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我努力挣钱
2021-08-02
$老虎证券(TIGR)$
今天把老虎出了,加手续费亏9USD
我努力挣钱
2021-07-29
$老虎证券(TIGR)$
老虎你终于返弹了,
我努力挣钱
2021-07-26
$老虎证券(TIGR)$
今天还好,反弹了,
我努力挣钱
2021-09-28
$老虎证券(TIGR)$
老虎为啥一直跌,跌跌不休,郁闷啊,把钱都亏没了
我努力挣钱
2021-07-27
$老虎证券(TIGR)$
咋天没出,今天深套[捂脸] [捂脸]
我努力挣钱
2022-02-06
在努力学习
我努力挣钱
2021-10-15
老虎为啥大跌,跌跌不休,啥时能见底
我努力挣钱
2021-06-22
顶部价格,不留空间,希望能喝汤
抱歉,原内容已删除
我努力挣钱
2021-06-21
$逸仙电商(YSG)$
蝇头小利
我努力挣钱
2021-06-18
$逸仙电商(YSG)$
终于吃到了蚊子腿
我努力挣钱
2021-05-08
这篇文章不错,转发给大家看
水滴登陆纽交所,首日开盘破发下跌14%
我努力挣钱
2021-05-08
美股不靠谱,第一次打新就破发
水滴登陆纽交所,首日开盘破发下跌14%
去老虎APP查看更多动态
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15:40","market":"us","language":"zh","title":"满帮考虑IPO定价19美元/ADS,为指引区间顶部","url":"https://stock-news.laohu8.com/highlight/detail?id=1120945522","media":"老虎资讯综合","summary":"市场消息:满帮集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。\n但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。\n此前,满帮集团更新的招股书显示,满帮集团拟以17至","content":"<p>市场消息:<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。</p>\n<p>但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。</p>\n<p>此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>目前,无法立即联系到满帮集团的一位代表寻求评论。</p>\n<p><b>货运版滴滴</b></p>\n<p>满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。</p>\n<p>该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。</p>\n<p>财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。<img src=\"https://static.tigerbbs.com/03c8ced6da7f5d05a2b2aaaaa082a815\" tg-width=\"670\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)也是该公司的股东之一。</b></p>\n<p>值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。</p>\n<p>在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。</p>\n<p>现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。</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>满帮考虑IPO定价19美元/ADS,为指引区间顶部</title>\n<style 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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满帮考虑IPO定价19美元/ADS,为指引区间顶部\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-21 15:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息:<a href=\"https://laohu8.com/S/YMM\">满帮</a>集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。</p>\n<p>但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。</p>\n<p>此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。</p>\n<p>目前,无法立即联系到满帮集团的一位代表寻求评论。</p>\n<p><b>货运版滴滴</b></p>\n<p>满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。