aiwa2020
2020-10-01
上市就破发 垃圾股
[难过]
语音社交平台Yalla即将登陆纽交所:至多募集约2亿美元,兰馨亚洲有意加码
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垃圾股[难过]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/977823366","repostId":2069728034,"repostType":2,"repost":{"id":"2069728034","weMediaInfo":{"introduction":"关注IPO最新资讯,第一时间传播市场动态及投资价值,专业提供IPO项目咨询服务。","home_visible":1,"media_name":"IPO早知道","id":"1002830115","head_image":"https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a"},"pubTimestamp":1600926000,"share":"https://www.laohu8.com/m/news/2069728034?lang=&edition=full","pubTime":"2020-09-24 13:40","market":"hk","language":"zh","title":"语音社交平台Yalla即将登陆纽交所:至多募集约2亿美元,兰馨亚洲有意加码","url":"https://stock-news.laohu8.com/highlight/detail?id=2069728034","media":"IPO早知道","summary":"发行区间为每股ADS 7美元至9美元。本文为IPO早知道原创作者|Stone Jin微信公众号|ipozaozhidao据IPO早知道消息,语音社交平台YallaGroup Limited(以下简称“","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/3cb056c6d6434a45a535a8ed2147f1d9\"/><img border=\"0\" opacity=\"\" src=\"https://static.tigerbbs.com/e8da3baf23bb44aa860ac66fabea9b5c\" title=\"\"/></p><p><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">发行区间为每股ADS 7美元至9美元。</span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文为IPO早知道原创</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者|Stone Jin</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>微信公众号|ipozaozhidao</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据IPO早知道消息,语音社交平台YallaGroup Limited(以下简称“Yalla”)于美东时间9月23日更新了其向美国证券交易委员会(SEC)递交的F-1招股文件,将以“YALA”为股票代码在纽约证券交易所挂牌上市。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Yalla计划在IPO中发行1860万股美国存托股票(ADS),发行区间为每股ADS 7美元至9美元;以此发行区间上限计算,Yalla的IPO募资额至多为1.674亿美元。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/00665\">海通国际</a>担任Yalla本次IPO的联席主承销商,<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>则为副承销商,承销商总计享有279万股的超额配售权,即<strong>执行“绿鞋机制”后的IPO募资规模至多可达1.925亿美元</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">更新后的招股书披露,Yalla现有股东、知名美元基金<strong>兰馨亚洲投资集团有意以IPO价格认购至多价值3000万美元的ADS,以示对Yalla的长期看好</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">IPO前,Yalla创始人兼CEO杨涛持有48.8%的股份,联合创始人许剑峰则持有9.7%的股份;外部投资方中,兰馨亚洲投资集团和<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>海纳亚洲创投基金分别持有21.9%和7.3%的股份。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">IPO后,杨涛将继续拥有42.5%的股份和86.5%的投票权,许剑峰则将持有8.5%的股份和2.0%的投票权;而兰馨亚洲投资集团和SIG海纳亚洲创投基金的持股比例则将分别为19.0%和6.3%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">成立于2016年的Yalla总部位于阿联酋,研发部门则设在中国,并在中东、南美等各业务覆盖的地区均设有当地客服团队。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">值得一提的是,Yalla的核心初创团队均已在中东地区工作多年,如CEO杨涛此前曾负责<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>在中东地区的业务,已在当地工作长达15年;而总裁Saifi Ismail则长居迪拜,曾任职于阿联酋电信,对当地的监管颇为了解。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">目前,Yalla旗下的产品主要包括语音聊天平台Yalla,以及在2019年推出的游戏平台Yalla Ludo。某种意义上,<strong>Yalla可被视为用以闲聊叙旧的“线上咖啡厅”,而Yalla Ludo则可视为主要提供休闲游戏服务的“家庭起居室”</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">其中,Yalla已覆盖全球一百多个国家,拥有上百万个聊天房间,分布在阿联酋,沙特阿拉伯和科威特等国家,其可支持包括阿拉伯语、西班牙语、土耳其语等总计8种语言。