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2022-09-02

[得意]

@Owen_Tradinghouse:What is the relationship between Treasury yields and U.S. stocks

2021-08-05

So bad

Uber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours

2021-07-30

Nice

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2021-07-29

Nice

Didi Chuxing: Rumors about Didi's privatization are false information

2021-06-29

Good

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2021-06-29

Maybe can invest more in this

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This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","listText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","text":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","images":[{"img":"https://static.tigerbbs.com/34045d2cd6ebf26f51189f17851968c0","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b33c3fd609e8ad8bbde21148ff860791","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/01eff9c543a6e4dd1bda61a0d9e38322","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939015266","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890243422,"gmtCreate":1628121624166,"gmtModify":1703501494593,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"So bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890243422","repostId":"2157483232","repostType":4,"repost":{"id":"2157483232","kind":"news","pubTimestamp":1628107500,"share":"https://ttm.financial/m/news/2157483232?lang=en_US&edition=fundamental","pubTime":"2021-08-05 04:05","market":"us","language":"zh","title":"Uber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2157483232","media":"华尔街见闻","summary":"财报显示，Uber二季度调整后EBITDA亏损5.09亿美元，大于分析师预期的亏损3.245亿美元。Uber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA为正盈利，这一消息受到资本市场欢迎。除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。","content":"<p>After the U.S. stock market on Wednesday, August 4th, the U.S. ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>) reported earnings for the second quarter of fiscal 2021, which ended June 30.</p><p><b>Although total revenue and profit for the quarter were better than market expectations, adjusted EBITDA, the core earnings metric that the company values, still recorded a loss, and the scale of the loss was higher than expected</b>U.S. stocks fell 7% after the market, and the share price once fell below $39. If it continues until tomorrow's opening, it will hit the lowest in several months since November last year. Yesterday's financial report said that rival Lyft, which turned losses for the first time in the second quarter, also fell 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber fell by more than 3% at the deepest on Wednesday and closed by more than 2% to close at $41.81. So far this year, it has fallen by 18%, underperforming the S&P 500 index by more than 17% in the same period, and falling by nearly 35% from the record high of $64.05 on February 10th. It is deep in the technical bear market.</p><p>However, last year, Uber rose by 71.5%, far outperforming S&P's 16.3% increase in the same period. In the past year, Uber's total return was nearly 44%, which was also higher than S&P's total return of 35.4%. Its share price has slipped continuously since May, and the market is worried that it will be difficult to recruit gig drivers in the post-pandemic era or hurt profits. It is said that Japan's majority shareholder SoftBank is considering reducing its holding of Uber by 1/3, which is also bad for the latter's share price.</p><p>However, before the earnings release, Wall Street was quite optimistic about Uber's future trend. Of the 37 analysts surveyed by FactSet, 32 have a \"buy\" rating and only 2 have a \"sell\" rating, with an average price target of $69.53, representing 66% upside.</p><p><b>Revenue ended four consecutive year-on-year losses, \"stock trading\" earnings achieved unexpected net profit, reiterating positive adjusted EBITDA earnings at the end of the year</b></p><p>According to the financial report, in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, a quarter-on-quarter increase of 35%, a year-on-year increase of 105%, and a year-on-year increase of 95% at a fixed exchange rate, that is, nearly doubling compared with the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>It is also the first year-on-year growth since the first quarter of fiscal year 2020, ending the four consecutive seasons of year-on-year decline started in the second quarter of last year.</b>With the core ride-hailing business rebounding from the low point of the pandemic.</p><p>Net income of $1.1 billion for the quarter, helped by the<a href=\"https://laohu8.com/S/DIDI\">Didi</a>And self-driving startup Aurora totaling $1.871 billion in equity investments driven by unrealized gains. That puts EPS at a surprise EPS of 58 cents per share, after the market had expected a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) was still a loss of $509 million, a widening of $150 million from the first quarter's loss and higher than the market expectation of a loss of $325 million. However, this narrowed by US$328 million or 40% compared with the loss in the second quarter of last year. Since the establishment of the company, the unadjusted EBITDA has been positive, and the operating loss in the second quarter was US$1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated that the milestone of adjusted EBITDA turnaround can be achieved in the fourth quarter of this year. It is expected that the adjusted EBITDA loss in the third quarter will improve to less than 100 million USD and record a record high of 22 billion to 24 billion USD in total bookings.</p><p>Dara Khosrowshahi, CEO of the company, said that in the second quarter, \"investing in recovery by investing in drivers\" and made great progress. The number of monthly active drivers and couriers in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September. Consumers who used mobility and delivery services at the same time generated nearly half of the total bookings.</p><p><b>Takeaway delivery revenue and total order volume continued to exceed core online ride-hailing services, and the overall total order volume reached a record high</b></p><p>In the financial report, Uber divided its main business into three parts: Mobility, Delivery and Freight, which are mainly ride-hailing.</p><p><b>In the second quarter of this year, takeout and delivery revenue once again exceeded that of mobile travel business, continuing the general trend since the epidemic.</b>Among them, takeout and delivery revenue recorded US$1.96 billion, representing a month-on-month increase of 13% and a year-on-year doubling (increase of 122%); Mobility revenue of $1.62 billion, excluding historical claims accrued for classifying gig drivers as employees in the UK in the first quarter, increased 11% quarter-on-quarter and 98% year-on-year.</p><p>According to the analysis, shared travel was Uber's main revenue source and core business until last year's epidemic, and the company's take-out delivery, which was tested in 2014 and officially launched in 2016, is becoming the future growth engine. In the third quarter of last year, Uber's take-out business revenue exceeded the core taxi business revenue for two consecutive quarters. During the epidemic, it was the growth of take-out business that partially offset the serious decline of taxi business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total orders reached a record high of $21.9 billion in the second quarter</b>, doubled year-over-year (up 114%) and was $1 billion higher than expected. Among them, the total orders of mobile travel amounted to US$8.6 billion, up 184% year-on-year; Total takeout and delivery orders amounted to US$12.9 billion, up 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the adjusted EBITDA of the mobility segment was a profit of US$179 million, a decrease of US$119 million from the previous month, but an increase of US$129 million year-on-year; The adjusted EBITDA of the takeaway and delivery division was a loss of US$161 million, 31% narrower than the loss in the same period last year and US$39 million narrower than the similar loss indicator in the first quarter of this year.</p><p>In addition, the revenue of the freight business was US$348 million, a year-on-year increase of 65%, and the annualized revenue (run rate) according to this trend will reach US$1.4 billion; Adjusted EBITDA was a loss of $41 million, narrowing 16% from the year-ago quarter's loss.</p><p>The company highlighted that the total order volume of the delivery and delivery business achieved strong triple-digit year-on-year growth in Europe, the Middle East and Africa markets, and also achieved respectable double-digit percentage growth year-on-year in North America, Latin America and Asia Pacific. The total order volume of mobility business achieved a quarter-on-quarter growth of at least 10% in the Asia-Pacific region at the beginning of the year, and the orders volume in Asia-Pacific decreased by 9% quarter-on-quarter due to the severe outbreak of the epidemic in India.