IPO

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worldCitizen
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IPO

Post by worldCitizen » 09 Apr 2019 07:50

Just the basics:

While the IPOs don’t play into a bubble, according to Colas, they may still prove risky.

"These companies are all remarkably unprofitable. Lyft lost $900-million-plus last year, and all of these are cyclical companies, as well, unproven by an economic downturn," Colas said. "Ultimately, buying an IPO is one of the riskiest things that an investor could do."
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"While there are legitimate concerns about high valuations and earnings potential for some companies, these are not dot-com IPOs," Jason Draho, head of UBS Asset Allocation, Jason Draho, said in a note. "The unicorns that could go public today are larger, older and more established than those early internet companies, attributes which have historically correlated with better long-term returns."
https://www.benzinga.com/news/19/04/134 ... r-for-ipos

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Re: IPO

Post by worldCitizen » 03 May 2019 02:32

Beyond Meat stock is busting out on its first day of trading. The company priced its initial public offering at $25, its shares opened at $46, and the stock was trading at about $67 per share late Thursday afternoon.

The 140% one-day gain is better than the first-day performance of such hot recent IPOs as Lyft (ticker: LYFT), Pinterest (PINS), and Zoom Video Communications (ZM) https://www.barrons.com/articles/beyond ... d=hp_DAY_4

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Re: IPO

Post by Dweller » 03 May 2019 07:05

Не к добру это
Значит текущий рынок переоценён
Т.к. на этапе IPO pricing чистая математика а на этапе рынка уже спекулятивный спрос и пустые надежды

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Re: IPO

Post by worldCitizen » 11 May 2019 04:26

На многие популярные IPO можно смело покупать puts/ put sprerads. LYFT, ZM, PINS, BYND, etc.

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Re: IPO

Post by worldCitizen » 15 May 2019 01:14

Хорошая статья про нынешнее состояние IPOs.

A look back at 1999's IPOs shows that 510 companies debuted and raised $65.9 billion in the U.S. stock market. This was the most in IPO history. It was also a 40% increase over 1998's 363 deals, raising $37.5 billion. In other words, 75% more capital. To be clear, while 1999 brought some high-quality companies to market such as UPS (UPS), Conoco (COP) and Goldman Sachs (GS), it also brought many more companies that never became good businesses and a substantial number that no longer exist (!)
https://finance.yahoo.com/news/beyond-m ... 21937.html

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