Carvana Shares Plunge ntawm Peb Lub Hlis poob, Cov kws tshuaj ntsuam ceeb toom

(Bloomberg) - Cov phab ntsa tau kaw nyob rau hauv online siv-tsheb neeg lag luam Carvana Co., uas nws poob siab rau peb lub hlis twg cov txiaj ntsig tau xa cov khoom lag luam mus rau lub caij nplooj zeeg hnub Friday thiab ua rau muaj kev ceeb toom los ntawm cov kws tshuaj ntsuam, nrog JPMorgan cuam tshuam qhov hnyav tshaj plaws.

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Ib lub sij hawm hedge fund darling cov nuj nqis siab qhia tau hais tias tsis muaj qhov muaj txiaj ntsig zoo nyob hauv Tshuag, JPMorgan tus kws tshuaj ntsuam Rajat Gupta tau sau rau hauv tsab ntawv rau cov neeg siv khoom, ntxiv tias nws kwv yees lub tuam txhab "nyiaj ntsuab" kom kav mus txog rau thaum xaus ntawm lub xyoo no. . Yog tias Carvana coj mus rau ib nrab ntawm nws cov peev txheej vaj tsev, qhov ntawd yuav coj nws cov nyiaj mus rau lwm xyoo, Gupta tau hais.

Shares ntawm lub tuam txhab poob ntau npaum li 21% rau $ 7.93 rau hnub Friday, qhov poob loj tshaj plaws txij li Lub Kaum Ob Hlis 7, tom qab cov neeg muag khoom muaj teeb meem tau tshaj tawm qhov kev poob ntau dua li cov kws tshuaj ntsuam tau kwv yees. Cov khoom lag luam tau nyob rau hauv kev sib tw qus xyoo no, nce ntau dua 110% txog rau hnub Thursday thaum muaj kev nce siab hauv qhov kev xav ntawm lub khw. Txawm hais tias hnub Friday muag tawm cov khoom lag luam tseem nce 77% hauv 2023, rov qab los ntawm kev puas tsuaj 98% poob xyoo tas los.

Txawm hais tias cov kev sib tw ntawm kev lag luam tsheb siv - qhov twg cov nqi tau pib poob sai tom qab nce mus rau kiv taub hau thaum lub xyoo muaj kev sib kis - tseem nyuaj rau kev taug kev, Carvana qhov teeb meem tseem ceeb tseem yog nws cov nuj nqis loj.

"Tus ntxhw nyob hauv chav yog $ 600 lab ntawm kev khiav-tus nqi paj laum nrog kev tswj xyuas qhia tias lawv txaus siab ntxiv ntau dua yog tias xav tau rau cov nyiaj tau los ntawm cov nyiaj tau los nyob ze rau nruab nrab," JPMorgan's Gupta ntxiv.

Lub tuam txhab, uas muaj kev lag luam tus nqi kwv yees li $ 1.5 nphom, muaj tag nrho cov nuj nqis ntawm $ 8.1 nphom thiab nyiaj ntsuab txog $ 316 lab, raws li cov ntaub ntawv sau los ntawm Bloomberg. Lub caij no, kev lag luam yuav tsum nyob twj ywm nruj, uas txhais tau hais tias qhov kev thov yuav tseem muaj pob zeb, vim tias cov neeg siv khoom tau ceev faj thaum muaj kev txhawj xeeb txog kev lag luam kev lag luam, cov paj laum siab thiab cov khoom lag luam nplaum.

Lub quarter thib plaub "tsis tau muab cov pov thawj slam-dunk tsis lees paub cov ntaub ntawv pov thawj kev lag luam, tab sis kev tswj hwm tseem muaj suab ntseeg tias cov peev nyiaj ntxiv yuav tsis tsim nyog," Piper Sandler tus kws tshuaj ntsuam Alexander Potter tau hais, txawm hais tias tau sau tseg tias Carvana tau qhia qee qhov qhia txog kev nce qib, suav nrog txo cov nqi khiav haujlwm. .

(Hloov kho qhov twg ntawm qhov poob ntawm cov nqi sib koom hauv kab ntawv xov xwm thiab kab lus thib peb.)

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