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Kohl
2021-09-23
无风不起浪
百世集团盘前一度涨近11%，传将出售快递子公司
Kohl
2021-09-13
666
ToB增长渐缓，“美国花呗”Affirm闯关“先买后付”
Kohl
2021-08-11
期待
凤凰新媒体Q2财报公布在即，第一季度总收入2.26亿元人民币
Kohl
2021-03-20
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德国等20个国家和地区开展业务。\n早在2020年上半年，百世集团曾传出赴港二次上市的消息，但一直未有进展。...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzscyx5870205.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/824359d5d92b8eca2ad756894a95eb3e","relate_stocks":{"BEST":"百世集团"},"source_url":"https://finance.sina.com.cn/tech/2021-09-23/doc-iktzscyx5870205.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124100076","content_text":"周四，百世集团盘前一度大涨近11%。今日有市场消息称，百世集团考虑多个方案以降低债务，正在与顾问就潜在的出售子公司事宜进行合作，估值至多达10亿美元。百世集团方面表示，对于市场传言不予置评。\n\n百世集团于2017年9月在美国纽约证券交易所挂牌上市。截至2019年12月底，百世在中国、美国、 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-09-12/doc-iktzqtyt5484964.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当疫情成为某种意义上的“常态”，全球多项产业都因此受益。例如在线办公——已经有不少巨头将居家办公作为改革措施推出，微软Teams等软件得以保持着可观的增长速率。\n另一方面，长期居家并未磨灭人们的消费热情，可严重削弱的经济能力又制约着他们“买买买”的步伐。正因如此，BNPL（先买后付）产业才逐渐从幕后走到台前，二级市场对其的关注力度也逐渐增大，这一点，在金融科技公司Affirm（NASDAQ：...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-09-12/doc-iktzqtyt5484964.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f4dcdb7d414ebb1c305dcd33d215b864","relate_stocks":{"AFRM":"Affirm Holdings, Inc."},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-09-12/doc-iktzqtyt5484964.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166750370","content_text":"当疫情成为某种意义上的“常态”，全球多项产业都因此受益。例如在线办公——已经有不少巨头将居家办公作为改革措施推出，微软Teams等软件得以保持着可观的增长速率。\n另一方面，长期居家并未磨灭人们的消费热情，可严重削弱的经济能力又制约着他们“买买买”的步伐。正因如此，BNPL（先买后付）产业才逐渐从幕后走到台前，二级市场对其的关注力度也逐渐增大，这一点，在金融科技公司Affirm（NASDAQ：AFRM）的身上尤其明显。\n9月10日，Affirm公布了截至2021年6月30日的第四财季及全财年财报。从几项基础数据来看，这家公司依旧保持着成长型公司一贯的调性——高增长、高亏损。同时，它的业绩也超出了分析师预期，这让它的股价在盘后一度涨超20%。截至9月10日美股收盘，Affirm报123.7美元/股，涨幅升高至34.37%，市值达到327.92亿元。\n不过，Affirm要面临的问题仍然值得投资者重视。\nB端增长乏力？\n第四财季，Affirm总营收2.618亿美元，同比增长71%；净亏损1.282亿美元，而去年同期盈利3481.3万美元；整个2021财年中，Affirm的营收为8.705亿美元，同比增长71%，净亏损则为4.309亿美元，相较去年的1.126亿美元增加了282%。\nAffirm的营收几乎全部源自它的在线购物分期贷款业务，因此，它也常被国内投资人拿来和花呗相对比。而在它的营收大盘中，网络总收入——包括虚拟卡网络收入和来自商户的网络收入——占据了半壁江山。第四财季中，Affirm的商户网络收入达到8865万美元，同比增长4%；虚拟卡网络收入同比增长613%，达到1926万美元；全财年商户网络收入为3.8亿美元，同比增长48%，虚拟卡网络收入则为4985.1万美元，同比增长158%。\n\n对于Affirm来说，B端收入是非常重要的一部分，但从财报中也能够看出，该项收入的增长速率已经开始降低，要知道，2020财年Affirm的商户网络收入增速接近94%。而且，商户网络收入增速的下降似乎也与Affirm快速增长的合作商户总量相悖——第四财季，这一数据增长了412%，达到2.9万家，其中还包括数千家新整合的Shopify商户。\n究其原因，这可能与Affirm最大客户Peloton的窘境有关。\n今年以来，这家家庭健身公司显先是被曝出旗下跑步机产品存在安全事故，随后又被美国消费品安全委员会（CPSC）点名警告。舆论压力之下，Peloton在今年5月宣布召回涉事跑步机产品，但即便如此，它的营收还是受到影响，环比下降25.8%。