| [: Ʒ Ư ũ(valuewalk.com) 2022 11 28 Դϴ. ֽĿ ǰ Դϴ.]
÷ũ(Snowflake: NYSE--SNOW) ְ IPO ϳ. Ŭ ǻû ֱ ȭǾ, ̴.
1 ÷ũ ְ ũ ϶, ȸ δ.
Ŭ ǻ ڵ (̱ ð 11 30) ÷ũ ǥ ɽ ٸ ִ. ÷ũ ǥ ̹ Ŭ ǻû--Ư ʿ ٽ ǥϰ Ŭü-- ִ ǥ δ.
¿ ߶ ÷ũ
2020 2021 ÷ũ ְ ߰, Ʈ 20 ֽ ϳ Ǿ. ̱ , ߸Ǹ ߶ . ݱ 57% ̻ ְ ϶ , ֳθƽ ȸ(÷ũ) Ȳ Ҵ иϴ.
÷ũ ֽ ϱ ̸ ⺻ ̴. и ϶, ÷ũ ϰ ִٴ ְ ִ.
2020 9 ÷ũ IPO 𰡰 ( ּ 35% ) 120 åǰ, ù ְ ( 300% ) 254 鼭 ڵ ߴ. , ֽ 2 7,730 ÷ũ ðѾ 333 680 ϰ ̼ 2 پ. Ƹ ߿ , ÷ũ IPO 30 ̻ ڱ ־ٴ ε, ̴ Ʈ ִ Ը ڱ ̾. ̷ν ÷ũ 繫 Ǿ ߰, 翬 Ǿ.
Ŭ ǻ, Ȳ
÷ũ ް ִ ÷ũ ƴϴ. , ÷ũ ְ ǥ ϶ϱ , ϰ ݵ õϰ ְ, . Ϻ ֳθƮ, Ư ̱ ħü Ǹ, Ŭ ȭ ִ.
ϸ, IPO ÷ũ б ġ ߰, ġ ȸϱ ߴ. ü, 2020~2021 ÷ũ 5 9,200 12 質 ߴ. б .
̱ ͵ ̰ ִ. ġ ȸ, ټ Ҿ . , 2021 3б ִ(actual EPS) 0.04 ġ ȸϸ鼭 ڸ ߰, 4б ִ ϸ鼭 ġ 10Ʈ ȸ 0.12 ߴ.
2022 ٽ ϶ߴ. ̹ ġ ȸϱ 0.08 ġ ٽ ϶ϰ Ҵ. , 2022 2б ִ 0.01 ġ -0.01 ȸߴ. ڿ , ִ -0.67 ٽ ϶ ̶ ̴ ְ ٽ ϶ ´.
Ŭ ǻ ݿ ż ǰ
÷ũ ټ Ȯϴٰ , Ŭ ǻ о ȮǼ δ.
к ڸ, ÷ũ ũ ϶, ̵ ָҸ ɼ ִٴ ̴. ̷ δ 꽺(Hubspot: NYSE--HUBS), ̴ ý(Cadence Design Systems: NASDAQ--CDNS) ұԸ ڻ ƴ϶, ũμƮ(Microsoft: NASDAQ--MSFT), ĺ(Alphabet: NASDAQ--GOOG), Ƹ(Amazon: NASDAQ--AMZN) Ŵ Եȴ.
꽺 ְ ݱ--÷ũ --56% ϶ߴ. ݸ, ̴ ְ ϶ 12% ƴ. ũμƮ 27.79%, ĺ 32.5%, Ƹ 44% ϶ߴ.
ұϰ, ̵ ż(moderate buy) ǰ Ҵµ, װ ̵ DZ ̴. 15%(̴) 60%(Ƹ) ̸ ƴ϶, (꽺 ϰ) ͵ ȴ.
ż ǰ ̵ ̷ο ̵ ǥ ſ ٸٴ ̴. , ũ ٸ, ִ͵ -2.38(꽺) 9.28(ũμƮ) ٸ. ̵ PER -121.92(꽺) 58.91(̴) ũ ٸ. ÷ũ , PER -66.69 ̴.
̵ Ư ÷ũ Ǹ , ֱٱ αֿٰ ؼ װ ƴϴ. и ڷḦ ؾ , ɸ Ŭ ǻ κ 迡 Ÿ ִٴ ̸, ̸ ' ż' ̴. <>
* ó: ų Ͻ(Keala Miles), ÷ϽƮ, ϺƮ(MarketBeat) ֳθƮ, "Is Snowflake Poised For A Rebound After Its Recent Tumble," 2022 11 28, https://www.valuewalk.comis-snowflake-poised-for-a-rebound-after-its-recent-tumble/
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