葉倫昨天一句話又嚇趴美股
雖然第一時間覺得怎會是他出來講
住海邊管太寬
不過早再他說話之前
美股已經拉回兩天
而且後來他又出來澄清
升降利率不在他所權責範圍
不過值得注意的是
通膨這東西已經正在發生
聯準會主席鮑威爾之前說通膨存在
只是是因為去年基期太低 估計是暫時的
而巴菲特在前兩天股東會上也說
明顯看到通膨發酵
所有商品原物料價格上漲
在未來將會轉嫁至消費者上
葉倫出來補刀 說是無意
聽者有心 都是感受滿滿
美股原物料、能源股近期也是走個強勢格局
包括鋁跟鋼鐵股又重新轉強
油價近期也開始轉強
房地產價格上漲加速已不是新聞
相關類股也都有受惠
像昨天公布財報的線上房地產商Zillow(Z)
雖然近期也飽受估值回調之苦(也是ARK愛股)
但昨天公布了優異的財報數字
營收達12億美元,比去年同期成長8%
每股盈餘0.2美元
所有業務表現皆優於預期
房屋部門,包括iBuyer業務,營收達7.04億美元
雖年減9%,但仍高於預計的5.95-6.2億美元之間
互聯網、媒體與技術IMT平台業務營收達4.46億美元
年增35%,優於預估的4.15-4.28億美元
房貸業務營收6800萬美元,優於預期
在上一季Zillow的活躍用戶達到2.21億
比去年同期成長15%
包括App和網站的訪問量達到25億次
也比去年同期成長19%
最後雖然公司給的這次營收指引
略低於分析師預估
但看這流量與消費者行為改變
新一代購屋族對從線下轉線上的接受度高
Zillow長遠來說還是具有競爭優勢的
股價盤後上漲了4.7%
之前有寫過Zillow與Opendoor的文章
相關連結看留言搂
同時也有1部Youtube影片,追蹤數超過13萬的網紅The World TODAY,也在其Youtube影片中提到,美國股市12月掀起一股 #IPO 熱潮,全美最大餐飲外送服務 #DoorDash 及訂房平台 #Airbnb 相繼上市,掛盤首日股價都飆高,DoorDash 和 Airbnb 為什麼在疫情中脫穎而出?還有美股這一波 IPO 熱潮又是怎麼回事? 《TODAY 看世界》每日精選國際話題,帶你秒懂世界大...
「opendoor 新聞」的推薦目錄:
- 關於opendoor 新聞 在 JC 財經觀點 Facebook 的最讚貼文
- 關於opendoor 新聞 在 謝銘元:失敗並不可恥但要有用 Facebook 的精選貼文
- 關於opendoor 新聞 在 Z9 的看板 Facebook 的最讚貼文
- 關於opendoor 新聞 在 The World TODAY Youtube 的最佳解答
- 關於opendoor 新聞 在 [新聞] Opendoor Q3財報- 看板Stock - 批踢踢實業坊 的評價
- 關於opendoor 新聞 在 [新聞] Opendoor Q3財報 - PTT 熱門文章Hito 的評價
- 關於opendoor 新聞 在 [新聞] Opendoor Q3財報 - Mo PTT 鄉公所 的評價
- 關於opendoor 新聞 在 【ARK每日追蹤】女股神看好美線上房屋交易平台Opendoor 的評價
- 關於opendoor 新聞 在 OPENDOOR ( OPEN ) 近况良好, 三季度有望达2.5B营收. 以及 ... 的評價
- 關於opendoor 新聞 在 Opendoor的股票正在下跌是买入还是等待 - 鞍山信息港 的評價
- 關於opendoor 新聞 在 Re: [標的] 美股OPEN 多- Stock - PTT情感投資事業版 的評價
opendoor 新聞 在 謝銘元:失敗並不可恥但要有用 Facebook 的精選貼文
很讓人有感的一句話:#成為市場第一名不代表可以開始獲利.孫正義跟過往不少中國投資人一樣只愛看快速成長搶市占,導致的就是這些企業只拿資金做行銷而不是優化商模.這大概也是為何軟銀近期許多投資只能認賠處理的原因
『市場批評軟銀及孫正義的在投資項目的選擇上顯得沒有遠見,包括房地產相關(例如房產交易電商OpenDoor、線上房仲服務Compass),以及直接面向消費者的電商平台Brandless、寵物產品電商Wag、和食品外送業務DoorDash,另外還有連鎖飯店OYO,目前不是已倒閉或營運困難,就是已中止投資合作,其中,曾闖關IPO失敗的共享辦公空間WeWork,在接連爆出營運不佳等負面新聞後,其估值從超過400億美元削減至80億美元左右,令人不勝唏噓。
《Bloomberg》在報導中評論孫正義的投資,表示由於孫正義堅持新創公司必須快速成長、賺取超出期望的收入,因此新創公司多半拿將資金用在激勵行銷、投放廣告、吸引人才等營運支出,來爭取更大的市佔,而不是持續優化商業模式並建立財務紀律。然而,成為市場第一名並不代表可以開始獲利,包括Uber 、WeWork、Grab、Oyo等行業領導者都證明了這一點。
好的創業投資公司更重要的是適時給予新創公司的營運方向的建議,但似乎孫正義及願景基金更享受擁有這些高知名度、高市佔的投資項目。』
opendoor 新聞 在 Z9 的看板 Facebook 的最讚貼文
老孫好慘
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市場批評軟銀及孫正義的在投資項目的選擇上顯得沒有遠見,包括房地產相關(例如房產交易電商OpenDoor、線上房仲服務Compass),以及直接面向消費者的電商平台Brandless、寵物產品電商Wag、和食品外送業務DoorDash,另外還有連鎖飯店OYO,目前不是已倒閉或營運困難,就是已中止投資合作,其中,曾闖關IPO失敗的共享辦公空間WeWork,在接連爆出營運不佳等負面新聞後,其估值從超過400億美元削減至80億美元左右,令人不勝唏噓。