\nPeloton的产品以单价昂贵著称，这促使它早早就找上了Affirm进行合作。通过超长分期付款策略，Peloton收获了难以想象的成功，它也就顺势成为了后者最大的客户之一。从今年早些时候披露的招股书来看，Affirm 2020财年28%的GMV都来自Peloton。\n既然最大客户遭遇了营收下降的糟心事，作为BNPL服务商的Affirm自然也逃不过。在财报中，Affirm还特意提及了Peloton为公司GMV带来的损失（全年GMV 83亿美元，增长79%，不包括Peloton的情况下增长幅度则达到91%），同时Affirm还做出预期，称2022财年中“总GMV和来自Peloton的收入将有所放缓”。\nC端顺势狂奔\n与正处于增长泥潭中的B端收入相比，Affirm的C端收入却一路飙升。除开前文提到过的虚拟卡网络收入外，它的利息收入、贷款销售收益和服务收入均实现了不小增长，同比增幅分别为111%、267%和60%，所创造收入则分别为1.04亿元、4258.2万美元和748.4万美元。这一趋势若持续下去，C端收入取代B端成为Affirm的顶梁柱，只是迟早的事。\n实际上，如此盛况与当下正处于崛起阶段的BNPL产业脱不开干系。\n在BNPL尚未普及前，信用卡是海外消费者付款的首要选择之一，但后者一路发展至今，所暴露出的各种弊端，例如盗刷、高额利息，以及严苛且复杂的还款条件，也令消费者们越来越厌烦它，尤其是不受Z世代喜欢。而BNPL又有着信用卡无法比拟的优点，例如更灵活的还款宽限期，并不高的逾期费用等。\n不过，它最吸引人的一点还是它便捷的支付流程——即使国外有着亚马逊这样的大型电商平台，依旧有很多商家因为无法忍受抽佣而选择自建独立站，这让购物流程变得无比麻烦，因为消费者每一次下单都需要重新填写详细支付信息。在不同国家，也会出现支付方式不同而导致的乌龙事件，它们都在慢慢消磨年轻人对传统支付手段的耐心。\n据巴克莱的一份数据显示，有69%的Z世代消费者会放弃购买购物车中的商品，而这其中，又有29%的消费者是因为“付款流程太长”才做出决定。\n但BNPL出现后，一切都不同了，用户只需要填写一次信息，服务商就能够记住全部资料，之后无论去哪家独立站购物，都只需要一次点击就能完成整个流程。这不仅便利了消费者，还能够让商家的转化率出现肉眼可见的提升。根据SimilarWeb对美国头部时尚服饰网站的调查来看，提供BNPL的网站转化率为4.5%，而未提供这一方式的网站转化率仅为2.4%。\n正因如此，BNPL才出现了极为快速的增长，并且未来仍有很大发展空间。按照美银发布的统计报告来看，到2025年，包括Affirm在内的BNPL应用总收入将增长10-15倍，处理交易额也将达到6500亿-1万亿美元之多。\nBNPL赛道强敌众多，Affirm该如何迎战？\n对于Affirm来说，行业的火热算是有利有弊，增长空间巨大固然是一方面，但需要注意的是，它并非行业内的第一名——在它前方，还站着Klarna和Afterpay两大强敌。此外，支付巨头们对于这一细分领域的蚕食同样值得Affirm警惕。\n今年8月，美国金融科技巨头Square宣布将以一次全股票交易收购Afterpay，这次收购案的价值将高达290亿美元，同时它也是Square迄今为止最大的一笔收购计划。Square首席执行官杰克·多尔西（Jack Dorsey）表示，收购将在2022年第一季度完成。\n在全球金融科技赛道上，Square是仅次于Paypal的头部企业，而它似乎是铁了心要进军BNPL市场。在一份声明中Square表示，计划将Afterpay整合进其现有的业务部门中，用户能够直接在Square的App中使用先买后付以及分期等功能，而不是依赖信用卡。\n作为全球最大的支付服务商，Paypal当然也不会坐视对手分走这块蛋糕。就在Affirm发布财报的前两天，PayPal宣布收购日本BNPL初创公司Paidy，收购价格为27亿美元，若是不出意外，这笔交易将于今年第四季度完成。\n在玩家陡然增多的BNPL赛道上，参赛者们的资金充裕程度会变的相当重要，毕竟，BNPL模式决定了公司必须及时将所有款项汇给商家，而来自消费者的回款则很有可能长达六周，若是将违约人数考虑进去，这一期限甚至会更久。\n在当下的BNPL三大初创公司中，Affirm的资金实力只能屈居末尾——从2020年1月到今年6月30日，它仅完成了G轮以及IPO两轮融资，金额共计19亿美元。相比之下，Klarna同期融资高达六轮，总金额超过24.9亿美元，估值则超过456亿美元；Afterpay的单独融资金额虽然较少，但若是考虑到它已被Square收购的事实，其竞争力或许要比前二者更强。\n如此，Affirm能做的最好应对措施就是加强营销能力，尤其是争取Z世代的关注，在这方面，它实际上是占据一定优势的。根据The Business of Business的一篇文章来看，Affirm在推特上的受关注程度排名第二，仅次于Klarna。\n通过吸引年轻人的注意力，Affirm不仅能够以此为筹码拉到更多合作商家，对自身未来可能会组建的生态体系也大有助益。长此以往，Affirm可以进一步提高营收多样性，进而补足其B端收入增速减缓所带来的问题，顺便还能摘掉过于依赖大客户的帽子。