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          蚂蚁金服 已成全球 最大的独 角兽公司_www.forex21.cn

          时间:2018/4/21 9:13:19 点击:

            核心提示: 今日,安信证券一份最新报告显示,预计2018年公司净利润约54.8亿美元,基于采用上市公司的平均用户市...
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          今日,安信证券一份最新报告显示,预计2018年公司净利润约54.8亿美元,基于采用上市公司的平均用户市值和p/e倍数方式进行计算,给出1600亿美元的估值。而数周之前,国际知名投行巴克莱的估值是1550亿美元。

          近日,有媒体引述一份融资文件指,蚂蚁金服将在港股及A股两地上市,最快下半年挂牌,估值高达1500亿美元。而且,蚂蚁金服据传蚂蚁金服正在洽谈新一轮100亿美元的融资,吸引了美国私募股权公司华平投资(Warburg Pincus)华平投资、新加坡主权基金淡马锡(Temasek Holdings)的多家国际和国内投资者的兴趣。

          Today, a new report from Anxin securities shows that the company is expected to make a net profit of about $5 billion 480 million in 2018, based on the value of the average user value and p/e multiple of listed companies, giving a $160 billion valuation. A few weeks ago, Barclays, the internationally renowned investment bank, valued at $155 billion.

          Recently, some media quoted a financing document that the ant gold suit will be listed on the Hong Kong stock and A shares, and will be listed in the fastest half of the year, with a valuation of up to US $150 billion. Moreover, the ant gold suit is rumored to be negotiating a new round of $10 billion financing, attracting the interest of many international and domestic investors in the Warburg Pincus investment of private Holdings Company in the United States and Temasek Holdings, the Singapore sovereign fund.

          此次蚂蚁金服估值再增,对蚂蚁金服来说无疑有利于提振行情。不过,今日,蚂蚁金服相关负责人对记者表示,“蚂蚁金服目前没有上市时间表,对市场传闻不予评价。”

          两周时间蚂蚁金服估值再提升
          估值1600亿美元,安信证券给了三个理由。

          The valuation of the ant gold clothing is increased again, which is undoubtedly conducive to boosting the market for ants. However, today, ant gold clothing official told reporters, "ant gold clothing is not listed on the timetable, the market rumors will not be evaluated."

          Evaluation of ant gold clothing for two weeks
          The valuation of 160 billion dollars, the securities company gave three reasons.

          安信证券认为,蚂蚁金服具有支付宝、芝麻信用、余额宝、蚂蚁花呗等多款爆款产品,覆盖居民生活和理财需求,而且逐步补齐金融业务牌照;此外,蚂蚁金服建立起五大板块:

          一是在支付上,2017年四季度支付宝在中国第三方移动支付市占率高达 54%。截至2017年3月底,底蚂蚁金服累计服务财富管理用户3.3亿,余额宝已成为全球最大货币市场基金;

          二是在微贷业务上,蚂蚁金服花呗、借呗年度活跃用户已逾1 亿;

          三是企业微贷方面,网商银行已至少服务 260 万家小微企业;

          四是截至 2017年3月末,保险服务年活跃用户3.92亿人,单用户保费同比增长 43%;

          五是在商业信用体系构建上,截至2017年3月末,芝麻信用开通用户达 2.57 亿,同比增长 95%。

          Essence Securities believes that the ant gold suit with Alipay, sesame credit, the balance of treasure, a variety of flower ants chant explosive products, covering the lives of the residents and financial needs, and gradually filled the financial business license; in addition, the ant payment service set up five big plate:

          One is to pay in the fourth quarter of 2017, Alipay in the China third party mobile payment market share as high as 54%. By the end of March 2017, the ant gold service had accumulated 330 million of the wealth management users, and the balance treasure has become the largest monetary market fund in the world.

          Two, in the micro loan business, ants are spending more than 100 million of their active customers.

          The three is the micro credit aspect of enterprises. The network business banks have served at least 260 000 small and micro enterprises.

          Four, as of the end of 3 2017, the number of active users in the insurance service year was 392 million, and the premium of single users increased by 43% over the same period last year.

