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2021-08-18
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Robinhood Bull Sees a Path to 40% Gains in the Stock<blockquote>Robinhood Bull预计该股将上涨40%</blockquote>
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Few other analysts have weighed in yet, because the banks that worked with Robinhood (ticker: HOOD) on its initial public offering last month are restricted from offering an opinion on the stock for several weeks.</p><p><blockquote>Redburn分析师Charles Bendit首次对该股进行了买入建议，公允价值为65.35美元。目前还很少有其他分析师发表意见，因为与Robinhood（股票代码：HOOD）上个月首次公开募股合作的银行在几周内被限制对该股发表意见。</blockquote></p><p> Robinhood stock briefly crossed $65 in its second week of trading, but has since declined. It was down 1.1% on Tuesday, to close at $46.67.</p><p><blockquote>Robinhood股价在交易的第二周短暂突破65美元，但此后一直下跌。周二下跌1.1%，收于46.67美元。</blockquote></p><p> A major debate about Robinhood is whether it is a “play money” account that people use to make bets on long shot stocks and crypto, or whether it is a core account that people will use to build their financial lives.</p><p><blockquote>关于Robinhood的一个主要争论是，它是一个人们用来押注长期股票和加密货币的“游戏币”账户，还是一个人们用来建立财务生活的核心账户。</blockquote></p><p> Bendit leans toward the latter. He expects that the assets deposited on Robinhood’s platform will grow quickly over the next few years as the company’s customers get wealthier and Robinhood expands into areas like retirement accounts. While Robinhood account-holders have $4,500 on average in their accounts today — a fraction of the average account size at other brokers — Bendit expects that to rise as millennials get wealthier. That generation now holds about 5% of the nation’s wealth, but is expected to hold 16% by 2030.</p><p><blockquote>本迪特倾向于后者。他预计，随着公司客户变得更加富裕以及Robinhood向退休账户等领域扩张，未来几年存放在Robinhood平台上的资产将快速增长。虽然Robinhood账户持有人目前的平均账户规模为4,500美元——只是其他经纪商平均账户规模的一小部分——但Bendit预计，随着千禧一代变得更加富有，这一数字将会上升。这一代人目前拥有全国约5%的财富，但预计到2030年将拥有16%。</blockquote></p><p> Robinhood’s net deposits have been increasing over time, with average cumulative net deposits of customers increasing by 4.1 times over a two-year period for those who started investing between 2017 and 2020. There is also a large unaddressed market that could allow Robinhood to keep growing at its current torrid pace. About 60% of Americans have no investments beyond their retirement accounts, and 68% of 18- to 29-year-olds have no money in the market at all. That’s a large cohort of people who could be drawn into the market, in Bendit’s view.</p><p><blockquote>随着时间的推移，Robinhood的净存款一直在增加，2017年至2020年期间开始投资的客户的平均累计净存款在两年内增加了4.1倍。还有一个巨大的未解决的市场可能会让Robinhood继续以目前的高速增长。大约60%的美国人在退休账户之外没有任何投资，68%的18至29岁的人在市场上根本没有钱。本迪特认为，这是一大群人可能会被吸引到市场中。</blockquote></p><p> Bendit expects Robinhood to start posting regular profits in 2022 after losing money this year. But he views revenue as the best way to value the stock. Using a method that involves valuing Robinhood’s cash flow and its revenue compared with its enterprise value, he comes to the $65 valuation.</p><p><blockquote>Bendit预计Robinhood在今年亏损后，将于2022年开始实现定期盈利。但他认为收入是评估股票价值的最佳方式。他使用一种涉及对Robinhood的现金流及其收入与其企业价值进行估值的方法，得出了65美元的估值。</blockquote></p><p> The analysis assumes Robinhood’s rapid growth continues, though not quite at the rate of earlier this year. Bendit thinks Robinhood’s customer base can grow to 38 million, from 22.5 million at the end of the second quarter, and its average customer balance to $8,100 by 2025. Its assets under custody, meanwhile, should rise to $308 billion from $102 billion, according to his calculations. He sees revenue of $4.6 billion by then, with transactions still accounting for 78% of that and net interest income 16%.</p><p><blockquote>该分析假设Robinhood的快速增长仍在继续，尽管没有达到今年早些时候的速度。Bendit认为，到2025年，Robinhood的客户群可以从第二季度末的2250万增长到3800万美元，平均客户余额将达到8100美元。与此同时，根据他的计算，其托管资产应从1020亿美元增至3080亿美元。他预计届时收入将达到46亿美元，其中交易仍占78%，净利息收入占16%。</blockquote></p><p> Bendit notes that Robinhood’s business model relies heavily on one funding source that is now under threat from regulators. Robinhood makes about three-quarters of its revenue from payment for order flow, which are payments it receives for sending customer trades to market makers. Congress and the Securities and Exchange Commission are now taking a closer look at the practice, which is banned in parts of Europe, because of concerns it creates conflicts of interest that could harm customers. Bendit expects some changes to the rules for payment for order flow, but nothing particularly drastic that would squash Robinhood’s business model.</p><p><blockquote>Bendit指出，Robinhood的商业模式严重依赖一种资金来源，而这种资金来源现在正受到监管机构的威胁。Robinhood约四分之三的收入来自订单流支付，订单流支付是其将客户交易发送给做市商而收到的付款。国会和证券交易委员会目前正在仔细研究这种做法，这种做法在欧洲部分地区被禁止，因为担心它会造成利益冲突，可能会损害客户。