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was worried that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the situation of shortage of supply, which would hurt profits. This earnings report confirms the negative impact of this effort, which is that the ratio of mobility segment revenue to total order amount (Take Rate) decreased by 280 basis points sequentially and plummeted by 710 basis points year-over-year to 18.7%, which the company said was affected by \"increased investment in the restoration of driver-accessible areas, especially in the U.S. market\".</p><p>In terms of other user metrics, Uber did not provide the exact number of drivers employed, but said that its drivers and couriers earned $7.9 billion in total revenue in the second quarter, up 144% year-on-year, exceeding the 114% year-on-year increase in total orders. The company achieved 1.51 billion trips on its platform, representing a month-on-month increase of 4% and a year-on-year increase of 105%, and both mobile travel and take-out trips achieved month-on-month growth. Monthly active platform consumers (MAPC) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both increasing year-on-year.</p><p><b>Diversification strategy favoured by Wall Street, focus on when Uber turns around and sustains high delivery growth</b></p><p>Investors will pay particular attention to changes in the total bookings of Uber's ride-hailing business, which is a key indicator of revenue in this mobility segment, after being hit hard by the cliff-like drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market also pays attention to the comprehensive performance of Uber's diversified businesses such as mobility, takeout and delivery and freight,<b>After consistently losing billions of dollars since its inception, some key business metrics are now showing signs of turnaround.</b></p><p>John Blackledge, an analyst at brokerage Cowen, pointed out that Uber's core ride-hailing platform has achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many fast-growing regions and adjacent spaces around the world. The company's planned $2.25 billion acquisition of Transplace, a logistics technology company, will help accelerate the pace of a complete turnaround in the freight business in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated when he released his first quarterly report in May that he was still on track to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation and amortization) this year. This news was welcomed by the capital market.</p><p>However, the company also warned that it would spend $250 million on a driver reward program, because as the COVID-19 epidemic eased in the United States, ride demand recovered faster than it could recruit new drivers, and food delivery demand continued to exceed supply, which would compress the company's profit margins.</p><p>According to some analysts, the shortage of contract drivers in the post-pandemic era is expected to last until the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"profound introspection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to having to prove it can overcome labor shortages without significantly increasing costs, Uber also needs to sustain the rapid growth of its delivery and delivery businesses,</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the aforementioned acquisition of Transplace, Uber has also recently partnered with the largest chain of membership-based warehousing stores in the United States<a href=\"https://laohu8.com/S/COST\">Costco</a>(Costco), the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Albertson</a>(Albertsons Companies) and flower company FTD have entered into a partnership to increase the distribution of groceries and more prepared foods and pharmaceuticals.</p><p><b>Compared to mobility-focused rival Lyft, Uber's \"multi-legged\" model of walking is clearly preferred by Wall Street.</b></p><p>Robert Mollins, an analyst at Gordon Haskett, a brokerage firm, believes that Uber's target price of $65 in the next 12 months can hit another record high. The reason is that its business is in full bloom and continues to penetrate into consumers' daily lives, which will increase its market share in online ride-hailing and delivery, which is conducive to enhancing its revenue and profitability in the next few years:</p><p>\"In the short term, Uber's mobile travel business has taken advantage of the reopening of the economy, while its take-out and grocery delivery business can resist the background of long-term coexistence with the epidemic, and the value of its freight business is also underestimated. The company is expected to become a leader in the freight brokerage industry. As a\" super one-stop App \", Uber will outperform Lyft, which focuses on taxi business.\" In terms of the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increased regulatory pressure on the ride-hailing industry on a global scale, and also believe that the policies of some U.S. states are favorable to Uber. It comes after a growing number of countries are requiring gig drivers to be treated as employees, and employees enjoy some job benefits that eat into company earnings.</p><p>James Lee, an analyst at Mizuho Securities, said that unlike the British ruling in March this year that classified drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled on California's Proposition 22, which is a ballot initiative passed by California voters last year, allowing gig workers working for Uber and others to be treated as independent contract workers rather than company employees.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-05 04:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market on Wednesday, August 4th, the U.S. ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>) reported earnings for the second quarter of fiscal 2021, which ended June 30.</p><p><b>Although total revenue and profit for the quarter were better than market expectations, adjusted EBITDA, the core earnings metric that the company values, still recorded a loss, and the scale of the loss was higher than expected</b>U.S. stocks fell 7% after the market, and the share price once fell below $39. If it continues until tomorrow's opening, it will hit the lowest in several months since November last year. Yesterday's financial report said that rival Lyft, which turned losses for the first time in the second quarter, also fell 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber fell by more than 3% at the deepest on Wednesday and closed by more than 2% to close at $41.81. So far this year, it has fallen by 18%, underperforming the S&P 500 index by more than 17% in the same period, and falling by nearly 35% from the record high of $64.05 on February 10th. It is deep in the technical bear market.</p><p>However, last year, Uber rose by 71.5%, far outperforming S&P's 16.3% increase in the same period. In the past year, Uber's total return was nearly 44%, which was also higher than S&P's total return of 35.4%. Its share price has slipped continuously since May, and the market is worried that it will be difficult to recruit gig drivers in the post-pandemic era or hurt profits. It is said that Japan's majority shareholder SoftBank is considering reducing its holding of Uber by 1/3, which is also bad for the latter's share price.</p><p>However, before the earnings release, Wall Street was quite optimistic about Uber's future trend. Of the 37 analysts surveyed by FactSet, 32 have a \"buy\" rating and only 2 have a \"sell\" rating, with an average price target of $69.53, representing 66% upside.</p><p><b>Revenue ended four consecutive year-on-year losses, \"stock trading\" earnings achieved unexpected net profit, reiterating positive adjusted EBITDA earnings at the end of the year</b></p><p>According to the financial report, in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, a quarter-on-quarter increase of 35%, a year-on-year increase of 105%, and a year-on-year increase of 95% at a fixed exchange rate, that is, nearly doubling compared with the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>It is also the first year-on-year growth since the first quarter of fiscal year 2020, ending the four consecutive seasons of year-on-year decline started in the second quarter of last year.</b>With the core ride-hailing business rebounding from the low point of the pandemic.