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2022-02-06
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PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，在“史诗般”抛售之后，PayPal股票仍提供“四大一线希望”</blockquote>
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The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.</p><p><blockquote>瑞穗银行(Mizuho)的丹·多列夫(Dan Dolev)周五写道，尽管PayPal股票遭到“史诗般的降级”，但PayPal(PYPL)的叙述仍有“四大一线希望”。PayPal发布假日季度收益报告当周，该股下跌22.9%，较该公司2021年7月创下的历史收盘高点308.53美元下跌近60%。</blockquote></p><p>Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.</p><p><blockquote>Dolev感到鼓舞的是，随着第四季度趋势的改善，PayPal的每用户总支付量似乎已在第三季度触底。该指标捕捉了通过PayPal平台进行的交易价值，以每个用户为基础进行衡量，但不包括商家账户。</blockquote></p><p>"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user," he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. "If this metric continues to improve, the stock is likely to follow, in our view."</p><p><blockquote>“我们的分析表明，PYPL的股价（滞后一个季度）密切跟踪每用户TPV的增量，”他写道，并指出第四季度每用户TPV约为70美元，高于第三季度的68美元。“我们认为，如果这一指标继续改善，该股可能会随之改善。”</blockquote></p><p>Further, Dolev saw improvement in PayPal's take rate when excluding <a href=\"https://laohu8.com/S/EBAY\">eBay</a> volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.</p><p><blockquote>此外，多列夫发现PayPal的录取率在排除<a href=\"https://laohu8.com/S/EBAY\">eBay</a>卷。他指出，eBay前提成率（代表公司从每笔交易中获得的提成）在第四季度升至2.03%，高于第三季度的1.98%和第二季度的1.95%。</blockquote></p><p>Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.</p><p><blockquote>Dolev指出，如果不包括eBay和点对点交易量，TPV的增量增长也较第三季度有所改善，达到550亿美元。虽然这一数字低于第二季度的高点，但好于PayPal 2020年每个季度的表现。</blockquote></p><p>Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.</p><p><blockquote>最后，多列夫表示，PayPal第四季度每个活跃账户的增量交易比第三季度更多。</blockquote></p><p>"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy," he wrote. "Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important."</p><p><blockquote>“更好的参与趋势对PYPL来说是个好兆头，特别是考虑到该公司专注于用户战略，”他写道。“由于PYPL更加注重客户保留和提高现有客户的参与度，因此这一指标变得越来越重要。”</blockquote></p><p>Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.</p><p><blockquote>多列夫维持对PayPal股票的买入评级，不过他在周五给客户的报告中将目标价从200美元下调至175美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","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>PayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，在“史诗般”抛售之后，PayPal股票仍提供“四大一线希望”</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; 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}\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\">\nPayPal stock still offers 'four silver linings' after 'epic' selloff, says analyst<blockquote>分析师表示，在“史诗般”抛售之后，PayPal股票仍提供“四大一线希望”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-02-05 10:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Improving engagement trends are encouraging given strategic 'pivot,' Mizuho says</p><p><blockquote><html><head></head><body>瑞穗表示，鉴于战略“支点”，参与度趋势的改善令人鼓舞</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e30cb2b6a29715f9c2a44811c5aa446\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>PayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.</span></p><p><blockquote><p class=\"t-img-caption\"><span>PayPal最近宣布了一项新的用户增长战略，优先考虑“高价值”账户，而不是参与度较低的账户。</span></p></blockquote></p><p>Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.</p><p><blockquote>在这家电子商务公司PayPal控股公司给出了令人失望的预测并宣布改变其业务战略后，该公司的股价最近几天遭受重创，但一位分析师仍然认为PayPal的故事有亮点。</blockquote></p><p>Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has "four silver linings" despite the "epic de-rating" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.</p><p><blockquote>瑞穗银行(Mizuho)的丹·多列夫(Dan Dolev)周五写道，尽管PayPal股票遭到“史诗般的降级”，但PayPal(PYPL)的叙述仍有“四大一线希望”。PayPal发布假日季度收益报告当周，该股下跌22.9%，较该公司2021年7月创下的历史收盘高点308.53美元下跌近60%。</blockquote></p><p>Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.</p><p><blockquote>Dolev感到鼓舞的是，随着第四季度趋势的改善，PayPal的每用户总支付量似乎已在第三季度触底。该指标捕捉了通过PayPal平台进行的交易价值，以每个用户为基础进行衡量，但不包括商家账户。</blockquote></p><p>"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user," he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. "If this metric continues to improve, the stock is likely to follow, in our view."</p><p><blockquote>“我们的分析表明，PYPL的股价（滞后一个季度）密切跟踪每用户TPV的增量，”他写道，并指出第四季度每用户TPV约为70美元，高于第三季度的68美元。“我们认为，如果这一指标继续改善，该股可能会随之改善。”