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">弗若斯特沙利文的数据显示,按2019年营收计算,<strong>Yalla已是MENA(中东及北非)地区最大的语音社交娱乐平台</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">从产品属性来看,Yalla区别于国内<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>等直播平台的最大特点即为——并无一对多的主播形态。Yalla的聊天室是一个多对多的语音聊天模式,每一个用户都可以上麦聊天,分享自己的故事。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">换言之,Yalla更倾向于维护每一个用户在平台上的平等身份,鼓励用户们大胆踊跃地分享、参与,从而形成一个更加活跃且健康的用户社区。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">此外,Yalla<strong>平台上不设有任何广告</strong>,收入来源主要为用户对虚拟物品的消费和升级服务。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2019年第四季度,Yalla的平均月活用户已从2018年的同期的220万增加90.9%至420万;<strong>2020年第二季度则进一步增至1250万,同比增长高达387.3%</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年上半年,Yalla平台内共有1060万用户参与了330万个房间的语音社交,其中230万用户选择通过赠送虚拟礼物的方式参与其中。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">单位用户时长来看,2020年第二季度每一活跃用户每天花费在Yalla语音聊天上的时间为4.5个小时,并在Yalla Ludo上花费1.4个小时用于休闲游戏。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">财务数据方面,2018年和2019年,Yalla的营业收入分别为4237万美元和6346万美元,同比增长49.8%;2020年上半年的营收则为5276万美元,较2019年同期的2643万美元增加99.6%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">值得注意的是,Yalla强大的盈利能力同样是其作为一个社交产品最大的亮点之一。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2018年和2019年,<strong>Yalla的净利润分别为2024万美元和2892万美元,2020年上半年的净利润为2519万美元</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Yalla在招股书中表示,其未来将在以下几大方向继续发力:包括在存量市场进一步增加渗透率并寻求在增量市场取得突破;通过持续的本土化运营、以及新功能和新产品不断优化用户体验;增强技术研发能力、尤其是推荐算法的应用;以及寻找更好的战略合作机会以加速业务拓展。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">而纵观MENA地区的整体社交市场环境,卡塔尔、阿联酋、科威特、沙特阿拉伯等国家均具有相对较高的人均名义GDP,且移动互联网普及率同样较高,<strong>2019年共有1.37亿活跃的社交用户,每位用户的平均社交花费时长为230分钟</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在如此优越的先天条件下,因本土化产品的缺失,2019年MENA地区社交产品的平均下载次数仅为3.4次,远低于同期中国、美国、欧洲、东南亚的13.8次、6.2次、4.0次和4.3次,明显存在“供不应求”的状况。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">因此,一旦Yalla成功登陆纽交所,<strong>基于头部效应的持续释放、扎根本土的先天优势,以及对于产品的独特理解,多种因素或将进一步推动Yalla今后在用户规模和盈利能力方面的“双增长”</strong>。<span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">(后台回复“</span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Yalla</strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">”获取该公司最新招股书)</span></span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文由公众号IPO早知道(ID:ipozaozhidao)原创撰写,如需转载请联系C叔↓↓↓</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/02f3b1a15ffa4983bd0fab95b1ccb679\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/4df630dcabf046e886342b3ef2dc267a\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/b91d13e60d1d470eb4f7ea19abcd9415\"/></span><span><img src=\"https://static.tigerbbs.com/6b5f7a7ca27e4521b08c7d7288de8d52\"/></span><span><img src=\"https://static.tigerbbs.com/27520c35b23b41319626ed49ed21763d\"/></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/862a47ffc82f4c2d918568ed7a61ba5f\"/></p><blockquote><p><span><a href=\"https://laohu8.com/S/600690\">海尔智家</a></span><span>|</span><span><a href=\"https://laohu8.com/S/00909\">明源云</a></span><span>|</span><span>波奇宠物</span><span>|</span><span>Yalla</span><span>|</span><span>医渡云</span></p><p><span><a