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Shibing
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2021-12-04
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2021-10-30
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Amazon and Apple warn of supply chain issues<blockquote>亚马逊和苹果警告供应链问题</blockquote>
(CNN Business)Even Amazon and Apple are grappling with the global supply chain crunch. Both companie
Amazon and Apple warn of supply chain issues<blockquote>亚马逊和苹果警告供应链问题</blockquote>
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Shibing
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2021-09-28
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2021-09-27
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Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>
Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t
Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>
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Shibing
Shibing
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2021-09-24
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2021-09-23
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EngageSmart opens for trading at $37, up about 43.6% from IPO price<blockquote>EngageSmart开盘价为37美元，较IPO价格上涨约43.6%</blockquote>
(Sept 23) EngageSmart Inc. opens for trading at $37, up about 43.6% from IPO price. Company Braintr
EngageSmart opens for trading at $37, up about 43.6% from IPO price<blockquote>EngageSmart开盘价为37美元，较IPO价格上涨约43.6%</blockquote>
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Shibing
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2021-09-22
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2021-09-21
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U.S. Stock Futures Advance, Airline shares, Carnival stocks rally<blockquote>美国股指期货上涨，航空股、嘉年华股上涨</blockquote>
(Update: Sept 20, 2021 at 04:49 a.m. ET) (Sept 21) U.S. Stock Futures Advance, Airline shares, Carni
U.S. Stock Futures Advance, Airline shares, Carnival stocks rally<blockquote>美国股指期货上涨，航空股、嘉年华股上涨</blockquote>
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Shibing
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2021-09-20
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3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>
Here are three healthcare stocks as nominees for a quick double in 2021.
3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>
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2021-09-16
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3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>
Here are three healthcare stocks as nominees for a quick double in 2021.
3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>
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It posted net sales of $110.8 billion, up 15% from the same period a year earlier, but below analyst projections of $111.6 billion. Net income for the quarter decreased from the prior year to $3.2 billion, well short of the $4.6 billion analysts expected.</p><p><blockquote>截至9月30日的三个月，亚马逊的销售额和利润均未达到华尔街的预期，这对于这家互联网巨头来说是罕见的。该公司公布的净销售额为1108亿美元，比去年同期增长15%，但低于分析师预测的1116亿美元。该季度净利润较上年同期下降至32亿美元，远低于分析师预期的46亿美元。</blockquote></p><p> Amazon CEO Andy Jassy warned in a statement that, in the upcoming fourth quarter, the company's consumer business expects to incur several billion dollars of additional costs. Those costs, he said, come \"as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season.\"</p><p><blockquote>亚马逊首席执行官安迪·贾西在一份声明中警告称，在即将到来的第四季度，该公司的消费者业务预计将产生数十亿美元的额外成本。他说，这些成本是“当我们应对劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加时产生的，同时尽一切努力最大限度地减少这个假期对客户和销售合作伙伴的影响。”</blockquote></p><p> Apple posted quarterly sales of $83.4 billion, slightly lower than analysts had anticipated. iPhone sales were lower than analyst forecasts, too, coming in at $38.9 billion.</p><p><blockquote>苹果公布季度销售额为834亿美元，略低于分析师预期。iPhone销售额也低于分析师预期，为389亿美元。</blockquote></p><p> In a conference call with analysts after reporting the results, CEO Tim Cook focused on the fact that Apple managed to post a quarterly sales record despite the supply constraints. \"Demand was very robust,\" he said, but he also noted that \"larger-than-expected supply constraints,\" including silicon shortages and a \"related manufacturing disruption,\" had a $6 billion negative impact on the business.</p><p><blockquote>在公布业绩后与分析师举行的电话会议中，首席执行官蒂姆·库克重点谈到了这样一个事实：尽管供应受到限制，苹果仍设法创下了季度销售记录。“需求非常强劲，”他说，但他也指出，“超出预期的供应限制”，包括硅短缺和“相关的制造中断”，对该业务产生了60亿美元的负面影响。</blockquote></p><p> Amazon's (AMZN) stock fell as much as 5% and Apple (AAPL) shares fell more than 4% in after-hours trading Thursday.</p><p><blockquote>周四盘后交易中，亚马逊(AMZN)股价下跌5%，苹果(AAPL)股价下跌超过4%。</blockquote></p><p> Supply chain disruptions and staffing issues caused by the pandemic have escalated in recent months, hitting a wide range of industries. Several retailers, manufacturers and economists have warned that global supply chain constraints will lead to not only fewer discounts during the holidays this year but also result in a potential dearth of products on store shelves.</p><p><blockquote>近几个月来，疫情造成的供应链中断和人员配备问题不断升级，影响了广泛的行业。多家零售商、制造商和经济学家警告称，全球供应链限制不仅会导致今年假期折扣减少，还可能导致商店货架上的产品短缺。</blockquote></p><p> Apple has built up a sophisticated supply chain over the years for its various hardware products, and Amazon has developed an advanced logistics operation for deliveries. The supply concerns are also dragging into important periods for both companies: for Amazon, the all-important holiday shopping season, and for Apple, the launch of several new products, including its iPhone 13 lineup.</p><p><blockquote>多年来，苹果为其各种硬件产品建立了复杂的供应链，亚马逊也开发了先进的送货物流业务。供应担忧也将两家公司拖入了重要时期：对于亚马逊来说，这是最重要的假日购物季；对于苹果来说，这是几款新产品的推出，包括iPhone 13系列。</blockquote></p><p> Amazon previously warned that the second half of 2021 could bring slower growth compared to last year because more people were returning to in-person shopping versus online ordering as vaccines rolled out. And things don't appear to be looking up just yet. Amazon is now projecting much slower-than-usual growth for the final three months of the year.</p><p><blockquote>亚马逊此前警告称，与去年相比，2021年下半年的增长可能会放缓，因为随着疫苗的推出，越来越多的人回归面对面购物而不是在线订购。事情似乎还没有好转。亚马逊目前预计今年最后三个月的增长将比平时慢得多。</blockquote></p><p> Apple declined to provide revenue guidance for the December quarter, \"given the continued uncertainty around the world in the near term,\" CFO Luca Maestri said during the company's earnings call Thursday. \"We estimate the impact from supply constraints will be larger during the December quarter. Despite this challenge, we are seeing high demand for our products,\" he said.</p><p><blockquote>苹果首席财务官卢卡·马埃斯特里(Luca Maestri)在周四的公司财报看涨期权上表示，“鉴于短期内全球持续存在不确定性”，拒绝提供12月份季度的收入指引。“我们估计，在12月季度，供应限制的影响将会更大。尽管面临这一挑战，但我们看到对我们产品的需求很高，”他说。</blockquote></p><p></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>Amazon and Apple warn of supply chain issues<blockquote>亚马逊和苹果警告供应链问题</blockquote></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\">\nAmazon and Apple warn of supply chain issues<blockquote>亚马逊和苹果警告供应链问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-10-30 08:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(CNN Business)Even Amazon and Apple are grappling with the global supply chain crunch.</p><p><blockquote>（CNN商业）就连亚马逊和苹果也在努力应对全球供应链紧缩。</blockquote></p><p> Both companies reported revenue results on Thursday that fell short of Wall Street analysts' expectations and warned that supply chain issues could weigh on business in the December quarter.</p><p><blockquote>两家公司周四公布的营收业绩均低于华尔街分析师的预期，并警告称，供应链问题可能会给12月季度的业务带来压力。</blockquote></p><p> Amazon missed Wall Street projections for both sales and profit for the three months ended September 30 — a rare miss for the internet giant. It posted net sales of $110.8 billion, up 15% from the same period a year earlier, but below analyst projections of $111.6 billion. Net income for the quarter decreased from the prior year to $3.2 billion, well short of the $4.6 billion analysts expected.</p><p><blockquote>截至9月30日的三个月，亚马逊的销售额和利润均未达到华尔街的预期，这对于这家互联网巨头来说是罕见的。该公司公布的净销售额为1108亿美元，比去年同期增长15%，但低于分析师预测的1116亿美元。该季度净利润较上年同期下降至32亿美元，远低于分析师预期的46亿美元。</blockquote></p><p> Amazon CEO Andy Jassy warned in a statement that, in the upcoming fourth quarter, the company's consumer business expects to incur several billion dollars of additional costs. Those costs, he said, come \"as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season.\"</p><p><blockquote>亚马逊首席执行官安迪·贾西在一份声明中警告称，在即将到来的第四季度，该公司的消费者业务预计将产生数十亿美元的额外成本。他说，这些成本是“当我们应对劳动力供应短缺、工资成本增加、全球供应链问题以及运费和运输成本增加时产生的，同时尽一切努力最大限度地减少这个假期对客户和销售合作伙伴的影响。”</blockquote></p><p> Apple posted quarterly sales of $83.4 billion, slightly lower than analysts had anticipated. iPhone sales were lower than analyst forecasts, too, coming in at $38.9 billion.</p><p><blockquote>苹果公布季度销售额为834亿美元，略低于分析师预期。iPhone销售额也低于分析师预期，为389亿美元。</blockquote></p><p> In a conference call with analysts after reporting the results, CEO Tim Cook focused on the fact that Apple managed to post a quarterly sales record despite the supply constraints. \"Demand was very robust,\" he said, but he also noted that \"larger-than-expected supply constraints,\" including silicon shortages and a \"related manufacturing disruption,\" had a $6 billion negative impact on the business.</p><p><blockquote>在公布业绩后与分析师举行的电话会议中，首席执行官蒂姆·库克重点谈到了这样一个事实：尽管供应受到限制，苹果仍设法创下了季度销售记录。“需求非常强劲，”他说，但他也指出，“超出预期的供应限制”，包括硅短缺和“相关的制造中断”，对该业务产生了60亿美元的负面影响。</blockquote></p><p> Amazon's (AMZN) stock fell as much as 5% and Apple (AAPL) shares fell more than 4% in after-hours trading Thursday.</p><p><blockquote>周四盘后交易中，亚马逊(AMZN)股价下跌5%，苹果(AAPL)股价下跌超过4%。</blockquote></p><p> Supply chain disruptions and staffing issues caused by the pandemic have escalated in recent months, hitting a wide range of industries. Several retailers, manufacturers and economists have warned that global supply chain constraints will lead to not only fewer discounts during the holidays this year but also result in a potential dearth of products on store shelves.</p><p><blockquote>近几个月来，疫情造成的供应链中断和人员配备问题不断升级，影响了广泛的行业。多家零售商、制造商和经济学家警告称，全球供应链限制不仅会导致今年假期折扣减少，还可能导致商店货架上的产品短缺。</blockquote></p><p> Apple has built up a sophisticated supply chain over the years for its various hardware products, and Amazon has developed an advanced logistics operation for deliveries. The supply concerns are also dragging into important periods for both companies: for Amazon, the all-important holiday shopping season, and for Apple, the launch of several new products, including its iPhone 13 lineup.</p><p><blockquote>多年来，苹果为其各种硬件产品建立了复杂的供应链，亚马逊也开发了先进的送货物流业务。供应担忧也将两家公司拖入了重要时期：对于亚马逊来说，这是最重要的假日购物季；对于苹果来说，这是几款新产品的推出，包括iPhone 13系列。</blockquote></p><p> Amazon previously warned that the second half of 2021 could bring slower growth compared to last year because more people were returning to in-person shopping versus online ordering as vaccines rolled out. And things don't appear to be looking up just yet. Amazon is now projecting much slower-than-usual growth for the final three months of the year.</p><p><blockquote>亚马逊此前警告称，与去年相比，2021年下半年的增长可能会放缓，因为随着疫苗的推出，越来越多的人回归面对面购物而不是在线订购。事情似乎还没有好转。亚马逊目前预计今年最后三个月的增长将比平时慢得多。</blockquote></p><p> Apple declined to provide revenue guidance for the December quarter, \"given the continued uncertainty around the world in the near term,\" CFO Luca Maestri said during the company's earnings call Thursday. \"We estimate the impact from supply constraints will be larger during the December quarter. Despite this challenge, we are seeing high demand for our products,\" he said.</p><p><blockquote>苹果首席财务官卢卡·马埃斯特里(Luca Maestri)在周四的公司财报看涨期权上表示，“鉴于短期内全球持续存在不确定性”，拒绝提供12月份季度的收入指引。“我们估计，在12月季度，供应限制的影响将会更大。尽管面临这一挑战，但我们看到对我们产品的需求很高，”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/10/28/tech/amazon-apple-earnings-supply-chain/index.html\">CNN</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2021/10/28/tech/amazon-apple-earnings-supply-chain/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185142327","content_text":"(CNN Business)Even Amazon and Apple are grappling with the global supply chain crunch.\nBoth companies reported revenue results on Thursday that fell short of Wall Street analysts' expectations and warned that supply chain issues could weigh on business in the December quarter.\nAmazon missed Wall Street projections for both sales and profit for the three months ended September 30 — a rare miss for the internet giant. It posted net sales of $110.8 billion, up 15% from the same period a year earlier, but below analyst projections of $111.6 billion. Net income for the quarter decreased from the prior year to $3.2 billion, well short of the $4.6 billion analysts expected.\nAmazon CEO Andy Jassy warned in a statement that, in the upcoming fourth quarter, the company's consumer business expects to incur several billion dollars of additional costs. Those costs, he said, come \"as we manage through labor supply shortages, increased wage costs, global supply chain issues, and increased freight and shipping costs — all while doing whatever it takes to minimize the impact on customers and selling partners this holiday season.\"\nApple posted quarterly sales of $83.4 billion, slightly lower than analysts had anticipated. iPhone sales were lower than analyst forecasts, too, coming in at $38.9 billion.\nIn a conference call with analysts after reporting the results, CEO Tim Cook focused on the fact that Apple managed to post a quarterly sales record despite the supply constraints. \"Demand was very robust,\" he said, but he also noted that \"larger-than-expected supply constraints,\" including silicon shortages and a \"related manufacturing disruption,\" had a $6 billion negative impact on the business.