</blockquote></p><p>Further, Dolev saw improvement in PayPal's take rate when excluding <a href=\"https://laohu8.com/S/EBAY\">eBay</a> volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.</p><p><blockquote>此外，多列夫发现PayPal的录取率在排除<a href=\"https://laohu8.com/S/EBAY\">eBay</a>卷。他指出，eBay前提成率（代表公司从每笔交易中获得的提成）在第四季度升至2.03%，高于第三季度的1.98%和第二季度的1.95%。</blockquote></p><p>Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.</p><p><blockquote>Dolev指出，如果不包括eBay和点对点交易量，TPV的增量增长也较第三季度有所改善，达到550亿美元。虽然这一数字低于第二季度的高点，但好于PayPal 2020年每个季度的表现。</blockquote></p><p>Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.</p><p><blockquote>最后，多列夫表示，PayPal第四季度每个活跃账户的增量交易比第三季度更多。</blockquote></p><p>"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy," he wrote. "Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important."</p><p><blockquote>“更好的参与趋势对PYPL来说是个好兆头，特别是考虑到该公司专注于用户战略，”他写道。“由于PYPL更加注重客户保留和提高现有客户的参与度，因此这一指标变得越来越重要。”</blockquote></p><p>Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.</p><p><blockquote>多列夫维持对PayPal股票的买入评级，不过他在周五给客户的报告中将目标价从200美元下调至175美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page\">MarketWatch</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":{"BK4106":"数据处理与外包服务","BK4524":"宅经济概念","BK4535":"淡马锡持仓","PYPL":"PayPal","BK4554":"元宇宙及AR概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4566":"资本集团","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓"},"source_url":"https://www.marketwatch.com/story/paypal-stock-still-offers-four-silver-linings-after-epic-selloff-says-analyst-11643980171?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209524346","content_text":"Improving engagement trends are encouraging given strategic 'pivot,' Mizuho saysPayPal recently announced a new strategy on user-growth that prioritizes “higher-value” accounts over less engaged ones.Shares of PayPal Holdings Inc. have been pummeled in recent days after the e-commerce company gave a disappointing forecast and announced a change in its business strategy, but one analyst still sees shine in PayPal's story.Mizuho's Dan Dolev wrote Friday that PayPal's (PYPL) narrative has \"four silver linings\" despite the \"epic de-rating\" of PayPal's stock. The shares fell 22.9% on the week of PayPal's holiday-quarter earnings report, and they're off nearly 60% from the company's all-time closing high of $308.53 established in July 2021.Dolev was encouraged that PayPal's total payment volume per user appears to have bottomed in the third-quarter as fourth-quarter trends improved. The metric captured the value of transactions going through PayPal's platform, measured on a per-user basis while excluding merchant accounts.\"Our analysis shows that PYPL's share price (lagged by one quarter) closely tracks incremental TPV per user,\" he wrote, noting about $70 in TPV per user in the fourth quarter, up from $68 in the third. \"If this metric continues to improve, the stock is likely to follow, in our view.\"Further, Dolev saw improvement in PayPal's take rate when excluding eBay volumes. The ex-eBay take rate, which represents the cut that the company gets of each transaction, rose to 2.03% in the fourth quarter, up from 1.98% in the third quarter and 1.95% in the second quarter, he noted.Incremental growth in TPV, when excluding eBay and peer-to-peer volumes, improved as well from the third quarter to hit $55 billion, Dolev noted. While that number came in below the second-quarter high, it was better than PayPal's performance in each quarter of 2020.Finally, PayPal showed more incremental transactions per active account in the fourth quarter than it did in the third quarter, according to Dolev.\"Better engagement trends bode well for PYPL, especially given the company's pivot on user strategy,\" he wrote. \"Since PYPL is weighting its focus more towards customer retention and improving engagement of existing customers, this metric is becoming increasingly important.\"Dolev kept a buy rating on PayPal's shares, though he reduced his price target to $175 from $200 in Friday's note to clients.","news_type":1,"symbols_score_info":{"PYPL":1}},"isVote":1,"tweetType":1,"viewCount":2753,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633237574"}
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