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Airbnb计划在八月份申请IPO;疫情期间私募“疯狂”的养老院布局

admin 基金排行 2020-08-13 02:42:15 24 0

基金排名:Airbnb计划在八月份申请IPO;疫情期间私募“疯狂”的养老院布局

市场点评

美股尾盘加速跳水,三大股指集体收跌,道指跌0.38%报27686.91点,纳指跌1.69%报10782.82点,标普500指数跌0.8%报3333.69点,结束7日连涨;贵金属概念股大跌,全球最大黄金ETF SPDR Gold Trust跌超5%,全球最大白银ETF iShares Silver Trust跌13.6%,巴里克黄金跌逾9%;科技股继续走软,其中苹果跌3%,微软、Facebook跌超2%;受反垄断案获得胜诉影响,高通收涨2.32%。美国参议院共和党领袖麦康奈尔称刺激计划谈判陷入僵局。

每日股市动态

全球市场

◆ 卡马拉·哈里斯被任命为乔·拜登的副总裁

乔·拜登(Joe Biden)任命加利福尼亚州参议员卡玛拉·哈里斯(Kamala Harris)为竞选伙伴,并选择他的前民主党主要对手成为大党提名副总统的第一位黑人妇女和亚洲裔第一位妇女。

展开全文

◆ Airbnb计划在八月份申请IPO

Airbnb Inc.即将申请上市,此举突显出这家共享住房巨头已从疫情阴霾中逐步走出来,也反映了美国IPO市场的惊人反弹。知情人士说,该公司计划在本月晚些时候向美国证券交易委员会(SEC)提交IPO文件,为今年年底之前的潜在上市奠定基础。知情人士说,摩根士丹利(Morgan Stanley)已被任命领导此次发行,高盛集团(Goldman Sachs Group Inc.)也扮演着关键角色。

◆ 由于需求持续下降,波音连续六个月遭遇取消订单超过新增订单

波音公司周二表示,取消的订单量连续六个月超过了销量,买家取消了7月份购买43架737 Max飞机的计划,此飞机型号曾一度让波音陷入困境。

截至7月,波音公司的净负订单为836架飞机,其中包括该公司从待完成的订单中撤出的飞机。除其他原因外,当客户经济拮据时,波音公司通常会从其运行记录中删除订单。7月份的调整,让这家总部位于芝加哥的飞机制造商的积压订单减少至4,496个订单。

◆ 软银在远景基金创纪录亏损后扭亏为盈

软银集团(SoftBank Group)周二公布了120亿美元的季度利润,而该公司上一财年亏损130亿美元。 复苏很大程度上归功于软银愿景基金押注的Uber和Slack等公司估值的上升,在疫情期间,美国科技股飙升时,它们的股价在4月至6月的一个季度上涨。去年报告亏损180亿美元的软银愿景基金,本季度录得28亿美元的投资收益。

国际股市

◆ 特斯拉在周二晚间宣布了五对一的股票分割

特斯拉将以5:1的比例进行配售,此举旨在在公司成为全球最有价值的汽车制造商之后,降低个人投资者的持股成本。在售后交易的消息传出后,其股票大涨。截至周二收盘,特斯拉上涨了8.4%,至1,490美元。

◆ 上诉法院提起FTC反托拉斯案后,高通股价上涨

高通股价周二上涨逾4%,此前美国上诉法院推翻了联邦贸易委员会(Federal Trade Commission)2019年对全球最大的智能手机调制解调器芯片制造商的反托拉斯诉讼。

FTC最初于2017年提起诉讼。该裁决是一个传奇故事的结尾,这一故事见证了高通公司的主要业务,包括利润丰厚且受到了全球监管机构的抨击的专利许可业务。

私募股权

◆ 疫情减缓了上半年私募股权基金的关闭速度

私募股权公司发现,由于疫情导致的沟通不畅,使得关闭新资金变得更加困难。今年上半年,达到最终收盘价的新私募股权基金数量急剧下降,在疫情导致各州在第一季度末实行大规模封锁之后,这种下降加速了。数据提供商Preqin的数据显示,全球共有552家私募股权基金在今年上半年达到了最终收盘价,比去年同期减少了31%。

◆ 疫情发生时,一家私募股权公司“疯狂”的进行了养老院布局

在过去的四年中,Portopiccolo集团悄然建立了可以与美国一些最大的连锁店相抗衡的养老院产品组合。Portopiccolo及附属机构公司现在拥有或经营着约100个设施,拥有数十种不同的名称。总部位于新泽西州的私募股权和投资管理公司Englewood Cliffs在2016年收购了他们的第一家养老院。

