b******r 发帖数: 16603 | 1 http://blogs.barrons.com/techtraderdaily/2011/04/15/wsj-ipo-exp
WSJ: IPO Expected To Value Groupon at $15 Billion to $20
By John Kimelman
The Wall Street Journal is reporting that daily deals provider Groupon is
expected to pick Goldman Sachs and Morgan Stanley as its two lead
underwriters in a planned initial public offering later this year, people
familiar with the matter said.
The IPO is expected to value the Chicago company at between $15 billion and
$20 billion, people familiar with the matter told the Journal.
J.P. Morgan Chase is one of the banks that is expected to have a co-manager
role for the Groupon IPO, the people said, adding that at least two other
banks are vying to be part of the syndicate.
Groupon, a Web site which matches merchants willing to sell discounted goods
and services with buyers, hasn’t decided exactly how much it plans to
raise from the initial offering of its stock to investors, but it could be
as much as $1 billion, according to the people familiar with the matter.
According to the Journal, the IPO is currently planned for the second-half
of 2011, and will potentially be in the third quarter. |
b******r 发帖数: 16603 | 2 I updated my price targets accordingly
BIDU $300
SINA $500
SOHU $300
YOKU $200 |
B****t 发帖数: 3129 | 3 I approve this message, lol |
g**********7 发帖数: 2026 | 4 这太CRAZY了吧
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I updated my price targets accordingly : BIDU $300 : SINA $500 : SOHU $300 : YOKU $200
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b*****n 发帖数: 2478 | 5 虎子不怕这个泡沫爆掉?这个本身没有任何投资价值,反正也不分红,有一天没人抄了
,除了一堆处理器,什么都没有了
and
manager
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : http://blogs.barrons.com/techtraderdaily/2011/04/15/wsj-ipo-exp : WSJ: IPO Expected To Value Groupon at $15 Billion to $20 : By John Kimelman : The Wall Street Journal is reporting that daily deals provider Groupon is : expected to pick Goldman Sachs and Morgan Stanley as its two lead : underwriters in a planned initial public offering later this year, people : familiar with the matter said. : The IPO is expected to value the Chicago company at between $15 billion and : $20 billion, people familiar with the matter told the Journal. : J.P. Morgan Chase is one of the banks that is expected to have a co-manager
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b******r 发帖数: 16603 | 6 If street firms value this bubble at 15B, I will think how to take advantage
of their mindset. I won't worry too much about its real value in at least
couple of years.
By the way, I believe Groupon's partnership with QQ is boosting its value a
lot.
【在 b*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 虎子不怕这个泡沫爆掉?这个本身没有任何投资价值,反正也不分红,有一天没人抄了 : ,除了一堆处理器,什么都没有了 : : and : manager
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b******r 发帖数: 16603 | 7 Basically I am predicting
BIDU 100B
SINA 30B
SOHU 11B
YOKU 20B
Compared with potential Groupon IPO, maybe SOHU's target is a bit under-
estimated while YOKU a bit over-estimated. I am very comfortable with SINA
and BIDU's projections if Groupon's 20B holds.
【在 g**********7 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 这太CRAZY了吧
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b*****n 发帖数: 2478 | 8 下一次股市大的危机很可能就是几年后这些bubble破的时候,不过反正也不长线玩这种
股票,能搭车赚钱也不错,呵呵
advantage
a
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : If street firms value this bubble at 15B, I will think how to take advantage : of their mindset. I won't worry too much about its real value in at least : couple of years. : By the way, I believe Groupon's partnership with QQ is boosting its value a : lot.
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u*********r 发帖数: 1181 | 9 你忘记加了一个年限
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I updated my price targets accordingly : BIDU $300 : SINA $500 : SOHU $300 : YOKU $200
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b******r 发帖数: 16603 | 10 2-3年吧。过了黄花菜都凉了。
【在 u*********r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 你忘记加了一个年限
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w**********l 发帖数: 8501 | 11 这才make sense啊
我还以为半年内的,
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 2-3年吧。过了黄花菜都凉了。
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v****e 发帖数: 19471 | 12 好,那我就指着性浪退休了,哈哈
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I updated my price targets accordingly : BIDU $300 : SINA $500 : SOHU $300 : YOKU $200
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t******y 发帖数: 6206 | 13 Buy,buy, buy!!