\nAmazon's (AMZN) stock fell as much as 5% and Apple (AAPL) shares fell more than 4% in after-hours trading Thursday.\nSupply chain disruptions and staffing issues caused by the pandemic have escalated in recent months, hitting a wide range of industries. Several retailers, manufacturers and economists have warned that global supply chain constraints will lead to not only fewer discounts during the holidays this year but also result in a potential dearth of products on store shelves.\nApple has built up a sophisticated supply chain over the years for its various hardware products, and Amazon has developed an advanced logistics operation for deliveries. The supply concerns are also dragging into important periods for both companies: for Amazon, the all-important holiday shopping season, and for Apple, the launch of several new products, including its iPhone 13 lineup.\nAmazon previously warned that the second half of 2021 could bring slower growth compared to last year because more people were returning to in-person shopping versus online ordering as vaccines rolled out. And things don't appear to be looking up just yet. Amazon is now projecting much slower-than-usual growth for the final three months of the year.\nApple declined to provide revenue guidance for the December quarter, \"given the continued uncertainty around the world in the near term,\" CFO Luca Maestri said during the company's earnings call Thursday. \"We estimate the impact from supply constraints will be larger during the December quarter. Despite this challenge, we are seeing high demand for our products,\" he said.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862089975,"gmtCreate":1632817548197,"gmtModify":1632817548385,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862089975","repostId":"2170624172","repostType":4,"isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866995549,"gmtCreate":1632719027981,"gmtModify":1632798313176,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"F","listText":"F","text":"F","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866995549","repostId":"2170488786","repostType":4,"repost":{"id":"2170488786","kind":"news","pubTimestamp":1632685409,"share":"https://www.laohu8.com/m/news/2170488786?lang=zh_CN&edition=full","pubTime":"2021-09-27 03:43","market":"other","language":"en","title":"Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170488786","media":"Yahoo Finance","summary":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race t","content":"<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Debt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote></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\">\nDebt ceiling debates in Congress, consumer confidence: What to know this week<blockquote>国会债务上限辩论、消费者信心：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-09-27 03:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the ...</p><p><blockquote><div>投资者本周将密切关注华盛顿特区的事态发展，因为议员们竞相通过立法，以避免政府在本月底关闭，并就提高...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7e749e88d2580d292ffc6ae18d03b65","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust"},"source_url":"https://finance.yahoo.com/news/debt-ceiling-debates-in-congress-consumer-confidence-what-to-know-this-week-194329712.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170488786","content_text":"Investors this week are set to closely monitor developments in Washington, D.C., as lawmakers race to pass legislation to avoid a government shutdown by the end of the month and debate raising the debt ceiling. Elsewhere, economic data on consumer confidence is also due for release.\nThe Senate is expected to vote Monday on a procedural motion over the legislation passed by the House of Representatives last week. That bill included a plan to temporarily fund the government through early December, and came alongside a measure to raise the government debt ceiling through December 2022.\nThe latter point has been an area of contention for Senate Republicans, who are only narrowly outnumbered by Democratic lawmakers in both chambers and who have threatened to block the bill in its current form.\nSenate Republicans including Minority Leader Mitch McConnell have suggested that Democratic lawmakers should use the budget reconciliation process to raise the debt ceiling without Republican support. McConnell has, however, supported a short-term government funding bill that excludes a debt ceiling suspension.\n\"If they [the Democrats] want to tax, borrow and spend historic sums of money without our input, they’ll have to raise the debt limit without our help. This is the reality,” McConnell said on the Senate floor last week.\nDemocratic lawmakers, for their part, have called for the move to raise the debt limit be bipartisan to prevent the government from defaulting on its obligations. The Treasury Department has warned that the U.S. could default on its debts as soon as October in absence of congressional action.\n\"The U.S. has always paid its bills on time, but the overwhelming consensus among economists and Treasury officials of both parties is that failing to raise the debt limit would produce widespread economic catastrophe,\" Treasury Secretary Janet Yellen wrote in an op-ed in the Wall Street Journal last week.\nFederal Reserve Chair Jerome Powell also warned of the consequences of a failure to raise the debt ceiling during his post-FOMC meeting press conference last week.\n\"It's just very important that the debt ceiling be raised in a timely fashion so that the United States can pay its bills when and as they come due. That's a critically important thing,\" he said. \"The failure to do that is something that could result in severe reactions, severe damage to the economy and to the financial markets ... no one should assume that the Fed or anyone else can protect the markets or the economy in the event of a failure.\"\nA dead Elm tree is removed on the West Front of the Capitol in Washington, Friday, Sept. 10, 2021. (AP Photo/J. Scott Applewhite)ASSOCIATED PRESS\nAmid the standoff, the Office of Management and Budget began warning federal agencies last week to prepare for a potential government shutdown. The reminder served as a standard warning one week out from Congress's deadline to reach an agreement to at least temporarily continue funding the government.\nThough leaders of both political parties have agreed that a continuing resolution to avoid the shutdown at the end of the month is needed, the ongoing tension over raising the debt limit has served as a potential roadblock in this effort.\n\"We still expect Congress to avert a partial government shutdown at the start of October. Republicans won’t vote for the current continuing resolution being touted by the Democratic leadership, which also includes a new debt ceiling suspension,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note Friday. \"But we expect a Plan B to emerge next week with the latter stripped out, which Republicans will support.\"\n\"The bigger issue is that there doesn’t appear to be an easy path to raising the debt ceiling by mid-October, which is when estimates suggest the Treasury’s will exhaust the 'extraordinary measures it is currently using to keep the lights on,\" he added.\nInvestors have also grown jittery as the debates wore on, with stocks posting their worst day since May last week amid a confluence of concerns that also included debt concerns with China Evergrande.\nMany strategists, however, have suggested market participants need not be overly concerned about the impacts of a potential government shutdown.\n\"Historically, we've seen that government shutdowns tend to be short-lived,\" Jordan Jackson, JPMorgan Asset Management global market strategist, told Yahoo Finance Live on Friday. \"We also know that for those non-essential federal employees, they do get furlough pay as well.\"\n\"If it lasts more than 30 days, it's certainly going to have a bigger impact on the economy. But generally speaking, these shutdowns tend to be short-lived and markets — while they may correct in the short-term — they do sort of continue to grind higher,\" he added. \"I think it's certainly a risk in terms of a short-term mini correction there. But again, with all the liquidity out there, I think any sort of blip in the markets will be short-lived.\"\nHistorical equity performance during and immediately following a government shutdown has also tended to point to a muted market impact.\n\"In the 14 government shutdowns since 1980, the S&P 500 generated median returns of -0.1% on the dates of budget authority expiration, 0.1% during the shutdown periods, and 0.3% on the dates of resolution,\" David Kostin, Goldman Sachs chief equity strategist, wrote in a note published on Sept. 21.\n\"One notable exception was the most recent federal shutdown in December 2018, when the S&P 500 fell 2% on the spending authority expiration date,\" he added. \"However, this decline was likely driven primarily by investor concerns about Fed tightening.\"\nKostin also noted that the typical government shutdown since 1980 has only lasted three days before ultimately being resolved. More recent shutdowns have lasted several times longer, however, with the duration of the four most recent federal shutdowns averaging 18 days, Kostin said.\nConsumer confidence\nOn the economic data front, one of the most closely watched new pieces of data will be on consumer confidence.\nThe Conference Board is set to release its September consumer confidence index Tuesday morning. Economists expect the index to tick up only slightly compared to August, with consumers' views on the coronavirus and rising prices stabilizing near the lowest level since February.\nSpecifically, consensus economists are looking for the index to rise to 115.0 in September after dropping to 113.8 in August. During the last monthly report, consumers' assessments of current business and labor market conditions both eased, and expectations for the next six months out also deteriorated.\n\"Consumer confidence fell to a six-month low in August, due to concerns around the Delta variant and inflation,\" wrote Bank of America economist Michelle Meyer in a note on Friday. \"We think these concerns largely remained in September.\"\nAt the time, Lynn Franco, senior director of economic indicators at the Conference Board, said it was still \"too soon to conclude\" whether decline in consumer confidence would \"result in consumers significantly curtailing their spending in the months ahead.\"\nThe latest spending data has also been equivocal. The Commerce Department's latest report showed retail sales rose 0.7% in August after declining in July. However, the categories posting the biggest declines were areas like e-commerce shops and grocery stores, suggesting consumer behavior was shifting back toward stay-in-place trends and away from in-person events like restaurant dining amid the latest wave of the coronavirus.\nEconomic calendar\n\nMonday: Durable goods orders, August preliminary (0.6% expected, -0.1% in July); Durable goods excluding transportation, August preliminary (0.5% expected, 0.8% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.3% expected, 0.1% in July); Non-defense capital goods orders excluding aircraft, August preliminary (0.9% in July); Dallas Fed Manufacturing Activity Index, September (11.0 expected, 9.0 in July)\nTuesday: Advance goods trade balance, August (-$87.0 billion expected, -$86.4 billion in July); Wholesale inventories, month-over-month, August preliminary (0.6% in July); Retail inventories, month-over-month, August (0.4% in July); FHFA House Price Index, month-over-month, July (1.5% expected, 1.6% in July); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (1.62% expected, 1.77% in June); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, July (20.1% expected, 19.08% in June); Conference Board Consumer Confidence Index, September (114.2 expected, 113.8 in August); Richmond Fed Manufacturing Index, September (9 in August)\nWednesday: MBA Mortgage Applications, week ended September 24 (4.9% during prior month); Pending home sales, month-over-month, August (1.0% expected, -1.8% in July)\nThursday: Initial jobless claims, week ended September 25 (320,000 expected, 351,000 during prior week); Continuing claims, week ended September 18 (2.845 million during prior week); GDP annualized, quarter-over-quarter, second-quarter third estimate (6.7% expected, 6.6% in prior estimate); Personal consumption, second-quarter third estimate (11.9% in prior estimate); Core personal consumption expenditures, second quarter third estimate (6.1% in prior estimate); MNI Chicago PMI, September (65.0 expected, 66.8 in August)\nFriday: Personal income, August (0.2% expected, 1.1% in July); Personal spending, August (0.7% expected, 0.3% in July); Personal consumption expenditures core deflator, month-over-over, August (0.2% expected, 0.3% in July); Personal consumption expenditures core deflator, year-over-year, August (3.6% expected, 3.6% in July); Markit manufacturing PMI, September final (60.5 in prior estimate); Construction spending, month-over-month, August (0.3% expected, 0.3% in July); University of Michigan sentiment, September final (71.0 expected, 71.0 in prior print); ISM Manufacturing, September (59.5 expected, 59.9 in August)\n\nEarnings calendar\n\nMonday: Aurora Cannabis (ACB) after market close\nTuesday: Micron Technology (MU) after market close.