原文发表于美国时间2021-6-14
发生了什么事情?
中国网约车巨头滴滴出行提交了首次公开上市申请(IPO),这家公司的估值可能达1000亿美元。
这意味着什么?
滴滴出行曾让优步遇挫,并占据了中国共享乘车领域的主导地位:据报道,该公司上季度公布的营收达64亿美元,盈利为8亿美元。这些数据加速了该公司推动IPO的进程,以增加实现自动驾驶出租车的押注。
据彭博社报道,滴滴出行的IPO估值在700亿美元至1000亿美元之间,高于滴滴出行在去年一轮融资中获得的620亿美元估值。
对于持有滴滴出行逾40%的股权的软银集团、腾讯公司以及优步公司而言,这均是一笔巨额的变现。
为何值得关注?
对于市场而言:共享乘车完成一个周期
优步公司在2016年将其中国共享乘车业务出售给了滴滴出行,持有滴滴出行13%的股权。
不过比较优步公司和滴滴出行的股价,滴滴出行的价值可能会更高。滴滴出行在去年的营收近220亿美元,亏损了16亿美元,即便按照最高的IPO估值计算,也仅仅相当于去年营收的5倍左右。
与之相比,优步公司的股价是该公司去年营收的8倍左右,即使其亏损额几乎是滴滴出行的4倍。
更大的图景:iPO的汹涌浪潮
滴滴出行并不是今年最后一个大型IPO。实际上,市场预期今年将是IPO的大年:部分分析师估计,美国市场上6月-8月期间的IPO可能募集超过400亿美元的资金,这个数字超过去年同期创纪录的320亿美元IPO募资额。
这篇文章已被翻译成中文。原英文作者Finimize。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。
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