          Five, on the establishment of the commercial credit system, as of the end of 3 2017, the number of users of sesame credit opened to 257 million, an increase of 95% over the same period last year.

          同时,安信证券认为,在全球化方面,蚂蚁金服正利用在金融科技领域的领先地位讲普惠金融模式拓展到其它新兴市场国家,未来拥抱20亿蓝海。而且,蚂蚁金服推进BASIC(Blockchain、AI、Security、IoT、Computing)技术战略布局,持续加码区块链、生物识别、人工智能等尖端科技,这些技术能力输出也正成为蚂蚁未来成长的长期驱动力。

          关于蚂蚁金服的融资和估值,此前有多个版本。

          今年4月10日,国际知名投行巴克莱在最新一份报告中称,重新对蚂蚁金服进行业务分析和估值计算,考虑到蚂蚁金服超出预期的用户数和ARPU(单用户平均收入)增长,将1060亿美元的估值提升至1550亿美元。

          At the same time, Anxin Securities believes that, in the context of globalization, ant gold clothing is taking advantage of the leading position in the field of financial science and technology to expand the inclusive financial model to other emerging market countries and embrace the 2 billion blue sea in the future. Moreover, the ant gold clothing promotes the strategic layout of BASIC (Blockchain, AI, Security, IoT, Computing), and continues to add cutting-edge technology such as block chain, biometric identification, artificial intelligence and so on. These technical capabilities are also becoming a long-term driving force for the ants' future growth.

          There are several versions of the financing and valuation of ant suits.

          In April 10th this year, the international investment bank Barclays said in its latest report that it renewed its business analysis and valuation calculation of ant gold clothing, raising the $106 billion valuation to $155 billion, taking into account the increase in the number of ants and the ARPU (single user average income).

          巴克莱表示,其上调估值的主要原因具体来自两个方面:

          首先,蚂蚁在过去一年线下支付增长迅速,2017年3月,支付宝的线下交易量同比激增了7倍,并在2017年下半年保持了这样的增长势头。2017年4季度支付宝持续提升市场份额,Questmobile数据表明支付宝的用户数上升明显;

          其次,受益于多样化的支付场景和其他金融服务的渗透,蚂蚁金服的收入来源更加丰富,来自阿里巴巴相关交易的收入占比已经小于10%。

          巴克莱认为,消费者使用更多类别的金融服务,一体化金融服务的渗透促进ARPU(单用户平均收入)提升,且仍具有很大的上升空间。以交易额计,去年第三季支付宝在移动支付市场占53.7%,按年升3.3个百分点;腾讯(00700)旗下微信支付的市占率为39.4%。

          Barclay said that the main reasons for its upward valuation were from two aspects:

          First of all, the ants in the past year the line to pay the rapid growth in March 2017, an Alipay line trading volume increased by 7 times, and in the second half of 2017 to maintain this growth momentum. The 4 quarter of 2017, Alipay continued to increase market share, Questmobile data show that the number of users of Alipay rose significantly;

          Secondly, benefiting from the diversification of the payment scene and the infiltration of other financial services, the income source of ant gold clothing is more abundant, and the income from Alibaba related transactions has been less than 10%.

          Barclay believes that consumer use of more categories of financial services, integrated financial services to promote the ARPU (single user average income) promotion, and still have a lot of room for rise. The trading volume, the third quarter of last year, Alipay in the mobile payment market accounted for 53.7%, up 3.3 percentage points; Tencent (00700), WeChat to pay its share of 39.4%.

          蚂蚁金服:暂无上市时间表
          进入2018年以来,蚂蚁金服动作频频,数个月内,蚂蚁金服已经在股权结构、高管人事等重大事项上均已发生调整,被市场普遍解读是为蚂蚁金服上市正进入倒计。

          近日,有内地媒体引述一份融资文件指,蚂蚁金服将在港股及A股两地上市,最快下半年挂牌,估值高达1500亿美元;而且,蚂蚁金服据传蚂蚁金服正在洽谈新一轮100亿美元的融资,吸引了美国私募股权公司华平投资(Warburg Pincus)华平投资、新加坡主权基金淡马锡(Temasek Holdings)的多家国际和国内投资者的兴趣。

          此次蚂蚁金服估值再增,对蚂蚁金服来说无疑有利于提振行情。不过,今日,蚂蚁金服相关负责人对记者表示,“蚂蚁金服目前没有上市时间表,对市场传闻不予评价。”

          Ant gold suit: no timetable
          Since 2018, the ant gold clothes have been used frequently. In several months, the ant gold clothing has been adjusted in the stock structure, senior management and other important items. The market is generally interpreted as the fall of the ant gold clothing.