\nWednesday: No notable reports scheduled for release\nThursday: CarMax (KMX), Bed Bath & Beyond (BBBY) before market open; Jefferies (JEF) after market close\nFriday: No notable reports scheduled for releas","news_type":1,"symbols_score_info":{"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861380860,"gmtCreate":1632457098750,"gmtModify":1632465444190,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861380860","repostId":"2169240695","repostType":4,"isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863484850,"gmtCreate":1632412498970,"gmtModify":1632729778079,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863484850","repostId":"1159478468","repostType":4,"repost":{"id":"1159478468","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632411695,"share":"https://www.laohu8.com/m/news/1159478468?lang=zh_CN&edition=full","pubTime":"2021-09-23 23:41","market":"other","language":"en","title":"EngageSmart opens for trading at $37, up about 43.6% from IPO price<blockquote>EngageSmart开盘价为37美元，较IPO价格上涨约43.6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159478468","media":"Tiger Newspress","summary":"(Sept 23) EngageSmart Inc. opens for trading at $37, up about 43.6% from IPO price.\n\nCompany\nBraintr","content":"<p>(Sept 23) <a href=\"https://laohu8.com/S/ESMT\">EngageSmart Inc.</a> opens for trading at $37, up about 43.6% from IPO price.</p><p><blockquote>（9月23日）<a href=\"https://laohu8.com/S/ESMT\">EngageSmart公司。</a>开盘价为37美元，较IPO价格上涨约43.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/835bc9b4ff09e761852f27f75743b887\" tg-width=\"898\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company</b></p><p><blockquote><b>公司</b></blockquote></p><p> Braintree, Massachusetts-based EngageSmart was founded to develop a platform that improves customer engagement tailored for certain industry verticals.</p><p><blockquote>总部位于马萨诸塞州布伦特里的EngageSmart成立的目的是开发一个平台，提高针对某些垂直行业的客户参与度。</blockquote></p><p> Management is headed by founder and CEO Robert P. Bennett, who has been with the firm since inception and was previously president of Sage Payment Solutions.</p><p><blockquote>管理层由创始人兼首席执行官Robert P.Bennett领导，他自公司成立以来一直在公司工作，此前曾担任Sage Payment Solutions总裁。</blockquote></p><p> The company's primary offerings include:</p><p><blockquote>该公司的主要产品包括：</blockquote></p><p> <ul> <li>SimplePractice - Wellness</li> <li>InvoiceCloud - Government, Utilities and Financial Services</li> <li>HealthPay24 - Healthcare</li> <li>DonorDrive - Non-profit and Corporate Fundraising</li> </ul> EngageSmart has received at least $451 million in equity investment from investors including General Atlantic and Summit Partners.</p><p><blockquote><ul><li>简单实践-健康</li><li>InvoiceCloud–政府、公用事业和金融服务</li><li>HealthPay24-医疗保健</li><li>DonorDrive-非营利和企业筹款</li></ul>EngageSmart已从General Atlantic和Summit Partners等投资者那里获得了至少4.51亿美元的股权投资。</blockquote></p><p> <b>Customer Acquisition</b></p><p><blockquote><b>客户获取</b></blockquote></p><p> The firm pursues both large enterprise customers and SMB customers via its direct sales force and online service.</p><p><blockquote>该公司通过其直销队伍和在线服务追求大型企业客户和中小型企业客户。</blockquote></p><p> As of June 30, 2021, the firm had served over 68,000 clients in the SMB market and more than 3,000 customers in its Enterprise Solutions segment.</p><p><blockquote>截至2021年6月30日，该公司已为中小企业市场的68,000多家客户和企业解决方案领域的3,000多家客户提供服务。</blockquote></p><p> Selling and Marketing expenses as a percentage of total revenue have dropped as revenues have increased, as the figures below indicate:</p><p><blockquote>销售和营销费用占总收入的百分比随着收入的增加而下降，如下图所示：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Selling and Marketing</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>32.4%</p><p><blockquote><td>32.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>33.1%</p><p><blockquote><td>33.1%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>43.1%</p><p><blockquote><td>43.1%</td></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> The Selling and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling and Marketing spend, dropped slightly to 1.1x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和营销效率率（定义为每美元的销售和营销支出产生多少美元的额外新收入）在最近的报告期略有下降至1.1倍，如下表所示：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Selling and Marketing</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>1.1</p><p><blockquote><td>1.1</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>1.3</p><p><blockquote><td>1.3</td></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.</p><p><blockquote>40法则是软件行业的经验法则，只要收入增长率和EBITDA百分比等于或超过40%，公司就处于可接受的增长/EBITDA轨迹上。</blockquote></p><p> ESMT's most recent calculation was 64% as of June 30, 2021, so the firm is performing well in this regard, per the table below:</p><p><blockquote>截至2021年6月30日，ESMT的最新计算结果为64%，因此该公司在这方面表现良好，如下表所示：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Rule of 40</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>40法则</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Calculation</b></p><p><blockquote><td><b>计算</b></td></blockquote></p><p></td> </tr> <tr> <td>Recent Rev. Growth %</p><p><blockquote><tr><td>近期收入增长%</td></tr></blockquote></p><p></td> <td>59%</p><p><blockquote><td>59%</td></blockquote></p><p></td> </tr> <tr> <td>EBITDA %</p><p><blockquote><tr><td>EBITDA%</td></tr></blockquote></p><p></td> <td>5%</p><p><blockquote><td>5%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>64%</p><p><blockquote><td>64%</td></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> The firm's dollar-based net revenue retention rate for the year ended December 31, 2020, was 124%, a strong result.</p><p><blockquote>截至2020年12月31日，该公司以美元计算的净收入保留率为124%，这是一个强劲的业绩。</blockquote></p><p> The dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.</p><p><blockquote>基于美元的净收入保留率指标衡量随着时间的推移，每个客户群产生了多少额外收入，因此超过100%的数字意味着公司随着时间的推移从同一客户群产生了更多收入，表明良好的产品/市场契合度以及高效的销售和营销工作。</blockquote></p><p> <b>Market & Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2021 marketresearch reportby Mordor Intelligence, the global market for customer engagement solutions was an estimated $15.5 billion in 2020 and is forecast to reach $30.9 billion by 2026.</p><p><blockquote>根据Mordor Intelligence的2021年市场研究报告，2020年全球客户参与解决方案市场规模估计为155亿美元，预计到2026年将达到309亿美元。</blockquote></p><p> This represents a forecast CAGR of 12.65% from 2021 to 2026.</p><p><blockquote>这意味着2021年至2026年的预测复合年增长率为12.65%。</blockquote></p><p> The main drivers for this expected growth are a growth in technology solutions to improve the customer journey via any device they use to connect with businesses.</p><p><blockquote>这一预期增长的主要驱动力是技术解决方案的增长，以改善客户通过他们用来与企业联系的任何设备的旅程。</blockquote></p><p> Also, a desire to reduce customer churn rate results in improved business financials and growing valuation.</p><p><blockquote>此外，降低客户流失率的愿望会导致企业财务状况的改善和估值的增长。</blockquote></p><p> Below is a chart showing the variation in customer churn rates in different industries in the U.S. in 2018:</p><p><blockquote>下图显示了2018年美国不同行业客户流失率的变化：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1066adb602d05e4e99630aacf61e1c5\" tg-width=\"1060\" tg-height=\"922\" referrerpolicy=\"no-referrer\">Major competitive or other industry participants include:</p><p><blockquote>主要竞争对手或其他行业参与者包括：</blockquote></p><p> <ul> <li>IBM(NYSE:IBM)</p><p><blockquote><ul><li>IBM（纽约证券交易所代码：IBM）</li></ul></blockquote></p><p></li> <li>Microsoft(NASDAQ:MSFT)</p><p><blockquote><li>微软（纳斯达克：MSFT）</li></blockquote></p><p></li> <li>Nuance(NASDAQ:NUAN)</p><p><blockquote><li>细微差别（纳斯达克：暖）</li></blockquote></p><p></li> <li>Oracle(NYSE:ORCL)</p><p><blockquote><li>甲骨文（纽约证券交易所代码：ORCL）</li></blockquote></p><p></li> <li>Salesforce(NYSE:CRM)</p><p><blockquote><li>Salesforce（纽约证券交易所代码：CRM）</li></blockquote></p><p></li> <li>Avaya(NYSE:AVYA)</p><p><blockquote><li>Avaya（纽约证券交易所代码：AVYA）</li></blockquote></p><p></li> <li>Calabrio</p><p><blockquote><li>卡拉布里奥</li></blockquote></p><p></li> <li>Aspect Software</p><p><blockquote><li>Aspect软件</li></blockquote></p><p></li> <li>Genesys</p><p><blockquote><li>创世纪</li></blockquote></p><p></li> <li>Verint Systems(NASDAQ:VRNT)</p><p><blockquote><li>Verint Systems（纳斯达克：VRNT）</li></blockquote></p><p></li> <li>NICE Ltd.(NASDAQ:NICE)</p><p><blockquote><li>尼斯有限公司（纳斯达克：NICE）</li></blockquote></p><p></li> <li>OpenText</p><p><blockquote><li>OpenText</li></blockquote></p><p></li> <li>Pegasystems(NASDAQ:PEGA)</p><p><blockquote><li>飞马系统（纳斯达克：PEGA）</li></blockquote></p><p></li> <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> EngageSmart's recent financial results can be summarized as follows:</p><p><blockquote>EngageSmart最近的财务业绩可总结如下：</blockquote></p><p> <ul> <li>Growing topline revenue</p><p><blockquote><ul><li>营收不断增长</li></ul></blockquote></p><p></li> <li>Increasing gross profit and high gross margin</p><p><blockquote><li>毛利提升毛利率高</li></blockquote></p><p></li> <li>Growing operating profit and net income</p><p><blockquote><li>营业利润和净利润不断增长</li></blockquote></p><p></li> <li>Increasing cash flow from operations</p><p><blockquote><li>增加经营现金流</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm's registration statement:</p><p><blockquote>以下是来自公司注册声明的相关财务业绩：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>收入总额</b></td></tr></tbody></table></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Total Revenue</p><p><blockquote><td>收入总额</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 99,171,000</p><p><blockquote><td>$99,171,000</td></blockquote></p><p></td> <td>58.6%</p><p><blockquote><td>58.6%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 146,557,000</p><p><blockquote><td>$146,557,000</td></blockquote></p><p></td> <td>77.8%</p><p><blockquote><td>77.8%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 82,432,000</p><p><blockquote><td>$82,432,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利（亏损）</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Profit (Loss)</p><p><blockquote><td>毛利（亏损）</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 73,673,000</p><p><blockquote><td>$73,673,000</td></blockquote></p><p></td> <td>61.4%</p><p><blockquote><td>61.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 108,964,000</p><p><blockquote><td>$108,964,000</td></blockquote></p><p></td> <td>89.2%</p><p><blockquote><td>89.2%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 57,591,000</p><p><blockquote><td>$57,591,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>74.29%</p><p><blockquote><td>74.29%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>74.35%</p><p><blockquote><td>74.35%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>69.86%</p><p><blockquote><td>69.86%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>经营溢利（亏损）</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Operating Profit (Loss)</p><p><blockquote><td>经营溢利（亏损）</td></blockquote></p><p></td> <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 5,001,000</p><p><blockquote><td>$5,001,000</td></blockquote></p><p></td> <td>5.0%</p><p><blockquote><td>5.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 648,000</p><p><blockquote><td>$648,000</td></blockquote></p><p></td> <td>0.4%</p><p><blockquote><td>0.4%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (50,398,000)</p><p><blockquote><td>$(50,398,000)</td></blockquote></p><p></td> <td>-61.1%</p><p><blockquote><td>-61.1%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净利润（亏损）</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Net Income (Loss)</p><p><blockquote><td>净利润（亏损）</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 274,000</p><p><blockquote><td>$274,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (6,678,000)</p><p><blockquote><td>$(6,678,000)</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (53,598,000)</p><p><blockquote><td>$(53,598,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营所得现金流量</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Cash Flow From Operations</p><p><blockquote><td>经营所得现金流量</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 12,044,000</p><p><blockquote><td>$12,044,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 19,645,000</p><p><blockquote><td>$19,645,000</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (1,427,000)</p><p><blockquote><td>$(1,427,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td>(Glossary Of Terms)</p><p><blockquote><tr></tr><tr><td>（术语表）</td></tr></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> As of June 30, 2021, EngageSmart had $31.8 million in cash and $151.8 million in total liabilities.</p><p><blockquote>截至2021年6月30日，EngageSmart拥有现金3180万美元，总负债1.518亿美元。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was $25.2 million.</p><p><blockquote>截至2021年6月30日的12个月内的自由现金流为2520万美元。</blockquote></p><p> <b>IPO Details</b></p><p><blockquote><b>IPO详情</b></blockquote></p><p> ESMT intends to sell 13 million shares and selling shareholders will offer 1.55 million shares of common stock at a proposed midpoint price of $24.00 per share for gross proceeds of approximately $349 million, not including the sale of customary underwriter options.</p><p><blockquote>ESMT打算出售1300万股股票，出售股东将以每股24.00美元的拟议中中间价发行155万股普通股，总收益约为3.49亿美元，不包括出售惯常承销商期权。</blockquote></p><p> New potential investor Dragoneer Investment Group has indicated an interest to purchase 2.1 million shares of the offering or about $50.4 million at the proposed midpoint price.</p><p><blockquote>新的潜在投资者Dragoneer Investment Group已表示有兴趣购买此次发行的210万股股票，即按拟议中的中点价格购买约5040万美元。</blockquote></p><p> Assuming a successful IPO at the midpoint of the proposed price range, the company's enterprise value at IPO (ex- underwriter options) would approximate $3.7 billion.