href=\"https://laohu8.com/S/IH\">洪恩教育</a></span><span>|</span><span>龙光物业</span><span>|</span><span>京东数科</span><span>|</span><span>华大智造</span></p><p><span>银联商务</span><span>|</span><span>天兆猪业</span><span>|</span><span>合合信息</span><span>|</span><span><a href=\"https://laohu8.com/S/CD\">秦淮数据</a></span></p></blockquote><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p>\n</div></body></html>","source":"weixin_highlight","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>语音社交平台Yalla即将登陆纽交所:至多募集约2亿美元,兰馨亚洲有意加码</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n语音社交平台Yalla即将登陆纽交所:至多募集约2亿美元,兰馨亚洲有意加码\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time\">2020-09-24 13:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/3cb056c6d6434a45a535a8ed2147f1d9\"/><img border=\"0\" opacity=\"\" src=\"https://static.tigerbbs.com/e8da3baf23bb44aa860ac66fabea9b5c\" title=\"\"/></p><p><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">发行区间为每股ADS 7美元至9美元。</span><span></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文为IPO早知道原创</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者|Stone Jin</span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>微信公众号|ipozaozhidao</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据IPO早知道消息,语音社交平台YallaGroup Limited(以下简称“Yalla”)于美东时间9月23日更新了其向美国证券交易委员会(SEC)递交的F-1招股文件,将以“YALA”为股票代码在纽约证券交易所挂牌上市。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Yalla计划在IPO中发行1860万股美国存托股票(ADS),发行区间为每股ADS 7美元至9美元;以此发行区间上限计算,Yalla的IPO募资额至多为1.674亿美元。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\"><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和<a href=\"https://laohu8.com/S/00665\">海通国际</a>担任Yalla本次IPO的联席主承销商,<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>则为副承销商,承销商总计享有279万股的超额配售权,即<strong>执行“绿鞋机制”后的IPO募资规模至多可达1.925亿美元</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">更新后的招股书披露,Yalla现有股东、知名美元基金<strong>兰馨亚洲投资集团有意以IPO价格认购至多价值3000万美元的ADS,以示对Yalla的长期看好</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">IPO前,Yalla创始人兼CEO杨涛持有48.8%的股份,联合创始人许剑峰则持有9.7%的股份;外部投资方中,兰馨亚洲投资集团和<a href=\"https://laohu8.com/S/SHI.UK\">SIG</a>海纳亚洲创投基金分别持有21.9%和7.3%的股份。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">IPO后,杨涛将继续拥有42.5%的股份和86.5%的投票权,许剑峰则将持有8.5%的股份和2.0%的投票权;而兰馨亚洲投资集团和SIG海纳亚洲创投基金的持股比例则将分别为19.0%和6.3%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">成立于2016年的Yalla总部位于阿联酋,研发部门则设在中国,并在中东、南美等各业务覆盖的地区均设有当地客服团队。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">值得一提的是,Yalla的核心初创团队均已在中东地区工作多年,如CEO杨涛此前曾负责<a href=\"https://laohu8.com/S/000063\">中兴通讯</a>在中东地区的业务,已在当地工作长达15年;而总裁Saifi Ismail则长居迪拜,曾任职于阿联酋电信,对当地的监管颇为了解。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">目前,Yalla旗下的产品主要包括语音聊天平台Yalla,以及在2019年推出的游戏平台Yalla Ludo。某种意义上,<strong>Yalla可被视为用以闲聊叙旧的“线上咖啡厅”,而Yalla Ludo则可视为主要提供休闲游戏服务的“家庭起居室”</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">其中,Yalla已覆盖全球一百多个国家,拥有上百万个聊天房间,分布在阿联酋,沙特阿拉伯和科威特等国家,其可支持包括阿拉伯语、西班牙语、土耳其语等总计8种语言。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">弗若斯特沙利文的数据显示,按2019年营收计算,<strong>Yalla已是MENA(中东及北非)地区最大的语音社交娱乐平台</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">从产品属性来看,Yalla区别于国内<a href=\"https://laohu8.com/S/DOYU\">斗鱼</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>等直播平台的最大特点即为——并无一对多的主播形态。