融资并购

◆ 健康健身初创公司Fitspire在种子轮融资中筹集了22万美元

总部位于德里的健康和保健品牌Fitspire 在种子轮融资中筹集了22万美元,该轮融资由 Nikhil Parmar和Priyanka Madnani,Founders,EasytoPitch以及Bollywood Singer Sukhbir Singh等投资者牵头。根据该公司发布的一份声明,新资金将用于未来六个月内Fitspire全套产品的全国扩展中。

◆ 灵活的租金提供商Till筹集了800万美元的种子资金以加速扩张

Till是一个金融科技平台,可帮助租房者足不出户就可付租金,今天宣布已完成由Route 66 Ventures,MetaProp和NextGen Venture Partners牵头的800万美元种子轮融资。

Till的Flexible Rent平台通过创建用户现金流相匹配的自定义付款时间表,使租户成功付款,从而帮助他们成为按时付款人。这项由分析技术驱动的平台于2020年4月推出,预计可将减少50%的驱逐率,从而帮助租户避免惩罚性的滞纳金,从而损害其长期财务健康。由于Flexible Rent可以解决尖锐的问题,该平台已在14个州的170个物业(包括30,000个单位)中推出,并且在其中一些物业中已被多达30%的租户采用。

◆ Pattern在A轮融资中筹集了5200万美元

总部位于美国犹他州盐湖城的全球电子商务业务解决方案提供商 Pattern结束了其5200万美元的第一轮融资。本轮由Ainge Advisory和KSV Global共同领导。

该公司打算利用这笔资金继续开发工具,以根据实时数据做出决策。

Pattern利用其专有技术和数据驱动的见解来帮助在自己的网站及全球市场获得有利可图的电子商务增长。(例如,亚马逊,沃尔玛,eBay,谷歌,天猫,京东和MercadoLibre)。该公司在全球18个地区拥有400多名员工,为雀巢,松下,Zebra和Skechers等品牌提供服务。

对冲基金

◆ Rhenman&Partners资产管理公司的全球股票对冲基金在7月份大跌

莱曼全球机会基金采用多头-空头全球股票对冲基金策略,跨行业交易,专注于以价值为导向的公司,上月其以瑞典克朗为主的主要股票类别下跌了3%。与此同时,其欧元股票类别下跌了1.64%。IT类股票在7月份产生了积极的贡献。

在该公司本周的业绩更新中显示,雪佛龙和埃克森美孚(ExxonMobil)押注的亏损最终阻碍了月收益,后者录得有史以来最大的季度亏损。

在今年过去的七个月中,有五个月表现为亏损,这使莱曼全球机会基金(Rhenman Global Opportunities Fund)在2020年整体下跌超过21%。

房产市场

◆ 高盛完成Colony RE优先股交易

高盛从其最新的房地产基金中进行了优先股本投资。该基金(Vintage Real Estate Partners II)于5月份完成了27.5亿美元的募资。这家总部位于纽约的公司已向由Colony Capital子公司Colony Credit Real Estate管理的五项基础投资组合投资了2亿美元。该产品组合包括四项共同投资和一项工业分销设施,租赁给了一家全国杂货连锁店。CLNC可以提取最多2900万美元的额外资金,用于将来分配给投资组合。

◆ 二手房买家的绝佳房地产机会

到目前为止,房地产二级市场一直是2020年表现最差的市场之一。根据Evercore的半年度报告,只有25%的二手房买家对资产类别表现出了兴趣,这在调查的10种策略中是最不受欢迎的。疫情已导致市场在高价值资产(如数据中心)和零售和酒店等(有时价格较高)之间出现分化。在这一点上,根据行业、位置和环境有许多细微差别,掌握正确信息的人可以利用这些细微差别。

疫情新闻

据美国约翰斯•霍普金斯大学数据,全球新冠肺炎累计确诊病例超2017万例,死亡病例近74万。美国累计确诊超513万例。

新西兰总理贾辛达·阿登(Jacinda Ardern)表示,在该国102天未报告任何本地消息后,于周二报告了首例案件后,她将推迟大选进程。

普京声称俄罗斯已经注册了世界上第一个冠状病毒疫苗,他的女儿服用了它。

俄罗斯主权财富基金俄罗斯直接投资基金(RDIF)周二表示,国外有“相当大的兴趣”。

“我们已经收到来自20个国家的超过10亿剂疫苗的初步申请。财富基金在一份声明中说:“与我们的外国合作伙伴一起,我们已经准备好在五个国家/地区每年生产超过5亿剂疫苗,并且计划将生产能力进一步提高。”

MarketComment

◆ U.S. stocks plunged in late trading, the three major stock indexes collectively closed down.

