Amazon Cov Nyiaj Tau Los Loj Miss ™ tau ua rau lub khw muag khoom hnub Friday, xa Nasdaq mus rau 4% downwards tailspin. Amazon tsab ntawv tshaj tawm kuj tau teeb tsa tsawg kawg ib tus kws tshuaj ntsuam xav paub txog dab tsi Amazon cov xov xwm tsis zoo yuav tshwm sim rau Shopify (KAV) thaum nws tshaj tawm nws cov nyiaj tau los Q1 rau hnub Thursday, Tsib Hlis 5.
Nkag mus rau Q1 cov txiaj ntsig, tsawg kawg feem ntau cov kws tshuaj ntsuam tsis tau kwv yees qhov poob rau Shopify. Kev pom zoo lub hom phiaj qhia tias cov lag luam e-lag luam loj yuav tau txais txiaj ntsig lub quarter dhau los - txog $ 0.99 ib feem, ntawm kev muag khoom ntawm $ 1.6 billion - pab los ntawm qhov tseeb tias Shopify tsis ua qhov yuam kev ntawm kev nqis peev hauv cov tuam txhab tsheb hluav taws xob overvalued.
Thiab tseem, tsawg kawg yog ib tus kws tshuaj ntsuam zoo li tsis txaus ntseeg los ntawm Amazon cov txiaj ntsig, thiab los ntawm qhov tsis muaj zog hauv khw muag khoom feem ntau, tias nws txiav nws lub hom phiaj ntawm Shopify ze li ntawm ib nrab, mus txog $ 550.
Hais txog Sensor Ntauwd cov ntaub ntawv, Deutsche Bank tus kws tshuaj ntsuam Bhavin Shah ceeb toom tias kev loj hlob txhua xyoo hauv cov neeg siv txhua hli ntawm Shopify app siv los ntawm cov tub lag luam "txo qis dua" hauv Q1, thiab xws li "kev cia siab pom zoo yuav zoo li siab heev" rau Shopify daim ntawv tshaj tawm lub lim tiam no.
Ib yam li ntawd, Shah kwv yees tag nrho cov khoom ntim kom loj hlob tsuas yog 20% y / y (rau $ 44.8 billion), thiab tsis yog 25% raws li lwm cov kws tshuaj ntsuam kwv yees. Cov tub lag luam yog "pom pom kev loj hlob qeeb," ceeb toom Shah, raws li cov khoom lag luam teeb meem cuam tshuam kev muag khoom muag, thiab raws li cov neeg siv khoom hloov pauv ntawm kev yuav khoom mus rau kev yuav khoom, tom qab-Covid. Hais txog ntau dua Sensor Tower cov ntaub ntawv hauv kev txhawb nqa ntawm qhov kev tshawb fawb no, Shah ntxiv tias cov neeg siv txhua hli ntawm cov neeg siv khoom ntsib ShopApp zoo li tau poob qis los ntawm 9% raws li hauv Q1, piv rau Q4 2021.
Saib kom deb dua, Shah kuj pom cov teeb meem ntxiv thaum lub xyoo hnav, kwv yees Shopify yuav raug kev txom nyem "kev nyuaj siab ntxiv [ntawm cov nyiaj tau los] thoob plaws hauv lub xyoo."
Muab qhov phem npaum li cas ntawm qee tus lej yuav zoo li (tsawg kawg yog txheeb ze rau qhov kev cia siab), thiab yuav ua li cas rau lub xyoo tas los tseem tuaj yeem tsis muaj zog nyob rau hauv lub teeb ntawm cov npoo siab, Shah yog qhov kev xav tias thaum kev tswj hwm muab kev taw qhia ntawm lub lim tiam no tsab ntawv ceeb toom, nws yuav hais txog "kev tawm tswv yim zoo." Qhov ntawd yog hais tias, Shopify yuav wax eloquent ntawm nws txoj kev lag luam mus zoo npaum li cas thiab cov kauj ruam twg nws tab tom ua kom loj hlob ntawm kev lag luam yav tom ntej (xws li cov lus xaiv yuav los ntawm kev yuav khoom vaj khoom tsev-lub teeb ua tiav tus neeg xa khoom rau ntau dua $ 2 billion). Tus kws tshuaj ntsuam tsis tau, txawm li cas los xij, cia siab tias Shopify kev tswj hwm yuav nthuav tawm cov kev muag khoom tshwj xeeb lossis cov nyiaj tau los rau lub xyoo no.
Tshwj tsis yog tias thiab txog rau thaum Shopify ua pov thawj nws tsis yog qhov ntawd, yog li ntawd, Shah nyob rau sab nraud, thiab ntsuas Shopify cov khoom lag luam tsuas yog "tuav," txawm tias nws lub hom phiaj $ 550 tus nqi, uas txhais tau hais tias ~ 24% upside peev xwm. (Saib Shah's track record, nias ntawm no)
Lub Deutsche Bank saib yuav dhau los ua kev saib xyuas ntawm Shopify - tus nqi nruab nrab ntawm lub hom phiaj ntawm $ 923.41 qhia txog ~ 110% upside ntawm tus nqi tam sim no ntawm $ 443.35. (Saib SHOP Tshuag kwv yees ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/shopify-stock-may-worth-550-163007537.html