opendoor 新聞 在 The World TODAY Youtube 的最佳解答
美國股市12月掀起一股 #IPO 熱潮,全美最大餐飲外送服務 #DoorDash 及訂房平台 #Airbnb 相繼上市,掛盤首日股價都飆高,DoorDash 和 Airbnb 為什麼在疫情中脫穎而出?還有美股這一波 IPO 熱潮又是怎麼回事?
《TODAY 看世界》每日精選國際話題,帶你秒懂世界大事!
↳ 看所有報導 https://lin.ee/7MAbPS0
馬上訂閱 LINE TODAY 官方帳號,全球脈動隨時掌握!
↳ 訂閱起來 https://lin.ee/19eXmdD
![post-title](https://i.ytimg.com/vi/egG1n4gCMiA/hqdefault.jpg)
opendoor 新聞 在 [新聞] Opendoor Q3財報 - PTT 熱門文章Hito 的推薦與評價
原文標題:Opendoor Announces Third Quarter 2021 Financial Results原文連結:https://reurl.cc/Q6OQZ0發布時間:2021/11/11 5:05 AM 台灣時間原文 ... ... <看更多>
opendoor 新聞 在 [新聞] Opendoor Q3財報 - Mo PTT 鄉公所 的推薦與評價
原文標題:Opendoor Announces Third Quarter 2021 Financial Results 原文連結:https://reurl.cc/Q6OQZ0 發布時間:2021/… ... <看更多>
opendoor 新聞 在 [新聞] Opendoor Q3財報- 看板Stock - 批踢踢實業坊 的推薦與評價
原文標題:Opendoor Announces Third Quarter 2021 Financial Results
原文連結:https://reurl.cc/Q6OQZ0
發布時間:2021/11/11 5:05 AM 台灣時間
原文內容:
SAN FRANCISCO, Nov. 10, 2021 (GLOBE NEWSWIRE) -- Opendoor Technologies Inc. (Nasdaq: OPEN), a leading digital platform for residential real estate, today reported financial results for its quarter ended September 30, 2021. Opendoor’s third quarter 2021 financial results and management commentary can be accessed through the Company’s shareholder letter on the quarterly results page of Opendoor’s investor relations website at https://investor.opendoor.com.
“Over the years, I am often asked whether our vision and strategy has changed. The short answer is no - we have always been focused on making it possible to buy, sell, and move at the tap of a button. In our view, the end state for the real estate marketplace will inevitably be a simple, certain, and fast transaction powered by technology. It is just a matter of when. So we have been consistently focused on investing in that future experience, piece by piece, with the consumer in mind at every step. We
take great pride in doing the hard work to execute with excellence in our consumer experience, technology, business performance, and company culture. This is what sets us apart,” said Eric Wu, Co-Founder and CEO of Opendoor. “Our third quarter results are the byproduct of our focus on the consumer experience and strong, consistent execution. We exceeded our expectations in generating $2.3 billion of revenue, acquiring 15,181 homes, and delivering over $170 million of Contribution Profit and $35
million of Adjusted EBITDA.”