Bendit预计订单流支付规则会发生一些变化，但不会发生特别剧烈的变化，从而挤压Robinhood的商业模式。</blockquote></p><p></p>","source":"lsy1601382232898","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>Robinhood Bull Sees a Path to 40% Gains in the Stock<blockquote>Robinhood Bull预计该股将上涨40%</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\nRobinhood Bull Sees a Path to 40% Gains in the Stock<blockquote>Robinhood Bull预计该股将上涨40%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-18 11:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Robinhood Markets stock could rise nearly 40% as its users deposit more money on the platform, and start to branch out into new products and markets, an analyst wrote in a report published Tuesday.</p><p><blockquote>一位分析师在周二发布的一份报告中写道，随着用户在该平台上存入更多资金，并开始拓展新产品和市场，Robinhood Markets的股价可能会上涨近40%。</blockquote></p><p> Redburn analyst Charles Bendit initiated coverage of the stock with a Buy recommendation and fair value of $65.35. Few other analysts have weighed in yet, because the banks that worked with Robinhood (ticker: HOOD) on its initial public offering last month are restricted from offering an opinion on the stock for several weeks.</p><p><blockquote>Redburn分析师Charles Bendit首次对该股进行了买入建议，公允价值为65.35美元。目前还很少有其他分析师发表意见，因为与Robinhood（股票代码：HOOD）上个月首次公开募股合作的银行在几周内被限制对该股发表意见。</blockquote></p><p> Robinhood stock briefly crossed $65 in its second week of trading, but has since declined. It was down 1.1% on Tuesday, to close at $46.67.</p><p><blockquote>Robinhood股价在交易的第二周短暂突破65美元，但此后一直下跌。周二下跌1.1%，收于46.67美元。</blockquote></p><p> A major debate about Robinhood is whether it is a “play money” account that people use to make bets on long shot stocks and crypto, or whether it is a core account that people will use to build their financial lives.</p><p><blockquote>关于Robinhood的一个主要争论是，它是一个人们用来押注长期股票和加密货币的“游戏币”账户，还是一个人们用来建立财务生活的核心账户。</blockquote></p><p> Bendit leans toward the latter. He expects that the assets deposited on Robinhood’s platform will grow quickly over the next few years as the company’s customers get wealthier and Robinhood expands into areas like retirement accounts. While Robinhood account-holders have $4,500 on average in their accounts today — a fraction of the average account size at other brokers — Bendit expects that to rise as millennials get wealthier. That generation now holds about 5% of the nation’s wealth, but is expected to hold 16% by 2030.</p><p><blockquote>本迪特倾向于后者。他预计，随着公司客户变得更加富裕以及Robinhood向退休账户等领域扩张，未来几年存放在Robinhood平台上的资产将快速增长。虽然Robinhood账户持有人目前的平均账户规模为4,500美元——只是其他经纪商平均账户规模的一小部分——但Bendit预计，随着千禧一代变得更加富有，这一数字将会上升。这一代人目前拥有全国约5%的财富，但预计到2030年将拥有16%。</blockquote></p><p> Robinhood’s net deposits have been increasing over time, with average cumulative net deposits of customers increasing by 4.1 times over a two-year period for those who started investing between 2017 and 2020. There is also a large unaddressed market that could allow Robinhood to keep growing at its current torrid pace. About 60% of Americans have no investments beyond their retirement accounts, and 68% of 18- to 29-year-olds have no money in the market at all. That’s a large cohort of people who could be drawn into the market, in Bendit’s view.</p><p><blockquote>随着时间的推移，Robinhood的净存款一直在增加，2017年至2020年期间开始投资的客户的平均累计净存款在两年内增加了4.1倍。还有一个巨大的未解决的市场可能会让Robinhood继续以目前的高速增长。大约60%的美国人在退休账户之外没有任何投资，68%的18至29岁的人在市场上根本没有钱。本迪特认为，这是一大群人可能会被吸引到市场中。</blockquote></p><p> Bendit expects Robinhood to start posting regular profits in 2022 after losing money this year. But he views revenue as the best way to value the stock. Using a method that involves valuing Robinhood’s cash flow and its revenue compared with its enterprise value, he comes to the $65 valuation.</p><p><blockquote>Bendit预计Robinhood在今年亏损后，将于2022年开始实现定期盈利。但他认为收入是评估股票价值的最佳方式。他使用一种涉及对Robinhood的现金流及其收入与其企业价值进行估值的方法，得出了65美元的估值。</blockquote></p><p> The analysis assumes Robinhood’s rapid growth continues, though not quite at the rate of earlier this year. Bendit thinks Robinhood’s customer base can grow to 38 million, from 22.5 million at the end of the second quarter, and its average customer balance to $8,100 by 2025. Its assets under custody, meanwhile, should rise to $308 billion from $102 billion, according to his calculations. He sees revenue of $4.6 billion by then, with transactions still accounting for 78% of that and net interest income 16%.</p><p><blockquote>该分析假设Robinhood的快速增长仍在继续，尽管没有达到今年早些时候的速度。Bendit认为，到2025年，Robinhood的客户群可以从第二季度末的2250万增长到3800万美元，平均客户余额将达到8100美元。与此同时，根据他的计算，其托管资产应从1020亿美元增至3080亿美元。他预计届时收入将达到46亿美元，其中交易仍占78%，净利息收入占16%。