</p>\n<p>该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。</p>\n<p>财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。<img src=\"https://static.tigerbbs.com/03c8ced6da7f5d05a2b2aaaaa082a815\" tg-width=\"670\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700)也是该公司的股东之一。</b></p>\n<p>值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。</p>\n<p>在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。</p>\n<p>现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/376c6b3b601c917b569a3d0c23a510e8","relate_stocks":{"YMM":"满帮"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120945522","content_text":"市场消息:满帮集团据悉考虑将美股IPO定价设在指引区间顶部,为19美元/ADS。\n但知情人士表示,最终价格尚未正式确定,公司的计划仍有可能发生变化。\n此前,满帮集团更新的招股书显示,满帮集团拟以17至19美元的每ADS价格发行8250万股美国存托股票,计划通过在美国的首次公开募股筹集不超过16亿美元。\n目前,无法立即联系到满帮集团的一位代表寻求评论。\n货运版滴滴\n满帮集团在2017年由內地两家货运平台“货车帮”及“运满满”合并而成,是连接货车司机及货主双端用户,通过大数据的智能推荐帮助双方快速完成运输交易的平台。\n该集团在2020年的平台总交易额(GTV)达到1738亿元人民币,是全球最大的数码货运平台。其业务覆盖了全国300多个城市,共完成7170万笔订单,平台上活跃托运人超过130万,并且超过280万卡车司机在平台上完成了运输订单,约占2020年中国1370万重型和中型卡车司机的订单总量的20%。\n财务数据显示,2019年与2020年,满帮集团的总净收入分别为24.7亿元与25.8亿元;净亏损分别为15.2亿元与34.7亿元,经Non-GAAP(非美国通用会计准则)调整后,2019年的净亏损为9.3千万元,2020年实现盈利2.8亿元。\n此次IPO前,软银持有满帮22.2%的股份,为最大机构投资方;红杉中国和全明星投资基金则分别持有7.2%和4.9%的股份,腾讯(00700)也是该公司的股东之一。\n值得注意的是,满帮现有股东富达国际有意认购1亿美元,而景顺投资则有意5亿美元的ADS。\n在IPO发行的同时,满帮亦将同步进行私募配售,安大略省教师退休金计划(OTPP)和阿联酋主权财富基金Mubadala将分别认购1亿美元。\n现有股东和知名国际投资机构的加码,在一定程度上体现了全球资本市场对公司商业模式及长期价值的信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167981867,"gmtCreate":1624242592659,"gmtModify":1624242592659,"author":{"id":"3582262818004137","authorId":"3582262818004137","name":"我努力挣钱","avatar":"https://static.tigerbbs.com/d28fb4235346124e719bc9657ebd1068","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262818004137","authorIdStr":"3582262818004137"},"themes":[],"htmlText":"<a 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22:51","market":"us","language":"zh","title":"水滴登陆纽交所,首日开盘破发下跌14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121973297","media":" 腾讯美股","summary":"5月7日,中国网络保险科技公司$水滴$ 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元。水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。","content":"<p>5月7日,中国网络保险科技公司<a href=\"https://laohu8.com/S/WDH\">水滴</a> 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。</p><p><img src=\"https://static.tigerbbs.com/fe94c95ef663443a584b5ada72e8133f\" tg-width=\"844\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p><b>关于<a href=\"https://laohu8.com/S/WDH\">水滴</a></b></p><p>水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。