总而言之，即使面前强敌众多，Affirm仍然有机会杀出一条血路，至于最终结局如何，就交由时间来验证。","news_type":1},"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892622910,"gmtCreate":1628657054030,"gmtModify":1628657054030,"author":{"id":"3562643350925788","authorId":"3562643350925788","name":"Kohl","avatar":"https://static.tigerbbs.com/01873cf68b79278ec8e41d4a55ee6efa","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562643350925788","idStr":"3562643350925788"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892622910","repostId":"2158401174","repostType":2,"repost":{"id":"2158401174","kind":"news","pubTimestamp":1628648147,"share":"https://www.laohu8.com/m/news/2158401174?lang=&edition=full","pubTime":"2021-08-11 10:15","market":"us","language":"zh","title":"凤凰新媒体Q2财报公布在即，第一季度总收入2.26亿元人民币","url":"https://stock-news.laohu8.com/highlight/detail?id=2158401174","media":"美股研究社","summary":"据上季度财报数据显示，凤凰新媒体第一季度总收入为2.26亿元人民币，按年下跌2.28%；毛利润从2020年同期的1.261亿元人民币下降至1.180亿元人民币，同比下降6.4%；毛利率由2020年同期的54.5%下降至52.2%。凤凰新媒体预计2021年第二季度总收入为2.638亿元人民币到2.838亿元人民币。广告净收入预期为2.448亿元人民币到2.598亿元人民币。付费服务收入预期为1900万元人民币到2400万元人民币。","content":"<html><body><article><p>美股研究社获，据智通财经APP消息，<a href=\"https://laohu8.com/S/FENG\">凤凰新媒体</a>8月10日宣布，公司将于美东时间8月16日美股盘后（北京时间8月17日早间）公布其2021年第二季度财报业绩。此外，公司管理层将于美东时间8月16日晚间9点（北京时间8月17日早上9点）举行关于财报业绩的电话会议。</p><p>据上季度财报数据显示，凤凰新媒体第一季度总收入为2.26亿元人民币，按年下跌2.28%；毛利润从2020年同期的1.261亿元人民币下降至1.180亿元人民币，同比下降6.4%；毛利率由2020年同期的54.5%下降至52.2%。</p><p>凤凰新媒体预计2021年第二季度总收入为2.638亿元人民币到2.838亿元人民币。广告净收入预期为2.448亿元人民币到2.598亿元人民币。付费服务收入预期为1900万元人民币到2400万元人民币。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13869532699/0\"/></article></body></html>","source":"tencent","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>凤凰新媒体Q2财报公布在即，第一季度总收入2.26亿元人民币</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{ 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{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: 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凤凰新媒体Q2财报公布在即，第一季度总收入2.26亿元人民币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 10:15 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108111016357c2c627e&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股研究社获，据智通财经APP消息，凤凰新媒体8月10日宣布，公司将于美东时间8月16日美股盘后（北京时间8月17日早间）公布其2021年第二季度财报业绩。此外，公司管理层将于美东时间8月16日晚间9点（北京时间8月17日早上9点）举行关于财报业绩的电话会议。据上季度财报数据显示，凤凰新媒体第一季度总收入为2.26亿元人民币，按年下跌2.28%；毛利润从2020年同期的1.261亿元人民币下降至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108111016357c2c627e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"FENG":"凤凰新媒体"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108111016357c2c627e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2158401174","content_text":"美股研究社获，据智通财经APP消息，凤凰新媒体8月10日宣布，公司将于美东时间8月16日美股盘后（北京时间8月17日早间）公布其2021年第二季度财报业绩。此外，公司管理层将于美东时间8月16日晚间9点（北京时间8月17日早上9点）举行关于财报业绩的电话会议。据上季度财报数据显示，凤凰新媒体第一季度总收入为2.26亿元人民币，按年下跌2.28%；毛利润从2020年同期的1.261亿元人民币下降至1.180亿元人民币，同比下降6.4%；毛利率由2020年同期的54.5%下降至52.2%。凤凰新媒体预计2021年第二季度总收入为2.638亿元人民币到2.838亿元人民币。广告净收入预期为2.448亿元人民币到2.598亿元人民币。