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2023年值得關注的10家IPO公司

2023年值得關注的10家IPO公司

LUCY BREWSTER 2022-10-20
只要有幾家公司一炮打響,就能扭轉市場的情緒。

雖然2022年還沒有結束,但對于許多打算IPO的公司來說,剩下的兩個月已經沒什么戲了。2022年是硅谷的高估值和交易量遭遇雙重打擊的一年,初創公司同樣遭到重創,由于市場大環境不利,今年的IPO大幅放緩。2022年第一季度,美國只有77家公司IPO,總融資不過122億美元。而去年第一季度則有395家公司IPO,融資規模達到1400億美元。

盡管保時捷等少數公司已開始試水IPO,但分析師認為,目前的宏觀經濟還遠未恢復到能讓IPO顯著活躍的水平。巴布森學院的商學教授彼得?科漢表示:“除非利率出現下降跡象,否則大家是不會選擇IPO的,當然也不可能有科技公司的IPO?!?/p>

多數分析師預計,IPO活動要想顯著活躍起來,最早也得等到2023年第二季度。德勤美國IPO服務部負責人巴雷特·丹尼爾斯表示:“從我聽到的情況看,業內人士的樂觀和信心顯著提升,大家都認為,到了明年春夏的傳統IPO窗口,屆時的IPO活動將非常健康?!?/p>

雖然到今年年底前應該不會有多少公司IPO,但全球畢竟有超過1200家“獨角獸”公司,等到他們選擇上市時,投資者還是會有巨大的機會。紐交所全球資本市場負責人邁克爾·哈里斯表示:“很多公司都想在紐交所上市,所以這只是一個靴子何時落地的問題?!敝灰袔准夜疽慌诖蝽?,就能扭轉市場的情緒。丹尼爾斯也表示:“只要有幾家資本充裕的知名企業上市,且表現良好,大家的注意力就會重新集中到增長上——增長才是華爾街的萬靈藥?!?/p>

對于想押注IPO的投資者來說,最重要的是評估一家公司的增長潛力,以及它是否有上市所需的收入流(科漢認為年收入至少應在1億美元以上)。

那么,哪些公司有望率先IPO?下面這10家公司,有的是之前推遲了上市計劃,最近又重新遞交了上市文件的公司;有的則是分析師認為上市后將表現良好的公司。

1、Turo

Turoi是舊金山的一家共享汽車公司,它也是2022年第一家向美國證監會提交上市申請的本土大型公司。Turo在今年5月和9月兩次更新了申請文件,說明它的上市意愿還是很強烈的。復興資本的研究副總裁尼克·艾因霍恩表示:“這家公司披露了近期的財務狀況,這是一個他們即將在某個時間上市的信號?!备鶕衲?月提交的IPO文件,Turo的IPO或將融資3億美元。

2、Savers Value Village

Savers是美國的一個二手商品交易平臺,今年美國的物價飛漲恰恰對它十分利好,所以它也準備啟動上市融資。艾因霍恩表示:“通脹雖然對消費者不利,但對二手交易平臺顯然十分利好?!盨avers去年年底遞交了上市申請,并且在2022年5月更新了申請文件。該公司去年年底預計通過IPO可融資2.5億美元。其IPO的承銷商為摩根大通、高盛和杰富瑞。

3、Clarios

這家電動汽車電池生產商原本預計會在去年夏天IPO,不過后來卻推遲了上市計劃。隨著電動汽車行業對鋰電池的需求越來越大,該公司未來幾年具有不錯的增長前景。該公司目前由布魯克菲爾德資產管理公司持有,去年夏天它曾遞交過上市申請,不過在交易類app公司Robinhood上市陷入困境后,Clarios選擇了推遲上市。2022年6月它再度提交了上市申請,這表示相關工作可能將重新啟動。彭博社去年夏天報道稱,該公司IPO后的市值有望超過200億美元。

4、MN8 Energy

艾因霍恩指出,高盛資產管理公司旗下的太陽能生產商MN8 Energy也有望在不久后IPO。該公司在今年9月提交了上市申請,這表明它的IPO已經指日可待了。該公司計劃在紐交所上市,股票代碼為MNX。

5、Wiz

Wiz是一家以色列云軟件公司,它的年經營收入從100萬美元增長1億美元只用了短短18個月。它在2021年2月發布了第一款產品,但到2022年7月,其估計就已達到60億美元。盡管該公司尚未宣布上市計劃,據報道也沒有提交IPO申請,但是科漢認為,Wiz很快就會籌劃上市事宜,而且屆時將為投資者帶來豐厚回報??茲h表示:“如果你的營收達到了1億美元,尤其你還在以三位數的速度增長,那么你上市的可能性就非常大,而且上市后你的股票也很可能會有不錯的表現?!?/p>