Third Quarter 2021 Key Highlights
Unless otherwise stated, all comparisons are on a quarter-over-quarter basis. We believe that sequential comparisons better reflect our underlying growth trends given our decision to pause home acquisitions and actively sell through our inventory last year due to COVID-19.
Revenue of $2.3 billion, up 91% versus 2Q21, with 5,988 total homes sold, up 72% versus 2Q21
Gross profit of $202 million, versus $159 million in 2Q21; gross margin of 8.9%, versus 13.4% in 2Q21
Net income of $(57) million, versus $(144) million in 2Q21
Adjusted Net Income of $(17) million, versus $2 million in 2Q21
Contribution Profit of $170 million, versus $128 million in 2Q21; Contribution Margin of 7.5%, versus 10.8% in 2Q21
Adjusted EBITDA of $35 million versus $26 million in 2Q21; Adjusted EBITDA Margin of 1.5% versus 2.2% in 2Q21
Expanded to 44 markets at the end of 3Q21 with 5 new market launches
Purchased 15,181 homes, up 79% versus 2Q21
Grew inventory balance to 17,164 homes, representing $6.3 billion in value, up 130% versus 2Q21
Outlook
4Q21 revenue guidance of $3.1 billion - $3.2 billion
4Q21 Adjusted EBITDA1 guidance of ($5) million - $5 million
Conference Call and Webcast Details
Opendoor will host a conference call to discuss its financial results on November 10, 2021 at 2:00 p.m. Pacific Time. A live webcast of the call can be accessed from Opendoor’s Investor Relations website at https://investor.opendoor.com. An archived version of the webcast will be available from the same website after the call.
Forward Looking Statements
This press release contains certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. All statements contained in this press release that do not relate to matters of historical fact should be considered forward-looking, including statements regarding our financial condition, anticipated financial performance, business strategy and plans, market opportunity and expansion and objectives of management for future operations. These
forward-looking statements generally are identified by the words “anticipate”, “believe”, “contemplate”, “continue”, “could”, “estimate”, “expect”, “forecast”, “future”, “intend”, “may”, “might”, “opportunity”, “plan”, “possible”, “potential”, “predict”, “project,” “should”, “strategy”, “strive”, “target”, “will”, or “would”, the negative of these words or other similar terms or expressions. The absence of these words does not mean that a statement is not
forward-looking. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many important factors could cause actual future events to differ materially from the forward-looking statements in this press release, including but not limited to our public securities’ potential liquidity and trading; our ability to raise financing in the future; our success
in retaining or recruiting, or changes required in, our officers, key employees or directors; the impact of the regulatory environment and complexities with compliance related to such environment; our ability to remediate our material weaknesses; various factors relating to our business, operations and financial performance, including, but not limited to, the impact of the COVID-19 pandemic on our ability to grow market share; our ability to respond to general economic conditions and the health of the
U.S. residential real estate industry. The foregoing list of factors is not exhaustive. You should carefully consider the foregoing factors and the other risks and uncertainties described under the caption "Risk Factors" in our annual report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”) on March 4, 2021, as updated by our Quarterly Reports on Form 10-Q for the quarterly periods ended March 31, 2021, June 30, 2021, and September 30, 2021, and our other filings with the SEC.
These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and we assume no obligation and do not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or
otherwise. We do not give any assurance that we will achieve our expectations.
About Opendoor
Opendoor’s mission is to empower everyone with the freedom to move. Since 2014, Opendoor has provided people across the U.S. with a radically simple way to buy, sell or trade-in a home online. Opendoor currently operates in a growing number of markets across the U.S.
Contact Information
Investors:
Elise Wang
Opendoor
[email protected]
Media:
Sheila Tran / Charles Stewart
Opendoor
[email protected]
心得/評論:
財報各項數據全部Beat
盤後大漲15%
本季度營收23億較上季度增長60%
Q3營收已接近去年全年營收
Q4指引30-32億再增長40%....
證明Opendoor和Zillow在Ibuying
這塊完全是不同公司...
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