</p><p><blockquote>假设在拟议价格范围的中点成功IPO，该公司IPO时的企业价值（前承销商期权）将约为37亿美元。</blockquote></p><p> Excluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.04%. A figure under 10% is generally considered a 'low float' stock which can be subject to significant price volatility.</p><p><blockquote>排除承销商期权和私募股份或限制性股票（如有）的影响，流通股与流通股的比率约为9.04%。低于10%的数字通常被认为是“低流通量”股票，可能会受到价格大幅波动的影响。</blockquote></p><p> Per the firm's most recent regulatory filing, it plans to use the net proceeds as follows:</p><p><blockquote>根据该公司最新的监管文件，它计划使用净收益如下：</blockquote></p><p> We expect to use the net proceeds of this offering to repay in full the outstanding borrowings of approximately $114.2 million under our Credit Facilities. We currently intend to use the remaining net proceeds from this offering for general corporate purposes, including to fund our growth, acquire complementary businesses, products, services, or technologies, working capital, operating expenses, and capital expenditures. Source: SEC Management's presentation of the company roadshow isavailable here.</p><p><blockquote>我们预计将使用本次发行的净收益全额偿还我们信贷安排下约1.142亿美元的未偿借款。我们目前打算将本次发行的剩余净收益用于一般公司目的，包括为我们的增长提供资金、收购互补业务、产品、服务或技术、营运资金、运营费用和资本支出。资料来源：SEC管理层对公司路演的介绍可在此处获得。</blockquote></p><p> Regarding outstanding legal proceedings, management did not disclose any legal claims against the firm as of the regulatory filing date.</p><p><blockquote>关于未决法律诉讼，截至监管备案日，管理层未披露针对该公司的任何法律索赔。</blockquote></p><p> Listed underwriters of the IPO are JPMorgan, Goldman Sachs, BofA Securities, and other investment banks.</p><p><blockquote>此次IPO的上市承销商包括摩根大通、高盛、美银证券和其他投资银行。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p></p><p> Below is a table of the firm's relevant capitalization and valuation metrics at IPO, excluding the effects of underwriter options:</p><p><blockquote>下表列出了该公司IPO时的相关资本化和估值指标，不包括承销商期权的影响：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td> </tr> <tr> <td>Market Capitalization at IPO</p><p><blockquote><tr><td>IPO时的市值</td></tr></blockquote></p><p></td> <td>$3,862,956,720</p><p><blockquote><td>$3,862,956,720</td></blockquote></p><p></td> </tr> <tr> <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td> <td>$3,656,695,720</p><p><blockquote><td>$3,656,695,720</td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>21.09</p><p><blockquote><td>21.09</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>19.96</p><p><blockquote><td>19.96</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>377.37</p><p><blockquote><td>377.37</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$0.00</p><p><blockquote><td>$0.00</td></blockquote></p><p></td> </tr> <tr> <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td> <td>9.04%</p><p><blockquote><td>9.04%</td></blockquote></p><p></td> </tr> <tr> <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td> <td>$24.00</p><p><blockquote><td>$24.00</td></blockquote></p><p></td> </tr> <tr> <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流</td></tr></blockquote></p><p></td> <td>$25,236,000</p><p><blockquote><td>$25,236,000</td></blockquote></p><p></td> </tr> <tr> <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td> <td>0.65%</p><p><blockquote><td>0.65%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>58.59%</p><p><blockquote><td>58.59%</td></blockquote></p><p></td> </tr> <tr></tr> </tbody> </table> Source: SEC</p><p><blockquote><tr></tr>资料来源：SEC</blockquote></p><p> As a reference, a potential public comparable would be NICE Ltd.; shown below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考，潜在的公共可比公司是NICE Ltd.；下图是其主要估值指标的比较：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>公制</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Nice Ltd.</b></p><p><blockquote><td><b>尼斯有限公司。</b></td></blockquote></p><p></td> <td><b>EngageSmart</b></p><p><blockquote><td><b>参与智能</b></td></blockquote></p><p></td> <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>11.01</p><p><blockquote><td>11.01</td></blockquote></p><p></td> <td>21.09</p><p><blockquote><td>21.09</td></blockquote></p><p></td> <td>91.5%</p><p><blockquote><td>91.5%</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>10.67</p><p><blockquote><td>10.67</td></blockquote></p><p></td> <td>19.96</p><p><blockquote><td>19.96</td></blockquote></p><p></td> <td>87.1%</p><p><blockquote><td>87.1%</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>41.73</p><p><blockquote><td>41.73</td></blockquote></p><p></td> <td>377.37</p><p><blockquote><td>377.37</td></blockquote></p><p></td> <td>804.3%</p><p><blockquote><td>804.3%</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$3.05</p><p><blockquote><td>$3.05</td></blockquote></p><p></td> <td>$0.00</p><p><blockquote><td>$0.00</td></blockquote></p><p></td> <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>5.3%</p><p><blockquote><td>5.3%</td></blockquote></p><p></td> <td>58.59%</p><p><blockquote><td>58.59%</td></blockquote></p><p></td> <td>1003.34%</p><p><blockquote><td>1003.34%</td></blockquote></p><p></td> </tr> <tr></tr> </tbody> </table> (S-1/A andSeeking Alpha)</p><p><blockquote><tr></tr>（S-1/A和Seeking Alpha）</blockquote></p><p> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> ESMT is seeking public investment to pay down debt and for its general unspecified corporate growth plans.</p><p><blockquote>ESMT正在寻求公共投资来偿还债务及其未具体说明的总体企业增长计划。</blockquote></p><p> The firm's financials show strong topline revenue growth and gross profit growth, operating profit and a swing to slight net profit along with growing cash flow from operations.</p><p><blockquote>该公司的财务数据显示，随着运营现金流的增长，营业利润和小幅净利润增长强劲。</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was a solid $25.2 million.</p><p><blockquote>截至2021年6月30日的12个月的自由现金流为2520万美元。</blockquote></p><p> Selling and Marketing expenses as a percentage of total revenue have dropped as revenue has increased and its Selling and Marketing efficiency rate dropped to 1.1x in the most recent six-month reporting period.</p><p><blockquote>随着收入的增加，销售和营销费用占总收入的百分比有所下降，其销售和营销效率在最近六个月的报告期内降至1.1倍。</blockquote></p><p> The company's Rule of 40 performance was excellent and its dollar-based net revenue retention rate for the year ended December 31, 2020, was 124%, a strong result.</p><p><blockquote>该公司的40法则表现出色，截至2020年12月31日止年度以美元计算的净收入保留率为124%，这是一个强劲的业绩。</blockquote></p><p> The market opportunity for providing customer engagement software to businesses is large and expected to double in size by the end of 2026, so the company will be helped by strong industry growth dynamics.</p><p><blockquote>为企业提供客户参与软件的市场机会很大，预计到2026年底规模将翻一番，因此该公司将受益于强劲的行业增长动力。</blockquote></p><p> JPMorgan is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 20.4% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>摩根大通是主要承销商，该公司在过去12个月内牵头的IPO自IPO以来的平均回报率为20.4%。这是期内所有主要承销商的中等表现。</blockquote></p><p> The primary risk to the company's outlook is the ability for larger firms to bundle some of their services into their existing offerings, resulting in downward pricing pressure and greater competition.</p><p><blockquote>该公司前景的主要风险是大型公司有能力将其部分服务捆绑到现有产品中，从而导致价格下行压力和竞争加剧。</blockquote></p><p> As for valuation, compared to partial competitor NICE, ESMT is growing revenue much faster and so its much higher revenue multiples would appear to be justified.</p><p><blockquote>至于估值，与部分竞争对手NICE相比，ESMT的收入增长速度要快得多，因此其更高的收入倍数似乎是合理的。</blockquote></p><p> Also, the company is growing much faster than competitor Pegasystems, so seems to be taking market share from these and other companies in the customer engagement market.</p><p><blockquote>此外，该公司的增长速度远快于竞争对手Pegasystems，因此似乎正在从这些公司和其他公司手中夺取客户参与市场的市场份额。</blockquote></p><p> Given the firm's strong growth and operating metrics versus its competitors, while the IPO isn't cheap, it is worth consideration.</p><p><blockquote>鉴于该公司相对于竞争对手的强劲增长和运营指标，虽然IPO并不便宜，但值得考虑。</blockquote></p><p></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>EngageSmart opens for trading at $37, up about 43.6% from IPO price<blockquote>EngageSmart开盘价为37美元，较IPO价格上涨约43.6%</blockquote></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; 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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\">\nEngageSmart opens for trading at $37, up about 43.6% from IPO price<blockquote>EngageSmart开盘价为37美元，较IPO价格上涨约43.6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-23 23:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Sept 23) <a href=\"https://laohu8.com/S/ESMT\">EngageSmart Inc.</a> opens for trading at $37, up about 43.6% from IPO price.</p><p><blockquote>（9月23日）<a href=\"https://laohu8.com/S/ESMT\">EngageSmart公司。</a>开盘价为37美元，较IPO价格上涨约43.6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/835bc9b4ff09e761852f27f75743b887\" tg-width=\"898\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Company</b></p><p><blockquote><b>公司</b></blockquote></p><p> Braintree, Massachusetts-based EngageSmart was founded to develop a platform that improves customer engagement tailored for certain industry verticals.</p><p><blockquote>总部位于马萨诸塞州布伦特里的EngageSmart成立的目的是开发一个平台，提高针对某些垂直行业的客户参与度。</blockquote></p><p> Management is headed by founder and CEO Robert P. Bennett, who has been with the firm since inception and was previously president of Sage Payment Solutions.</p><p><blockquote>管理层由创始人兼首席执行官Robert P.Bennett领导，他自公司成立以来一直在公司工作，此前曾担任Sage Payment Solutions总裁。</blockquote></p><p> The company's primary offerings include:</p><p><blockquote>该公司的主要产品包括：</blockquote></p><p> <ul> <li>SimplePractice - Wellness</li> <li>InvoiceCloud - Government, Utilities and Financial Services</li> <li>HealthPay24 - Healthcare</li> <li>DonorDrive - Non-profit and Corporate Fundraising</li> </ul> EngageSmart has received at least $451 million in equity investment from investors including General Atlantic and Summit Partners.</p><p><blockquote><ul><li>简单实践-健康</li><li>InvoiceCloud–政府、公用事业和金融服务</li><li>HealthPay24-医疗保健</li><li>DonorDrive-非营利和企业筹款</li></ul>EngageSmart已从General Atlantic和Summit Partners等投资者那里获得了至少4.51亿美元的股权投资。</blockquote></p><p> <b>Customer Acquisition</b></p><p><blockquote><b>客户获取</b></blockquote></p><p> The firm pursues both large enterprise customers and SMB customers via its direct sales force and online service.</p><p><blockquote>该公司通过其直销队伍和在线服务追求大型企业客户和中小型企业客户。</blockquote></p><p> As of June 30, 2021, the firm had served over 68,000 clients in the SMB market and more than 3,000 customers in its Enterprise Solutions segment.</p><p><blockquote>截至2021年6月30日，该公司已为中小企业市场的68,000多家客户和企业解决方案领域的3,000多家客户提供服务。</blockquote></p><p> Selling and Marketing expenses as a percentage of total revenue have dropped as revenues have increased, as the figures below indicate:</p><p><blockquote>销售和营销费用占总收入的百分比随着收入的增加而下降，如下图所示：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Selling and Marketing</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Expenses vs. Revenue</b></p><p><blockquote><td><b>费用与收入</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Percentage</p><p><blockquote><td>百分比</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>32.4%</p><p><blockquote><td>32.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>33.1%</p><p><blockquote><td>33.1%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>43.1%</p><p><blockquote><td>43.1%</td></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> The Selling and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling and Marketing spend, dropped slightly to 1.1x in the most recent reporting period, as shown in the table below:</p><p><blockquote>销售和营销效率率（定义为每美元的销售和营销支出产生多少美元的额外新收入）在最近的报告期略有下降至1.1倍，如下表所示：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Selling and Marketing</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>销售及市场推广</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Efficiency Rate</b></p><p><blockquote><td><b>效率率</b></td></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Multiple</p><p><blockquote><td>多个的</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>1.1</p><p><blockquote><td>1.1</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>1.3</p><p><blockquote><td>1.3</td></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.</p><p><blockquote>40法则是软件行业的经验法则，只要收入增长率和EBITDA百分比等于或超过40%，公司就处于可接受的增长/EBITDA轨迹上。</blockquote></p><p> ESMT's most recent calculation was 64% as of June 30, 2021, so the firm is performing well in this regard, per the table below:</p><p><blockquote>截至2021年6月30日，ESMT的最新计算结果为64%，因此该公司在这方面表现良好，如下表所示：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Rule of 40</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>40法则</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Calculation</b></p><p><blockquote><td><b>计算</b></td></blockquote></p><p></td> </tr> <tr> <td>Recent Rev. Growth %</p><p><blockquote><tr><td>近期收入增长%</td></tr></blockquote></p><p></td> <td>59%</p><p><blockquote><td>59%</td></blockquote></p><p></td> </tr> <tr> <td>EBITDA %</p><p><blockquote><tr><td>EBITDA%</td></tr></blockquote></p><p></td> <td>5%</p><p><blockquote><td>5%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>64%</p><p><blockquote><td>64%</td></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> The firm's dollar-based net revenue retention rate for the year ended December 31, 2020, was 124%, a strong result.</p><p><blockquote>截至2020年12月31日，该公司以美元计算的净收入保留率为124%，这是一个强劲的业绩。</blockquote></p><p> The dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.</p><p><blockquote>基于美元的净收入保留率指标衡量随着时间的推移，每个客户群产生了多少额外收入，因此超过100%的数字意味着公司随着时间的推移从同一客户群产生了更多收入，表明良好的产品/市场契合度以及高效的销售和营销工作。