</p><p>Net income of $1.1 billion for the quarter, helped by the<a href=\"https://laohu8.com/S/DIDI\">Didi</a>And self-driving startup Aurora totaling $1.871 billion in equity investments driven by unrealized gains. That puts EPS at a surprise EPS of 58 cents per share, after the market had expected a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) was still a loss of $509 million, a widening of $150 million from the first quarter's loss and higher than the market expectation of a loss of $325 million. However, this narrowed by US$328 million or 40% compared with the loss in the second quarter of last year. Since the establishment of the company, the unadjusted EBITDA has been positive, and the operating loss in the second quarter was US$1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated that the milestone of adjusted EBITDA turnaround can be achieved in the fourth quarter of this year. It is expected that the adjusted EBITDA loss in the third quarter will improve to less than 100 million USD and record a record high of 22 billion to 24 billion USD in total bookings.</p><p>Dara Khosrowshahi, CEO of the company, said that in the second quarter, \"investing in recovery by investing in drivers\" and made great progress. The number of monthly active drivers and couriers in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September. Consumers who used mobility and delivery services at the same time generated nearly half of the total bookings.</p><p><b>Takeaway delivery revenue and total order volume continued to exceed core online ride-hailing services, and the overall total order volume reached a record high</b></p><p>In the financial report, Uber divided its main business into three parts: Mobility, Delivery and Freight, which are mainly ride-hailing.</p><p><b>In the second quarter of this year, takeout and delivery revenue once again exceeded that of mobile travel business, continuing the general trend since the epidemic.</b>Among them, takeout and delivery revenue recorded US$1.96 billion, representing a month-on-month increase of 13% and a year-on-year doubling (increase of 122%); Mobility revenue of $1.62 billion, excluding historical claims accrued for classifying gig drivers as employees in the UK in the first quarter, increased 11% quarter-on-quarter and 98% year-on-year.</p><p>According to the analysis, shared travel was Uber's main revenue source and core business until last year's epidemic, and the company's take-out delivery, which was tested in 2014 and officially launched in 2016, is becoming the future growth engine. In the third quarter of last year, Uber's take-out business revenue exceeded the core taxi business revenue for two consecutive quarters. During the epidemic, it was the growth of take-out business that partially offset the serious decline of taxi business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total orders reached a record high of $21.9 billion in the second quarter</b>, doubled year-over-year (up 114%) and was $1 billion higher than expected. Among them, the total orders of mobile travel amounted to US$8.6 billion, up 184% year-on-year; Total takeout and delivery orders amounted to US$12.9 billion, up 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the adjusted EBITDA of the mobility segment was a profit of US$179 million, a decrease of US$119 million from the previous month, but an increase of US$129 million year-on-year; The adjusted EBITDA of the takeaway and delivery division was a loss of US$161 million, 31% narrower than the loss in the same period last year and US$39 million narrower than the similar loss indicator in the first quarter of this year.</p><p>In addition, the revenue of the freight business was US$348 million, a year-on-year increase of 65%, and the annualized revenue (run rate) according to this trend will reach US$1.4 billion; Adjusted EBITDA was a loss of $41 million, narrowing 16% from the year-ago quarter's loss.</p><p>The company highlighted that the total order volume of the delivery and delivery business achieved strong triple-digit year-on-year growth in Europe, the Middle East and Africa markets, and also achieved respectable double-digit percentage growth year-on-year in North America, Latin America and Asia Pacific. The total order volume of mobility business achieved a quarter-on-quarter growth of at least 10% in the Asia-Pacific region at the beginning of the year, and the orders volume in Asia-Pacific decreased by 9% quarter-on-quarter due to the severe outbreak of the epidemic in India.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was worried that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the situation of shortage of supply, which would hurt profits. This earnings report confirms the negative impact of this effort, which is that the ratio of mobility segment revenue to total order amount (Take Rate) decreased by 280 basis points sequentially and plummeted by 710 basis points year-over-year to 18.7%, which the company said was affected by \"increased investment in the restoration of driver-accessible areas, especially in the U.S. market\".</p><p>In terms of other user metrics, Uber did not provide the exact number of drivers employed, but said that its drivers and couriers earned $7.9 billion in total revenue in the second quarter, up 144% year-on-year, exceeding the 114% year-on-year increase in total orders. The company achieved 1.51 billion trips on its platform, representing a month-on-month increase of 4% and a year-on-year increase of 105%, and both mobile travel and take-out trips achieved month-on-month growth. Monthly active platform consumers (MAPC) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both increasing year-on-year.</p><p><b>Diversification strategy favoured by Wall Street, focus on when Uber turns around and sustains high delivery growth</b></p><p>Investors will pay particular attention to changes in the total bookings of Uber's ride-hailing business, which is a key indicator of revenue in this mobility segment, after being hit hard by the cliff-like drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market also pays attention to the comprehensive performance of Uber's diversified businesses such as mobility, takeout and delivery and freight,<b>After consistently losing billions of dollars since its inception, some key business metrics are now showing signs of turnaround.</b></p><p>John Blackledge, an analyst at brokerage Cowen, pointed out that Uber's core ride-hailing platform has achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many fast-growing regions and adjacent spaces around the world. The company's planned $2.25 billion acquisition of Transplace, a logistics technology company, will help accelerate the pace of a complete turnaround in the freight business in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated when he released his first quarterly report in May that he was still on track to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation and amortization) this year. This news was welcomed by the capital market.</p><p>However, the company also warned that it would spend $250 million on a driver reward program, because as the COVID-19 epidemic eased in the United States, ride demand recovered faster than it could recruit new drivers, and food delivery demand continued to exceed supply, which would compress the company's profit margins.</p><p>According to some analysts, the shortage of contract drivers in the post-pandemic era is expected to last until the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"profound introspection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to having to prove it can overcome labor shortages without significantly increasing costs, Uber also needs to sustain the rapid growth of its delivery and delivery businesses,</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the aforementioned acquisition of Transplace, Uber has also recently partnered with the largest chain of membership-based warehousing stores in the United States<a href=\"https://laohu8.com/S/COST\">Costco</a>(Costco), the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Albertson</a>(Albertsons Companies) and flower company FTD have entered into a partnership to increase the distribution of groceries and more prepared foods and pharmaceuticals.</p><p><b>Compared to mobility-focused rival Lyft, Uber's \"multi-legged\" model of walking is clearly preferred by Wall Street.</b></p><p>Robert Mollins, an analyst at Gordon Haskett, a brokerage firm, believes that Uber's target price of $65 in the next 12 months can hit another record high. The reason is that its business is in full bloom and continues to penetrate into consumers' daily lives, which will increase its market share in online ride-hailing and delivery, which is conducive to enhancing its revenue and profitability in the next few years:</p><p>\"In the short term, Uber's mobile travel business has taken advantage of the reopening of the economy, while its take-out and grocery delivery business can resist the background of long-term coexistence with the epidemic, and the value of its freight business is also underestimated. The company is expected to become a leader in the freight brokerage industry. As a\" super one-stop App \", Uber will outperform Lyft, which focuses on taxi business.