</p><p>管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。</p><p>水滴通过线上社交网络获取用户,许多人都是最早通过水滴的医疗众筹平台水滴筹了解到该公司的。截至2020年年底,水滴平台已经聚集了62家保险公司,后者在这里提供超过200种不同的健康和人寿保险产品。</p><p>根据Insurance Business Asia去年的一份市场研究报告,中国健康保险市场的规模2017年估计就已经达到了647亿美元,而到2022年,预计将达到1366亿美元的规模。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。</p><p>市场预期增长的主要推动力是来自人口结构的持续变化——生育率降低,老龄人口增多,这就将给整个国家的医疗系统造成压力。与此同时,私营部门的保险公司还在不断开发新的产品,尤其是针对癌症和心脑血管疾病等大病的产品。未来的日子里,保险行业还将继续聚焦于零售消费者的情况。</p><p>目前,这一领域当中的主要玩家,以及来自其他领域的跨界大玩家包括各大保险公司代理机构,银行保险业,直销玩家,线上第三方经纪商和代理如蚂蚁、微保等,线下经纪商和代理如泛华、永达、大同等,众筹平台如轻松等。</p><p><b>财务表现</b></p><p>水滴近期的财务表现可以大致概括为:营收增长强势,运营亏损和净亏损增大,运营所需现金增多。</p><p>2020年,水滴实现净营收4.6亿美元,较之2019年的2.2亿美元增长111.9%,翻了一番还多。然而与此同时,公司运营亏损从2819万美元增至7605万美元,净亏损从6643万美元增至1.7亿美元,运营所需现金从7723万美元增至1.2亿美元。</p><p>截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。截至2020年12月31日的十二个月当中,水滴自由现金流为-1.232亿美元。</p><p><b>IPO细节</b></p><p>水滴计划以“WDH”的代码在纽约证交所挂牌,不计承销商“绿鞋期权”,将发行代表公司3亿股A类普通股票的3000万股美国存托股票(ADS),根据最新的12美元定价,IPO交易总规模将达到3.6亿美元。</p><p>A类股票每股对应1票表决权,而B类股票全部掌握在创始人沈鹏关联的Neptune Max Holding手中,每股对应9票表决权。标准普尔500指数已经不再接纳类似采用多重股权架构的企业股票为成份股。</p><p>招股书显示,上市前,水滴已经从Neptune Max Holdings、意像架构投资、博裕资本、高榕资本、瑞士再保险等方获得了至少7.41亿美元投资。</p><p>一些基石投资者已经表示有意以发行价格购入2.1亿美元的股票,这是一个额外的利好。</p><p>若IPO交易顺利完成,则水滴相应的企业价值将达到大约44亿美元,公司排名前五的大股东届时将分别为,Neptune Max Holdings持股24.4%,意像架构投资持股20.4%,博裕资本关联投资基金持股11.0%,高榕资本关联投资基金持股6.0%,瑞士再保险投资(亚洲)持股5.2%。</p><p>不计“绿鞋期权”、定向增发或者限制股等,水滴公开流通股票数量将相当于公司发行在外股票总数的大约7.61%。</p><p>管理层表示,他们计划将IPO净收益投入下列用途:大约50%用于医疗服务和保险业务的强化和扩展;大约30%用于研发;余下用于一般性企业用途,可能包括运营资本需求,对医疗服务和保险领域的战略投资或收购等。</p><p><b>研究分析</b></p><p>水滴希望从美国公开市场获得资本的支持,来帮助他们扩张既有业务,以及补充资金,来应对持续的运营亏损。</p><p>从财务数据方面看,水滴的营收增长势头非常强劲,2020年较之2019年翻了一番有余,但是与此同时,公司的运营亏损和净亏损也大幅度抬头。运营所需现金规模2020年达到了1.19亿美元,大幅超过2019年。</p><p>在线上为中国消费者提供医疗保险服务,这个市场无疑是非常巨大的,而且未来若干年中,市场还将继续高速增长。新冠病毒疫情很可能已经大幅加快了这个市场的发展速度,乃至于扩大了其发展潜力,未来的时间当中,预计中国消费者还将越来越有兴趣获得更多的保险信息,获得更多的不同产品选项。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>(亚洲)是本次IPO的领衔承销商,在过去十二个月时间内,该公司承销的IPO,股票平均表现为-24.1%。同期之内,这样的表现在主流机构当中无疑是垫底的。</p><p>就估值而言,纽约大学斯特恩商学院编制的一个上市<a href=\"https://laohu8.com/S/III\">信息服务</a>公司股票篮子,其整体市销率2021年1月间为10.54,与此相比,水滴的定价还是比较合理的。</p><p>此外,不单单是2020年营收增长超过100%,历史角度看,水滴的营收增长曲线也是很陡峭的。</p><p>虽然水滴的亏损多少令人担心,但是从成长轨迹上看,该公司确实高度类似于那些纯粹的科技公司,而且各种迹象都显示,对他们服务的需求是颇为强劲的。</p><p>相对于增长速度,这一IPO的定价并没有过高的嫌疑,如果有投资者对中国持续成长的健康保险市场有兴趣,这一IPO还是值得考虑的。