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@Meow17:$DiDi Global Inc.(DIDI)$ @simplydkam@Zenekz@IZLIN@Sagi08 It has been a tough few weeks for DiDi Global (NYSE:DIDI). Mere days after its market debut, the ride-hailing company's shares closed on July 9 at $12.03, down more than 14% from the IPO price. On June 30, DiDi raised $4.4 billion via an initial public offering that valued the company at more than $70 billion, selling 317 million American Depositary Shares (ADS) at $14 a pop -- the top of the range marketed to investors. In the process, DiDi became the biggest Chinese company since Alibaba to list in the U.S. But shares of DiDi are now underwater, due in large part to a regulatory clampdown by Beijing on U.S.-listed Chinese stocks. DiDi's mobile app has been pulled from app stores in China, so for now, no new customers can sign up for the service. While investors are understandably feeling cautious about DiDi right now, others may be wondering if this pullback represents a buying opportunity. It's not hard to understand why these big names bet big on DiDi. Almost 25 million people use it to get around China every day, using a range of shared mobility services that include standard ride-sharing, luxury limos, and e-bikes. It is by far the largest ride-hailing company in China with a user base of 377 million annual active customers and 13 million active drivers. DiDi had a challenging 2020, but its long-term prospects look as exciting as ever. Management estimates the global mobility industry -- a market that includes ride-hailing, public transport, and e-bikes -- was worth $6.7 trillion in 2020. It predicts the value of this market will more than double by 2040, driven by urbanization and globalization trends. As a subset of this market, the penetration of shared mobility is expected to grow from 2% in 2020 to 24% in 2040. DiDi believes shared mobility will make transport more affordable and convenient over time, partly due to the advent of self-driving cars. And as more customers start using DiDi, more drivers will naturally gravitate toward the platform, fueling a virtuous cycle of more users and more drivers. As long as it keeps both sides happy, it will likely be able to ride the mobility market's growth for years. Still, DiDi faces a winding and rocky road ahead. For one thing, it's still unprofitable. This might remain the case as it pours cash into advertising and incentives to attract and retain drivers and customers. 免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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