 万美元。该公司在2020年最后三个季度的每个季度都公布了利润。</blockquote></p><p> <b>Competition Aplenty</b></p><p><blockquote><b>竞争充足</b></blockquote></p><p> The company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like&nbsp;Wix.com&nbsp;(ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse&nbsp;Shopify&nbsp;(ticker: SHOP),&nbsp;which lets businesses set up online shops.</p><p><blockquote>根据其文件，该公司与电子商务行业的各种不同参与者竞争。Squarespace 的竞争对手包括 Wix.com（股票代码：WIX）和 Square 的 Weebly 等网络创建平台，以及让企业开设网上商店的电子商务巨头 Shopify（股票代码：SHOP）。</blockquote></p><p> Squarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.</p><p><blockquote>Squarespace 还评级了 GoDaddy (GDDY) 等提供域名工具的竞争对手，以及提供电子邮件营销和日程安排功能的竞争对手，同时认为自己的 “全面、一体化平台、多渠道商务能力 ”是一项资产。</blockquote></p><p> Jefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.</p><p><blockquote>Jefferies 分析师 Brent Thill 指出，Wix 比 Squarespace 更大，去年的收入为 9.89 亿美元，而 Squarespace 的收入为 6.21 亿美元。此外，Squarespace 去年的收入与 Wix 2018 年的收入相似，但 Wix 在这一规模上的增长速度更快，而且没有受益于大流行病推动的更广泛的电子商务加速发展，他写道。</blockquote></p><p> <b>On the Menu</b></p><p><blockquote><b>在菜单上</b></blockquote></p><p> SquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.</p><p><blockquote>SquareSpace最近完成了对Tock的4.15亿美元收购，Tock是一家专注于餐饮和酒店业的公司。Tock 的服务允许企业管理预订、外卖、活动票务等。</blockquote></p><p> This part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.</p><p><blockquote>MKM 的 Kulkarni 表示，这部分业务可能会让 SquareSpace 与更多科技巨头竞争。</blockquote></p><p> “SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash&nbsp;(DASH) and&nbsp;Grubhub&nbsp;(GRUB),&nbsp;along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.</p><p><blockquote>“他写道：”SquareSpace 与 Tock 合作的产品面临着来自 Uber Eats (UBER)、DoorDash (DASH) 和 Grubhub (GRUB) 等外卖服务以及 TouchBistro 和 Toast 等其他餐厅[客户关系管理]服务的竞争。</blockquote></p><p> At the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.</p><p><blockquote>与此同时，此次收购也是 Squarespace “巧妙多元化的一个例子，不仅在网上销售实体商品，还增加了日历/日程安排功能（餐厅或健身房预订）、内容销售和订阅”。</blockquote></p><p> <b>Marketing Bucks</b></p><p><blockquote><b>营销资金</b></blockquote></p><p> Squarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.</p><p><blockquote>Squarespace 的营销和销售成本增长速度远远快于收入增长速度。该公司去年的此类费用为 310 万美元，高于 2019 年的 170 万美元，增长了 45%，而同期收入增长了 28%。</blockquote></p><p></p><p> The company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”</p><p><blockquote>尽管 Squarespace 在招股说明书中指出，该公司广泛宣传其服务，使用 “在线关键词搜索、赞助和名人代言、电视、播客、平面广告和在线广告、电子邮件和社交媒体营销 ”，但该公司的播客广告可能对经常收听的听众并不陌生。</blockquote></p><p> Among its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing tools.</p><p><blockquote>在风险因素中，Squarespace 指出Alphabet（GOOGL）旗下的谷歌有可能改变其算法或提高其搜索引擎营销工具的成本。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3\">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":{"SQSP":"Squarespace Inc."},"source_url":"https://www.barrons.com/articles/squarespace-direct-listing-51621376597?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158638540","content_text":"The pandemic prompted many small businesses to gain online storefronts for the first time, creating an e-commerce wave that helped website-creation platform Squarespace Inc. accelerate its revenue growth.\nNow Squarespace will test the resilience of that e-commerce momentum as a public company. Its shares are scheduled to begin trading Wednesday in a direct listing on the New York Stock Exchange under the ticker SQSP.\nThe company offers various tools for website creation, including domains, e-commerce functions and marketing capabilities. Squarespace aims to work with small businesses that have limited web expertise as well as “large brands” that need greater flexibility to customize based on their needs.\nSquarespace sees itself playing into a number of trends, including a growing need for businesses to maintain direct relationships with their customers and an increased emphasis on do-it-yourself solutions that are “rapidly displacing expensive agencies and making equivalent design quality out-of-the-box, accessible and easy-to-use for all,” the company said in its filing with the Securities and Exchange Commission.