6、Mobileye

Mobileye是英特爾旗下的一家自動駕駛汽車零部件制造商,它在今年9月底提交了上市申請,這也意味著它可能會很快上市。去年該公司的營收入為13.9億美元。它原本計劃在2022年年中上市,后因市場波動而推遲。該公司尚未公布IPO股價。據彭博社報道,該公司IPO后的估值將達到300億美元,低于最初預期的500億美元。

7、Reddit

Reddit是一個在線論壇公司,自2021年12月遞交上市申請以來,它的IPO一直備受期待。據彭博社報道,Reddit原本計劃在2022年3月上市,后因市場波動而推遲。截至2021年8月,Reddit的估值為100億美元。

8、TripActions

TripActions是一家商務差旅服務公司。據報道,它已于9月份提交了上市申請,有望在2023年第二季度上市。該公司的申請估計為120億美元。2021年10月,該公司在F輪融資中募得2.75億美元,其估值達到72.5億美元。TripActions的一位發言人表示,該公司正在考慮上市,但沒有具體說明上市時間。

9、ServiceTitan

ServiceTitan是一家專門面向服務業工人的軟件公司.2021年6月,它的估值達到95億美元。據報道,它已于今年1月提交了上市申請,交易規模預計將達到180億美元。2021年6月,該公司在G輪融資中募得2億美元。據《Insider》報道,該公司原計劃在2022年上市,但調整后的時間尚不得而知。

10、Cybereason

據路透社報道,雖然受大環境影響,今年各行各業都不景氣,但網絡安全行業的表現卻遠遠好于其他行業。只是Cybereason公司雖然在今年1月份完成了IPO申請,卻還是由于市場波動未能上市。據報道,該公司的IPO目標是50億美元以上估值。(財富中文網)

本文是《財富》2022年第四季度投資指南的一部分。

譯者:樸成奎

雖然2022年還沒有結束,但對于許多打算IPO的公司來說,剩下的兩個月已經沒什么戲了。2022年是硅谷的高估值和交易量遭遇雙重打擊的一年,初創公司同樣遭到重創,由于市場大環境不利,今年的IPO大幅放緩。2022年第一季度,美國只有77家公司IPO,總融資不過122億美元。而去年第一季度則有395家公司IPO,融資規模達到1400億美元。

盡管保時捷等少數公司已開始試水IPO,但分析師認為,目前的宏觀經濟還遠未恢復到能讓IPO顯著活躍的水平。巴布森學院的商學教授彼得?科漢表示:“除非利率出現下降跡象,否則大家是不會選擇IPO的,當然也不可能有科技公司的IPO?!?/p>

多數分析師預計,IPO活動要想顯著活躍起來,最早也得等到2023年第二季度。德勤美國IPO服務部負責人巴雷特·丹尼爾斯表示:“從我聽到的情況看,業內人士的樂觀和信心顯著提升,大家都認為,到了明年春夏的傳統IPO窗口,屆時的IPO活動將非常健康?!?/p>

雖然到今年年底前應該不會有多少公司IPO,但全球畢竟有超過1200家“獨角獸”公司,等到他們選擇上市時,投資者還是會有巨大的機會。紐交所全球資本市場負責人邁克爾·哈里斯表示:“很多公司都想在紐交所上市,所以這只是一個靴子何時落地的問題?!敝灰袔准夜疽慌诖蝽?,就能扭轉市場的情緒。丹尼爾斯也表示:“只要有幾家資本充裕的知名企業上市,且表現良好,大家的注意力就會重新集中到增長上——增長才是華爾街的萬靈藥?!?/p>

對于想押注IPO的投資者來說,最重要的是評估一家公司的增長潛力,以及它是否有上市所需的收入流(科漢認為年收入至少應在1億美元以上)。

那么,哪些公司有望率先IPO?下面這10家公司,有的是之前推遲了上市計劃,最近又重新遞交了上市文件的公司;有的則是分析師認為上市后將表現良好的公司。

1、Turo

Turoi是舊金山的一家共享汽車公司,它也是2022年第一家向美國證監會提交上市申請的本土大型公司。Turo在今年5月和9月兩次更新了申請文件,說明它的上市意愿還是很強烈的。復興資本的研究副總裁尼克·艾因霍恩表示:“這家公司披露了近期的財務狀況,這是一個他們即將在某個時間上市的信號?!备鶕衲?月提交的IPO文件,Turo的IPO或將融資3億美元。

2、Savers Value Village

Savers是美國的一個二手商品交易平臺,今年美國的物價飛漲恰恰對它十分利好,所以它也準備啟動上市融資。艾因霍恩表示:“通脹雖然對消費者不利,但對二手交易平臺顯然十分利好?!盨avers去年年底遞交了上市申請,并且在2022年5月更新了申請文件。該公司去年年底預計通過IPO可融資2.5億美元。其IPO的承銷商為摩根大通、高盛和杰富瑞。

