Dollarmagnet
2021-12-15
Oic
@深海芒果猫:
为什么Grab上市之后狂跌不止
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Corp合并的SPAC企业。</p><p>这种类型上市的企业监管相对宽松一些,这也使得许多创业公司有机可乘。它们会采取夸大自身业务与市场前景的方式抬高估值上市圈钱。</p><p>像之前美国电动卡车制造商RIDE与自称卡车界特斯拉NKLA就是典型的上市圈钱企业。</p><p>而Grab上市时发行价为13.05美元,估值近400亿美元。要知道目前该行业的龙头Uber也才730亿美元。显然局限于东南亚Grab这个估值是有相当大的水分的,上市之后股价下跌是可以理解的。</p><h2>2.受疫情反复不断拖累</h2><p>Grab的核心业务包括打车、外卖与金融科技服务三大方面。可以说它是 <a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 、DoorDash和Venmo的合体。</p><p>但实际上Grab的核心竞争力体现在其占据东南亚打车市场的主导地位。因此东南亚金融科技服务的巨头有<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> ,外卖平台巨头有FoodPanda。</p><p>而Grab打车业务受COVID疫情的影响颇为严重,目前又出现南非变种病毒Omicron。这也使得Grab股价的阴跌变得不是那么难以理解。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/572fc863dafd7683a60836c5de33464c\" tg-width=\"640\" tg-height=\"480\"></p><h2>3.公司财务状况糟糕透顶</h2><p>Grab在2021年上半年没有任何毛利,净亏损总额为14亿美元。这也就意味着期望Grab短时间通过业务调整实现盈利是不现实的事情。</p><p>然而我们也不得不承认接下来将会面临一个收紧银根的局面,这对于这些无法盈利,只能靠烧钱勉强维持的成长型公司来并不是一个好消息。</p><p>今年来股票市场上很多成长股遭到大规模抛售,股价腰斩也是这个原因,由此也不难理解为什么Grab上市之后跌跌不休了。</p><p>综上所述不难看出,Grab既会受到疫情的影响又会受到货币政策的影响,所以如果股票接下来继续阴跌的话并不会让人感到意外。</p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65b0dc0e90fe84fe4df7faba0a52cfbe\" tg-width=\"688\" tg-height=\"293\"></p><p>有粉丝问猫猫为什么Grab上市之后狂跌不止,猫猫今天就简单分析下原因:</p><h2>1.Grab上市估值泡沫过大</h2><p><a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a> 并不是通过传统的首次公开募股(IPO)方式上市的企业,而是采用与Altimeter Growth Corp合并的SPAC企业。</p><p>这种类型上市的企业监管相对宽松一些,这也使得许多创业公司有机可乘。它们会采取夸大自身业务与市场前景的方式抬高估值上市圈钱。</p><p>像之前美国电动卡车制造商RIDE与自称卡车界特斯拉NKLA就是典型的上市圈钱企业。</p><p>而Grab上市时发行价为13.05美元,估值近400亿美元。要知道目前该行业的龙头Uber也才730亿美元。显然局限于东南亚Grab这个估值是有相当大的水分的,上市之后股价下跌是可以理解的。</p><h2>2.受疫情反复不断拖累</h2><p>Grab的核心业务包括打车、外卖与金融科技服务三大方面。可以说它是 <a target=\"_blank\" href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a> 、DoorDash和Venmo的合体。</p><p>但实际上Grab的核心竞争力体现在其占据东南亚打车市场的主导地位。因此东南亚金融科技服务的巨头有<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> ,外卖平台巨头有FoodPanda。</p><p>而Grab打车业务受COVID疫情的影响颇为严重,目前又出现南非变种病毒Omicron。这也使得Grab股价的阴跌变得不是那么难以理解。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/572fc863dafd7683a60836c5de33464c\" tg-width=\"640\" tg-height=\"480\"></p><h2>3.公司财务状况糟糕透顶</h2><p>Grab在2021年上半年没有任何毛利,净亏损总额为14亿美元。这也就意味着期望Grab短时间通过业务调整实现盈利是不现实的事情。</p><p>然而我们也不得不承认接下来将会面临一个收紧银根的局面,这对于这些无法盈利,只能靠烧钱勉强维持的成长型公司来并不是一个好消息。</p><p>今年来股票市场上很多成长股遭到大规模抛售,股价腰斩也是这个原因,由此也不难理解为什么Grab上市之后跌跌不休了。</p><p>综上所述不难看出,Grab既会受到疫情的影响又会受到货币政策的影响,所以如果股票接下来继续阴跌的话并不会让人感到意外。</p></body></html>","text":"有粉丝问猫猫为什么Grab上市之后狂跌不止,猫猫今天就简单分析下原因: 1.Grab上市估值泡沫过大 $Grab Holdings(GRAB)$ 并不是通过传统的首次公开募股(IPO)方式上市的企业,而是采用与Altimeter Growth Corp合并的SPAC企业。 这种类型上市的企业监管相对宽松一些,这也使得许多创业公司有机可乘。它们会采取夸大自身业务与市场前景的方式抬高估值上市圈钱。 像之前美国电动卡车制造商RIDE与自称卡车界特斯拉NKLA就是典型的上市圈钱企业。 而Grab上市时发行价为13.05美元,估值近400亿美元。要知道目前该行业的龙头Uber也才730亿美元。显然局限于东南亚Grab这个估值是有相当大的水分的,上市之后股价下跌是可以理解的。 2.受疫情反复不断拖累 Grab的核心业务包括打车、外卖与金融科技服务三大方面。可以说它是 $优步(UBER)$ 、DoorDash和Venmo的合体。 但实际上Grab的核心竞争力体现在其占据东南亚打车市场的主导地位。因此东南亚金融科技服务的巨头有$Sea Ltd(SE)$ ,外卖平台巨头有FoodPanda。 而Grab打车业务受COVID疫情的影响颇为严重,目前又出现南非变种病毒Omicron。这也使得Grab股价的阴跌变得不是那么难以理解。 3.公司财务状况糟糕透顶 Grab在2021年上半年没有任何毛利,净亏损总额为14亿美元。这也就意味着期望Grab短时间通过业务调整实现盈利是不现实的事情。 然而我们也不得不承认接下来将会面临一个收紧银根的局面,这对于这些无法盈利,只能靠烧钱勉强维持的成长型公司来并不是一个好消息。 今年来股票市场上很多成长股遭到大规模抛售,股价腰斩也是这个原因,由此也不难理解为什么Grab上市之后跌跌不休了。 综上所述不难看出,Grab既会受到疫情的影响又会受到货币政策的影响,所以如果股票接下来继续阴跌的话并不会让人感到意外。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/605013909","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SE","GRAB","UBER"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1380,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1668,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/607167748"}
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