\" In terms of the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increased regulatory pressure on the ride-hailing industry on a global scale, and also believe that the policies of some U.S. states are favorable to Uber. It comes after a growing number of countries are requiring gig drivers to be treated as employees, and employees enjoy some job benefits that eat into company earnings.</p><p>James Lee, an analyst at Mizuho Securities, said that unlike the British ruling in March this year that classified drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled on California's Proposition 22, which is a ballot initiative passed by California voters last year, allowing gig workers working for Uber and others to be treated as independent contract workers rather than company employees.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637158\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b431b6bf997a9b3e450c820d77b74d56","relate_stocks":{"UBER":"优步"},"source_url":"https://wallstreetcn.com/articles/3637158","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2157483232","content_text":"8月4日周三美股盘后，美国网约车巨头Uber（优步）公布了截止6月30日的2021财年第二季度财报。\n尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。Uber周三最深跌超3%，收跌超2%，报收41.81美元，今年迄今累跌18%，跑输同期标普500指数大盘逾17%的涨幅，较2月10日所创历史最高64.05美元累跌近35%，深陷技术熊市。\n但去年Uber累涨71.5%，远跑赢标普同期涨幅16.3%，过去一年Uber总回报率近44%，也高于标普大盘的总回报率35.4%。其股价进入5月以来连续下滑，市场担心招募后疫情时代零工司机的困难或有损利润，据称大股东日本软银正考虑减持对Uber持股的1/3也对后者股价不利。\n不过，财报发布前，华尔街对Uber未来走势颇为乐观。在FactSet调查的37位分析师中，有32人给予“买入”评级，仅2人评级“卖出”，平均目标价69.53美元，代表还有66%的涨幅空间。\n营收结束同比四连跌，“炒股”收益实现意外净利润，重申年底有调整后EBITDA正盈利\n财报显示，今年二季度，Uber总营收为39.3亿美元，高于市场预期的37.5亿美元，环比增长35%，同比增长105%，按固定汇率计算为同比增长95%，即较去年同期接近翻倍。\n这代表Uber总营收已重回2019年二季度（疫情前）水平，也是自2020财年一季度以来首次同比增长，结束了去年二季度开启的连续四季同比下滑趋势，伴随核心网约车业务从疫情低点反弹。\n当季净利润11亿美元，得益于对滴滴和自动驾驶初创公司Aurora合计18.71亿美元的股权投资未实现收益推动。这令EPS为令人意外的每股收益58美分，此前市场预期为每股亏损51美分。\n但调整后EBITDA（息税折旧和摊销前收益）仍为亏损5.09亿美元，较一季度亏损扩大1.5亿美元，也高于市场预期的亏损3.25亿美元。不过，这较去年二季度亏损收窄3.28亿美元或收窄四成，自公司成立以来尚未调整后EBITDA正盈利，同时二季度的运营亏损为11.9亿美元。\n\n首席财务官Nelson Chai重申今年四季度能实现调整后EBITDA扭亏为盈的里程碑，预计三季度调整后EBITDA亏损将改善至不到1亿美元，并录得创纪录新高的220亿至240亿美元总预订额。\n公司CEO Dara Khosrowshahi 称，二季度“通过投资司机来投资复苏”并取得了很大进展，美国的月活跃司机和快递员从 2 月到 7 月增加了近 42万人，司机人数在二季度增加75%，90%的闲置司机称将于9月复工，同时使用移动出行和配送服务的消费者产生了近一半的总预定量。\n外卖配送收入和总订单额持续超过核心网约车服务，整体总订单额创纪录最高\nUber在财报中将主营业务分为网约车为主的移动出行（Mobility）、外卖及配送（Delivery）和货运（Freight）三大部分。\n今年二季度，外卖及配送收入再度超过移动出行业务，延续疫情以来的大趋势。其中，外卖及配送收入录得19.6亿美元，环比增13%、同比翻倍（增122%）；移动出行收入16.2亿美元，不计入英国第一季度将零工驾驶员归为雇员产生的历史索赔应计费用为环比增11%，同比增98%。\n分析称，共享出行直到去年疫情前都是Uber主要营收来源和核心业务，而公司从2014年试水、2016年正式推出的外卖配送正成为未来增长引擎。去年三季度，Uber的外卖业务收入曾连续两个季度超过核心打车业务收入，疫情中也正是外卖业务的增长部分抵消了打车业务的严重下滑。\n在市场更关注、与营收密切相关的指标——总订单额（Gross Bookings）方面，Uber二季度总订单额达到219亿美元的历史新高，同比翻倍（增114%），比预期高出10亿美元。其中，移动出行总订单额为86亿美元，同比增184%；外卖及配送总订单额为129亿美元，同比增85%。\n\n在盈利指标上，移动出行部门调整后EBITDA为盈利1.79亿美元，环比下降1.19亿美元，但同比增长1.29亿美元；外卖及配送部门调整后EBITDA为亏损1.61亿美元，较去年同期亏损收窄31%，也较今年一季度的同类亏损指标收窄3900万美元。\n此外，货运业务的收入为3.48亿美元，同比增65%，按照这一趋势的年化收入（run rate）将达14亿美元；调整后EBITDA为亏损4100万美元，较去年同期亏损收窄16%。\n公司强调，外卖与配送业务的总订单额在欧洲、中东和非洲市场实现了同比三位数的强劲增长，在北美、拉丁美洲和亚太地区也同比实现双位数百分比的可观增幅。移动出行业务的总订单额在初亚太地区均实现环比至少10%的增长，因印度疫情严重爆发而拖累亚太订单额环比下降了9%。\n\n此前市场担心，Uber在后疫情时代必须加大招揽司机的奖励，才能应付供不应求的局面，这将有损利润。本次财报证实了这种努力的负面影响，即移动出行部门收入与总订单金额的比例（变现率，Take Rate）环比下降280个基点、同比骤降710个基点至18.7%，公司称这受到“在恢复司机可得领域的投资增加影响，尤其是在美国市场”。\n在其他用户指标方面，Uber没有提供确切的受雇司机人数，但表示其司机和快递员在二季度总收入 79 亿美元，同比增144%，超过总订单额同比114%的增幅。公司平台上实现15.1亿次出行，环比增4%、同比增105%，移动出行和外卖出行均实现环比增长。每月活跃平台消费者（MAPC）达到1.01 亿，环比增3%、同比增84%，平均每MAPC月花费72美元，同比环比均增长。\n多元化策略受华尔街青睐，关注Uber何时扭亏为盈和维持配送业务高增长\n投资者将特别关注Uber的网约车业务总预订量变化，该移动出行板块的总预订量是营收的一个关键指标，此前受到疫情期间叫车需求断崖式下跌和不少商家/公司被迫关门的严重打击。\n市场还关注Uber移动出行、外卖及配送和货运等多元化业务的综合表现，在创立以来持续亏损了数十亿美元之后，目前一些关键业务指标已展现出扭亏为盈的迹象。\n券商Cowen分析师John Blackledge 指出，Uber核心网约车平台在每次出行的基础上已实现盈利，公司有望在全球多个快速增长的地区及相邻空间中获得并保持市场份额。公司计划以22.5亿美元收购物流科技公司Transplace有助于加速货运业务在明年四季度彻底扭亏的步伐。\nUber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA（息税折旧摊销前利润）为正盈利，这一消息受到资本市场欢迎。\n但公司同时预警称，将斥资2.5亿美元开展司机奖励计划，因为随着新冠疫情在美国缓解，乘车需求的恢复速度超过了招揽新司机的能力，送餐需求也持续超过供给，这将压缩公司利润空间。\n有分析称，后疫情时代的合同工司机短缺预计将持续到今年三季度，威胁到Uber和Lyft等零工经济领头羊的业务复苏。两家公司急需找到长期解决方案，Uber北美司机运营主管Carrol Chang也承认这是一个值得“深刻反省和反思的问题”，给网约车商业模式带来很大不确定性。\n除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。\n在上文提到的收购Transplace公司之外，Uber新近还与美国最大的连锁会员制仓储量贩店好市多（Costco）、全美最大食品药品零售商艾伯森（Albertsons Companies）和花卉公司FTD达成合作关系，增加在日用杂货和更多预制食品、药品方面的配送业务。\n与专注移动出行的竞争对手Lyft相比，Uber这种“多条腿”走路的模式显然更被华尔街青睐。\n券商Gordon Haskett 分析师Robert Mollins便认为Uber未来12个月目标价为65美元，即可以再创历史新高，理由是其业务全面开花并持续深入消费者的日常生活，将在网约车和配送方面增加市场份额，有利于增强未来几年的营收和盈利能力：\n\n “从短期来看，Uber移动出行业务乘上了经济重新开放的东风，而外卖及杂货配送业务可以抵御长期与疫情共存的背景，其货运业务价值也被低估，公司有望成为货运经纪行业的领导者。作为一种“超级一站式App”，Uber将跑赢专注打车业务的Lyft。”\n\n在围绕网约车司机究竟被归类到“临时合同工”还是企业雇员的监管风险方面，分析师一方面承认网约车行业在全球范围内的监管压力增加，同时也认为美国一些州的政策利好于Uber。此前，越来越多的国家正要求将零工司机视为雇员，而雇员享有的一些工作福利会蚕食公司盈利。\n瑞穗证券分析师James Lee称，与英国在今年3月裁决把为Uber工作的驾驶员归类成公司雇员不同，美国纽约州和马萨诸塞州等关键州的零工劳动法谈判正以加州22号提案为蓝本，后者是加州选民去年通过的一项投票倡议，允许把为Uber等工作的零工工人视为独立合同工而非公司员工。","news_type":1,"symbols_score_info":{"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":3408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806061301,"gmtCreate":1627617535603,"gmtModify":1703493472766,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806061301","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":3446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808311928,"gmtCreate":1627556343664,"gmtModify":1703492301840,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808311928","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627554833,"share":"https://ttm.financial/m/news/1147448167?lang=en_US&edition=fundamental","pubTime":"2021-07-29 18:33","market":"us","language":"zh","title":"Didi Chuxing: Rumors about Didi's privatization are false information","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: The rumors about Didi's privatization are false information. At present, the company is actively and fully cooperating with the network security review.</b></p><p>After the announcement, Didi's share price fell back before the market, rising to 24% as of press time.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Before the market today, Didi's share price suddenly rose in a straight line, once rising by more than 45%. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses they have suffered since the company went public in the U.S. at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Didi Chuxing: Rumors about Didi's privatization are false information</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDidi Chuxing: Rumors about Didi's privatization are false information\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-29 18:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: The rumors about Didi's privatization are false information. At present, the company is actively and fully cooperating with the network security review.</b></p><p>After the announcement, Didi's share price fell back before the market, rising to 24% as of press time.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Before the market today, Didi's share price suddenly rose in a straight line, once rising by more than 45%. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses they have suffered since the company went public in the U.S. at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159270938,"gmtCreate":1624972559824,"gmtModify":1703849114625,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159270938","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":3184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159246981,"gmtCreate":1624972349843,"gmtModify":1703849107982,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Maybe can invest more in this&nbsp;","listText":"Maybe can invest more in this&nbsp;","text":"Maybe can invest more in this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159246981","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":2617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":806061301,"gmtCreate":1627617535603,"gmtModify":1703493472766,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806061301","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":3446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890243422,"gmtCreate":1628121624166,"gmtModify":1703501494593,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"So bad","listText":"So bad","text":"So bad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/890243422","repostId":"2157483232","repostType":4,"repost":{"id":"2157483232","kind":"news","pubTimestamp":1628107500,"share":"https://ttm.financial/m/news/2157483232?lang=en_US&edition=fundamental","pubTime":"2021-08-05 04:05","market":"us","language":"zh","title":"Uber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours","url":"https://stock-news.laohu8.com/highlight/detail?id=2157483232","media":"华尔街见闻","summary":"财报显示，Uber二季度调整后EBITDA亏损5.09亿美元，大于分析师预期的亏损3.245亿美元。Uber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA为正盈利，这一消息受到资本市场欢迎。