</p>","source":"txmg","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>水滴登陆纽交所,首日开盘破发下跌14%</title>\n<style 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}\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: 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水滴登陆纽交所,首日开盘破发下跌14%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 22:51 北京时间 <a href=https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日,中国网络保险科技公司水滴 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。关于水滴水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。水滴通过线上社交网络...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cbc05c4803f7ab1867fc8db397cbc00d","relate_stocks":{"WDH":"水滴"},"source_url":"https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121973297","content_text":"5月7日,中国网络保险科技公司水滴 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。关于水滴水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。水滴通过线上社交网络获取用户,许多人都是最早通过水滴的医疗众筹平台水滴筹了解到该公司的。截至2020年年底,水滴平台已经聚集了62家保险公司,后者在这里提供超过200种不同的健康和人寿保险产品。根据Insurance Business Asia去年的一份市场研究报告,中国健康保险市场的规模2017年估计就已经达到了647亿美元,而到2022年,预计将达到1366亿美元的规模。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。市场预期增长的主要推动力是来自人口结构的持续变化——生育率降低,老龄人口增多,这就将给整个国家的医疗系统造成压力。与此同时,私营部门的保险公司还在不断开发新的产品,尤其是针对癌症和心脑血管疾病等大病的产品。未来的日子里,保险行业还将继续聚焦于零售消费者的情况。目前,这一领域当中的主要玩家,以及来自其他领域的跨界大玩家包括各大保险公司代理机构,银行保险业,直销玩家,线上第三方经纪商和代理如蚂蚁、微保等,线下经纪商和代理如泛华、永达、大同等,众筹平台如轻松等。财务表现水滴近期的财务表现可以大致概括为:营收增长强势,运营亏损和净亏损增大,运营所需现金增多。2020年,水滴实现净营收4.6亿美元,较之2019年的2.2亿美元增长111.9%,翻了一番还多。然而与此同时,公司运营亏损从2819万美元增至7605万美元,净亏损从6643万美元增至1.7亿美元,运营所需现金从7723万美元增至1.2亿美元。截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。截至2020年12月31日的十二个月当中,水滴自由现金流为-1.232亿美元。IPO细节水滴计划以“WDH”的代码在纽约证交所挂牌,不计承销商“绿鞋期权”,将发行代表公司3亿股A类普通股票的3000万股美国存托股票(ADS),根据最新的12美元定价,IPO交易总规模将达到3.6亿美元。A类股票每股对应1票表决权,而B类股票全部掌握在创始人沈鹏关联的Neptune Max Holding手中,每股对应9票表决权。标准普尔500指数已经不再接纳类似采用多重股权架构的企业股票为成份股。招股书显示,上市前,水滴已经从Neptune Max Holdings、意像架构投资、博裕资本、高榕资本、瑞士再保险等方获得了至少7.41亿美元投资。一些基石投资者已经表示有意以发行价格购入2.1亿美元的股票,这是一个额外的利好。若IPO交易顺利完成,则水滴相应的企业价值将达到大约44亿美元,公司排名前五的大股东届时将分别为,Neptune Max Holdings持股24.4%,意像架构投资持股20.4%,博裕资本关联投资基金持股11.0%,高榕资本关联投资基金持股6.0%,瑞士再保险投资(亚洲)持股5.2%。不计“绿鞋期权”、定向增发或者限制股等,水滴公开流通股票数量将相当于公司发行在外股票总数的大约7.61%。管理层表示,他们计划将IPO净收益投入下列用途:大约50%用于医疗服务和保险业务的强化和扩展;大约30%用于研发;余下用于一般性企业用途,可能包括运营资本需求,对医疗服务和保险领域的战略投资或收购等。研究分析水滴希望从美国公开市场获得资本的支持,来帮助他们扩张既有业务,以及补充资金,来应对持续的运营亏损。从财务数据方面看,水滴的营收增长势头非常强劲,2020年较之2019年翻了一番有余,但是与此同时,公司的运营亏损和净亏损也大幅度抬头。运营所需现金规模2020年达到了1.19亿美元,大幅超过2019年。