今天的新聞分享🔈
上週五,聯邦法官裁定了Epic Games對蘋果App Store收費的訴訟大戰,而在消息宣布之後,我們可以看到投資者們對於相關遊戲類股的影響,像是Roblox 和 Zynga 等遊戲股的股價攀升。
來聽聽最新一集,了解訴訟結果如何!
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BNPL先買後付公司Affirm先前與Amazon確定合作關係,這個合作可以讓在美國的消費者將超過50塊美金的消費拆成多期的分期付款,當時在新聞稿一發布後,Affirm股價馬上飆漲,而上週五Affirm的股價在週四公布財報後又再度上漲,是因為什麼原因呢?
S4EP34已經上線囉!
圖片來源
Epic Games/Unsplash/Affirm
bnpl是什麼 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻這星期, 比較引起我注意的就是這幾個新聞了
☘️美國支付公司PayPal(PYPL)宣布,將以3000億日圓(27億美元)收購日本新創公司Paidy,以強化自家「先買後付」(BNPL)產品。
熟悉美股的讀者, 應該對BNPL不陌生了. PayPal這舉動, 其實也強化了跟Amazon的關係:
(from Morgan Stanley)
Provides potential for initial relationship with AMZN in Japan: We think the deal is most notable for giving PYPL its first entry into AMZN's large ecosystem, which PYPL has been trying to gain access to for some time. Paidy began providing BNPL services for AMZN in Japan in November 2019, and after the deal closes, PYPL should have a clear path to eventually sell some of its other core services to AMZN in Japan.
☘️lululemon(LULU)昨天(台灣周四凌晨)發表財報了, 股價跳漲10.47%.
Morgan Stanley:
We highlight margin expansion as particularly impressive against 1) higher eCommerce penetration, which has historically resulted in EBIT margin degradation for many other specialty retail peers, 2) the acquisition of MIRROR, which has not yet achieved profitability, & 3) already best-in-class historical operating margin levels. While some macro factors like lean industry-wide inventory levels may be partially supporting these results, in our view they point to a higher & more profitable growth trajectory for the business compared to the outlook pre-Covid. As such, though LULU’s P/E multiple sits at 46x, above the high end of its pre-Covid 18-41x range, we view current levels as merited against higher future growth & profitability. In our view, this may represent a more permanent valuation re-rating for LULU, & the stock likely continues to trade at elevated levels until results prove otherwise.
🌻Alphabet(GOOGL)今年的表現為什麼那麼亮眼?
今年最會漲的FAANG個股之一, 就是GOOGL了. 如果有在follow這家公司的讀者, 應該有發現他們的營收結構跟過去幾年很不一樣了(可以看下面的表格). YouTube以及Cloud業務成為新的營收成長動能.
Picture: 畫 from National Gallery of Art; 自製的GOOGL簡單營收分類表.
bnpl是什麼 在 Facebook 的最佳解答
#懶人包 先買後付
前陣子我看到新聞:美國數位支付系統提供商Square豪砸290億美元,收購澳洲金融科技公司Afterpay,搶搭「先買後付」新趨勢!接著又看到市場傳出蘋果將攜手高盛推出「先買後付」服務。
新聞看的我霧煞煞,到底什麼是「先買後付」?跟我們熟悉的信用卡消費有什麼不同呢?
研究之後才知道,原來台灣已經有通路開始這種支付模式囉!今天的懶人包就帶大家來認識支付界的新趨勢【先買後付】!
PS.提醒大家,「先買後付」雖然便利,但可別被購物快感蒙蔽而過度消費唷!
#先買後付 #支付 #BNPL
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