Citizens 对 ABNB 给出正面评价,理由是其酒店库存、支付选项和费用透明度方面的战略扩张,并因此上调了目标价。
逐段跳播
接下来看 Airbnb。她今早获得了目标价上调。目前我看不到她眼下有太大波动,但今年以来她的表现一直很强劲。是的,确实如此。如果你看他们的评级建议,这一条来自 Citizens。
他们上调了评级,而且,跑赢市场的评级也得以维持。他们将目标价从 190 美元上调至 200 美元。
Let's move on to Airbnb. She was the recipient of the price target increase this morning. Right now, I don't see much movement from her at the moment, but she has been performing strongly so far this year.
Yes, it was. I mean, if you look at their recommendation, this one is from " Citizens". They have upgraded their rating, and by the way, the " outperforming in the market" rating has been maintained.
They increased the target price from $190 to $200.
因此,他们指出了几个刺激因素。他们认为这正日益对 Airbnb 的业绩做出贡献。该公司正在向替代住宿选择之外扩张,更深入地进入传统酒店库存。所以,这是对传统模式的一个轻微改变,而这再次扩大了可触达市场。
Therefore, they point to several stimuli. They believe this is increasingly contributing to Airbnb's results. The company is expanding beyond alternative accommodation options, moving deeper into the traditional hotel inventory.
So , this is a slight change from the traditional model, and this expands the targetable market once again.
这可能会让该公司对通常从 Booking.com 或 Expedia 开始搜索的旅客更具竞争力。
This will likely make the company more competitive for travelers who typically begin their search on Booking.com or Expedia.
另一件事是,他们正在增加更多支付方案。先订后付方案。这一全球性服务降低了与预订航班相关的初始财务门槛。他们还在简化费用结构,因为这一直是 Airbnb 的一个争议点。这一认证将使客户可获得的总价更加透明。
The other thing is that they are adding more payment programs . "Book now, pay later" programs. This global offering reduces the initial financial barriers associated with booking flights.
They are also simplifying their fee structure because that has always been a point of contention with Airbnb. This accreditation would make the total price available to customers more transparent.
总体而言,这对 Airbnb 是一个积极信号,该公司去年表现非常好,考虑到该股在疫情后的过去五年里表现不佳,但近期似乎正在改善。
Overall, it's a positive sign for Airbnb, which performed very well last year, considering the stock hasn't performed well post- Covid for the past five years, but it seems to be improving recently .
这个频道对 $ABNB 的历次判断
Schwab Network 在这只股票上只有这一条判断。