and
manager
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : http://blogs.barrons.com/techtraderdaily/2011/04/15/wsj-ipo-exp : WSJ: IPO Expected To Value Groupon at $15 Billion to $20 : By John Kimelman : The Wall Street Journal is reporting that daily deals provider Groupon is : expected to pick Goldman Sachs and Morgan Stanley as its two lead : underwriters in a planned initial public offering later this year, people : familiar with the matter said. : The IPO is expected to value the Chicago company at between $15 billion and : $20 billion, people familiar with the matter told the Journal. : J.P. Morgan Chase is one of the banks that is expected to have a co-manager
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b******r 发帖数: 16603 | 14 LivingSocial以300万美元收购社交广告网站
2011年04月16日22:38腾讯科技[微博]马文我要评论(0)
字号:T|T
腾讯科技讯(马文)北京时间4月16日消息,据国外媒体报道,快速成长的团购服务网
站LivingSocial刚刚募集了4亿美元,现在媒体证实它已收购了长期陷入困境的社交广
告网站SocialMedia。收购价格只有300万美元,全部以LivingSocial股票进行交易。
遗憾的是,SocialMedia此前已获得来自美国十大风险投资商之一的查尔斯河风险投资
公司(Charles River Ventures)、网景联合创始人马克·安德森(Marc Andreessen)
、连续创业家兼天使投资人纳瓦尔·拉维肯特(Naval Ravikant)和投资人杰夫·克拉维
尔(Jeff Clavier) 的1000万美元的投资。
SocialMedia 现在最值钱的东西可能就是其域名了,而在两年前该公司曾想取消这个域
名。该公司是最早在广告中使用好友照片创建Facebook广告网络的公司之一,其 2008
年营收为1500万美元,2009年营收增长到2500万美元。一个消息来源透露,著名社交网
站Facebook曾企图收购 SocialMedia,但遭到SocialMedia拒绝。此后不久,Facebook
威胁要采取法律措施来针对他们违反隐私政策行为。
这次收购案最令人关注的并非SocialMedia成功实现了软着陆,而是在交易谈判中所透
露出来的LivingSocial财务、资产信息。 SocialMedia得到约54.5万股Living Social
普通股,总价值为300万美元。这意味着LivingSocial有大约5.2亿股发行股,按照最近
E轮融资中优先股价格5.65美元,LivingSocial估值为29亿美元。
作为美国第二大团购网站,LivingSocial的营收还不及最大的团购网站Groupon,但业
绩也不错。消息来源透露,LivingSocial今年2月份营收为 5000万美元,而2011年全年
营收预计将达到10亿美元。预计Groupon今年2月份营收接近1亿美元,大约是
LivingSocial的两倍。 |
v****e 发帖数: 19471 | 15 就是为了个域名
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : LivingSocial以300万美元收购社交广告网站 : 2011年04月16日22:38腾讯科技[微博]马文我要评论(0) : 字号:T|T : 腾讯科技讯(马文)北京时间4月16日消息,据国外媒体报道,快速成长的团购服务网 : 站LivingSocial刚刚募集了4亿美元,现在媒体证实它已收购了长期陷入困境的社交广 : 告网站SocialMedia。收购价格只有300万美元,全部以LivingSocial股票进行交易。 : 遗憾的是,SocialMedia此前已获得来自美国十大风险投资商之一的查尔斯河风险投资 : 公司(Charles River Ventures)、网景联合创始人马克·安德森(Marc Andreessen) : 、连续创业家兼天使投资人纳瓦尔·拉维肯特(Naval Ravikant)和投资人杰夫·克拉维 : 尔(Jeff Clavier) 的1000万美元的投资。
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b******r 发帖数: 16603 | 16 总结下,目前livingSocial市值接近3B。。revenue 1B
Groupon看上去估计年revenue 2B。
这点来说,确实比新浪还是强不少。新浪接下来revenue上需要突破。 |
b******r 发帖数: 16603 | 17 我没想到团购的收入那么高了?完少的生意发了,呵呵。
【在 v****e 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 就是为了个域名
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v****e 发帖数: 19471 | 18 不急不急,没有revenue也能到200,哈哈哈
【在 b******r 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 总结下,目前livingSocial市值接近3B。。revenue 1B : Groupon看上去估计年revenue 2B。 : 这点来说,确实比新浪还是强不少。新浪接下来revenue上需要突破。
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