除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。","content":"<p>After the U.S. stock market on Wednesday, August 4th, the U.S. ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>) reported earnings for the second quarter of fiscal 2021, which ended June 30.</p><p><b>Although total revenue and profit for the quarter were better than market expectations, adjusted EBITDA, the core earnings metric that the company values, still recorded a loss, and the scale of the loss was higher than expected</b>U.S. stocks fell 7% after the market, and the share price once fell below $39. If it continues until tomorrow's opening, it will hit the lowest in several months since November last year. Yesterday's financial report said that rival Lyft, which turned losses for the first time in the second quarter, also fell 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber fell by more than 3% at the deepest on Wednesday and closed by more than 2% to close at $41.81. So far this year, it has fallen by 18%, underperforming the S&P 500 index by more than 17% in the same period, and falling by nearly 35% from the record high of $64.05 on February 10th. It is deep in the technical bear market.</p><p>However, last year, Uber rose by 71.5%, far outperforming S&P's 16.3% increase in the same period. In the past year, Uber's total return was nearly 44%, which was also higher than S&P's total return of 35.4%. Its share price has slipped continuously since May, and the market is worried that it will be difficult to recruit gig drivers in the post-pandemic era or hurt profits. It is said that Japan's majority shareholder SoftBank is considering reducing its holding of Uber by 1/3, which is also bad for the latter's share price.</p><p>However, before the earnings release, Wall Street was quite optimistic about Uber's future trend. Of the 37 analysts surveyed by FactSet, 32 have a \"buy\" rating and only 2 have a \"sell\" rating, with an average price target of $69.53, representing 66% upside.</p><p><b>Revenue ended four consecutive year-on-year losses, \"stock trading\" earnings achieved unexpected net profit, reiterating positive adjusted EBITDA earnings at the end of the year</b></p><p>According to the financial report, in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, a quarter-on-quarter increase of 35%, a year-on-year increase of 105%, and a year-on-year increase of 95% at a fixed exchange rate, that is, nearly doubling compared with the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>It is also the first year-on-year growth since the first quarter of fiscal year 2020, ending the four consecutive seasons of year-on-year decline started in the second quarter of last year.</b>With the core ride-hailing business rebounding from the low point of the pandemic.</p><p>Net income of $1.1 billion for the quarter, helped by the<a href=\"https://laohu8.com/S/DIDI\">Didi</a>And self-driving startup Aurora totaling $1.871 billion in equity investments driven by unrealized gains. That puts EPS at a surprise EPS of 58 cents per share, after the market had expected a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) was still a loss of $509 million, a widening of $150 million from the first quarter's loss and higher than the market expectation of a loss of $325 million. However, this narrowed by US$328 million or 40% compared with the loss in the second quarter of last year. Since the establishment of the company, the unadjusted EBITDA has been positive, and the operating loss in the second quarter was US$1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated that the milestone of adjusted EBITDA turnaround can be achieved in the fourth quarter of this year. It is expected that the adjusted EBITDA loss in the third quarter will improve to less than 100 million USD and record a record high of 22 billion to 24 billion USD in total bookings.</p><p>Dara Khosrowshahi, CEO of the company, said that in the second quarter, \"investing in recovery by investing in drivers\" and made great progress. The number of monthly active drivers and couriers in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September. Consumers who used mobility and delivery services at the same time generated nearly half of the total bookings.</p><p><b>Takeaway delivery revenue and total order volume continued to exceed core online ride-hailing services, and the overall total order volume reached a record high</b></p><p>In the financial report, Uber divided its main business into three parts: Mobility, Delivery and Freight, which are mainly ride-hailing.</p><p><b>In the second quarter of this year, takeout and delivery revenue once again exceeded that of mobile travel business, continuing the general trend since the epidemic.</b>Among them, takeout and delivery revenue recorded US$1.96 billion, representing a month-on-month increase of 13% and a year-on-year doubling (increase of 122%); Mobility revenue of $1.62 billion, excluding historical claims accrued for classifying gig drivers as employees in the UK in the first quarter, increased 11% quarter-on-quarter and 98% year-on-year.</p><p>According to the analysis, shared travel was Uber's main revenue source and core business until last year's epidemic, and the company's take-out delivery, which was tested in 2014 and officially launched in 2016, is becoming the future growth engine. In the third quarter of last year, Uber's take-out business revenue exceeded the core taxi business revenue for two consecutive quarters. During the epidemic, it was the growth of take-out business that partially offset the serious decline of taxi business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total orders reached a record high of $21.9 billion in the second quarter</b>, doubled year-over-year (up 114%) and was $1 billion higher than expected. Among them, the total orders of mobile travel amounted to US$8.6 billion, up 184% year-on-year; Total takeout and delivery orders amounted to US$12.9 billion, up 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the adjusted EBITDA of the mobility segment was a profit of US$179 million, a decrease of US$119 million from the previous month, but an increase of US$129 million year-on-year; The adjusted EBITDA of the takeaway and delivery division was a loss of US$161 million, 31% narrower than the loss in the same period last year and US$39 million narrower than the similar loss indicator in the first quarter of this year.</p><p>In addition, the revenue of the freight business was US$348 million, a year-on-year increase of 65%, and the annualized revenue (run rate) according to this trend will reach US$1.4 billion; Adjusted EBITDA was a loss of $41 million, narrowing 16% from the year-ago quarter's loss.</p><p>The company highlighted that the total order volume of the delivery and delivery business achieved strong triple-digit year-on-year growth in Europe, the Middle East and Africa markets, and also achieved respectable double-digit percentage growth year-on-year in North America, Latin America and Asia Pacific. The total order volume of mobility business achieved a quarter-on-quarter growth of at least 10% in the Asia-Pacific region at the beginning of the year, and the orders volume in Asia-Pacific decreased by 9% quarter-on-quarter due to the severe outbreak of the epidemic in India.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was worried that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the situation of shortage of supply, which would hurt profits. This earnings report confirms the negative impact of this effort, which is that the ratio of mobility segment revenue to total order amount (Take Rate) decreased by 280 basis points sequentially and plummeted by 710 basis points year-over-year to 18.7%, which the company said was affected by \"increased investment in the restoration of driver-accessible areas, especially in the U.S. market\".</p><p>In terms of other user metrics, Uber did not provide the exact number of drivers employed, but said that its drivers and couriers earned $7.9 billion in total revenue in the second quarter, up 144% year-on-year, exceeding the 114% year-on-year increase in total orders. The company achieved 1.51 billion trips on its platform, representing a month-on-month increase of 4% and a year-on-year increase of 105%, and both mobile travel and take-out trips achieved month-on-month growth. Monthly active platform consumers (MAPC) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both increasing year-on-year.</p><p><b>Diversification strategy favoured by Wall Street, focus on when Uber turns around and sustains high delivery growth</b></p><p>Investors will pay particular attention to changes in the total bookings of Uber's ride-hailing business, which is a key indicator of revenue in this mobility segment, after being hit hard by the cliff-like drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market also pays attention to the comprehensive performance of Uber's diversified businesses such as mobility, takeout and delivery and freight,<b>After consistently losing billions of dollars since its inception, some key business metrics are now showing signs of turnaround.