\nThe company raised $300 million in a March funding round that gave the company an enterprise valuation of $10 billion, and is not raising any new funding as it lists. Here is what else you need to know about the company.\nGrowing Revenue, Shrinking Profits\nSquarespace posted $621 million in revenue during 2020, up from $485 million a year earlier. Revenue was up 28% in the latest fiscal year, ahead of the 24% growth rate seen in the prior period.\nThe company classifies 94% of its revenue as subscription-based. Squarespace added about 700,000 new unique subscriptions in 2020 and the company disclosed that more than two thirds of total subscriptions are annual.\nAbout 70% of Squarespace’s revenue last year came from the U.S., while the rest was international.\nSquarespace was profitable last year, recording about $30.6 million in net income, though profits were down from $58.2 million in 2019. The company’s “fundamentals highlight a rare combo of profitability and growth at scale,” wrote MKM Partners analyst Rohit Kulkarni.\nDespite a string of profitability on an annual basis, Squarespace generated a net loss of $10.1 million in the first quarter of 2021 compared with a loss of $1.1 million a year earlier. The company posted profits in each of the last three quarters of 2020.\nCompetition Aplenty\nThe company competes with a variety of different players across the e-commerce industry, according to its filing. Squarespace counts web-creation platforms like Wix.com (ticker: WIX) and Square’s (SQ) Weebly among its competition, along with e-commerce powerhouse Shopify (ticker: SHOP), which lets businesses set up online shops.\nSquarespace also calls out competitors like GoDaddy (GDDY) that offer domain-name tools, as well as those providing email-marketing and scheduling functions, while arguing that its own “comprehensive, all-in-one platform, multichannel commerce capabilities” are an asset.\nJefferies analyst Brent Thill notes that Wix is larger than Squarespace, with revenue of $989 million last year versus $621 million for Squarespace. In addition, Squarespace’s revenue last year was similar to what Wix posted in 2018, but Wix was posting faster growth at that scale, and without the benefit of the pandemic-driven acceleration in e-commerce more broadly, he wrote.\nOn the Menu\nSquareSpace recently closed its $415 million acquisition of Tock, a company focused on the restaurant and hospitality industries. Tock’s services allow businesses to manage reservations, takeout, event ticketing and more.\nThis part of the business may position SquareSpace against more tech giants, suggested MKM’s Kulkarni.\n“SquareSpace’s offering with Tock faces competition from delivery services such as Uber Eats (UBER),DoorDash (DASH) and Grubhub (GRUB), along with other restaurant [customer-relationship management] services such as TouchBistro and Toast,” he wrote.\nAt the same time, the acquisition is an example of one way Squarespace has “smartly diversified into selling not just physical goods online but also adding calendar/scheduling capabilities (restaurant or gym reservations), content sales, and subscriptions,” he continued.\nMarketing Bucks\nSquarespace’s marketing and sales costs are growing far faster than its revenue. The company incurred $3.1 million in such expenses last year, up from $1.7 million in 2019, making for a 45% increase, whereas revenue was up 28% in the same span.\nThe company’s podcast advertisements may be familiar to frequent listeners, though Squarespace notes in its prospectus that it advertises its services broadly, using “online keyword search, sponsorships and celebrity endorsements, television, podcasts, print and online advertising, email and social media marketing.”