</blockquote></p><p> Bendit notes that Robinhood’s business model relies heavily on one funding source that is now under threat from regulators. Robinhood makes about three-quarters of its revenue from payment for order flow, which are payments it receives for sending customer trades to market makers. Congress and the Securities and Exchange Commission are now taking a closer look at the practice, which is banned in parts of Europe, because of concerns it creates conflicts of interest that could harm customers. Bendit expects some changes to the rules for payment for order flow, but nothing particularly drastic that would squash Robinhood’s business model.</p><p><blockquote>Bendit指出，Robinhood的商业模式严重依赖一种资金来源，而这种资金来源现在正受到监管机构的威胁。Robinhood约四分之三的收入来自订单流支付，订单流支付是其将客户交易发送给做市商而收到的付款。国会和证券交易委员会目前正在仔细研究这种做法，这种做法在欧洲部分地区被禁止，因为担心它会造成利益冲突，可能会损害客户。Bendit预计订单流支付规则会发生一些变化，但不会发生特别剧烈的变化，从而挤压Robinhood的商业模式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/robinhood-bull-sees-a-path-to-40-gains-in-the-stock-51629233608?mod=RTA\">Barrons</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":{"HOOD":"Robinhood"},"source_url":"https://www.barrons.com/articles/robinhood-bull-sees-a-path-to-40-gains-in-the-stock-51629233608?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184343878","content_text":"Robinhood Markets stock could rise nearly 40% as its users deposit more money on the platform, and start to branch out into new products and markets, an analyst wrote in a report published Tuesday.\nRedburn analyst Charles Bendit initiated coverage of the stock with a Buy recommendation and fair value of $65.35. Few other analysts have weighed in yet, because the banks that worked with Robinhood (ticker: HOOD) on its initial public offering last month are restricted from offering an opinion on the stock for several weeks.\nRobinhood stock briefly crossed $65 in its second week of trading, but has since declined. It was down 1.1% on Tuesday, to close at $46.67.\nA major debate about Robinhood is whether it is a “play money” account that people use to make bets on long shot stocks and crypto, or whether it is a core account that people will use to build their financial lives.\nBendit leans toward the latter. He expects that the assets deposited on Robinhood’s platform will grow quickly over the next few years as the company’s customers get wealthier and Robinhood expands into areas like retirement accounts. While Robinhood account-holders have $4,500 on average in their accounts today — a fraction of the average account size at other brokers — Bendit expects that to rise as millennials get wealthier. That generation now holds about 5% of the nation’s wealth, but is expected to hold 16% by 2030.\nRobinhood’s net deposits have been increasing over time, with average cumulative net deposits of customers increasing by 4.1 times over a two-year period for those who started investing between 2017 and 2020. There is also a large unaddressed market that could allow Robinhood to keep growing at its current torrid pace. About 60% of Americans have no investments beyond their retirement accounts, and 68% of 18- to 29-year-olds have no money in the market at all. That’s a large cohort of people who could be drawn into the market, in Bendit’s view.\nBendit expects Robinhood to start posting regular profits in 2022 after losing money this year. But he views revenue as the best way to value the stock. Using a method that involves valuing Robinhood’s cash flow and its revenue compared with its enterprise value, he comes to the $65 valuation.\nThe analysis assumes Robinhood’s rapid growth continues, though not quite at the rate of earlier this year. Bendit thinks Robinhood’s customer base can grow to 38 million, from 22.5 million at the end of the second quarter, and its average customer balance to $8,100 by 2025. Its assets under custody, meanwhile, should rise to $308 billion from $102 billion, according to his calculations. He sees revenue of $4.6 billion by then, with transactions still accounting for 78% of that and net interest income 16%.\nBendit notes that Robinhood’s business model relies heavily on one funding source that is now under threat from regulators. Robinhood makes about three-quarters of its revenue from payment for order flow, which are payments it receives for sending customer trades to market makers. Congress and the Securities and Exchange Commission are now taking a closer look at the practice, which is banned in parts of Europe, because of concerns it creates conflicts of interest that could harm customers. Bendit expects some changes to the rules for payment for order flow, but nothing particularly drastic that would squash Robinhood’s business model.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":925,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/833702283"}
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