</b></p><p>John Blackledge, an analyst at brokerage Cowen, pointed out that Uber's core ride-hailing platform has achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many fast-growing regions and adjacent spaces around the world. The company's planned $2.25 billion acquisition of Transplace, a logistics technology company, will help accelerate the pace of a complete turnaround in the freight business in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated when he released his first quarterly report in May that he was still on track to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation and amortization) this year. This news was welcomed by the capital market.</p><p>However, the company also warned that it would spend $250 million on a driver reward program, because as the COVID-19 epidemic eased in the United States, ride demand recovered faster than it could recruit new drivers, and food delivery demand continued to exceed supply, which would compress the company's profit margins.</p><p>According to some analysts, the shortage of contract drivers in the post-pandemic era is expected to last until the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"profound introspection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to having to prove it can overcome labor shortages without significantly increasing costs, Uber also needs to sustain the rapid growth of its delivery and delivery businesses,</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the aforementioned acquisition of Transplace, Uber has also recently partnered with the largest chain of membership-based warehousing stores in the United States<a href=\"https://laohu8.com/S/COST\">Costco</a>(Costco), the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Albertson</a>(Albertsons Companies) and flower company FTD have entered into a partnership to increase the distribution of groceries and more prepared foods and pharmaceuticals.</p><p><b>Compared to mobility-focused rival Lyft, Uber's \"multi-legged\" model of walking is clearly preferred by Wall Street.</b></p><p>Robert Mollins, an analyst at Gordon Haskett, a brokerage firm, believes that Uber's target price of $65 in the next 12 months can hit another record high. The reason is that its business is in full bloom and continues to penetrate into consumers' daily lives, which will increase its market share in online ride-hailing and delivery, which is conducive to enhancing its revenue and profitability in the next few years:</p><p>\"In the short term, Uber's mobile travel business has taken advantage of the reopening of the economy, while its take-out and grocery delivery business can resist the background of long-term coexistence with the epidemic, and the value of its freight business is also underestimated. The company is expected to become a leader in the freight brokerage industry. As a\" super one-stop App \", Uber will outperform Lyft, which focuses on taxi business.\" In terms of the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increased regulatory pressure on the ride-hailing industry on a global scale, and also believe that the policies of some U.S. states are favorable to Uber. It comes after a growing number of countries are requiring gig drivers to be treated as employees, and employees enjoy some job benefits that eat into company earnings.</p><p>James Lee, an analyst at Mizuho Securities, said that unlike the British ruling in March this year that classified drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled on California's Proposition 22, which is a ballot initiative passed by California voters last year, allowing gig workers working for Uber and others to be treated as independent contract workers rather than company employees.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber's second-quarter adjusted EBITDA loss was bigger than expected, once down 7% after hours\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-08-05 04:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After the U.S. stock market on Wednesday, August 4th, the U.S. ride-hailing giant Uber (<a href=\"https://laohu8.com/S/UBER\">Uber</a>) reported earnings for the second quarter of fiscal 2021, which ended June 30.</p><p><b>Although total revenue and profit for the quarter were better than market expectations, adjusted EBITDA, the core earnings metric that the company values, still recorded a loss, and the scale of the loss was higher than expected</b>U.S. stocks fell 7% after the market, and the share price once fell below $39. If it continues until tomorrow's opening, it will hit the lowest in several months since November last year. Yesterday's financial report said that rival Lyft, which turned losses for the first time in the second quarter, also fell 1%.<img src=\"https://static.tigerbbs.com/3aa065a2daf3dc91294b6210573f9701\" tg-width=\"712\" tg-height=\"528\" referrerpolicy=\"no-referrer\">Uber fell by more than 3% at the deepest on Wednesday and closed by more than 2% to close at $41.81. So far this year, it has fallen by 18%, underperforming the S&P 500 index by more than 17% in the same period, and falling by nearly 35% from the record high of $64.05 on February 10th. It is deep in the technical bear market.</p><p>However, last year, Uber rose by 71.5%, far outperforming S&P's 16.3% increase in the same period. In the past year, Uber's total return was nearly 44%, which was also higher than S&P's total return of 35.4%. Its share price has slipped continuously since May, and the market is worried that it will be difficult to recruit gig drivers in the post-pandemic era or hurt profits. It is said that Japan's majority shareholder SoftBank is considering reducing its holding of Uber by 1/3, which is also bad for the latter's share price.</p><p>However, before the earnings release, Wall Street was quite optimistic about Uber's future trend. Of the 37 analysts surveyed by FactSet, 32 have a \"buy\" rating and only 2 have a \"sell\" rating, with an average price target of $69.53, representing 66% upside.</p><p><b>Revenue ended four consecutive year-on-year losses, \"stock trading\" earnings achieved unexpected net profit, reiterating positive adjusted EBITDA earnings at the end of the year</b></p><p>According to the financial report, in the second quarter of this year, Uber's total revenue was $3.93 billion, higher than the market expectation of $3.75 billion, a quarter-on-quarter increase of 35%, a year-on-year increase of 105%, and a year-on-year increase of 95% at a fixed exchange rate, that is, nearly doubling compared with the same period last year.</p><p>This means that Uber's total revenue has returned to the level of the second quarter of 2019 (before the pandemic).<b>It is also the first year-on-year growth since the first quarter of fiscal year 2020, ending the four consecutive seasons of year-on-year decline started in the second quarter of last year.</b>With the core ride-hailing business rebounding from the low point of the pandemic.</p><p>Net income of $1.1 billion for the quarter, helped by the<a href=\"https://laohu8.com/S/DIDI\">Didi</a>And self-driving startup Aurora totaling $1.871 billion in equity investments driven by unrealized gains. That puts EPS at a surprise EPS of 58 cents per share, after the market had expected a loss of 51 cents per share.</p><p>However, adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) was still a loss of $509 million, a widening of $150 million from the first quarter's loss and higher than the market expectation of a loss of $325 million. However, this narrowed by US$328 million or 40% compared with the loss in the second quarter of last year. Since the establishment of the company, the unadjusted EBITDA has been positive, and the operating loss in the second quarter was US$1.19 billion.</p><p><img src=\"https://static.tigerbbs.com/4464e85e765d43c4b6e2a45240a8940e\" tg-width=\"500\" tg-height=\"304\" referrerpolicy=\"no-referrer\"></p><p>Chief Financial Officer Nelson Chai reiterated that the milestone of adjusted EBITDA turnaround can be achieved in the fourth quarter of this year. It is expected that the adjusted EBITDA loss in the third quarter will improve to less than 100 million USD and record a record high of 22 billion to 24 billion USD in total bookings.</p><p>Dara Khosrowshahi, CEO of the company, said that in the second quarter, \"investing in recovery by investing in drivers\" and made great progress. The number of monthly active drivers and couriers in the United States increased by nearly 420,000 from February to July, and the number of drivers increased by 75% in the second quarter. 