\nAmong its risk factors, Squarespace points to the possibility that Alphabet’s (GOOGL) Google could change its algorithm or raise the costs of its search-engine-marketing 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please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/175193382","repostId":"1164478982","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":870849093,"gmtCreate":1636604550210,"gmtModify":1636604550359,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"title":"","htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/870849093","repostId":"2182213053","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888944507,"gmtCreate":1631426988009,"gmtModify":1631890426980,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/888944507","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohunote.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国 IPO 周即将到来：秋季 IPO 市场以第 10 周 IPO 拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波上市浪潮后，未来一周将有 10 起 IPO 计划筹集超过 30 亿美元。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>思想作品</b>(TWKS) 计划以 63 亿美元的市值筹集 7 亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入以14%的CAGR增长，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>关于持有</b>(ONON) 计划以 59 亿美元的市值筹集 5.91 亿美元。On是一家使用可持续材料及其专有技术设计的优质运动鞋、服装和配件的全球供应商。该公司已表现出增长和盈利能力，尽管它面临来自其他知名运动服装品牌的激烈竞争。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过特殊目的收购公司上市的谈判后，<b>体育雷达集团</b>(SRAD) 计划以 79 亿美元的市值筹集 5.04 亿美元。这家瑞士公司每年报道83个体育项目的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar 实现了盈利，随着体育直播的恢复，2021 年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS) 计划以 33 亿美元的市值筹集 4 亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着向新州扩张，它能够保持同店销售增长的记录。内部人士收到了IPO前股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>终极医疗保健</b>（卫生署）计划以33亿元的市值筹集3.5亿元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售到复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare 未盈利，IPO 后将受到杠杆作用。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>伪岩</b>(FORG) 计划以 21 亿美元的市值筹集 2.48 亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock 无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫生物技术<b>骰子治疗</b>(DICE) 计划以 5.5 亿美元的市值筹集 1.6 亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>生物机器人方案</b>(PRCT) 计划以 11 亿美元的市值筹集 1.27 亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初重点是治疗良性前列腺增生。PROCEPT BioRobotics 严重无利可图，2021 年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学</b>(TYRA) 计划以 5.84 亿美元的市值筹集 1.01 亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的 FGFR 激酶抑制剂。Tyra 的主要候选药物最初专注于膀胱癌，该公司预计将在 2022 年年中提交该药物的 IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微型气体输送服务<b>埃兹菲尔控股</b>（EZFL）计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。EzFill 表示，它是南佛罗里达市场的主导者，但由于增长迅速，利润极高，因此它是南佛罗里达市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至21年9月9日，文艺复兴IPO指数年初至今上涨7.7%，而标普500上涨19.6%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 11.0%，而 ACWX 指数上涨 10.0%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 Smoore International 和 EQT Partners。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</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":{"TYRA":"Tyra Biosciences, Inc.",".SPX":"S&P 500 Index","SRAD":"Sportradar Group AG","BROS":"Dutch Bros Inc.","ONON":"On Holding AG","PRCT":"PROCEPT BioRobotics",".DJI":"道琼斯","DH":"Definitive Healthcare Corp.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"FORG":0.9,"BROS":0.9,"TWKS":0.9,"DH":0.9,".SPX":0.9,"DICE":0.9,"ONON":0.9,"PRCT":0.9,".DJI":0.9,"EZFL":0.9,"SRAD":0.9,".IXIC":0.9,"TYRA":0.9}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812366121,"gmtCreate":1630553961463,"gmtModify":1631892240393,"author":{"id":"3570549774646276","authorId":"3570549774646276","name":"Andr3","avatar":"https://static.tigerbbs.com/c41ca7aea5e2b5f410896f8cdc5a940c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570549774646276","idStr":"3570549774646276"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/812366121","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}