</blockquote></p><p> <b>Market & Competition</b></p><p><blockquote><b>市场与竞争</b></blockquote></p><p> According to a 2021 marketresearch reportby Mordor Intelligence, the global market for customer engagement solutions was an estimated $15.5 billion in 2020 and is forecast to reach $30.9 billion by 2026.</p><p><blockquote>根据Mordor Intelligence的2021年市场研究报告，2020年全球客户参与解决方案市场规模估计为155亿美元，预计到2026年将达到309亿美元。</blockquote></p><p> This represents a forecast CAGR of 12.65% from 2021 to 2026.</p><p><blockquote>这意味着2021年至2026年的预测复合年增长率为12.65%。</blockquote></p><p> The main drivers for this expected growth are a growth in technology solutions to improve the customer journey via any device they use to connect with businesses.</p><p><blockquote>这一预期增长的主要驱动力是技术解决方案的增长，以改善客户通过他们用来与企业联系的任何设备的旅程。</blockquote></p><p> Also, a desire to reduce customer churn rate results in improved business financials and growing valuation.</p><p><blockquote>此外，降低客户流失率的愿望会导致企业财务状况的改善和估值的增长。</blockquote></p><p> Below is a chart showing the variation in customer churn rates in different industries in the U.S. in 2018:</p><p><blockquote>下图显示了2018年美国不同行业客户流失率的变化：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f1066adb602d05e4e99630aacf61e1c5\" tg-width=\"1060\" tg-height=\"922\" referrerpolicy=\"no-referrer\">Major competitive or other industry participants include:</p><p><blockquote>主要竞争对手或其他行业参与者包括：</blockquote></p><p> <ul> <li>IBM(NYSE:IBM)</p><p><blockquote><ul><li>IBM（纽约证券交易所代码：IBM）</li></ul></blockquote></p><p></li> <li>Microsoft(NASDAQ:MSFT)</p><p><blockquote><li>微软（纳斯达克：MSFT）</li></blockquote></p><p></li> <li>Nuance(NASDAQ:NUAN)</p><p><blockquote><li>细微差别（纳斯达克：暖）</li></blockquote></p><p></li> <li>Oracle(NYSE:ORCL)</p><p><blockquote><li>甲骨文（纽约证券交易所代码：ORCL）</li></blockquote></p><p></li> <li>Salesforce(NYSE:CRM)</p><p><blockquote><li>Salesforce（纽约证券交易所代码：CRM）</li></blockquote></p><p></li> <li>Avaya(NYSE:AVYA)</p><p><blockquote><li>Avaya（纽约证券交易所代码：AVYA）</li></blockquote></p><p></li> <li>Calabrio</p><p><blockquote><li>卡拉布里奥</li></blockquote></p><p></li> <li>Aspect Software</p><p><blockquote><li>Aspect软件</li></blockquote></p><p></li> <li>Genesys</p><p><blockquote><li>创世纪</li></blockquote></p><p></li> <li>Verint Systems(NASDAQ:VRNT)</p><p><blockquote><li>Verint Systems（纳斯达克：VRNT）</li></blockquote></p><p></li> <li>NICE Ltd.(NASDAQ:NICE)</p><p><blockquote><li>尼斯有限公司（纳斯达克：NICE）</li></blockquote></p><p></li> <li>OpenText</p><p><blockquote><li>OpenText</li></blockquote></p><p></li> <li>Pegasystems(NASDAQ:PEGA)</p><p><blockquote><li>飞马系统（纳斯达克：PEGA）</li></blockquote></p><p></li> <li>Others</p><p><blockquote><li>其他</li></blockquote></p><p></p><p></li> </ul> <b>Financial Performance</b></p><p><blockquote><b>财务表现</b></blockquote></p><p> EngageSmart's recent financial results can be summarized as follows:</p><p><blockquote>EngageSmart最近的财务业绩可总结如下：</blockquote></p><p> <ul> <li>Growing topline revenue</p><p><blockquote><ul><li>营收不断增长</li></ul></blockquote></p><p></li> <li>Increasing gross profit and high gross margin</p><p><blockquote><li>毛利提升毛利率高</li></blockquote></p><p></li> <li>Growing operating profit and net income</p><p><blockquote><li>营业利润和净利润不断增长</li></blockquote></p><p></li> <li>Increasing cash flow from operations</p><p><blockquote><li>增加经营现金流</li></blockquote></p><p></li> </ul> Below are relevant financial results derived from the firm's registration statement:</p><p><blockquote>以下是来自公司注册声明的相关财务业绩：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Total Revenue</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>收入总额</b></td></tr></tbody></table></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Total Revenue</p><p><blockquote><td>收入总额</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 99,171,000</p><p><blockquote><td>$99,171,000</td></blockquote></p><p></td> <td>58.6%</p><p><blockquote><td>58.6%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 146,557,000</p><p><blockquote><td>$146,557,000</td></blockquote></p><p></td> <td>77.8%</p><p><blockquote><td>77.8%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 82,432,000</p><p><blockquote><td>$82,432,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>毛利（亏损）</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Profit (Loss)</p><p><blockquote><td>毛利（亏损）</td></blockquote></p><p></td> <td>% Variance vs. Prior</p><p><blockquote><td>与既往相比的%差异</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 73,673,000</p><p><blockquote><td>$73,673,000</td></blockquote></p><p></td> <td>61.4%</p><p><blockquote><td>61.4%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 108,964,000</p><p><blockquote><td>$108,964,000</td></blockquote></p><p></td> <td>89.2%</p><p><blockquote><td>89.2%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ 57,591,000</p><p><blockquote><td>$57,591,000</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Gross Margin</b></p><p><blockquote><tr></tr><tr><td><b>毛利率</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Gross Margin</p><p><blockquote><td>毛利率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>74.29%</p><p><blockquote><td>74.29%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>74.35%</p><p><blockquote><td>74.35%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>69.86%</p><p><blockquote><td>69.86%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Operating Profit (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>经营溢利（亏损）</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Operating Profit (Loss)</p><p><blockquote><td>经营溢利（亏损）</td></blockquote></p><p></td> <td>Operating Margin</p><p><blockquote><td>营业利润率</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 5,001,000</p><p><blockquote><td>$5,001,000</td></blockquote></p><p></td> <td>5.0%</p><p><blockquote><td>5.0%</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 648,000</p><p><blockquote><td>$648,000</td></blockquote></p><p></td> <td>0.4%</p><p><blockquote><td>0.4%</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (50,398,000)</p><p><blockquote><td>$(50,398,000)</td></blockquote></p><p></td> <td>-61.1%</p><p><blockquote><td>-61.1%</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Net Income (Loss)</b></p><p><blockquote><tr></tr><tr><td><b>净利润（亏损）</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Net Income (Loss)</p><p><blockquote><td>净利润（亏损）</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 274,000</p><p><blockquote><td>$274,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ (6,678,000)</p><p><blockquote><td>$(6,678,000)</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (53,598,000)</p><p><blockquote><td>$(53,598,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td><b>Cash Flow From Operations</b></p><p><blockquote><tr></tr><tr><td><b>经营所得现金流量</b></td></tr></blockquote></p><p></td> </tr> <tr> <td>Period</p><p><blockquote><tr><td>周期</td></tr></blockquote></p><p></td> <td>Cash Flow From Operations</p><p><blockquote><td>经营所得现金流量</td></blockquote></p><p></td> </tr> <tr> <td>Six Mos. Ended June 30, 2021</p><p><blockquote><tr><td>六个月。截至2021年6月30日止</td></tr></blockquote></p><p></td> <td>$ 12,044,000</p><p><blockquote><td>$12,044,000</td></blockquote></p><p></td> </tr> <tr> <td>2020</p><p><blockquote><tr><td>2020</td></tr></blockquote></p><p></td> <td>$ 19,645,000</p><p><blockquote><td>$19,645,000</td></blockquote></p><p></td> </tr> <tr> <td>2019</p><p><blockquote><tr><td>2019</td></tr></blockquote></p><p></td> <td>$ (1,427,000)</p><p><blockquote><td>$(1,427,000)</td></blockquote></p><p></td> </tr> <tr></tr> <tr> <td>(Glossary Of Terms)</p><p><blockquote><tr></tr><tr><td>（术语表）</td></tr></blockquote></p><p></td> </tr> </tbody> </table> Source: SEC</p><p><blockquote>资料来源：SEC</blockquote></p><p> As of June 30, 2021, EngageSmart had $31.8 million in cash and $151.8 million in total liabilities.</p><p><blockquote>截至2021年6月30日，EngageSmart拥有现金3180万美元，总负债1.518亿美元。</blockquote></p><p> Free cash flow during the twelve months ended June 30, 2021, was $25.2 million.</p><p><blockquote>截至2021年6月30日的12个月内的自由现金流为2520万美元。</blockquote></p><p> <b>IPO Details</b></p><p><blockquote><b>IPO详情</b></blockquote></p><p> ESMT intends to sell 13 million shares and selling shareholders will offer 1.55 million shares of common stock at a proposed midpoint price of $24.00 per share for gross proceeds of approximately $349 million, not including the sale of customary underwriter options.</p><p><blockquote>ESMT打算出售1300万股股票，出售股东将以每股24.00美元的拟议中中间价发行155万股普通股，总收益约为3.49亿美元，不包括出售惯常承销商期权。</blockquote></p><p> New potential investor Dragoneer Investment Group has indicated an interest to purchase 2.1 million shares of the offering or about $50.4 million at the proposed midpoint price.</p><p><blockquote>新的潜在投资者Dragoneer Investment Group已表示有兴趣购买此次发行的210万股股票，即按拟议中的中点价格购买约5040万美元。</blockquote></p><p> Assuming a successful IPO at the midpoint of the proposed price range, the company's enterprise value at IPO (ex- underwriter options) would approximate $3.7 billion.</p><p><blockquote>假设在拟议价格范围的中点成功IPO，该公司IPO时的企业价值（前承销商期权）将约为37亿美元。</blockquote></p><p> Excluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.04%. A figure under 10% is generally considered a 'low float' stock which can be subject to significant price volatility.</p><p><blockquote>排除承销商期权和私募股份或限制性股票（如有）的影响，流通股与流通股的比率约为9.04%。低于10%的数字通常被认为是“低流通量”股票，可能会受到价格大幅波动的影响。</blockquote></p><p> Per the firm's most recent regulatory filing, it plans to use the net proceeds as follows:</p><p><blockquote>根据该公司最新的监管文件，它计划使用净收益如下：</blockquote></p><p> We expect to use the net proceeds of this offering to repay in full the outstanding borrowings of approximately $114.2 million under our Credit Facilities. We currently intend to use the remaining net proceeds from this offering for general corporate purposes, including to fund our growth, acquire complementary businesses, products, services, or technologies, working capital, operating expenses, and capital expenditures. Source: SEC Management's presentation of the company roadshow isavailable here.</p><p><blockquote>我们预计将使用本次发行的净收益全额偿还我们信贷安排下约1.142亿美元的未偿借款。我们目前打算将本次发行的剩余净收益用于一般公司目的，包括为我们的增长提供资金、收购互补业务、产品、服务或技术、营运资金、运营费用和资本支出。资料来源：SEC管理层对公司路演的介绍可在此处获得。</blockquote></p><p> Regarding outstanding legal proceedings, management did not disclose any legal claims against the firm as of the regulatory filing date.</p><p><blockquote>关于未决法律诉讼，截至监管备案日，管理层未披露针对该公司的任何法律索赔。</blockquote></p><p> Listed underwriters of the IPO are JPMorgan, Goldman Sachs, BofA Securities, and other investment banks.</p><p><blockquote>此次IPO的上市承销商包括摩根大通、高盛、美银证券和其他投资银行。</blockquote></p><p> <b>Valuation Metrics</b></p><p><blockquote><b>估值指标</b></blockquote></p><p></p><p> Below is a table of the firm's relevant capitalization and valuation metrics at IPO, excluding the effects of underwriter options:</p><p><blockquote>下表列出了该公司IPO时的相关资本化和估值指标，不包括承销商期权的影响：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Measure [TTM]</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>测量[TTM]</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Amount</b></p><p><blockquote><td><b>数量</b></td></blockquote></p><p></td> </tr> <tr> <td>Market Capitalization at IPO</p><p><blockquote><tr><td>IPO时的市值</td></tr></blockquote></p><p></td> <td>$3,862,956,720</p><p><blockquote><td>$3,862,956,720</td></blockquote></p><p></td> </tr> <tr> <td>Enterprise Value</p><p><blockquote><tr><td>企业价值</td></tr></blockquote></p><p></td> <td>$3,656,695,720</p><p><blockquote><td>$3,656,695,720</td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>21.09</p><p><blockquote><td>21.09</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>19.96</p><p><blockquote><td>19.96</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>377.37</p><p><blockquote><td>377.37</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$0.00</p><p><blockquote><td>$0.00</td></blockquote></p><p></td> </tr> <tr> <td>Float To Outstanding Shares Ratio</p><p><blockquote><tr><td>流通股与流通股比率</td></tr></blockquote></p><p></td> <td>9.04%</p><p><blockquote><td>9.04%</td></blockquote></p><p></td> </tr> <tr> <td>Proposed IPO Midpoint Price per Share</p><p><blockquote><tr><td>建议IPO每股中点价格</td></tr></blockquote></p><p></td> <td>$24.00</p><p><blockquote><td>$24.00</td></blockquote></p><p></td> </tr> <tr> <td>Net Free Cash Flow</p><p><blockquote><tr><td>净自由现金流</td></tr></blockquote></p><p></td> <td>$25,236,000</p><p><blockquote><td>$25,236,000</td></blockquote></p><p></td> </tr> <tr> <td>Free Cash Flow Yield Per Share</p><p><blockquote><tr><td>每股自由现金流收益率</td></tr></blockquote></p><p></td> <td>0.65%</p><p><blockquote><td>0.65%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>58.59%</p><p><blockquote><td>58.59%</td></blockquote></p><p></td> </tr> <tr></tr> </tbody> </table> Source: SEC</p><p><blockquote><tr></tr>资料来源：SEC</blockquote></p><p> As a reference, a potential public comparable would be NICE Ltd.; shown below is a comparison of their primary valuation metrics:</p><p><blockquote>作为参考，潜在的公共可比公司是NICE Ltd.；下图是其主要估值指标的比较：</blockquote></p><p> <table> <colgroup></colgroup> <tbody> <tr> <td><b>Metric</b></p><p><blockquote><table><colgroup></colgroup><tbody><tr><td><b>公制</b></td></tr></tbody></table></blockquote></p><p></td> <td><b>Nice Ltd.</b></p><p><blockquote><td><b>尼斯有限公司。