          Recently, some mainland media quoted a financing document that the ant gold suit will be listed in both Hong Kong shares and A shares in the first half of the year, with a valuation of up to $150 billion, and the ant gold suit is being held to negotiate a new round of $10 billion financing to attract the US private Holdings Company Warburg Pincus. The interests of many international and domestic investors from Huaping investment and Temasek Holdings, Singapore's sovereign fund.

          The valuation of the ant gold clothing is increased again, which is undoubtedly conducive to boosting the market for ants. However, today, ant gold clothing official told reporters, "ant gold clothing is not listed on the timetable, the market rumors will not be evaluated."

          今年2月1日晚间,阿里巴巴宣布通过一家中国子公司入股收购蚂蚁金服33%的股权。2014年8月,阿里巴巴发布的招股书中公开披露,蚂蚁金服每年需向阿里巴巴支付知识产权及技术服务费,金额相当于蚂蚁金服税前利润的37.5%;此次股权收购完成后,相应的知识产权将同步转让给蚂蚁金服,且上述分润安排同步停止。

          由于证监会的规定,拟上市公司应股权清晰,在A股上市过程中不允许存在类似于可能改变公司股权结构的安排。此次安排将更明确蚂蚁金服股权归属,蚂蚁金服也将获得更多现金流,被认为“有助于铺平其A股上市之路。”

          In the evening of February 1st this year, Alibaba announced that it would buy 33% stake in an ant gold suit through a Chinese subsidiary. In August 2014, the Alibaba issued a prospectus publicly disclosed that the ant gold clothing should pay the Alibaba intellectual property and technical service fees every year, which is equivalent to 37.5% of the pre tax profit of ant gold. After the completion of the stock acquisition, the corresponding intellectual property rights will be transferred to the ant Gold Uniform, and the separation arrangement is synchronized. Stop it。

          Due to the provisions of the securities and Futures Commission, the listed company should have a clear shareholding. In the course of listing A shares, it is not allowed to have an arrangement similar to that that may change the ownership structure of the company. The arrangement will give more clarity to the ownership of the ants, and the ants will also get more cash flow, which is considered "helping to pave the way for the listing of A shares."

          日前,蚂蚁金服也完成了高管的“交接棒”。4月9日, 彭蕾卸任蚂蚁金服董事长,蚂蚁金服CEO井贤栋接棒任董事长一职。这也是蚂蚁金服宣布成立以来第二次重大人事调整。有着二十余年财务和运营管理工作经验的井贤栋被认为更符合职业经理人定位。在此次重要人事调整中,马云称,“合伙人和董事会深信,继往开来,这次蚂蚁历史上最重要的领导团队更替,不仅仅是为了传承,更重要的是蜕变。”

          4月12日,路透社等多家权威外媒援引知情人士消息称,蚂蚁金服正在洽谈新一轮融资,由于投资者对其股票需求强劲,蚂蚁金服本轮融资规模将在80亿美元至100亿美元之间。

          蚂蚁金服成全球最大独角兽公司
          蚂蚁金服的估值一度在1000亿美元左右浮动。天眼查显示:

          蚂蚁金服2014年4月完成建信投资和人保资本的战略融资;

          Recently, ant gold clothing also completed the "handover stick" of executives. In April 9th, Peng Lei stepped down as the chairman of the ant gold clothing, and the ant gold clothing CEO well Hsien Tung served as chairman of the board. This is also the second major personnel adjustment since the announcement of the ant suit. Jing Xiandong, who has more than twenty years of financial and operational management experience, is considered to be more in line with the position of professional managers. In this important personnel adjustment, Ma Yun said, "the partners and the board of directors are convinced that the most important leadership team in the ant history will be replaced, not only for inheritance, but more importantly the transformation."