The Dow fell 0.38% to 27,686.91 , the Nasdaq fell 1.69% to 10782.82 , and the S&P 500 index fell 0.8% to 3333.69 , ending its 7-day consecutive rise; The world’s largest gold ETF SPDR Gold Trust fell more than 5%, the world’s largest silver ETF iShares Silver Trust fell 13.6%, Barrick Gold fell more than 9%; technology stocks continued to weaken, of which Apple fell 3%, Microsoft and Facebook fell more than 2%; Affected by the victory of the antitrust case, Qualcomm closed up 2.32%. US Senate Republican leader McConnell said the stimulus plan negotiations are deadlocked.

Global Market

◆ Kamala Harris Named as Joe Biden’s VP Pick

Joe Biden named Sen. Kamala Harris of California as his running mate, picking his former Democratic primary opponent to be the first Black woman and the first woman of Asian descent nominated for vice president by a major party.

◆ Airbnb Plans to File for IPO in August

Airbnb Inc. is close to filing to go public in a move that would underscore a surprising rebound for the home-sharing giant and the IPO market.

The company plans to file IPO paperwork with the Securities and Exchange Commission later this month, laying the groundwork for a potential listing before the end of the year, according to people familiar with the matter. Morgan Stanley has been tapped to lead the offering, with Goldman Sachs Group Inc. also playing a key role, the people said.

◆ Boeing order cancellations outpace new sales for sixth straight month as demand continues to fall.

Boeing customers canceled plans to buy 43 of the manufacturer's troubled 737 Max planes in July as scrapped orders outpaced sales for a sixth consecutive month, the company said Tuesday.

This year through July, Boeing has net negative orders of 836 planes, including aircraft the company took out of its backlog of orders awaiting fulfillment. Boeing routinely removes orders from its running tally when customers are financially strained, among other reasons. The July adjustments trimmed the Chicago-based plane maker's backlog to 4,496 orders. ◆ SoftBank Group posted a $12 billion quarterly profit on Tuesday after reporting historic losses of $13 billion for its last fiscal year.

The recovery is largely down to rising valuations of SoftBank Vision Fund bets like Uber and Slack, which saw their share prices rally during the April to June quarter as U.S. tech stocks soared during the coronavirus pandemic.

The SoftBank Vision Fund, which reported an $18 billion loss last year, recorded an investment gain of $2.8 billion for this quarter.

International Stock Market

◆ Tesla announced a five-for-one stock split on Tuesday evening.

Tesla Inc. is splitting its elevated shares in a 5-for-1 exchange, a move timed to make the stock less expensive for individual investors after the company become the world’s most valuable automaker. Its shares surged on the news in aftermarket trading.

In trading after the market close on Tuesday, Tesla rose as much as 8.4% to $1,490.

◆ Qualcomm stock rises after appeals court tosses FTC antitrust case.

Qualcomm stock rose over 4% on Tuesday after a U.S. Appeals Court overturned the Federal Trade Commission’s 2019 antitrust victory against the the world’s largest smartphone modem chipmaker.

The ruling is the end of a chapter in a saga which saw Qualcomm’s primary businesses, including its lucrative patent licensing business, under fire from regulators around the world. The FTC originally brought the case in 2017.

PrivateEquity

◆ Pandemic slowed private equity fund closings in first half.

Private equity firms are finding it harder to close new funds in the time of social distancing and Zoom meetings.

The number of new private equity funds to reach final closes fell sharply in the first half of the year, with the decline accelerating after the coronavirus pandemic caused states to impose mass lockdowns late in the first quarter. Globally, 552 private equity funds reached their final close in the first half of the year, 31% fewer than in the same period last year, according to data provider Preqin.

◆ As the pandemic struck, a PE firm went on a nursing home buying spree.

Over the past four years, the Portopiccolo Group has quietly built a nursing home portfolio that rivals some of the nation’s largest chains. The Englewood Cliffs, New Jersey-based private equity and investment management firm,acquired its first nursing home in 2016. Portopiccolo and its affiliated companies now own or operate roughly 100 facilities under dozens of different names.

FinancingM&A

◆ Health wellness startup Fitspire raises $220K in pre-seed round.