</b></td></blockquote></p><p></td> <td><b>EngageSmart</b></p><p><blockquote><td><b>参与智能</b></td></blockquote></p><p></td> <td><b>Variance</b></p><p><blockquote><td><b>差异</b></td></blockquote></p><p></td> </tr> <tr> <td>Price / Sales</p><p><blockquote><tr><td>价格/销售额</td></tr></blockquote></p><p></td> <td>11.01</p><p><blockquote><td>11.01</td></blockquote></p><p></td> <td>21.09</p><p><blockquote><td>21.09</td></blockquote></p><p></td> <td>91.5%</p><p><blockquote><td>91.5%</td></blockquote></p><p></td> </tr> <tr> <td>EV / Revenue</p><p><blockquote><tr><td>EV/收入</td></tr></blockquote></p><p></td> <td>10.67</p><p><blockquote><td>10.67</td></blockquote></p><p></td> <td>19.96</p><p><blockquote><td>19.96</td></blockquote></p><p></td> <td>87.1%</p><p><blockquote><td>87.1%</td></blockquote></p><p></td> </tr> <tr> <td>EV / EBITDA</p><p><blockquote><tr><td>EV/EBITDA</td></tr></blockquote></p><p></td> <td>41.73</p><p><blockquote><td>41.73</td></blockquote></p><p></td> <td>377.37</p><p><blockquote><td>377.37</td></blockquote></p><p></td> <td>804.3%</p><p><blockquote><td>804.3%</td></blockquote></p><p></td> </tr> <tr> <td>Earnings Per Share</p><p><blockquote><tr><td>每股盈利</td></tr></blockquote></p><p></td> <td>$3.05</p><p><blockquote><td>$3.05</td></blockquote></p><p></td> <td>$0.00</p><p><blockquote><td>$0.00</td></blockquote></p><p></td> <td>-100.0%</p><p><blockquote><td>-100.0%</td></blockquote></p><p></td> </tr> <tr> <td>Revenue Growth Rate</p><p><blockquote><tr><td>收入增长率</td></tr></blockquote></p><p></td> <td>5.3%</p><p><blockquote><td>5.3%</td></blockquote></p><p></td> <td>58.59%</p><p><blockquote><td>58.59%</td></blockquote></p><p></td> <td>1003.34%</p><p><blockquote><td>1003.34%</td></blockquote></p><p></td> </tr> <tr></tr> </tbody> </table> (S-1/A andSeeking Alpha)</p><p><blockquote><tr></tr>（S-1/A和Seeking Alpha）</blockquote></p><p> <b>Commentary</b></p><p><blockquote><b>评论</b></blockquote></p><p> ESMT is seeking public investment to pay down debt and for its general unspecified corporate growth plans.</p><p><blockquote>ESMT正在寻求公共投资来偿还债务及其未具体说明的总体企业增长计划。</blockquote></p><p> The firm's financials show strong topline revenue growth and gross profit growth, operating profit and a swing to slight net profit along with growing cash flow from operations.</p><p><blockquote>该公司的财务数据显示，随着运营现金流的增长，营业利润和小幅净利润增长强劲。</blockquote></p><p> Free cash flow for the twelve months ended June 30, 2021, was a solid $25.2 million.</p><p><blockquote>截至2021年6月30日的12个月的自由现金流为2520万美元。</blockquote></p><p> Selling and Marketing expenses as a percentage of total revenue have dropped as revenue has increased and its Selling and Marketing efficiency rate dropped to 1.1x in the most recent six-month reporting period.</p><p><blockquote>随着收入的增加，销售和营销费用占总收入的百分比有所下降，其销售和营销效率在最近六个月的报告期内降至1.1倍。</blockquote></p><p> The company's Rule of 40 performance was excellent and its dollar-based net revenue retention rate for the year ended December 31, 2020, was 124%, a strong result.</p><p><blockquote>该公司的40法则表现出色，截至2020年12月31日止年度以美元计算的净收入保留率为124%，这是一个强劲的业绩。</blockquote></p><p> The market opportunity for providing customer engagement software to businesses is large and expected to double in size by the end of 2026, so the company will be helped by strong industry growth dynamics.</p><p><blockquote>为企业提供客户参与软件的市场机会很大，预计到2026年底规模将翻一番，因此该公司将受益于强劲的行业增长动力。</blockquote></p><p> JPMorgan is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 20.4% since their IPO. This is a mid-tier performance for all major underwriters during the period.</p><p><blockquote>摩根大通是主要承销商，该公司在过去12个月内牵头的IPO自IPO以来的平均回报率为20.4%。这是期内所有主要承销商的中等表现。</blockquote></p><p> The primary risk to the company's outlook is the ability for larger firms to bundle some of their services into their existing offerings, resulting in downward pricing pressure and greater competition.</p><p><blockquote>该公司前景的主要风险是大型公司有能力将其部分服务捆绑到现有产品中，从而导致价格下行压力和竞争加剧。</blockquote></p><p> As for valuation, compared to partial competitor NICE, ESMT is growing revenue much faster and so its much higher revenue multiples would appear to be justified.</p><p><blockquote>至于估值，与部分竞争对手NICE相比，ESMT的收入增长速度要快得多，因此其更高的收入倍数似乎是合理的。</blockquote></p><p> Also, the company is growing much faster than competitor Pegasystems, so seems to be taking market share from these and other companies in the customer engagement market.</p><p><blockquote>此外，该公司的增长速度远快于竞争对手Pegasystems，因此似乎正在从这些公司和其他公司手中夺取客户参与市场的市场份额。</blockquote></p><p> Given the firm's strong growth and operating metrics versus its competitors, while the IPO isn't cheap, it is worth consideration.</p><p><blockquote>鉴于该公司相对于竞争对手的强劲增长和运营指标，虽然IPO并不便宜，但值得考虑。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ESMT":"EngageSmart Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159478468","content_text":"(Sept 23) EngageSmart Inc. opens for trading at $37, up about 43.6% from IPO price.\n\nCompany\nBraintree, Massachusetts-based EngageSmart was founded to develop a platform that improves customer engagement tailored for certain industry verticals.\nManagement is headed by founder and CEO Robert P. Bennett, who has been with the firm since inception and was previously president of Sage Payment Solutions.\nThe company's primary offerings include:\n\nSimplePractice - Wellness\nInvoiceCloud - Government, Utilities and Financial Services\nHealthPay24 - Healthcare\nDonorDrive - Non-profit and Corporate Fundraising\n\nEngageSmart has received at least $451 million in equity investment from investors including General Atlantic and Summit Partners.\nCustomer Acquisition\nThe firm pursues both large enterprise customers and SMB customers via its direct sales force and online service.\nAs of June 30, 2021, the firm had served over 68,000 clients in the SMB market and more than 3,000 customers in its Enterprise Solutions segment.\nSelling and Marketing expenses as a percentage of total revenue have dropped as revenues have increased, as the figures below indicate:\n\n\n\n\nSelling and Marketing\nExpenses vs. Revenue\n\n\nPeriod\nPercentage\n\n\nSix Mos. Ended June 30, 2021\n32.4%\n\n\n2020\n33.1%\n\n\n2019\n43.1%\n\n\n\nSource: SEC\nThe Selling and Marketing efficiency rate, defined as how many dollars of additional new revenue are generated by each dollar of Selling and Marketing spend, dropped slightly to 1.1x in the most recent reporting period, as shown in the table below:\n\n\n\n\nSelling and Marketing\nEfficiency Rate\n\n\nPeriod\nMultiple\n\n\nSix Mos. Ended June 30, 2021\n1.1\n\n\n2020\n1.3\n\n\n\nSource: SEC\nThe Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory.\nESMT's most recent calculation was 64% as of June 30, 2021, so the firm is performing well in this regard, per the table below:\n\n\n\n\nRule of 40\nCalculation\n\n\nRecent Rev. Growth %\n59%\n\n\nEBITDA %\n5%\n\n\nTotal\n64%\n\n\n\nSource: SEC\nThe firm's dollar-based net revenue retention rate for the year ended December 31, 2020, was 124%, a strong result.\nThe dollar-based net revenue retention rate metric measures how much additional revenue is generated over time from each cohort of customers, so that a figure over 100% means that the company is generating more revenue from the same customer cohort over time, indicating good product/market fit and efficient sales and marketing efforts.\nMarket & Competition\nAccording to a 2021 marketresearch reportby Mordor Intelligence, the global market for customer engagement solutions was an estimated $15.5 billion in 2020 and is forecast to reach $30.9 billion by 2026.\nThis represents a forecast CAGR of 12.65% from 2021 to 2026.\nThe main drivers for this expected growth are a growth in technology solutions to improve the customer journey via any device they use to connect with businesses.\nAlso, a desire to reduce customer churn rate results in improved business financials and growing valuation.\nBelow is a chart showing the variation in customer churn rates in different industries in the U.S. in 2018:\nMajor competitive or other industry participants include:\n\nIBM(NYSE:IBM)\nMicrosoft(NASDAQ:MSFT)\nNuance(NASDAQ:NUAN)\nOracle(NYSE:ORCL)\nSalesforce(NYSE:CRM)\nAvaya(NYSE:AVYA)\nCalabrio\nAspect Software\nGenesys\nVerint Systems(NASDAQ:VRNT)\nNICE Ltd.(NASDAQ:NICE)\nOpenText\nPegasystems(NASDAQ:PEGA)\nOthers\n\nFinancial Performance\nEngageSmart's recent financial results can be summarized as follows:\n\nGrowing topline revenue\nIncreasing gross profit and high gross margin\nGrowing operating profit and net income\nIncreasing cash flow from operations\n\nBelow are relevant financial results derived from the firm's registration statement:\n\n\n\n\nTotal Revenue\n\n\nPeriod\nTotal Revenue\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 99,171,000\n58.6%\n\n\n2020\n$ 146,557,000\n77.8%\n\n\n2019\n$ 82,432,000\n\n\n\nGross Profit (Loss)\n\n\nPeriod\nGross Profit (Loss)\n% Variance vs. Prior\n\n\nSix Mos. Ended June 30, 2021\n$ 73,673,000\n61.4%\n\n\n2020\n$ 108,964,000\n89.2%\n\n\n2019\n$ 57,591,000\n\n\n\nGross Margin\n\n\nPeriod\nGross Margin\n\n\nSix Mos. Ended June 30, 2021\n74.29%\n\n\n2020\n74.35%\n\n\n2019\n69.86%\n\n\n\nOperating Profit (Loss)\n\n\nPeriod\nOperating Profit (Loss)\nOperating Margin\n\n\nSix Mos. Ended June 30, 2021\n$ 5,001,000\n5.0%\n\n\n2020\n$ 648,000\n0.4%\n\n\n2019\n$ (50,398,000)\n-61.1%\n\n\n\nNet Income (Loss)\n\n\nPeriod\nNet Income (Loss)\n\n\nSix Mos. Ended June 30, 2021\n$ 274,000\n\n\n2020\n$ (6,678,000)\n\n\n2019\n$ (53,598,000)\n\n\n\nCash Flow From Operations\n\n\nPeriod\nCash Flow From Operations\n\n\nSix Mos. Ended June 30, 2021\n$ 12,044,000\n\n\n2020\n$ 19,645,000\n\n\n2019\n$ (1,427,000)\n\n\n\n(Glossary Of Terms)\n\n\n\nSource: SEC\nAs of June 30, 2021, EngageSmart had $31.8 million in cash and $151.8 million in total liabilities.\nFree cash flow during the twelve months ended June 30, 2021, was $25.2 million.\nIPO Details\nESMT intends to sell 13 million shares and selling shareholders will offer 1.55 million shares of common stock at a proposed midpoint price of $24.00 per share for gross proceeds of approximately $349 million, not including the sale of customary underwriter options.\nNew potential investor Dragoneer Investment Group has indicated an interest to purchase 2.1 million shares of the offering or about $50.4 million at the proposed midpoint price.\nAssuming a successful IPO at the midpoint of the proposed price range, the company's enterprise value at IPO (ex- underwriter options) would approximate $3.7 billion.\nExcluding effects of underwriter options and private placement shares or restricted stock, if any, the float to outstanding shares ratio will be approximately 9.04%. A figure under 10% is generally considered a 'low float' stock which can be subject to significant price volatility.\nPer the firm's most recent regulatory filing, it plans to use the net proceeds as follows:\n\n We expect to use the net proceeds of this offering to repay in full the outstanding borrowings of approximately $114.2 million under our Credit Facilities. We currently intend to use the remaining net proceeds from this offering for general corporate purposes, including to fund our growth, acquire complementary businesses, products, services, or technologies, working capital, operating expenses, and capital expenditures.\n\n\n Source: SEC\n\nManagement's presentation of the company roadshow isavailable here.\nRegarding outstanding legal proceedings, management did not disclose any legal claims against the firm as of the regulatory filing date.\nListed underwriters of the IPO are JPMorgan, Goldman Sachs, BofA Securities, and other investment banks.\nValuation Metrics\nBelow is a table of the firm's relevant capitalization and valuation metrics at IPO, excluding the effects of underwriter options:\n\n\n\n\nMeasure [TTM]\nAmount\n\n\nMarket Capitalization at IPO\n$3,862,956,720\n\n\nEnterprise Value\n$3,656,695,720\n\n\nPrice / Sales\n21.09\n\n\nEV / Revenue\n19.96\n\n\nEV / EBITDA\n377.37\n\n\nEarnings Per Share\n$0.00\n\n\nFloat To Outstanding Shares Ratio\n9.04%\n\n\nProposed IPO Midpoint Price per Share\n$24.00\n\n\nNet Free Cash Flow\n$25,236,000\n\n\nFree Cash Flow Yield Per Share\n0.65%\n\n\nRevenue Growth Rate\n58.59%\n\n\n\n\nSource: SEC\nAs a reference, a potential public comparable would be NICE Ltd.; shown below is a comparison of their primary valuation metrics:\n\n\n\n\nMetric\nNice Ltd.\nEngageSmart\nVariance\n\n\nPrice / Sales\n11.01\n21.09\n91.5%\n\n\nEV / Revenue\n10.67\n19.96\n87.1%\n\n\nEV / EBITDA\n41.73\n377.37\n804.3%\n\n\nEarnings Per Share\n$3.05\n$0.00\n-100.0%\n\n\nRevenue Growth Rate\n5.3%\n58.59%\n1003.34%\n\n\n\n\n(S-1/A andSeeking Alpha)\nCommentary\nESMT is seeking public investment to pay down debt and for its general unspecified corporate growth plans.\nThe firm's financials show strong topline revenue growth and gross profit growth, operating profit and a swing to slight net profit along with growing cash flow from operations.\nFree cash flow for the twelve months ended June 30, 2021, was a solid $25.2 million.\nSelling and Marketing expenses as a percentage of total revenue have dropped as revenue has increased and its Selling and Marketing efficiency rate dropped to 1.1x in the most recent six-month reporting period.\nThe company's Rule of 40 performance was excellent and its dollar-based net revenue retention rate for the year ended December 31, 2020, was 124%, a strong result.\nThe market opportunity for providing customer engagement software to businesses is large and expected to double in size by the end of 2026, so the company will be helped by strong industry growth dynamics.\nJPMorgan is the lead left underwriter and IPOs led by the firm over the last 12-month period have generated an average return of 20.4% since their IPO. This is a mid-tier performance for all major underwriters during the period.\nThe primary risk to the company's outlook is the ability for larger firms to bundle some of their services into their existing offerings, resulting in downward pricing pressure and greater competition.\nAs for valuation, compared to partial competitor NICE, ESMT is growing revenue much faster and so its much higher revenue multiples would appear to be justified.