Airbnb Inc (UA)NASDAQ: ABNB) tau muaj qhov nyuaj heev rau xyoo 2022 thiab hmoov tsis zoo, xyoo tom ntej tsis zoo li yuav zoo ib yam - uas yog raws li tus kws tshuaj ntsuam Morgan Stanley.
Airbnb Tshuag yuav txuas ntxiv mus
Brian Nowak txo qis lub tuam txhab qiv nyiaj so haujlwm tag kis no mus rau "qis dua" thiab hais tias cov khoom lag luam tuaj yeem nqis mus ntxiv rau $ 80 - qis dua 15% ntawm no.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Nws ntseeg hais tias kev loj hlob yuav qeeb los ntawm qhov no mus rau sab nraud vim Airbnb tseem tab tom loj hlob raws li kev lag luam.
Airbnb qhov kev xav tau rau pem hauv ntej tau yog qhov kev sib cav tseem ceeb txij li IPO thiab peb cov khoom tshiab thiab cov neeg nyob sib sib zog nqus dhia hais lus rau kev loj hlob ntawm lub taub hau.
Los ntawm 2018 txog 2022, Nasdaq-cov npe lag luam tau nce cov npe ntawm kwv yees li 12%. Tab sis tus kws tshuaj ntsuam Morgan Stanley cia siab tias qhov kev loj hlob yuav zaum ntawm 7.0% lossis tsawg dua los ntawm 2025. Rau lub xyoo, Airbnb cov ntaub ntawv poob 50% ntawm kev sau ntawv.
Nowak nteg tawm rooj plaub thiab
Nowak kuj tau tshaj tawm "cov ntaub ntawv dais" uas pom cov khoom lag luam poob ntxiv rau $ 60 ib feem. Ntau qhov txaus ntshai, nws hais tias muaj qhov txaus ntshai tshaj qhov nruab nrab ntawm qhov kev ua si vim tias qhov kev ntsuas no tsuas yog nyob ntawm qhov sib piv ntau rau cov phooj ywg xws li Booking Holdings. Daim ntawv nyeem:
Peb tus qauv rau decelerating mov hais txog yuav ua li cas nws tseem ceeb heev rau Airbnb los tsav kev thov kev loj hlob los ntawm ntau dua nyob thiab/los yog ntau hmo muaj nyob rau hauv ib daim ntawv teev.
Tus kws tshuaj ntsuam yog dovish ntawm Airbnb Tshuag tseem vim nws tsis pom zoo nrog qhov kev pom zoo tias tus nqi nyob yuav ntaus 44% los ntawm 2025. Tam sim no nws tau hu rau 8.0% kev loj hlob hauv EBITDA xyoo tom ntej thiab 14% hauv 2024.
Lub hli dhau los, Airbnb qhia Q3 muaj zog tab sis txo qis kev taw qhia rau lub quarter thib plaub.
Tau qhov twg los: https://invezz.com/news/2022/12/07/dont-buy-airbnb-stock-for-2023-morgan-stanley/