Yalla的聊天室是一个多对多的语音聊天模式,每一个用户都可以上麦聊天,分享自己的故事。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">换言之,Yalla更倾向于维护每一个用户在平台上的平等身份,鼓励用户们大胆踊跃地分享、参与,从而形成一个更加活跃且健康的用户社区。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">此外,Yalla<strong>平台上不设有任何广告</strong>,收入来源主要为用户对虚拟物品的消费和升级服务。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2019年第四季度,Yalla的平均月活用户已从2018年的同期的220万增加90.9%至420万;<strong>2020年第二季度则进一步增至1250万,同比增长高达387.3%</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2020年上半年,Yalla平台内共有1060万用户参与了330万个房间的语音社交,其中230万用户选择通过赠送虚拟礼物的方式参与其中。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">单位用户时长来看,2020年第二季度每一活跃用户每天花费在Yalla语音聊天上的时间为4.5个小时,并在Yalla Ludo上花费1.4个小时用于休闲游戏。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">财务数据方面,2018年和2019年,Yalla的营业收入分别为4237万美元和6346万美元,同比增长49.8%;2020年上半年的营收则为5276万美元,较2019年同期的2643万美元增加99.6%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">值得注意的是,Yalla强大的盈利能力同样是其作为一个社交产品最大的亮点之一。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">2018年和2019年,<strong>Yalla的净利润分别为2024万美元和2892万美元,2020年上半年的净利润为2519万美元</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Yalla在招股书中表示,其未来将在以下几大方向继续发力:包括在存量市场进一步增加渗透率并寻求在增量市场取得突破;通过持续的本土化运营、以及新功能和新产品不断优化用户体验;增强技术研发能力、尤其是推荐算法的应用;以及寻找更好的战略合作机会以加速业务拓展。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">而纵观MENA地区的整体社交市场环境,卡塔尔、阿联酋、科威特、沙特阿拉伯等国家均具有相对较高的人均名义GDP,且移动互联网普及率同样较高,<strong>2019年共有1.37亿活跃的社交用户,每位用户的平均社交花费时长为230分钟</strong>。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">在如此优越的先天条件下,因本土化产品的缺失,2019年MENA地区社交产品的平均下载次数仅为3.4次,远低于同期中国、美国、欧洲、东南亚的13.8次、6.2次、4.0次和4.3次,明显存在“供不应求”的状况。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">因此,一旦Yalla成功登陆纽交所,<strong>基于头部效应的持续释放、扎根本土的先天优势,以及对于产品的独特理解,多种因素或将进一步推动Yalla今后在用户规模和盈利能力方面的“双增长”</strong>。<span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">(后台回复“</span><strong arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Yalla</strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">”获取该公司最新招股书)</span></span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" justify=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>本文由公众号IPO早知道(ID:ipozaozhidao)原创撰写,如需转载请联系C叔↓↓↓</span></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/02f3b1a15ffa4983bd0fab95b1ccb679\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/4df630dcabf046e886342b3ef2dc267a\"/></p><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/b91d13e60d1d470eb4f7ea19abcd9415\"/></span><span><img src=\"https://static.tigerbbs.com/6b5f7a7ca27e4521b08c7d7288de8d52\"/></span><span><img src=\"https://static.tigerbbs.com/27520c35b23b41319626ed49ed21763d\"/></span></p><p arial=\"\" border-box=\"\" break-word=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/862a47ffc82f4c2d918568ed7a61ba5f\"/></p><blockquote><p><span><a href=\"https://laohu8.com/S/600690\">海尔智家</a></span><span>|</span><span><a href=\"https://laohu8.com/S/00909\">明源云</a></span><span>|</span><span>波奇宠物</span><span>|</span><span>Yalla</span><span>|</span><span>医渡云</span></p><p><span><a href=\"https://laohu8.com/S/IH\">洪恩教育</a></span><span>|</span><span>龙光物业</span><span>|</span><span>京东数科</span><span>|</span><span>华大智造</span></p><p><span>银联商务</span><span>|</span><span>天兆猪业</span><span>|</span><span>合合信息</span><span>|</span><span><a