\nAlso, the company is growing much faster than competitor Pegasystems, so seems to be taking market share from these and other companies in the customer engagement market.\nGiven the firm's strong growth and operating metrics versus its competitors, while the IPO isn't cheap, it is worth consideration.","news_type":1,"symbols_score_info":{"ESMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869578979,"gmtCreate":1632311053491,"gmtModify":1632801348195,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/869578979","repostId":"1146187405","repostType":4,"isVote":1,"tweetType":1,"viewCount":1472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860766891,"gmtCreate":1632215333613,"gmtModify":1632802023673,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860766891","repostId":"1160840483","repostType":4,"repost":{"id":"1160840483","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632214161,"share":"https://www.laohu8.com/m/news/1160840483?lang=zh_CN&edition=full","pubTime":"2021-09-21 16:49","market":"us","language":"en","title":"U.S. Stock Futures Advance, Airline shares, Carnival stocks rally<blockquote>美国股指期货上涨，航空股、嘉年华股上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160840483","media":"Tiger Newspress","summary":"(Update: Sept 20, 2021 at 04:49 a.m. ET)\n(Sept 21) U.S. Stock Futures Advance, Airline shares, Carni","content":"<p><i><b>(Update: Sept 20, 2021 at 04:49 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间2021年9月20日凌晨04:49）</b></i></blockquote></p><p> (Sept 21) U.S. Stock Futures Advance, Airline shares, Carnival stocks rally.</p><p><blockquote>（九月二十一日）美国。股票期货上涨，航空公司股票，嘉年华股票上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9607d4b938bceb5794ca0672738db43c\" tg-width=\"1230\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/492800aae703e8bd5f15daf33c8c038e\" tg-width=\"274\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></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>U.S. Stock Futures Advance, Airline shares, Carnival stocks rally<blockquote>美国股指期货上涨，航空股、嘉年华股上涨</blockquote></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\">\nU.S. Stock Futures Advance, Airline shares, Carnival stocks rally<blockquote>美国股指期货上涨，航空股、嘉年华股上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-21 16:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><i><b>(Update: Sept 20, 2021 at 04:49 a.m. ET)</b></i></p><p><blockquote><i><b>（更新：美国东部时间2021年9月20日凌晨04:49）</b></i></blockquote></p><p> (Sept 21) U.S. Stock Futures Advance, Airline shares, Carnival stocks rally.</p><p><blockquote>（九月二十一日）美国。股票期货上涨，航空公司股票，嘉年华股票上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9607d4b938bceb5794ca0672738db43c\" tg-width=\"1230\" tg-height=\"507\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <img src=\"https://static.tigerbbs.com/492800aae703e8bd5f15daf33c8c038e\" tg-width=\"274\" tg-height=\"324\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160840483","content_text":"(Update: Sept 20, 2021 at 04:49 a.m. ET)\n(Sept 21) U.S. Stock Futures Advance, Airline shares, Carnival stocks rally.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860928763,"gmtCreate":1632125011152,"gmtModify":1632802688040,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860928763","repostId":"1195990706","repostType":2,"repost":{"id":"1195990706","kind":"news","pubTimestamp":1631781148,"share":"https://www.laohu8.com/m/news/1195990706?lang=zh_CN&edition=full","pubTime":"2021-09-16 16:32","market":"us","language":"en","title":"3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195990706","media":"Motley Fool","summary":"Here are three healthcare stocks as nominees for a quick double in 2021.","content":"<p>Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.</p><p><blockquote>短期内任何事情都可能发生，所以说一只股票肯定会快速翻倍是愚蠢的。尽管如此，这些Fool.com撰稿人还是看好这三只医疗保健股，并且有理由保持短期乐观。</blockquote></p><p> Read more to find out why we think <b>Novavax</b>(NASDAQ:NVAX), <b>Sorrento Therapeutics</b>(NASDAQ:SRNE), and <b>InMode</b>(NASDAQ:INMD)will close out 2021 with a bang.</p><p><blockquote>阅读更多内容，了解我们为什么认为<b>Novavax</b>（纳斯达克：NVAX），<b>索伦托治疗公司</b>（纳斯达克：SRNE），以及<b>InMode</b>（纳斯达克：INMD）将轰轰烈烈地结束2021年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7858be2535b72fb5033e8b4d227614\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Multiple catalysts will make Novavax shares jump in 2021</b></p><p><blockquote><b>一、多重催化剂让诺瓦瓦克斯股价在2021年大涨</b></blockquote></p><p> <b>Taylor Carmichael(Novavax):</b>Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax股价今年已经翻了一番，从1月份的112美元上涨至本周的233美元。但是油箱里还有很多油，我预计到今年年底还会增加一倍。</blockquote></p><p> Right now,<b>Moderna</b> enjoys a $169 billion market cap, and <b>BioNTech</b> sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.</p><p><blockquote>现在，<b>现代</b>市值为1690亿美元，<b>BioNTech</b>估值为790亿美元。与此同时，Novavax的市值为170亿美元，非常便宜。当然，不同之处在于，mRNA生物技术公司的两种COVID-19疫苗现在都已上市，而Novavax仍在等待其首次紧急使用授权。但当政府机构开始允许Novavax分发其COVID-19疫苗时，该股将真正开始飙升。</blockquote></p><p> The majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.</p><p><blockquote>世界上大多数人口仍然没有接种疫苗。Novavax将在2022年准备分发20亿剂疫苗。该生物技术公司在世界各地签订了多项供应协议：向美国供应1亿剂，向日本供应1.5亿剂，向欧洲供应2亿剂，向发展中国家供应超过10亿剂。</blockquote></p><p> The U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.</p><p><blockquote>美国预付了13亿美元，以获得该公司的1亿剂实验性疫苗。这相当于每剂13美元。虽然各种购买协议的美元金额没有披露，但日本和欧洲可能会支付更高的美元金额，而发展中国家的协议将被打折。Novavax明年的收入完全有可能高于今天的市值。</blockquote></p><p> I'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.</p><p><blockquote>随着Novavax的疫苗在第四季度开始在全球获得授权，我预计Novavax的股价将飙升。Novavax的候选疫苗将作为加强注射和作为世界上大多数未接种疫苗的人的初始疫苗受到欢迎。Novavax在将COVID-19疫苗与流感疫苗结合的竞赛中处于领先地位。该公司刚刚在澳大利亚启动了一项联合试验，涉及640人，他们通过一次注射接种了这两种疾病的疫苗。</blockquote></p><p> <b>2. Sorrento Therapeutics: Don't sleep on this name</b></p><p><blockquote><b>2.Sorrento Therapeutics：别睡在这个名字上</b></blockquote></p><p> <b>George Budwell(Sorrento Therapeutics):</b>The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.</p><p><blockquote><b>George Budwell（Sorrento Therapeutics）：</b>由于其令人印象深刻的实验性COVID-19诊断和生物疗法阵容，临床阶段生物技术Sorrento Therapeutics去年声名鹊起。事实上，该生物技术公司的股票从2020年1月到2021年3月上涨了144%，主要是因为其广泛的COVID-19候选疫苗。然而，索伦托的股价在过去180天里已经下跌了近四分之一。鉴于该公司无法将其各种COVID-19候选疫苗中的一种推向美国市场，投资者显然已经转向了更好的领域。</blockquote></p><p> The core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.</p><p><blockquote>核心问题是，过去几个月，多家生物制药公司在美国和欧盟等主要市场成功开发并随后营销了COVID-19疫苗、测试和治疗性抗体。与此同时，索伦托仍在寻求其首次重大监管胜利。然而，对于潜在投资者来说，重要的是要明白，疫情还远未结束。新冠肺炎极有可能演变成季节性呼吸道疾病。因此，投资者不一定应该注销索伦托等后来者。最终，该公司可以从COVID-19诊断和/或治疗中实现健康的收入流。</blockquote></p><p> It is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.</p><p><blockquote>Sorrento的COVID-19候选疫苗完全有可能在下一个日历年内在美国获得多项监管部门的批准，这对其股票来说将是一个重大利好。也就是说，在该公司在COVID-19领域获得美国食品和药物管理局的批准之前，这只中型生物技术股票肯定会保持波动。相应地投资。</blockquote></p><p> <b>3. InMode stock will spike as the world reopens</b></p><p><blockquote><b>3.随着世界重新开放，InMode股票将飙升</b></blockquote></p><p></p><p> <b>Patrick Bafuma</b> <b>(InMode):</b>As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.</p><p><blockquote><b>帕特里克·巴富马</b> <b>（在模式中）：</b>随着世界重新开放，人们聚在一起感觉更舒服，美学市场肯定会升温。这就是为什么我选择InMode作为COVID-19疫苗库存翻倍的公司，该公司自称是全球领先的创新、微创美容和健康解决方案提供商，具有很强的品牌认知度。</blockquote></p><p> Using a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.</p><p><blockquote>该公司采用剃须刀和刀片模式，销售医疗设备系统和相关消耗品，为身体塑形提供能源。InMode被多位医学专家使用，包括整形外科医生、皮肤科医生、妇科医生、耳鼻喉科医生和眼科医生，声称其程序比激光治疗更持久，比吸脂术等典型的塑身程序侵入性更小。</blockquote></p><p> And this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.</p><p><blockquote>这家价值52亿美元的美学公司正在全力以赴。在最近一个季度，InMode报告收入达到创纪录的8730万美元，与2020年第二季度相比增长了184%。第二季度美国以外的总销售额为3090万美元，是去年同期的三倍多。这种快速的国际增长占其总收入的35%，而2020年第二季度这一比例为22%。该公司目前在68个国家开展业务，拥有持续增长的巨大空间。</blockquote></p><p> As the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"</p><p><blockquote>随着世界慢慢恢复正常，消费者正在寻求因COVID-19而推迟的治疗方法。“我们的需求很强劲，”首席医疗官Spero Theodorou在上次电话会议上指出。“整个九月都很稳定。等待名单……大约还有一个月。”</blockquote></p><p> Theodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.</p><p><blockquote>Theodorou接着说，“超过三分之一的新患者以前从未做过（任何美容手术）。”这表明InMode已经扩大了塑身市场，尽管有新冠肺炎疫情，该市场在2020年全球已达到62亿美元。预计到2026年，该市场将以7.2%的复合年增长率增长，因此InMode有很大的发展空间。</blockquote></p><p> With many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.</p><p><blockquote>自2020年3月以来，我们中的许多人要么呆在家里，要么戴着面具，我预计随着新冠肺炎的衰落，这家美容设备制造商将继续增长。尽管InMode自2021年初以来已上涨超过180%，但该公司拥有巨大的跑道，其剃须刀和刀片业务模式仍然是有效的定位策略。InMode已经实现盈利，第二季度调整后稀释每股收益为1.02美元，而2020年同季度稀释后每股收益为0.24美元。InMode的股价似乎将再次翻倍。</blockquote></p><p></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>3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote></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\">\n3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-16 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.</p><p><blockquote>短期内任何事情都可能发生，所以说一只股票肯定会快速翻倍是愚蠢的。尽管如此，这些Fool.com撰稿人还是看好这三只医疗保健股，并且有理由保持短期乐观。</blockquote></p><p> Read more to find out why we think <b>Novavax</b>(NASDAQ:NVAX), <b>Sorrento Therapeutics</b>(NASDAQ:SRNE), and <b>InMode</b>(NASDAQ:INMD)will close out 2021 with a bang.</p><p><blockquote>阅读更多内容，了解我们为什么认为<b>Novavax</b>（纳斯达克：NVAX），<b>索伦托治疗公司</b>（纳斯达克：SRNE），以及<b>InMode</b>（纳斯达克：INMD）将轰轰烈烈地结束2021年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7858be2535b72fb5033e8b4d227614\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Multiple catalysts will make Novavax shares jump in 2021</b></p><p><blockquote><b>一、多重催化剂让诺瓦瓦克斯股价在2021年大涨</b></blockquote></p><p> <b>Taylor Carmichael(Novavax):</b>Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax股价今年已经翻了一番，从1月份的112美元上涨至本周的233美元。但是油箱里还有很多油，我预计到今年年底还会增加一倍。</blockquote></p><p> Right now,<b>Moderna</b> enjoys a $169 billion market cap, and <b>BioNTech</b> sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.</p><p><blockquote>现在，<b>现代</b>市值为1690亿美元，<b>BioNTech</b>估值为790亿美元。与此同时，Novavax的市值为170亿美元，非常便宜。当然，不同之处在于，mRNA生物技术公司的两种COVID-19疫苗现在都已上市，而Novavax仍在等待其首次紧急使用授权。但当政府机构开始允许Novavax分发其COVID-19疫苗时，该股将真正开始飙升。</blockquote></p><p> The majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.</p><p><blockquote>世界上大多数人口仍然没有接种疫苗。Novavax将在2022年准备分发20亿剂疫苗。该生物技术公司在世界各地签订了多项供应协议：向美国供应1亿剂，向日本供应1.5亿剂，向欧洲供应2亿剂，向发展中国家供应超过10亿剂。</blockquote></p><p> The U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.</p><p><blockquote>美国预付了13亿美元，以获得该公司的1亿剂实验性疫苗。这相当于每剂13美元。虽然各种购买协议的美元金额没有披露，但日本和欧洲可能会支付更高的美元金额，而发展中国家的协议将被打折。Novavax明年的收入完全有可能高于今天的市值。</blockquote></p><p> I'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.</p><p><blockquote>随着Novavax的疫苗在第四季度开始在全球获得授权，我预计Novavax的股价将飙升。Novavax的候选疫苗将作为加强注射和作为世界上大多数未接种疫苗的人的初始疫苗受到欢迎。Novavax在将COVID-19疫苗与流感疫苗结合的竞赛中处于领先地位。该公司刚刚在澳大利亚启动了一项联合试验，涉及640人，他们通过一次注射接种了这两种疾病的疫苗。</blockquote></p><p> <b>2. Sorrento Therapeutics: Don't sleep on this name</b></p><p><blockquote><b>2.Sorrento Therapeutics：别睡在这个名字上</b></blockquote></p><p> <b>George Budwell(Sorrento Therapeutics):</b>The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.</p><p><blockquote><b>George Budwell（Sorrento Therapeutics）：</b>由于其令人印象深刻的实验性COVID-19诊断和生物疗法阵容，临床阶段生物技术Sorrento Therapeutics去年声名鹊起。事实上，该生物技术公司的股票从2020年1月到2021年3月上涨了144%，主要是因为其广泛的COVID-19候选疫苗。然而，索伦托的股价在过去180天里已经下跌了近四分之一。鉴于该公司无法将其各种COVID-19候选疫苗中的一种推向美国市场，投资者显然已经转向了更好的领域。</blockquote></p><p> The core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.</p><p><blockquote>核心问题是，过去几个月，多家生物制药公司在美国和欧盟等主要市场成功开发并随后营销了COVID-19疫苗、测试和治疗性抗体。与此同时，索伦托仍在寻求其首次重大监管胜利。然而，对于潜在投资者来说，重要的是要明白，疫情还远未结束。新冠肺炎极有可能演变成季节性呼吸道疾病。因此，投资者不一定应该注销索伦托等后来者。最终，该公司可以从COVID-19诊断和/或治疗中实现健康的收入流。</blockquote></p><p> It is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.</p><p><blockquote>Sorrento的COVID-19候选疫苗完全有可能在下一个日历年内在美国获得多项监管部门的批准，这对其股票来说将是一个重大利好。也就是说，在该公司在COVID-19领域获得美国食品和药物管理局的批准之前，这只中型生物技术股票肯定会保持波动。相应地投资。</blockquote></p><p> <b>3. InMode stock will spike as the world reopens</b></p><p><blockquote><b>3.随着世界重新开放，InMode股票将飙升</b></blockquote></p><p></p><p> <b>Patrick Bafuma</b> <b>(InMode):</b>As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.</p><p><blockquote><b>帕特里克·巴富马</b> <b>（在模式中）：</b>随着世界重新开放，人们聚在一起感觉更舒服，美学市场肯定会升温。这就是为什么我选择InMode作为COVID-19疫苗库存翻倍的公司，该公司自称是全球领先的创新、微创美容和健康解决方案提供商，具有很强的品牌认知度。</blockquote></p><p> Using a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.</p><p><blockquote>该公司采用剃须刀和刀片模式，销售医疗设备系统和相关消耗品，为身体塑形提供能源。InMode被多位医学专家使用，包括整形外科医生、皮肤科医生、妇科医生、耳鼻喉科医生和眼科医生，声称其程序比激光治疗更持久，比吸脂术等典型的塑身程序侵入性更小。</blockquote></p><p> And this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.</p><p><blockquote>这家价值52亿美元的美学公司正在全力以赴。在最近一个季度，InMode报告收入达到创纪录的8730万美元，与2020年第二季度相比增长了184%。第二季度美国以外的总销售额为3090万美元，是去年同期的三倍多。这种快速的国际增长占其总收入的35%，而2020年第二季度这一比例为22%。该公司目前在68个国家开展业务，拥有持续增长的巨大空间。</blockquote></p><p> As the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"</p><p><blockquote>随着世界慢慢恢复正常，消费者正在寻求因COVID-19而推迟的治疗方法。“我们的需求很强劲，”首席医疗官Spero Theodorou在上次电话会议上指出。“整个九月都很稳定。等待名单……大约还有一个月。”</blockquote></p><p> Theodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.</p><p><blockquote>Theodorou接着说，“超过三分之一的新患者以前从未做过（任何美容手术）。”这表明InMode已经扩大了塑身市场，尽管有新冠肺炎疫情，该市场在2020年全球已达到62亿美元。预计到2026年，该市场将以7.2%的复合年增长率增长，因此InMode有很大的发展空间。</blockquote></p><p> With many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.</p><p><blockquote>自2020年3月以来，我们中的许多人要么呆在家里，要么戴着面具，我预计随着新冠肺炎的衰落，这家美容设备制造商将继续增长。尽管InMode自2021年初以来已上涨超过180%，但该公司拥有巨大的跑道，其剃须刀和刀片业务模式仍然是有效的定位策略。InMode已经实现盈利，第二季度调整后稀释每股收益为1.02美元，而2020年同季度稀释后每股收益为0.24美元。InMode的股价似乎将再次翻倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/15/3-covid-stocks-that-might-double-soon/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","SRNE":"索伦托医疗","INMD":"InMode Ltd."},"source_url":"https://www.fool.com/investing/2021/09/15/3-covid-stocks-that-might-double-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195990706","content_text":"Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.