90% of idle drivers said they would return to work in September. Consumers who used mobility and delivery services at the same time generated nearly half of the total bookings.</p><p><b>Takeaway delivery revenue and total order volume continued to exceed core online ride-hailing services, and the overall total order volume reached a record high</b></p><p>In the financial report, Uber divided its main business into three parts: Mobility, Delivery and Freight, which are mainly ride-hailing.</p><p><b>In the second quarter of this year, takeout and delivery revenue once again exceeded that of mobile travel business, continuing the general trend since the epidemic.</b>Among them, takeout and delivery revenue recorded US$1.96 billion, representing a month-on-month increase of 13% and a year-on-year doubling (increase of 122%); Mobility revenue of $1.62 billion, excluding historical claims accrued for classifying gig drivers as employees in the UK in the first quarter, increased 11% quarter-on-quarter and 98% year-on-year.</p><p>According to the analysis, shared travel was Uber's main revenue source and core business until last year's epidemic, and the company's take-out delivery, which was tested in 2014 and officially launched in 2016, is becoming the future growth engine. In the third quarter of last year, Uber's take-out business revenue exceeded the core taxi business revenue for two consecutive quarters. During the epidemic, it was the growth of take-out business that partially offset the serious decline of taxi business.</p><p><b>In terms of Gross Bookings, a metric that the market is more focused on and closely related to revenue, Uber's total orders reached a record high of $21.9 billion in the second quarter</b>, doubled year-over-year (up 114%) and was $1 billion higher than expected. Among them, the total orders of mobile travel amounted to US$8.6 billion, up 184% year-on-year; Total takeout and delivery orders amounted to US$12.9 billion, up 85% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/71625ebd5929ee0b9067210f2309bdad\" tg-width=\"640\" tg-height=\"715\" referrerpolicy=\"no-referrer\"></p><p>In terms of profitability indicators, the adjusted EBITDA of the mobility segment was a profit of US$179 million, a decrease of US$119 million from the previous month, but an increase of US$129 million year-on-year; The adjusted EBITDA of the takeaway and delivery division was a loss of US$161 million, 31% narrower than the loss in the same period last year and US$39 million narrower than the similar loss indicator in the first quarter of this year.</p><p>In addition, the revenue of the freight business was US$348 million, a year-on-year increase of 65%, and the annualized revenue (run rate) according to this trend will reach US$1.4 billion; Adjusted EBITDA was a loss of $41 million, narrowing 16% from the year-ago quarter's loss.</p><p>The company highlighted that the total order volume of the delivery and delivery business achieved strong triple-digit year-on-year growth in Europe, the Middle East and Africa markets, and also achieved respectable double-digit percentage growth year-on-year in North America, Latin America and Asia Pacific. The total order volume of mobility business achieved a quarter-on-quarter growth of at least 10% in the Asia-Pacific region at the beginning of the year, and the orders volume in Asia-Pacific decreased by 9% quarter-on-quarter due to the severe outbreak of the epidemic in India.</p><p><img src=\"https://static.tigerbbs.com/feb01ed6a03cf554a872aa50217e222d\" tg-width=\"619\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p>Previously, the market was worried that Uber would have to increase incentives for recruiting drivers in the post-pandemic era to cope with the situation of shortage of supply, which would hurt profits. This earnings report confirms the negative impact of this effort, which is that the ratio of mobility segment revenue to total order amount (Take Rate) decreased by 280 basis points sequentially and plummeted by 710 basis points year-over-year to 18.7%, which the company said was affected by \"increased investment in the restoration of driver-accessible areas, especially in the U.S. market\".</p><p>In terms of other user metrics, Uber did not provide the exact number of drivers employed, but said that its drivers and couriers earned $7.9 billion in total revenue in the second quarter, up 144% year-on-year, exceeding the 114% year-on-year increase in total orders. The company achieved 1.51 billion trips on its platform, representing a month-on-month increase of 4% and a year-on-year increase of 105%, and both mobile travel and take-out trips achieved month-on-month growth. Monthly active platform consumers (MAPC) reached 101 million, up 3% month-on-month and 84% year-on-year, with an average monthly spending of $72 per MAPC, both increasing year-on-year.</p><p><b>Diversification strategy favoured by Wall Street, focus on when Uber turns around and sustains high delivery growth</b></p><p>Investors will pay particular attention to changes in the total bookings of Uber's ride-hailing business, which is a key indicator of revenue in this mobility segment, after being hit hard by the cliff-like drop in ride-hailing demand during the pandemic and the forced closure of many businesses/companies.</p><p>The market also pays attention to the comprehensive performance of Uber's diversified businesses such as mobility, takeout and delivery and freight,<b>After consistently losing billions of dollars since its inception, some key business metrics are now showing signs of turnaround.</b></p><p>John Blackledge, an analyst at brokerage Cowen, pointed out that Uber's core ride-hailing platform has achieved profitability on a per-trip basis, and the company is expected to gain and maintain market share in many fast-growing regions and adjacent spaces around the world. The company's planned $2.25 billion acquisition of Transplace, a logistics technology company, will help accelerate the pace of a complete turnaround in the freight business in the fourth quarter of next year.</p><p>Uber CEO Dara Khosrowshahi reiterated when he released his first quarterly report in May that he was still on track to achieve positive adjusted quarterly EBITDA (earnings before interest, taxes, depreciation and amortization) this year. This news was welcomed by the capital market.</p><p>However, the company also warned that it would spend $250 million on a driver reward program, because as the COVID-19 epidemic eased in the United States, ride demand recovered faster than it could recruit new drivers, and food delivery demand continued to exceed supply, which would compress the company's profit margins.</p><p>According to some analysts, the shortage of contract drivers in the post-pandemic era is expected to last until the third quarter of this year, threatening the business recovery of gig economy leaders such as Uber and Lyft. The two companies urgently need to find a long-term solution, and Carrol Chang, Uber's head of driver operations in North America, also acknowledged that this is an issue worthy of \"profound introspection and reflection,\" bringing great uncertainty to the ride-hailing business model.</p><p><b>In addition to having to prove it can overcome labor shortages without significantly increasing costs, Uber also needs to sustain the rapid growth of its delivery and delivery businesses,</b>The latter significantly offset the weakness in the core ride-hailing business during the pandemic.</p><p>In addition to the aforementioned acquisition of Transplace, Uber has also recently partnered with the largest chain of membership-based warehousing stores in the United States<a href=\"https://laohu8.com/S/COST\">Costco</a>(Costco), the nation's largest food and drug retailer<a href=\"https://laohu8.com/S/ACI\">Albertson</a>(Albertsons Companies) and flower company FTD have entered into a partnership to increase the distribution of groceries and more prepared foods and pharmaceuticals.</p><p><b>Compared to mobility-focused rival Lyft, Uber's \"multi-legged\" model of walking is clearly preferred by Wall Street.</b></p><p>Robert Mollins, an analyst at Gordon Haskett, a brokerage firm, believes that Uber's target price of $65 in the next 12 months can hit another record high. The reason is that its business is in full bloom and continues to penetrate into consumers' daily lives, which will increase its market share in online ride-hailing and delivery, which is conducive to enhancing its revenue and profitability in the next few years:</p><p>\"In the short term, Uber's mobile travel business has taken advantage of the reopening of the economy, while its take-out and grocery delivery business can resist the background of long-term coexistence with the epidemic, and the value of its freight business is also underestimated. The company is expected to become a leader in the freight brokerage industry. As a\" super one-stop App \", Uber will outperform Lyft, which focuses on taxi business.