          In April 12th, the Reuters and other authoritative foreign media quoted people familiar with the news that ant gold clothing is negotiating a new round of financing. As investors have strong demand for its stock, the size of the ant gold suit is between $8 billion and $10 billion.

          Ant gold is the world's largest Unicorn company
          The valuation of ant gold clothing fluctuated at around $100 billion. The eye check shows:

          Ant Jin clothing completed the strategic financing of Jianxin investment and human capital in April 2014.

           

          2015年5月由海尔资本参投2.19亿元Pre-A轮融资;

           

          紧接着2015年7月完成了太平洋寿险、全国社保基金、上海经颐、金浦投资、中国人寿、春华资本、中邮资本、国开金融、中国人保、新华保险、云锋基金的120亿元A轮融资,彼时市场估值450亿美元;

           

          2015年9月,中国邮政旗下中邮资本战略投资蚂蚁金服,未透露具体金额;

           

          2016年3月,易方达基金参投;

          In May 2015, Haier invested 219 million yuan in Pre-A round of financing.

           

          In July 2015, we completed the 12 billion yuan A round financing of the Pacific Life Insurance, the national social security fund, the Shanghai Jing Yi, Jinpu investment, China life, Chunhua capital, China mail capital, Guo Kai finance, China's human insurance, Xinhua insurance, Yunfeng fund, and the value of $45 billion in the time of the market.

           

          In September 2015, China Post's investment strategy was invested in ant gold clothing without revealing the exact amount.

           

          In March 2016, Yi Fang Da fund was invested.

           

          2016年4月,蚂蚁金服宣布完成45亿美元的B轮融资,中投公司和建行旗下建信信托、中金甲子、汉富资本参投,春华资本、中国人寿、中邮资本、国开金融等跟投,当时市场估值约为600亿美元,相比之下,不过两年时间,蚂蚁金服的估值已翻了一倍,增长270%。

          4月18日,2018年第一季度胡润大中华区独角兽指数显示,蚂蚁金服以4000亿元估值位居榜首,其后是滴滴出行、小米并列第二,估值范围分别为3000亿元,接下来是新美大、今日头条,估值范围均为是2000亿元,腾讯音乐、京东金融以1500亿元左右估值并列第六;宁德时代、菜鸟网络、陆金所、快手和大疆以1000亿元以上的估值并列第八。

          而从目前估值来看,毫无疑问,蚂蚁金服已成为全球最大独角兽公司。从路透社公布的全球科技公司的最新市值排名来看,蚂蚁金服的估值已挺近全球科技公司市值排名前15名,超过高盛、大摩和从eBay分离出来的Paypal等美国多家大型金融服务公司。

          In April 2016, ant gold clothing announced the completion of 4 billion 500 million US dollar B round financing, CIC and CCB's trust trust, CICC, HF capital investment, Chunhua capital, China life, Chinese philatelic capital, Guo Kai finance and so on, at that time the market value was about 60 billion US dollars, compared with the two years, ant gold clothes The valuation has doubled, up 270%.

          In April 18th, the first quarter of 2018, the first quarter of 2018, the big China Unicorn index showed that the ant gold clothing was ranked first at 400 billion yuan valuation, followed by drop trip, millet juxtaposition of second, the valuation range of 300 billion yuan respectively, the next is the new United States, today headlines, the valuation range is 200 billion yuan, Tencent music, Jingdong Finance Around 150 billion yuan, the valuation is tied for sixth; the Ningde era, rookie network, Lu Jin, fast hand and Dajiang are tied for eighth with a valuation of more than 100 billion yuan.

          Judging from the current valuation, there is no doubt that ant gold clothing has become the largest Unicorn company in the world. According to the latest market value rankings of global technology companies published by the Reuters, the valuation of ant gold clothing is close to the top 15 market capitalization of global technology companies, more than a number of large US Financial Services Company such as Goldman Sachs, grand mama and Paypal separated from eBay.

           

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