href=\"https://laohu8.com/S/CD\">秦淮数据</a></span></p></blockquote><p arial=\"\" border-box=\"\" break-word=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ba03ba6e6b1b55ad08761460284f127","relate_stocks":{"YALA":"雅乐科技"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU2NDQ3NjExNg==&mid=2247524777&idx=2&sn=642e7d2e395b94a083c6bb82d422353d&chksm=fc484012cb3fc9040ee83bff9f30c7a022788c1f10f8ce22e6a8890279be6bbb3332eec87ef2&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2069728034","content_text":"发行区间为每股ADS 7美元至9美元。本文为IPO早知道原创作者|Stone Jin微信公众号|ipozaozhidao据IPO早知道消息,语音社交平台YallaGroup Limited(以下简称“Yalla”)于美东时间9月23日更新了其向美国证券交易委员会(SEC)递交的F-1招股文件,将以“YALA”为股票代码在纽约证券交易所挂牌上市。Yalla计划在IPO中发行1860万股美国存托股票(ADS),发行区间为每股ADS 7美元至9美元;以此发行区间上限计算,Yalla的IPO募资额至多为1.674亿美元。摩根士丹利和海通国际担任Yalla本次IPO的联席主承销商,老虎证券则为副承销商,承销商总计享有279万股的超额配售权,即执行“绿鞋机制”后的IPO募资规模至多可达1.925亿美元。更新后的招股书披露,Yalla现有股东、知名美元基金兰馨亚洲投资集团有意以IPO价格认购至多价值3000万美元的ADS,以示对Yalla的长期看好。IPO前,Yalla创始人兼CEO杨涛持有48.8%的股份,联合创始人许剑峰则持有9.7%的股份;外部投资方中,兰馨亚洲投资集团和SIG海纳亚洲创投基金分别持有21.9%和7.3%的股份。IPO后,杨涛将继续拥有42.5%的股份和86.5%的投票权,许剑峰则将持有8.5%的股份和2.0%的投票权;而兰馨亚洲投资集团和SIG海纳亚洲创投基金的持股比例则将分别为19.0%和6.3%。成立于2016年的Yalla总部位于阿联酋,研发部门则设在中国,并在中东、南美等各业务覆盖的地区均设有当地客服团队。值得一提的是,Yalla的核心初创团队均已在中东地区工作多年,如CEO杨涛此前曾负责中兴通讯在中东地区的业务,已在当地工作长达15年;而总裁Saifi Ismail则长居迪拜,曾任职于阿联酋电信,对当地的监管颇为了解。目前,Yalla旗下的产品主要包括语音聊天平台Yalla,以及在2019年推出的游戏平台Yalla Ludo。某种意义上,Yalla可被视为用以闲聊叙旧的“线上咖啡厅”,而Yalla Ludo则可视为主要提供休闲游戏服务的“家庭起居室”。其中,Yalla已覆盖全球一百多个国家,拥有上百万个聊天房间,分布在阿联酋,沙特阿拉伯和科威特等国家,其可支持包括阿拉伯语、西班牙语、土耳其语等总计8种语言。弗若斯特沙利文的数据显示,按2019年营收计算,Yalla已是MENA(中东及北非)地区最大的语音社交娱乐平台。从产品属性来看,Yalla区别于国内斗鱼、虎牙等直播平台的最大特点即为——并无一对多的主播形态。Yalla的聊天室是一个多对多的语音聊天模式,每一个用户都可以上麦聊天,分享自己的故事。换言之,Yalla更倾向于维护每一个用户在平台上的平等身份,鼓励用户们大胆踊跃地分享、参与,从而形成一个更加活跃且健康的用户社区。此外,Yalla平台上不设有任何广告,收入来源主要为用户对虚拟物品的消费和升级服务。2019年第四季度,Yalla的平均月活用户已从2018年的同期的220万增加90.9%至420万;2020年第二季度则进一步增至1250万,同比增长高达387.3%。2020年上半年,Yalla平台内共有1060万用户参与了330万个房间的语音社交,其中230万用户选择通过赠送虚拟礼物的方式参与其中。单位用户时长来看,2020年第二季度每一活跃用户每天花费在Yalla语音聊天上的时间为4.5个小时,并在Yalla Ludo上花费1.4个小时用于休闲游戏。财务数据方面,2018年和2019年,Yalla的营业收入分别为4237万美元和6346万美元,同比增长49.8%;2020年上半年的营收则为5276万美元,较2019年同期的2643万美元增加99.6%。值得注意的是,Yalla强大的盈利能力同样是其作为一个社交产品最大的亮点之一。2018年和2019年,Yalla的净利润分别为2024万美元和2892万美元,2020年上半年的净利润为2519万美元。Yalla在招股书中表示,其未来将在以下几大方向继续发力:包括在存量市场进一步增加渗透率并寻求在增量市场取得突破;通过持续的本土化运营、以及新功能和新产品不断优化用户体验;增强技术研发能力、尤其是推荐算法的应用;以及寻找更好的战略合作机会以加速业务拓展。而纵观MENA地区的整体社交市场环境,卡塔尔、阿联酋、科威特、沙特阿拉伯等国家均具有相对较高的人均名义GDP,且移动互联网普及率同样较高,2019年共有1.37亿活跃的社交用户,每位用户的平均社交花费时长为230分钟。在如此优越的先天条件下,因本土化产品的缺失,2019年MENA地区社交产品的平均下载次数仅为3.4次,远低于同期中国、美国、欧洲、东南亚的13.8次、6.2次、4.0次和4.3次,明显存在“供不应求”的状况。因此,一旦Yalla成功登陆纽交所,基于头部效应的持续释放、扎根本土的先天优势,以及对于产品的独特理解,多种因素或将进一步推动Yalla今后在用户规模和盈利能力方面的“双增长”。(后台回复“Yalla”获取该公司最新招股书)本文由公众号IPO早知道(ID:ipozaozhidao)原创撰写,如需转载请联系C叔↓↓↓海尔智家|明源云|波奇宠物|Yalla|医渡云洪恩教育|龙光物业|京东数科|华大智造银联商务|天兆猪业|合合信息|秦淮数据","news_type":1},"isVote":1,"tweetType":1,"viewCount":2080,"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,"upFlag":false,"length":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/977823366"}
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