在线上为中国消费者提供医疗保险服务,这个市场无疑是非常巨大的,而且未来若干年中,市场还将继续高速增长。新冠病毒疫情很可能已经大幅加快了这个市场的发展速度,乃至于扩大了其发展潜力,未来的时间当中,预计中国消费者还将越来越有兴趣获得更多的保险信息,获得更多的不同产品选项。高盛(亚洲)是本次IPO的领衔承销商,在过去十二个月时间内,该公司承销的IPO,股票平均表现为-24.1%。同期之内,这样的表现在主流机构当中无疑是垫底的。就估值而言,纽约大学斯特恩商学院编制的一个上市信息服务公司股票篮子,其整体市销率2021年1月间为10.54,与此相比,水滴的定价还是比较合理的。此外,不单单是2020年营收增长超过100%,历史角度看,水滴的营收增长曲线也是很陡峭的。虽然水滴的亏损多少令人担心,但是从成长轨迹上看,该公司确实高度类似于那些纯粹的科技公司,而且各种迹象都显示,对他们服务的需求是颇为强劲的。相对于增长速度,这一IPO的定价并没有过高的嫌疑,如果有投资者对中国持续成长的健康保险市场有兴趣,这一IPO还是值得考虑的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107904055,"gmtCreate":1620436994177,"gmtModify":1620439051734,"author":{"id":"3582262818004137","authorId":"3582262818004137","name":"我努力挣钱","avatar":"https://static.tigerbbs.com/d28fb4235346124e719bc9657ebd1068","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582262818004137","authorIdStr":"3582262818004137"},"themes":[],"htmlText":"美股不靠谱,第一次打新就破发","listText":"美股不靠谱,第一次打新就破发","text":"美股不靠谱,第一次打新就破发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107904055","repostId":"1121973297","repostType":4,"repost":{"id":"1121973297","kind":"news","pubTimestamp":1620399090,"share":"https://www.laohu8.com/m/news/1121973297?lang=&edition=full","pubTime":"2021-05-07 22:51","market":"us","language":"zh","title":"水滴登陆纽交所,首日开盘破发下跌14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121973297","media":" 腾讯美股","summary":"5月7日,中国网络保险科技公司$水滴$ 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元。水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。","content":"<p>5月7日,中国网络保险科技公司<a href=\"https://laohu8.com/S/WDH\">水滴</a> 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。</p><p><img src=\"https://static.tigerbbs.com/fe94c95ef663443a584b5ada72e8133f\" tg-width=\"844\" tg-height=\"670\" referrerpolicy=\"no-referrer\"></p><p><b>关于<a href=\"https://laohu8.com/S/WDH\">水滴</a></b></p><p>水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。</p><p>管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。</p><p>水滴通过线上社交网络获取用户,许多人都是最早通过水滴的医疗众筹平台水滴筹了解到该公司的。截至2020年年底,水滴平台已经聚集了62家保险公司,后者在这里提供超过200种不同的健康和人寿保险产品。</p><p>根据Insurance Business Asia去年的一份市场研究报告,中国健康保险市场的规模2017年估计就已经达到了647亿美元,而到2022年,预计将达到1366亿美元的规模。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。</p><p>市场预期增长的主要推动力是来自人口结构的持续变化——生育率降低,老龄人口增多,这就将给整个国家的医疗系统造成压力。与此同时,私营部门的保险公司还在不断开发新的产品,尤其是针对癌症和心脑血管疾病等大病的产品。未来的日子里,保险行业还将继续聚焦于零售消费者的情况。</p><p>目前,这一领域当中的主要玩家,以及来自其他领域的跨界大玩家包括各大保险公司代理机构,银行保险业,直销玩家,线上第三方经纪商和代理如蚂蚁、微保等,线下经纪商和代理如泛华、永达、大同等,众筹平台如轻松等。