\" In terms of the regulatory risks surrounding whether ride-hailing drivers are classified as \"temporary contract workers\" or corporate employees, analysts acknowledge the increased regulatory pressure on the ride-hailing industry on a global scale, and also believe that the policies of some U.S. states are favorable to Uber. It comes after a growing number of countries are requiring gig drivers to be treated as employees, and employees enjoy some job benefits that eat into company earnings.</p><p>James Lee, an analyst at Mizuho Securities, said that unlike the British ruling in March this year that classified drivers working for Uber as company employees, gig labor law negotiations in key states such as New York and Massachusetts are modeled on California's Proposition 22, which is a ballot initiative passed by California voters last year, allowing gig workers working for Uber and others to be treated as independent contract workers rather than company employees.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3637158\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b431b6bf997a9b3e450c820d77b74d56","relate_stocks":{"UBER":"优步"},"source_url":"https://wallstreetcn.com/articles/3637158","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2157483232","content_text":"8月4日周三美股盘后，美国网约车巨头Uber（优步）公布了截止6月30日的2021财年第二季度财报。\n尽管当季总营收和利润均好于市场预期，但公司看重的盈利核心指标——调整后EBITDA仍录得亏损，且亏损规模高于预期，美股盘后跌7%，股价一度跌破39美元，如果延续至明日开盘将创去年11月以来的几个月最低。昨日财报称二季度首次扭亏的竞争对手Lyft也跟跌1%。Uber周三最深跌超3%，收跌超2%，报收41.81美元，今年迄今累跌18%，跑输同期标普500指数大盘逾17%的涨幅，较2月10日所创历史最高64.05美元累跌近35%，深陷技术熊市。\n但去年Uber累涨71.5%，远跑赢标普同期涨幅16.3%，过去一年Uber总回报率近44%，也高于标普大盘的总回报率35.4%。其股价进入5月以来连续下滑，市场担心招募后疫情时代零工司机的困难或有损利润，据称大股东日本软银正考虑减持对Uber持股的1/3也对后者股价不利。\n不过，财报发布前，华尔街对Uber未来走势颇为乐观。在FactSet调查的37位分析师中，有32人给予“买入”评级，仅2人评级“卖出”，平均目标价69.53美元，代表还有66%的涨幅空间。\n营收结束同比四连跌，“炒股”收益实现意外净利润，重申年底有调整后EBITDA正盈利\n财报显示，今年二季度，Uber总营收为39.3亿美元，高于市场预期的37.5亿美元，环比增长35%，同比增长105%，按固定汇率计算为同比增长95%，即较去年同期接近翻倍。\n这代表Uber总营收已重回2019年二季度（疫情前）水平，也是自2020财年一季度以来首次同比增长，结束了去年二季度开启的连续四季同比下滑趋势，伴随核心网约车业务从疫情低点反弹。\n当季净利润11亿美元，得益于对滴滴和自动驾驶初创公司Aurora合计18.71亿美元的股权投资未实现收益推动。这令EPS为令人意外的每股收益58美分，此前市场预期为每股亏损51美分。\n但调整后EBITDA（息税折旧和摊销前收益）仍为亏损5.09亿美元，较一季度亏损扩大1.5亿美元，也高于市场预期的亏损3.25亿美元。不过，这较去年二季度亏损收窄3.28亿美元或收窄四成，自公司成立以来尚未调整后EBITDA正盈利，同时二季度的运营亏损为11.9亿美元。\n\n首席财务官Nelson Chai重申今年四季度能实现调整后EBITDA扭亏为盈的里程碑，预计三季度调整后EBITDA亏损将改善至不到1亿美元，并录得创纪录新高的220亿至240亿美元总预订额。\n公司CEO Dara Khosrowshahi 称，二季度“通过投资司机来投资复苏”并取得了很大进展，美国的月活跃司机和快递员从 2 月到 7 月增加了近 42万人，司机人数在二季度增加75%，90%的闲置司机称将于9月复工，同时使用移动出行和配送服务的消费者产生了近一半的总预定量。\n外卖配送收入和总订单额持续超过核心网约车服务，整体总订单额创纪录最高\nUber在财报中将主营业务分为网约车为主的移动出行（Mobility）、外卖及配送（Delivery）和货运（Freight）三大部分。\n今年二季度，外卖及配送收入再度超过移动出行业务，延续疫情以来的大趋势。其中，外卖及配送收入录得19.6亿美元，环比增13%、同比翻倍（增122%）；移动出行收入16.2亿美元，不计入英国第一季度将零工驾驶员归为雇员产生的历史索赔应计费用为环比增11%，同比增98%。\n分析称，共享出行直到去年疫情前都是Uber主要营收来源和核心业务，而公司从2014年试水、2016年正式推出的外卖配送正成为未来增长引擎。去年三季度，Uber的外卖业务收入曾连续两个季度超过核心打车业务收入，疫情中也正是外卖业务的增长部分抵消了打车业务的严重下滑。\n在市场更关注、与营收密切相关的指标——总订单额（Gross Bookings）方面，Uber二季度总订单额达到219亿美元的历史新高，同比翻倍（增114%），比预期高出10亿美元。其中，移动出行总订单额为86亿美元，同比增184%；外卖及配送总订单额为129亿美元，同比增85%。\n\n在盈利指标上，移动出行部门调整后EBITDA为盈利1.79亿美元，环比下降1.19亿美元，但同比增长1.29亿美元；外卖及配送部门调整后EBITDA为亏损1.61亿美元，较去年同期亏损收窄31%，也较今年一季度的同类亏损指标收窄3900万美元。\n此外，货运业务的收入为3.48亿美元，同比增65%，按照这一趋势的年化收入（run rate）将达14亿美元；调整后EBITDA为亏损4100万美元，较去年同期亏损收窄16%。\n公司强调，外卖与配送业务的总订单额在欧洲、中东和非洲市场实现了同比三位数的强劲增长，在北美、拉丁美洲和亚太地区也同比实现双位数百分比的可观增幅。移动出行业务的总订单额在初亚太地区均实现环比至少10%的增长，因印度疫情严重爆发而拖累亚太订单额环比下降了9%。\n\n此前市场担心，Uber在后疫情时代必须加大招揽司机的奖励，才能应付供不应求的局面，这将有损利润。本次财报证实了这种努力的负面影响，即移动出行部门收入与总订单金额的比例（变现率，Take Rate）环比下降280个基点、同比骤降710个基点至18.7%，公司称这受到“在恢复司机可得领域的投资增加影响，尤其是在美国市场”。\n在其他用户指标方面，Uber没有提供确切的受雇司机人数，但表示其司机和快递员在二季度总收入 79 亿美元，同比增144%，超过总订单额同比114%的增幅。公司平台上实现15.1亿次出行，环比增4%、同比增105%，移动出行和外卖出行均实现环比增长。每月活跃平台消费者（MAPC）达到1.01 亿，环比增3%、同比增84%，平均每MAPC月花费72美元，同比环比均增长。\n多元化策略受华尔街青睐，关注Uber何时扭亏为盈和维持配送业务高增长\n投资者将特别关注Uber的网约车业务总预订量变化，该移动出行板块的总预订量是营收的一个关键指标，此前受到疫情期间叫车需求断崖式下跌和不少商家/公司被迫关门的严重打击。\n市场还关注Uber移动出行、外卖及配送和货运等多元化业务的综合表现，在创立以来持续亏损了数十亿美元之后，目前一些关键业务指标已展现出扭亏为盈的迹象。\n券商Cowen分析师John Blackledge 指出，Uber核心网约车平台在每次出行的基础上已实现盈利，公司有望在全球多个快速增长的地区及相邻空间中获得并保持市场份额。公司计划以22.5亿美元收购物流科技公司Transplace有助于加速货运业务在明年四季度彻底扭亏的步伐。\nUber首席执行官Dara Khosrowshahi曾在5月发布一季报时重申，仍有望在今年实现调整后的季度EBITDA（息税折旧摊销前利润）为正盈利，这一消息受到资本市场欢迎。\n但公司同时预警称，将斥资2.5亿美元开展司机奖励计划，因为随着新冠疫情在美国缓解，乘车需求的恢复速度超过了招揽新司机的能力，送餐需求也持续超过供给，这将压缩公司利润空间。\n有分析称，后疫情时代的合同工司机短缺预计将持续到今年三季度，威胁到Uber和Lyft等零工经济领头羊的业务复苏。两家公司急需找到长期解决方案，Uber北美司机运营主管Carrol Chang也承认这是一个值得“深刻反省和反思的问题”，给网约车商业模式带来很大不确定性。\n除了必须证明能够在不显著增加成本的基础上克服劳动力短缺问题，Uber还需要维持其外卖与配送业务的高速增长，后者在疫情期间显著抵消了核心网约车业务的疲软。\n在上文提到的收购Transplace公司之外，Uber新近还与美国最大的连锁会员制仓储量贩店好市多（Costco）、全美最大食品药品零售商艾伯森（Albertsons Companies）和花卉公司FTD达成合作关系，增加在日用杂货和更多预制食品、药品方面的配送业务。\n与专注移动出行的竞争对手Lyft相比，Uber这种“多条腿”走路的模式显然更被华尔街青睐。\n券商Gordon Haskett 分析师Robert Mollins便认为Uber未来12个月目标价为65美元，即可以再创历史新高，理由是其业务全面开花并持续深入消费者的日常生活，将在网约车和配送方面增加市场份额，有利于增强未来几年的营收和盈利能力：\n\n “从短期来看，Uber移动出行业务乘上了经济重新开放的东风，而外卖及杂货配送业务可以抵御长期与疫情共存的背景，其货运业务价值也被低估，公司有望成为货运经纪行业的领导者。作为一种“超级一站式App”，Uber将跑赢专注打车业务的Lyft。”\n\n在围绕网约车司机究竟被归类到“临时合同工”还是企业雇员的监管风险方面，分析师一方面承认网约车行业在全球范围内的监管压力增加，同时也认为美国一些州的政策利好于Uber。此前，越来越多的国家正要求将零工司机视为雇员，而雇员享有的一些工作福利会蚕食公司盈利。\n瑞穗证券分析师James Lee称，与英国在今年3月裁决把为Uber工作的驾驶员归类成公司雇员不同，美国纽约州和马萨诸塞州等关键州的零工劳动法谈判正以加州22号提案为蓝本，后者是加州选民去年通过的一项投票倡议，允许把为Uber等工作的零工工人视为独立合同工而非公司员工。","news_type":1,"symbols_score_info":{"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":3408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159246981,"gmtCreate":1624972349843,"gmtModify":1703849107982,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Maybe can invest more in this&nbsp;","listText":"Maybe can invest more in this&nbsp;","text":"Maybe can invest more in 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is the relationship between Treasury yields and U.S. stocks","htmlText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","listText":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. This key change has become a very obvious signal light for the future US stock market crash.This is a comparison between the year-on-year increase of US inflation rate (red line) and the trend of 2-year US bond yield (black line).Obviously, Even though the yield of US bonds has soared in the past two years, The short-term interest rate increase triggered by the Feder","text":"There is no doubt that for a long time to come, the source of global market fluctuations will come from the US bond market.Just last week Powell warnedAfter \"the Federal Reserve will adopt restrictive monetary policy to curb high inflation for a period of time and will not relax monetary conditions prematurely\",The two-year US bond yield immediately rose above 3.4%, reaching the highest level since the global financial crisis. 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At present, the company is actively and fully cooperating with the network security review.</b></p><p>After the announcement, Didi's share price fell back before the market, rising to 24% as of press time.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Before the market today, Didi's share price suddenly rose in a straight line, once rising by more than 45%. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses they have suffered since the company went public in the U.S. at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Didi Chuxing: Rumors about Didi's privatization are false information</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDidi Chuxing: Rumors about Didi's privatization are false information\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-29 18:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">Didi</a>Travel: The rumors about Didi's privatization are false information. At present, the company is actively and fully cooperating with the network security review.</b></p><p>After the announcement, Didi's share price fell back before the market, rising to 24% as of press time.</p><p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p><p>Before the market today, Didi's share price suddenly rose in a straight line, once rising by more than 45%. According to the Wall Street Journal, Didi is considering going private and compensating investors for losses they have suffered since the company went public in the U.S. at the end of June.<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行：有关滴滴私有化的传闻为不实信息，目前公司正积极全面配合网络安全审查。\n消息公布之后，滴滴盘前股价回落，截至发稿涨幅至24%。\n\n今日盘前，滴滴股价突然直线拉升，一度涨超45%。据华尔街日报报道，滴滴正在考虑私有化，并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159270938,"gmtCreate":1624972559824,"gmtModify":1703849114625,"author":{"id":"3586685133646434","authorId":"3586685133646434","name":"Manchow","avatar":"https://static.tigerbbs.com/cda2151b92a2084cddd613f7390d9696","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586685133646434","idStr":"3586685133646434"},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159270938","repostId":"1179070037","repostType":4,"isVote":1,"tweetType":1,"viewCount":3184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}