\nRead more to find out why we think Novavax(NASDAQ:NVAX), Sorrento Therapeutics(NASDAQ:SRNE), and InMode(NASDAQ:INMD)will close out 2021 with a bang.\nIMAGE SOURCE: GETTY IMAGES.\n1. Multiple catalysts will make Novavax shares jump in 2021\nTaylor Carmichael(Novavax):Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.\nRight now,Moderna enjoys a $169 billion market cap, and BioNTech sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.\nThe majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.\nThe U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.\nI'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.\n2. Sorrento Therapeutics: Don't sleep on this name\nGeorge Budwell(Sorrento Therapeutics):The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.\nThe core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.\nIt is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.\n3. InMode stock will spike as the world reopens\nPatrick Bafuma (InMode):As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.\nUsing a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.\nAnd this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.\nAs the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"\nTheodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.\nWith many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.","news_type":1,"symbols_score_info":{"NVAX":0.9,"INMD":0.9,"SRNE":0.9}},"isVote":1,"tweetType":1,"viewCount":2769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885606281,"gmtCreate":1631781412643,"gmtModify":1631890460940,"author":{"id":"3554626415127931","authorId":"3554626415127931","name":"Shibing","avatar":"https://static.tigerbbs.com/cc800279dcdb8bb992f0c97452095c4f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3554626415127931","idStr":"3554626415127931"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885606281","repostId":"1195990706","repostType":4,"repost":{"id":"1195990706","kind":"news","pubTimestamp":1631781148,"share":"https://www.laohu8.com/m/news/1195990706?lang=zh_CN&edition=full","pubTime":"2021-09-16 16:32","market":"us","language":"en","title":"3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195990706","media":"Motley Fool","summary":"Here are three healthcare stocks as nominees for a quick double in 2021.","content":"<p>Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.</p><p><blockquote>短期内任何事情都可能发生，所以说一只股票肯定会快速翻倍是愚蠢的。尽管如此，这些Fool.com撰稿人还是看好这三只医疗保健股，并且有理由保持短期乐观。</blockquote></p><p> Read more to find out why we think <b>Novavax</b>(NASDAQ:NVAX), <b>Sorrento Therapeutics</b>(NASDAQ:SRNE), and <b>InMode</b>(NASDAQ:INMD)will close out 2021 with a bang.</p><p><blockquote>阅读更多内容，了解我们为什么认为<b>Novavax</b>（纳斯达克：NVAX），<b>索伦托治疗公司</b>（纳斯达克：SRNE），以及<b>InMode</b>（纳斯达克：INMD）将轰轰烈烈地结束2021年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7858be2535b72fb5033e8b4d227614\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Multiple catalysts will make Novavax shares jump in 2021</b></p><p><blockquote><b>一、多重催化剂让诺瓦瓦克斯股价在2021年大涨</b></blockquote></p><p> <b>Taylor Carmichael(Novavax):</b>Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax股价今年已经翻了一番，从1月份的112美元上涨至本周的233美元。但是油箱里还有很多油，我预计到今年年底还会增加一倍。</blockquote></p><p> Right now,<b>Moderna</b> enjoys a $169 billion market cap, and <b>BioNTech</b> sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.</p><p><blockquote>现在，<b>现代</b>市值为1690亿美元，<b>BioNTech</b>估值为790亿美元。与此同时，Novavax的市值为170亿美元，非常便宜。当然，不同之处在于，mRNA生物技术公司的两种COVID-19疫苗现在都已上市，而Novavax仍在等待其首次紧急使用授权。但当政府机构开始允许Novavax分发其COVID-19疫苗时，该股将真正开始飙升。</blockquote></p><p> The majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.</p><p><blockquote>世界上大多数人口仍然没有接种疫苗。Novavax将在2022年准备分发20亿剂疫苗。该生物技术公司在世界各地签订了多项供应协议：向美国供应1亿剂，向日本供应1.5亿剂，向欧洲供应2亿剂，向发展中国家供应超过10亿剂。</blockquote></p><p> The U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.</p><p><blockquote>美国预付了13亿美元，以获得该公司的1亿剂实验性疫苗。这相当于每剂13美元。虽然各种购买协议的美元金额没有披露，但日本和欧洲可能会支付更高的美元金额，而发展中国家的协议将被打折。Novavax明年的收入完全有可能高于今天的市值。</blockquote></p><p> I'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.</p><p><blockquote>随着Novavax的疫苗在第四季度开始在全球获得授权，我预计Novavax的股价将飙升。Novavax的候选疫苗将作为加强注射和作为世界上大多数未接种疫苗的人的初始疫苗受到欢迎。Novavax在将COVID-19疫苗与流感疫苗结合的竞赛中处于领先地位。该公司刚刚在澳大利亚启动了一项联合试验，涉及640人，他们通过一次注射接种了这两种疾病的疫苗。</blockquote></p><p> <b>2. Sorrento Therapeutics: Don't sleep on this name</b></p><p><blockquote><b>2.Sorrento Therapeutics：别睡在这个名字上</b></blockquote></p><p> <b>George Budwell(Sorrento Therapeutics):</b>The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.</p><p><blockquote><b>George Budwell（Sorrento Therapeutics）：</b>由于其令人印象深刻的实验性COVID-19诊断和生物疗法阵容，临床阶段生物技术Sorrento Therapeutics去年声名鹊起。事实上，该生物技术公司的股票从2020年1月到2021年3月上涨了144%，主要是因为其广泛的COVID-19候选疫苗。然而，索伦托的股价在过去180天里已经下跌了近四分之一。鉴于该公司无法将其各种COVID-19候选疫苗中的一种推向美国市场，投资者显然已经转向了更好的领域。</blockquote></p><p> The core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.</p><p><blockquote>核心问题是，过去几个月，多家生物制药公司在美国和欧盟等主要市场成功开发并随后营销了COVID-19疫苗、测试和治疗性抗体。与此同时，索伦托仍在寻求其首次重大监管胜利。然而，对于潜在投资者来说，重要的是要明白，疫情还远未结束。新冠肺炎极有可能演变成季节性呼吸道疾病。因此，投资者不一定应该注销索伦托等后来者。最终，该公司可以从COVID-19诊断和/或治疗中实现健康的收入流。</blockquote></p><p> It is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.</p><p><blockquote>Sorrento的COVID-19候选疫苗完全有可能在下一个日历年内在美国获得多项监管部门的批准，这对其股票来说将是一个重大利好。也就是说，在该公司在COVID-19领域获得美国食品和药物管理局的批准之前，这只中型生物技术股票肯定会保持波动。相应地投资。</blockquote></p><p> <b>3. InMode stock will spike as the world reopens</b></p><p><blockquote><b>3.随着世界重新开放，InMode股票将飙升</b></blockquote></p><p></p><p> <b>Patrick Bafuma</b> <b>(InMode):</b>As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.</p><p><blockquote><b>帕特里克·巴富马</b> <b>（在模式中）：</b>随着世界重新开放，人们聚在一起感觉更舒服，美学市场肯定会升温。这就是为什么我选择InMode作为COVID-19疫苗库存翻倍的公司，该公司自称是全球领先的创新、微创美容和健康解决方案提供商，具有很强的品牌认知度。</blockquote></p><p> Using a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.</p><p><blockquote>该公司采用剃须刀和刀片模式，销售医疗设备系统和相关消耗品，为身体塑形提供能源。InMode被多位医学专家使用，包括整形外科医生、皮肤科医生、妇科医生、耳鼻喉科医生和眼科医生，声称其程序比激光治疗更持久，比吸脂术等典型的塑身程序侵入性更小。</blockquote></p><p> And this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.</p><p><blockquote>这家价值52亿美元的美学公司正在全力以赴。在最近一个季度，InMode报告收入达到创纪录的8730万美元，与2020年第二季度相比增长了184%。第二季度美国以外的总销售额为3090万美元，是去年同期的三倍多。这种快速的国际增长占其总收入的35%，而2020年第二季度这一比例为22%。该公司目前在68个国家开展业务，拥有持续增长的巨大空间。</blockquote></p><p> As the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"</p><p><blockquote>随着世界慢慢恢复正常，消费者正在寻求因COVID-19而推迟的治疗方法。“我们的需求很强劲，”首席医疗官Spero Theodorou在上次电话会议上指出。“整个九月都很稳定。等待名单……大约还有一个月。”</blockquote></p><p> Theodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.</p><p><blockquote>Theodorou接着说，“超过三分之一的新患者以前从未做过（任何美容手术）。”这表明InMode已经扩大了塑身市场，尽管有新冠肺炎疫情，该市场在2020年全球已达到62亿美元。预计到2026年，该市场将以7.2%的复合年增长率增长，因此InMode有很大的发展空间。</blockquote></p><p> With many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.</p><p><blockquote>自2020年3月以来，我们中的许多人要么呆在家里，要么戴着面具，我预计随着新冠肺炎的衰落，这家美容设备制造商将继续增长。尽管InMode自2021年初以来已上涨超过180%，但该公司拥有巨大的跑道，其剃须刀和刀片业务模式仍然是有效的定位策略。InMode已经实现盈利，第二季度调整后稀释每股收益为1.02美元，而2020年同季度稀释后每股收益为0.24美元。InMode的股价似乎将再次翻倍。</blockquote></p><p></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>3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote></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\">\n3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-16 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.</p><p><blockquote>短期内任何事情都可能发生，所以说一只股票肯定会快速翻倍是愚蠢的。尽管如此，这些Fool.com撰稿人还是看好这三只医疗保健股，并且有理由保持短期乐观。</blockquote></p><p> Read more to find out why we think <b>Novavax</b>(NASDAQ:NVAX), <b>Sorrento Therapeutics</b>(NASDAQ:SRNE), and <b>InMode</b>(NASDAQ:INMD)will close out 2021 with a bang.</p><p><blockquote>阅读更多内容，了解我们为什么认为<b>Novavax</b>（纳斯达克：NVAX），<b>索伦托治疗公司</b>（纳斯达克：SRNE），以及<b>InMode</b>（纳斯达克：INMD）将轰轰烈烈地结束2021年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7858be2535b72fb5033e8b4d227614\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Multiple catalysts will make Novavax shares jump in 2021</b></p><p><blockquote><b>一、多重催化剂让诺瓦瓦克斯股价在2021年大涨</b></blockquote></p><p> <b>Taylor Carmichael(Novavax):</b>Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax股价今年已经翻了一番，从1月份的112美元上涨至本周的233美元。但是油箱里还有很多油，我预计到今年年底还会增加一倍。</blockquote></p><p> Right now,<b>Moderna</b> enjoys a $169 billion market cap, and <b>BioNTech</b> sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.</p><p><blockquote>现在，<b>现代</b>市值为1690亿美元，<b>BioNTech</b>估值为790亿美元。与此同时，Novavax的市值为170亿美元，非常便宜。当然，不同之处在于，mRNA生物技术公司的两种COVID-19疫苗现在都已上市，而Novavax仍在等待其首次紧急使用授权。但当政府机构开始允许Novavax分发其COVID-19疫苗时，该股将真正开始飙升。</blockquote></p><p> The majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.</p><p><blockquote>世界上大多数人口仍然没有接种疫苗。Novavax将在2022年准备分发20亿剂疫苗。该生物技术公司在世界各地签订了多项供应协议：向美国供应1亿剂，向日本供应1.5亿剂，向欧洲供应2亿剂，向发展中国家供应超过10亿剂。</blockquote></p><p> The U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.</p><p><blockquote>美国预付了13亿美元，以获得该公司的1亿剂实验性疫苗。这相当于每剂13美元。虽然各种购买协议的美元金额没有披露，但日本和欧洲可能会支付更高的美元金额，而发展中国家的协议将被打折。Novavax明年的收入完全有可能高于今天的市值。</blockquote></p><p> I'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.</p><p><blockquote>随着Novavax的疫苗在第四季度开始在全球获得授权，我预计Novavax的股价将飙升。Novavax的候选疫苗将作为加强注射和作为世界上大多数未接种疫苗的人的初始疫苗受到欢迎。Novavax在将COVID-19疫苗与流感疫苗结合的竞赛中处于领先地位。该公司刚刚在澳大利亚启动了一项联合试验，涉及640人，他们通过一次注射接种了这两种疾病的疫苗。</blockquote></p><p> <b>2. Sorrento Therapeutics: Don't sleep on this name</b></p><p><blockquote><b>2.Sorrento Therapeutics：别睡在这个名字上</b></blockquote></p><p> <b>George Budwell(Sorrento Therapeutics):</b>The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.</p><p><blockquote><b>George Budwell（Sorrento Therapeutics）：</b>由于其令人印象深刻的实验性COVID-19诊断和生物疗法阵容，临床阶段生物技术Sorrento Therapeutics去年声名鹊起。事实上，该生物技术公司的股票从2020年1月到2021年3月上涨了144%，主要是因为其广泛的COVID-19候选疫苗。然而，索伦托的股价在过去180天里已经下跌了近四分之一。鉴于该公司无法将其各种COVID-19候选疫苗中的一种推向美国市场，投资者显然已经转向了更好的领域。</blockquote></p><p> The core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.</p><p><blockquote>核心问题是，过去几个月，多家生物制药公司在美国和欧盟等主要市场成功开发并随后营销了COVID-19疫苗、测试和治疗性抗体。与此同时，索伦托仍在寻求其首次重大监管胜利。然而，对于潜在投资者来说，重要的是要明白，疫情还远未结束。新冠肺炎极有可能演变成季节性呼吸道疾病。因此，投资者不一定应该注销索伦托等后来者。最终，该公司可以从COVID-19诊断和/或治疗中实现健康的收入流。</blockquote></p><p> It is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.</p><p><blockquote>Sorrento的COVID-19候选疫苗完全有可能在下一个日历年内在美国获得多项监管部门的批准，这对其股票来说将是一个重大利好。也就是说，在该公司在COVID-19领域获得美国食品和药物管理局的批准之前，这只中型生物技术股票肯定会保持波动。相应地投资。</blockquote></p><p> <b>3. InMode stock will spike as the world reopens</b></p><p><blockquote><b>3.随着世界重新开放，InMode股票将飙升</b></blockquote></p><p></p><p> <b>Patrick Bafuma</b> <b>(InMode):</b>As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.</p><p><blockquote><b>帕特里克·巴富马</b> <b>（在模式中）：</b>随着世界重新开放，人们聚在一起感觉更舒服，美学市场肯定会升温。这就是为什么我选择InMode作为COVID-19疫苗库存翻倍的公司，该公司自称是全球领先的创新、微创美容和健康解决方案提供商，具有很强的品牌认知度。</blockquote></p><p> Using a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.</p><p><blockquote>该公司采用剃须刀和刀片模式，销售医疗设备系统和相关消耗品，为身体塑形提供能源。InMode被多位医学专家使用，包括整形外科医生、皮肤科医生、妇科医生、耳鼻喉科医生和眼科医生，声称其程序比激光治疗更持久，比吸脂术等典型的塑身程序侵入性更小。</blockquote></p><p> And this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.</p><p><blockquote>这家价值52亿美元的美学公司正在全力以赴。在最近一个季度，InMode报告收入达到创纪录的8730万美元，与2020年第二季度相比增长了184%。第二季度美国以外的总销售额为3090万美元，是去年同期的三倍多。这种快速的国际增长占其总收入的35%，而2020年第二季度这一比例为22%。该公司目前在68个国家开展业务，拥有持续增长的巨大空间。</blockquote></p><p> As the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"</p><p><blockquote>随着世界慢慢恢复正常，消费者正在寻求因COVID-19而推迟的治疗方法。“我们的需求很强劲，”首席医疗官Spero Theodorou在上次电话会议上指出。“整个九月都很稳定。等待名单……大约还有一个月。”</blockquote></p><p> Theodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.</p><p><blockquote>Theodorou接着说，“超过三分之一的新患者以前从未做过（任何美容手术）。”这表明InMode已经扩大了塑身市场，尽管有新冠肺炎疫情，该市场在2020年全球已达到62亿美元。预计到2026年，该市场将以7.2%的复合年增长率增长，因此InMode有很大的发展空间。</blockquote></p><p> With many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.</p><p><blockquote>自2020年3月以来，我们中的许多人要么呆在家里，要么戴着面具，我预计随着新冠肺炎的衰落，这家美容设备制造商将继续增长。尽管InMode自2021年初以来已上涨超过180%，但该公司拥有巨大的跑道，其剃须刀和刀片业务模式仍然是有效的定位策略。InMode已经实现盈利，第二季度调整后稀释每股收益为1.02美元，而2020年同季度稀释后每股收益为0.24美元。InMode的股价似乎将再次翻倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/15/3-covid-stocks-that-might-double-soon/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","SRNE":"索伦托医疗","INMD":"InMode Ltd."},"source_url":"https://www.fool.com/investing/2021/09/15/3-covid-stocks-that-might-double-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195990706","content_text":"Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.\nRead more to find out why we think Novavax(NASDAQ:NVAX), Sorrento Therapeutics(NASDAQ:SRNE), and InMode(NASDAQ:INMD)will close out 2021 with a bang.\nIMAGE SOURCE: GETTY IMAGES.\n1. Multiple catalysts will make Novavax shares jump in 2021\nTaylor Carmichael(Novavax):Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.\nRight now,Moderna enjoys a $169 billion market cap, and BioNTech sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.\nThe majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.\nThe U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.\nI'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.\n2. Sorrento Therapeutics: Don't sleep on this name\nGeorge Budwell(Sorrento Therapeutics):The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.\nThe core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.\nIt is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.\n3. InMode stock will spike as the world reopens\nPatrick Bafuma (InMode):As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.\nUsing a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.\nAnd this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.\nAs the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"\nTheodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.\nWith many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.","news_type":1,"symbols_score_info":{"NVAX":0.9,"INMD":0.9,"SRNE":0.9}},"isVote":1,"tweetType":1,"viewCount":1267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}