</p><p><b>财务表现</b></p><p>水滴近期的财务表现可以大致概括为:营收增长强势,运营亏损和净亏损增大,运营所需现金增多。</p><p>2020年,水滴实现净营收4.6亿美元,较之2019年的2.2亿美元增长111.9%,翻了一番还多。然而与此同时,公司运营亏损从2819万美元增至7605万美元,净亏损从6643万美元增至1.7亿美元,运营所需现金从7723万美元增至1.2亿美元。</p><p>截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。截至2020年12月31日的十二个月当中,水滴自由现金流为-1.232亿美元。</p><p><b>IPO细节</b></p><p>水滴计划以“WDH”的代码在纽约证交所挂牌,不计承销商“绿鞋期权”,将发行代表公司3亿股A类普通股票的3000万股美国存托股票(ADS),根据最新的12美元定价,IPO交易总规模将达到3.6亿美元。</p><p>A类股票每股对应1票表决权,而B类股票全部掌握在创始人沈鹏关联的Neptune Max Holding手中,每股对应9票表决权。标准普尔500指数已经不再接纳类似采用多重股权架构的企业股票为成份股。</p><p>招股书显示,上市前,水滴已经从Neptune Max Holdings、意像架构投资、博裕资本、高榕资本、瑞士再保险等方获得了至少7.41亿美元投资。</p><p>一些基石投资者已经表示有意以发行价格购入2.1亿美元的股票,这是一个额外的利好。</p><p>若IPO交易顺利完成,则水滴相应的企业价值将达到大约44亿美元,公司排名前五的大股东届时将分别为,Neptune Max Holdings持股24.4%,意像架构投资持股20.4%,博裕资本关联投资基金持股11.0%,高榕资本关联投资基金持股6.0%,瑞士再保险投资(亚洲)持股5.2%。</p><p>不计“绿鞋期权”、定向增发或者限制股等,水滴公开流通股票数量将相当于公司发行在外股票总数的大约7.61%。</p><p>管理层表示,他们计划将IPO净收益投入下列用途:大约50%用于医疗服务和保险业务的强化和扩展;大约30%用于研发;余下用于一般性企业用途,可能包括运营资本需求,对医疗服务和保险领域的战略投资或收购等。</p><p><b>研究分析</b></p><p>水滴希望从美国公开市场获得资本的支持,来帮助他们扩张既有业务,以及补充资金,来应对持续的运营亏损。</p><p>从财务数据方面看,水滴的营收增长势头非常强劲,2020年较之2019年翻了一番有余,但是与此同时,公司的运营亏损和净亏损也大幅度抬头。运营所需现金规模2020年达到了1.19亿美元,大幅超过2019年。</p><p>在线上为中国消费者提供医疗保险服务,这个市场无疑是非常巨大的,而且未来若干年中,市场还将继续高速增长。新冠病毒疫情很可能已经大幅加快了这个市场的发展速度,乃至于扩大了其发展潜力,未来的时间当中,预计中国消费者还将越来越有兴趣获得更多的保险信息,获得更多的不同产品选项。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>(亚洲)是本次IPO的领衔承销商,在过去十二个月时间内,该公司承销的IPO,股票平均表现为-24.1%。同期之内,这样的表现在主流机构当中无疑是垫底的。</p><p>就估值而言,纽约大学斯特恩商学院编制的一个上市<a href=\"https://laohu8.com/S/III\">信息服务</a>公司股票篮子,其整体市销率2021年1月间为10.54,与此相比,水滴的定价还是比较合理的。</p><p>此外,不单单是2020年营收增长超过100%,历史角度看,水滴的营收增长曲线也是很陡峭的。</p><p>虽然水滴的亏损多少令人担心,但是从成长轨迹上看,该公司确实高度类似于那些纯粹的科技公司,而且各种迹象都显示,对他们服务的需求是颇为强劲的。</p><p>相对于增长速度,这一IPO的定价并没有过高的嫌疑,如果有投资者对中国持续成长的健康保险市场有兴趣,这一IPO还是值得考虑的。</p>","source":"txmg","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>水滴登陆纽交所,首日开盘破发下跌14%</title>\n<style 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}\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: 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水滴登陆纽交所,首日开盘破发下跌14%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 22:51 北京时间 <a href=https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ><strong> 腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月7日,中国网络保险科技公司水滴 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。关于水滴水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。水滴通过线上社交网络...