3、Clarios

這家電動汽車電池生產商原本預計會在去年夏天IPO,不過后來卻推遲了上市計劃。隨著電動汽車行業對鋰電池的需求越來越大,該公司未來幾年具有不錯的增長前景。該公司目前由布魯克菲爾德資產管理公司持有,去年夏天它曾遞交過上市申請,不過在交易類app公司Robinhood上市陷入困境后,Clarios選擇了推遲上市。2022年6月它再度提交了上市申請,這表示相關工作可能將重新啟動。彭博社去年夏天報道稱,該公司IPO后的市值有望超過200億美元。

4、MN8 Energy

艾因霍恩指出,高盛資產管理公司旗下的太陽能生產商MN8 Energy也有望在不久后IPO。該公司在今年9月提交了上市申請,這表明它的IPO已經指日可待了。該公司計劃在紐交所上市,股票代碼為MNX。

5、Wiz

Wiz是一家以色列云軟件公司,它的年經營收入從100萬美元增長1億美元只用了短短18個月。它在2021年2月發布了第一款產品,但到2022年7月,其估計就已達到60億美元。盡管該公司尚未宣布上市計劃,據報道也沒有提交IPO申請,但是科漢認為,Wiz很快就會籌劃上市事宜,而且屆時將為投資者帶來豐厚回報??茲h表示:“如果你的營收達到了1億美元,尤其你還在以三位數的速度增長,那么你上市的可能性就非常大,而且上市后你的股票也很可能會有不錯的表現?!?/p>

6、Mobileye

Mobileye是英特爾旗下的一家自動駕駛汽車零部件制造商,它在今年9月底提交了上市申請,這也意味著它可能會很快上市。去年該公司的營收入為13.9億美元。它原本計劃在2022年年中上市,后因市場波動而推遲。該公司尚未公布IPO股價。據彭博社報道,該公司IPO后的估值將達到300億美元,低于最初預期的500億美元。

7、Reddit

Reddit是一個在線論壇公司,自2021年12月遞交上市申請以來,它的IPO一直備受期待。據彭博社報道,Reddit原本計劃在2022年3月上市,后因市場波動而推遲。截至2021年8月,Reddit的估值為100億美元。

8、TripActions

TripActions是一家商務差旅服務公司。據報道,它已于9月份提交了上市申請,有望在2023年第二季度上市。該公司的申請估計為120億美元。2021年10月,該公司在F輪融資中募得2.75億美元,其估值達到72.5億美元。TripActions的一位發言人表示,該公司正在考慮上市,但沒有具體說明上市時間。

9、ServiceTitan

ServiceTitan是一家專門面向服務業工人的軟件公司.2021年6月,它的估值達到95億美元。據報道,它已于今年1月提交了上市申請,交易規模預計將達到180億美元。2021年6月,該公司在G輪融資中募得2億美元。據《Insider》報道,該公司原計劃在2022年上市,但調整后的時間尚不得而知。

10、Cybereason

據路透社報道,雖然受大環境影響,今年各行各業都不景氣,但網絡安全行業的表現卻遠遠好于其他行業。只是Cybereason公司雖然在今年1月份完成了IPO申請,卻還是由于市場波動未能上市。據報道,該公司的IPO目標是50億美元以上估值。(財富中文網)

本文是《財富》2022年第四季度投資指南的一部分。

譯者:樸成奎

This year isn’t over yet, but for many IPO hopefuls, it might as well be. As a sobering reality in 2022 extinguished overblown valuations and rapid dealmaking that defined Silicon Valley last year, startups have stumbled. Wary of the hostile market environment, IPOs have slowed drastically. In the first quarter of 2022, there were only 77 IPOs that raised $12.2 billion, compared to 2021’s first quarter, when 395 offerings raised $140 billion.

While a few companies, such as Porsche, have begun to test the IPO waters, analysts say that macroeconomic conditions are still far from where they need to be currently to see IPO activity pick up significantly. “Until interest rates show signs that they’re going to come down, there aren’t going to be IPOs [and] there certainly are not going to be tech IPOs,” said Peter Cohan, a business professor at Babson College.

The earliest most analysts will venture to predict IPO activity could pick up at a significant volume is the second quarter of 2023. “I’ve been hearing a considerable uptick in optimism and confidence from [people in the industry] that feel like by 2023 your traditional IPO window in the spring and second quarter should be really healthy,” said Barrett Daniels, U.S. IPO services co-leader at Deloitte.

