說在前面:
美股是個很特別的投資地;在這裡可以挖掘或是看到很多特別的生意模式;例如TWLO的手機簡訊密碼驗證..etc
我投資主要是覺得生意模式得到我的認可覺得這種方式可以賺到錢;但是最終會不會賺到錢(營收持續成長)就很難說了;所以發文的目的是將標的及故事帶給各位,投資與否請自己研究,後果自負....
Global-E Online 〈GLBE〉
網頁:
https://www.global-e.com/
簡介:
Global-E Online Ltd.(GLBE.US)成立於2013年，總部位於以色列，為歐洲知名跨境電商解決方案服務商。公司致力於透過旗下平台協助全球零售商及品牌商提供本地交易及在地化服務，而購物者也可以在網路平台上享受到國際無縫消費體驗。平台所提供之解決方案主要為基於技術之端到端解決方案，以解決相關之跨境交易，該解決方案支援多種貨幣及付款方式、多語言結帳、多種運輸方式、當地關稅及稅費計算等。
故事:
GLBE是一個可以將全球各地的產品及供貨商網頁做成全球8個主要語言的網頁;並提供收付款程序及貨運倉儲的服務,舉例來說我是一個台灣賣自製手提包的廠商,我可能自己設計一個網頁或是到蝦皮只能在台灣賣我的產品,藉由GLBE它可以幫我設計8種語言的網頁,並在網頁上提供訂單處理的服務,在主要城市也有倉儲進行產品的運送;這樣可以幫助賣家打入外國市場而不需要到外國設辦事處及貨運的問題;最重要的是GLBE居然得到感覺是競爭對手的Shopify的入股(新聞請參照:https://hk.investing.com/news/stock-market-news/article-165678);最後的最後 故事再美,也只有做功課的人才能獲利....
財務:
Q1 2021 Financial Results
1.GMV in the first quarter of 2021 was $267 million, an increase of 133% year over year
2.Revenue in the first quarter of 2021 was $46.2 million, an increase of 134% year over year, of which service fees revenue was $17.1 million, an increase of 146% and fulfillment services revenue was $29.1 million, an increase of 128%
3.Gross margin in the first quarter of 2021 was 33.3%, an increase of 390 basis points from 29.4% in the first quarter of 2020
4.Net loss in the first quarter of 2021 was ($1.7) million compared to ($1.2) million in the first quarter of 2020
5.Adjusted EBITDA1 in the first quarter of 2021 improved to $5.2 million compared to ($0.4) million in the first quarter of 2020
Q1 2021 Business Highlights
1.Outperformance across the business lines
Service fees and fulfilment revenues more than doubling year over year with service fees revenue growing by 146% and its share constitutes 37% of revenues
2.Continued accelerated growth of US outbound
Continuing the strong penetration to US market on the back of high satisfaction of merchants from the results of their activities on our platform. US outbound revenues up 257% year over year
3.New launches of strong brands and geographical expansion of existing merchants:
Pace of new merchant launches continues to be strong, including Uniqlo (Fast Retailing) into LATAM and Skims (Kim Kardashian)
Further expansions of existing merchants into new markets, including Marks & Spencer into 47 new markets and Hugo Boss into 12 new markets
Q2 and Full Year Outlook
Q2 2021 FY 2021
(in millions)
GMV $273 - $285 $1,210 - $1,255
Revenue $46.8 – $48.8 $209.0 – $213.5
Adjusted EBITDA (1) $2.5 – $3.5 $16.2 - $18.2