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cbc05c4803f7ab1867fc8db397cbc00d","relate_stocks":{"WDH":"水滴"},"source_url":"https://mp.weixin.qq.com/s/Rf28pv_MVMkB8iW_yVn3dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121973297","content_text":"5月7日,中国网络保险科技公司水滴 登陆纽交所,首日开盘破发下跌14%。此次IPO发行价12美元,发行市值达47.3亿美元(约303亿人民币)。关于水滴水滴公司位于中国北京,面向中国消费者提供独立的第三方保险销售平台,以及相关的医疗众筹平台。公司的主要业务分为三部分,即保险市场、医疗众筹和互助。管理层以创始人、董事长、首席执行官沈鹏为首,他此前曾经是美团外卖的创始团队成员之一。水滴通过线上社交网络获取用户,许多人都是最早通过水滴的医疗众筹平台水滴筹了解到该公司的。截至2020年年底,水滴平台已经聚集了62家保险公司,后者在这里提供超过200种不同的健康和人寿保险产品。根据Insurance Business Asia去年的一份市场研究报告,中国健康保险市场的规模2017年估计就已经达到了647亿美元,而到2022年,预计将达到1366亿美元的规模。这就意味着,从2017年到2022年的五年当中,该市场的复合年均增长率高达16.1%。市场预期增长的主要推动力是来自人口结构的持续变化——生育率降低,老龄人口增多,这就将给整个国家的医疗系统造成压力。与此同时,私营部门的保险公司还在不断开发新的产品,尤其是针对癌症和心脑血管疾病等大病的产品。未来的日子里,保险行业还将继续聚焦于零售消费者的情况。目前,这一领域当中的主要玩家,以及来自其他领域的跨界大玩家包括各大保险公司代理机构,银行保险业,直销玩家,线上第三方经纪商和代理如蚂蚁、微保等,线下经纪商和代理如泛华、永达、大同等,众筹平台如轻松等。财务表现水滴近期的财务表现可以大致概括为:营收增长强势,运营亏损和净亏损增大,运营所需现金增多。2020年,水滴实现净营收4.6亿美元,较之2019年的2.2亿美元增长111.9%,翻了一番还多。然而与此同时,公司运营亏损从2819万美元增至7605万美元,净亏损从6643万美元增至1.7亿美元,运营所需现金从7723万美元增至1.2亿美元。截至2020年12月31日,水滴持有现金1.628亿美元,负债2.337亿美元。截至2020年12月31日的十二个月当中,水滴自由现金流为-1.232亿美元。IPO细节水滴计划以“WDH”的代码在纽约证交所挂牌,不计承销商“绿鞋期权”,将发行代表公司3亿股A类普通股票的3000万股美国存托股票(ADS),根据最新的12美元定价,IPO交易总规模将达到3.6亿美元。A类股票每股对应1票表决权,而B类股票全部掌握在创始人沈鹏关联的Neptune Max Holding手中,每股对应9票表决权。标准普尔500指数已经不再接纳类似采用多重股权架构的企业股票为成份股。招股书显示,上市前,水滴已经从Neptune Max Holdings、意像架构投资、博裕资本、高榕资本、瑞士再保险等方获得了至少7.41亿美元投资。一些基石投资者已经表示有意以发行价格购入2.1亿美元的股票,这是一个额外的利好。若IPO交易顺利完成,则水滴相应的企业价值将达到大约44亿美元,公司排名前五的大股东届时将分别为,Neptune Max Holdings持股24.4%,意像架构投资持股20.4%,博裕资本关联投资基金持股11.0%,高榕资本关联投资基金持股6.0%,瑞士再保险投资(亚洲)持股5.2%。不计“绿鞋期权”、定向增发或者限制股等,水滴公开流通股票数量将相当于公司发行在外股票总数的大约7.61%。管理层表示,他们计划将IPO净收益投入下列用途:大约50%用于医疗服务和保险业务的强化和扩展;大约30%用于研发;余下用于一般性企业用途,可能包括运营资本需求,对医疗服务和保险领域的战略投资或收购等。研究分析水滴希望从美国公开市场获得资本的支持,来帮助他们扩张既有业务,以及补充资金,来应对持续的运营亏损。从财务数据方面看,水滴的营收增长势头非常强劲,2020年较之2019年翻了一番有余,但是与此同时,公司的运营亏损和净亏损也大幅度抬头。运营所需现金规模2020年达到了1.19亿美元,大幅超过2019年。在线上为中国消费者提供医疗保险服务,这个市场无疑是非常巨大的,而且未来若干年中,市场还将继续高速增长。新冠病毒疫情很可能已经大幅加快了这个市场的发展速度,乃至于扩大了其发展潜力,未来的时间当中,预计中国消费者还将越来越有兴趣获得更多的保险信息,获得更多的不同产品选项。高盛(亚洲)是本次IPO的领衔承销商,在过去十二个月时间内,该公司承销的IPO,股票平均表现为-24.1%。同期之内,这样的表现在主流机构当中无疑是垫底的。就估值而言,纽约大学斯特恩商学院编制的一个上市信息服务公司股票篮子,其整体市销率2021年1月间为10.54,与此相比,水滴的定价还是比较合理的。此外,不单单是2020年营收增长超过100%,历史角度看,水滴的营收增长曲线也是很陡峭的。虽然水滴的亏损多少令人担心,但是从成长轨迹上看,该公司确实高度类似于那些纯粹的科技公司,而且各种迹象都显示,对他们服务的需求是颇为强劲的。相对于增长速度,这一IPO的定价并没有过高的嫌疑,如果有投资者对中国持续成长的健康保险市场有兴趣,这一IPO还是值得考虑的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}