Yet despite the fact that there won't be a parade of IPOs by the end of this year, there will be huge opportunities for investors when the over 1,200 unicorns worldwide begin to enter the public market. "We have a robust pipeline of companies at the NYSE that are looking to go public. It’s really a matter of the timing falling into place," explained Michael Harris, global head of capital markets at the New York Stock Exchange. And it takes only a few well-received debuts to change the sentiment. “After a few well-capitalized and well-known companies go public and perform well, we expect the focus will be back on growth—the elixir of Wall Street,” said Daniels.

For investors making a bet on an IPO prospect, it’s important to consider how the company is positioned for growth—and whether it has the revenue stream (Cohan says at least $100 million annually) to go public.

Which IPOs will be first out of the gate? These are the 10 companies that have delayed previous IPO plans, recently filed to go public, or have been picked by analysts as companies positioned to do well in public markets.

1. Turo

The San Francisco–based car-sharing company was the first major U.S company in 2022 to file for approval to go public with the U.S. Securities and Exchange Commission in January. Turo recently updated its filing in May and September, which indicates the company has its eye on the public markets. “They disclosed their most recent financials, so it’s a sign that they’re still trending to IPO at some point,” said vice president of research Nick Einhorn at Renaissance Capital. According to Renaissance Capital research, based on the original IPO filing in January, the deal could raise up to $300 million.

2. Savers Value Village

The thrift store operator is well poised to be thinking about going public amid ballooning in prices of goods this year due to rampant inflation. “When consumers are feeling more stretched, thrift stores are an obvious beneficiary of that,” Einhorn said. Savers Value Village filed to go public at the end of last year and recently updated its filing in May 2022. In late 2021, the company estimated it thought it could raise up to $250 million in an IPO deal. The filing is underwritten by J.P. Morgan, Goldman Sachs, and Jefferies.

3. Clarios

This EV battery producer was an anticipated IPO last summer before the company delayed its debut on the public market. The company is positioned for growth as the car manufacturing industry will increasingly rely on lithium batteries for electric engines in years to come. Clarios, which is owned by Brookfield Asset Management, filed to go public last summer but abruptly postponed the IPO deal after trading app company Robinhood floundered in the public market. Clarios refiled recently in late June 2022, signaling that plans may be back in the works. Bloomberg reported last summer that the original IPO could value the company at over $20 billion.

4. MN8 Energy

Einhorn also pointed to the company MN8 Energy, the solar energy producer owned by Goldman Sachs Asset Management, as a potential candidate for an upcoming IPO. The company filed to go public in September, indicating an IPO could be around the corner. The company says it plans to go public on the New York Stock Exchange under the ticker MNX.

5. Wiz

Wiz, the Israeli software company, has grown from $1 million to $100 million in annual recurring revenue in just 18 months. From February 2021 to July 2022, the software cloud startup has gone from releasing its first product to an $6 billion valuation. While the company has not announced plans to go public or reportedly filed for an IPO deal, Cohan projects it will be eyeing the public market soon—and will pay off for investors when it does. “At $100 million in revenue, especially if you're growing at triple-digit rates, then there's a very high likelihood that you will be able to go public and that your stock will probably do well after it goes public,” explained Cohan.

6. Mobileye

The self-driving car parts manufacturer owned by Intel filed to go public in late September, making the company likely to go public imminently when the IPO market opens back up. The company reported revenues of $1.39 billion last year and originally planned to go public mid-2022, before delaying because of market volatility. The company did not list its share price for the proposed offering. Bloomberg reported that the initial IPO would value Mobileye at $30 billion, which is less than initial hopes that an IPO could value the company at $50 billion.

7. Reddit

Reddit has been a highly anticipated IPO ever since the online discussion forum company announced it filed to go public in December 2021. Bloomberg reported that the social media company initially planned to go public in March 2022 but paused plans amid volatility. As of August 2021, Reddit was valued at $10 billion.

8. TripActions

The corporate travel expenses company filed to go public in September and is reportedly eyeing an exit in the second quarter of 2023, according to an Insider report. The company filed for an IPO at a $12 billion valuation. Its last fundraising round was in October 2021—a $275 million Series F at a $7.25 billion valuation. A spokesperson for TripActions said that the company is considering going public, but did not specify any timeline.

9. ServiceTitan

The software company for service workers, valued at $9.5 billion in June 2021, filed to go public in January according to Insider. ServiceTitan is reportedly planning for an $18 billion IPO. The company’s most recent Series G fundraising round was in June 2021 and raised $200 million. Insider reported the startup originally aimed to go public in 2022, but the timing as of now is unclear.

10. Cybereason

Cybersecurity has fared far better during the market downturn than other sectors, but public market volatility has still prevented cybersecurity company Cybereason from pulling the trigger on the IPO filing the company completed in January, according to Reuters. The company reportedly is aiming for an over $5 billion valuation when going public.

This article is part of Fortune’s quarterly investment guide for Q4 2022.

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