Delhi-based health and wellness brand Fitspire has raised $200,000 in its pre-seed round led by Nikhil Parmar and Priyanka Madnani, Founders, EasytoPitch, along with Bollywood Singer Sukhbir Singh and other investors. According to a statement released by the company, the new funds will be used to expand the full suite of Fitspire’s product offerings across the nation in the next six months.

◆ Flexible Rent Provider Till Raises $8 Million in Seed Funding to Accelerate Expansion.

Till, a fintech platform that helps renters pay and stay in their homes , today announced that it has closed an $8-million seed funding round led by Route 66 Ventures, MetaProp and NextGen Venture Partners.

Till’s Flexible Rent platform sets renters up for success by creating a customized payment schedule that aligns with their individual cash flow, helping them to become consistent, on-time payers. The analytics-driven platform, which was introduced in April 2020, is expected to cut evictions by as much as 50 percent, helping renters avoid punitive late fees that damage their long-term financial health. Because of the acute issue that Flexible Rent can solve, the platform has already been rolled out to 170 properties comprising 30,000 units in 14 states, and has been adopted by up to 30% of renters at some of these properties.

◆ Pattern, a Salt Lake City, UT-based global ecommerce business solutions provider, closed its a $52M first round of funding.The round was co-led by Ainge Advisory and KSV Global.

The company intends to use the funds to continue developing tools to make decisions based on real-time data.

Pattern uses its proprietary technology and data-driven insights to help brands gain profitable ecommerce growth on both their own websites as well as on global marketplaces such as Amazon, Walmart, eBay, Google, Tmall, JD, and MercadoLibre. The company, which has more than 400 employees across 18 global locations, serves such brands as Nestle, Panasonic, Zebra, and Skechers, among others.

Hudge Fund

◆ Rhenman & Partners Asset Management saw its global equity hedge fund tumble in July, as losses in energy and financials positions outweighed gains in information technology stocks.

The Rhenman Global Opportunities Fund - a long/short global equity hedge fund strategy which trades across sectors, with a focus on value-oriented companies - shed 3 per cent in its main SEK-denominated share class last month. Its euro share class meanwhile fell 1.64 per cent.IT names generated positive contributions in July.

Monthly returns were ultimately hamstrung by losses in bets on Chevron and ExxonMobil, the firm said in a performance update this week, with the latter registering its biggest ever quarterly loss.

Five months of negative performance out of seven this year has left the Rhenman Global Opportunities Fund down more than 21 per cent in 2020 overall.

Real Estate Market

◆Goldman closes Colony RE preferred equity deal.

Goldman Sachs Asset Management has made a preferred equity investment from its latest real estate fund – Vintage Real Estate Partners II, which closed in May on $2.75bn.The New York-headquartered firm has invested $200 million into a portfolio of five underlying investments managed by affiliates of Colony Capital subsidiary Colony Credit Real Estate.

The portfolio comprises four co-investments and one industrial distribution facility leased to a national grocery chain. CLNC can draw down up to $29 million in additional commitments for future allocation to the portfolio.

◆ A prime real estate opportunity for secondaries buyers.

The real estate secondaries market has been one of the losers of 2020 – so far. Only 25 percent of secondaries buyers expressed an appetite for the asset class, making it the least desired out of 10 strategies surveyed, according to Evercore’s half-year report.

Coronavirus has caused the market to split between highly prized assets such as data centers, which sometimes price at a premium, and those such as retail and hospitality, which are deeply discounted. Within this, there are many nuances based on sector, location and circumstances that those with the right information will be able to take advantage of.

Panademic News

According to data from Johns Hopkins University in the United States, the cumulative number of confirmed cases of new coronary pneumonia worldwide has exceeded 2017 million, with nearly 740,000 deaths, along with a total of 5.13 million cases in the United States.

In New Zealand, Prime Minister Jacinda Ardern said she would delay the general election process after the country reported its first cases on Tuesday, after 102 days without any local transmissions.

Putin claims Russia has registered the world’s first coronavirus vaccine, says his daughter has taken it.

Russia’s sovereign wealth fund, the Russian Direct Investment Fund (RDIF), said Tuesday that there had been “considerable interest” from abroad.

“We have received preliminary applications for over 1 billion doses of the vaccine from 20 countries. Along with our foreign partners, we are already prepared to manufacture over 500 million doses of vaccine per year in five countries, and the plan is to ramp-up production capacity even higher,” the wealth fund said in a statement.返回基金排名,查看更多

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