【@businessfocus.io】有三千客戶但獲股神罕見押注!SNOW最終定價120美元超出招股範圍
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根據數據供應商Dealogic的資料,今年美國新股市場累計集資額超過780億美元,創自2000年科網泡沫時期以來同期最高,當中,獲股神畢菲特(Warren Buffet)投資旗艦巴郡(Ber...
【@businessfocus.io】有三千客戶但獲股神罕見押注!SNOW最終定價120美元超出招股範圍
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根據數據供應商Dealogic的資料,今年美國新股市場累計集資額超過780億美元,創自2000年科網泡沫時期以來同期最高,當中,獲股神畢菲特(Warren Buffet)投資旗艦巴郡(Berkshire Hathaway,美股代號:BRK.A)加持的雲端軟件商Snowflake(美股代號:SNOW)近日可謂搶盡風頭。該股原本預期的IPO價格區間是75至85美元,之後再調高預計定價至100至110美元,最終發行價定於每股120美元,發行2800萬股,相當於公司估值約為330億美元,遠高於今年稍早私募融資時的124億美元估值1.66倍。Snowflake將於美國時間9月16日於紐約證券交易所開始交易,股票代碼為「SNOW」。
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據Snowflake披露的資料,巴郡及Salesforce各自同意以IPO定價購入2.5億美元的Snowflake Class A股票,另外,巴郡將會透過第二市場交易(Secondary Transaction),向Snowflake前行政總裁Bob Muglia額外購入404萬股Class A股票,按IPO定價120美元計算,巴郡將以4.85億美元購入上述股份,換言之,兩筆交易共涉資約7.35億美元。
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Snowflake成立於2012年,主營數據倉庫(Data Warehouse),該公司銷售的數據庫軟件可以在亞馬遜(美股代號:AMZN)的雲端運行,可以為企業提供高性能、易擴張的環境去存儲大規模的信息,而且該公司容許客戶按量收費,並將「運算」及「儲存」兩大服務分開收費,令企業節省不必要的開支。
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此外,Snowflake雖然依靠亞馬遜、微軟(美股代號:MSFT)和Google(母公司Alphabet,美股代號:GOOGL)的基礎架構來存儲數據,但AWS、微軟Azure和Google雲平台(GCP)都分別擁有自己的數據庫,因此Snowflake與三大供應商同時存在競爭關係。
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目前,Snowflake的客戶以Square(美股代號:SQ)及Adobe(美股代號:ADBE)等大企業為主,截至7月31日,公司只有3117位客戶,平均每位客戶銷售為16萬美元,《財富》10大企業中,便有7間企業是Snowflake客戶,而500強中,有146家企業為其客戶。
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2018年,Snowflake收入為9670萬美元,2019年收入則達2.64億美元,增長幅度超過170%;不過公司截至去年1月全年蝕1.79億美元,截至今年1月進一步蝕3.48億美元,截至今年7月上半年,仍未扭虧,蝕1.7億美元。
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值得留意的是,今次是畢菲特首次進軍雲端數據業務,更是罕有參與IPO,根據以往的訪問,畢菲特一向認為IPO的定價較高所以不感興趣。此外,畢菲特於疫情後的持倉部署多次引起外界極大迴響,包括拋售持有多年的航空股及金融股,以及投資於日本商社及金礦股;但根據統計,巴郡今年第二季成為全球最賺錢公司。目前,蘋果(美股代號:AAPL)是巴郡的第一大持股,其次是美國銀行(美股代號:BAC)。
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Text by BusinessFocus Editorial
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snowflake美股 在 JC 財經觀點 Facebook 的最佳貼文
昨天的偶發性工商按讚數竟然比平常美股文還多
廣大讀者的留言迴響差點讓我失了方向
乾脆直接棄暗投明
轉型當美妝部落客算了🤣
話說愈接近周五傑克森洞
雖然大盤仍創了新高
10年國債收益率上升至1.34%左右
盤面的波動縮小 盤中時間的高低點落差也不大
除了一些股性較活潑 或是公布財報的持股
開盤時會有較大反應
像昨天體育零售Dick's(DKS)也是開盤大漲10%起跳
營收與獲利皆優於市場預期
在近期實體零售的財報中皆表示
對於實體店面人潮回溫的發展樂觀
這樣在電商渠道的趨緩下仍可有營收支撐
電子商務相比於2019也成長一倍
公司同店銷售額成長19%大幅優於預期
提高全年獲利指引
昨天盤後的Ulta(ULTA)也是維持強勢
不過當然也有表現較差的JWN跟URBN
轉個話題 大家對於零售可能還是興趣缺缺
昨天盤後的Snowflake(SNOW)跟Salesforce(CRM)等成長股
應該還是大家比較關注的重點
先講一下SNOW
上禮拜在IG問答有說是我現在較重的持股
原因當然是過去幾季的財報看來成長依舊
但股價沒有過多表現 所以分批買了上來
在財報公布前幾天 有一天莫名下跌10%以上
當天查了一下沒什麼消息資訊
有讀者也持有這檔股票 互相了解一下
覺得在這樣的情況下也沒必要改變原本的想法
而這季財報出來確實還是不錯
營收成長104%至2.72億美元,優於市場預期
每股虧損0.64美元
公司目前擁有4990個客戶
本季RPO為 15億美元,年成長122%
淨保留率169%,仍維持在高水準
在產業需求仍旺的情況下,公司也對下一季展望樂觀
認為可維持89-92%的營收年增率,可提高獲利能力下
激勵股價盤後上漲近4%
相關連結放留言
snowflake美股 在 貓的成長美股異想世界 Facebook 的精選貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
snowflake美股 在 Sam投資趨勢∣斜槓人生研究室 Facebook 的精選貼文
本周美股財報公司
#NVDA Nvidia
#CRM Salesforce
#COST Costco
#PDD 拼多多
#SNOW Snowflake
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就算沒有任何投資經驗👉也能在20分鐘學會的獲利祕訣
🔥教學影片 http://bit.ly/samclass