付费服务收入预期为1900万元人民币到2400万元人民币。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350645330,"gmtCreate":1616205649420,"gmtModify":1616205649420,"author":{"id":"3562643350925788","authorId":"3562643350925788","name":"Kohl","avatar":"https://static.tigerbbs.com/01873cf68b79278ec8e41d4a55ee6efa","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3562643350925788","idStr":"3562643350925788"},"themes":[],"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350645330","repostId":"2120057117","repostType":4,"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":863614946,"gmtCreate":1632385331485,"gmtModify":1632385331485,"author":{"id":"3562643350925788","authorId":"3562643350925788","name":"Kohl","avatar":"https://static.tigerbbs.com/01873cf68b79278ec8e41d4a55ee6efa","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562643350925788","authorIdStr":"3562643350925788"},"themes":[],"htmlText":"无风不起浪","listText":"无风不起浪","text":"无风不起浪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863614946","repostId":"1124100076","repostType":2,"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350645330,"gmtCreate":1616205649420,"gmtModify":1616205649420,"author":{"id":"3562643350925788","authorId":"3562643350925788","name":"Kohl","avatar":"https://static.tigerbbs.com/01873cf68b79278ec8e41d4a55ee6efa","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562643350925788","authorIdStr":"3562643350925788"},"themes":[],"htmlText":"赞👍","listText":"赞👍","text":"赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350645330","repostId":"2120057117","repostType":4,"isVote":1,"tweetType":1,"viewCount":2354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888702376,"gmtCreate":1631525107495,"gmtModify":1631525107495,"author":{"id":"3562643350925788","authorId":"3562643350925788","name":"Kohl","avatar":"https://static.tigerbbs.com/01873cf68b79278ec8e41d4a55ee6efa","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562643350925788","authorIdStr":"3562643350925788"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888702376","repostId":"2166750370","repostType":2,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892622910,"gmtCreate":1628657054030,"gmtModify":1628657054030,"author":{"id":"3562643350925788","authorId":"3562643350925788","name":"Kohl","avatar":"https://static.tigerbbs.com/01873cf68b79278ec8e41d4a55ee6efa","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562643350925788","authorIdStr":"3562643350925788"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892622910","repostId":"2158401174","repostType":2,"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
