小紅書,估值或減達五成
英國《金融時報》報道,號稱「內地版Instagram」的內地社交平臺小紅書的估值在私募市場大跌最多一半,從去年的200億美元估值,降至目前介乎100億至160億美元。
來源 | 瑞恩資本RyanbenCapital
報道引述私募股權數據提供商Altive的統計指出,今年初開始的私募市場籌資,對小紅書的隱含估值水平介乎100億至160億美元。消息人士透露,一位小紅書主要投資者,上月尋求以140億美元的估值出售股份。
隨着風險資本資金減少,投資IPO或收購的前景黯淡,重挫小紅書等科技公司的估值。報道又指,小紅書有着多元化的投資者基礎,其中一些房地產家族有流動性需求,他們願意接受更低的折扣。
小紅書估值區間大分析:有股東急於減持套現
根據私募股權數據提供商 Altive 的數據,年初以來,投資者私募市場沽貨時的小紅書參考估值介乎100億美元至 160億美元之間,有主要投資者上月計劃以140億美元的估值出售小紅書持股。
Altive 執行合夥人Jake Chan 表示,小紅書估值區間很大,部分原因是私募市場效率低下,以及其投資者基礎多元化,包括內地房企、騰訊及阿裏巴巴所支持的家族辦公室等。
Jake Chan 解釋,部分房地產家族有流動性需求,由於這批股東的核心業務受到宏觀環境和疫情影響,故更願意接受更大折讓以加快減持,造成定價區間如此大。
智庫:料小紅書不進行IPO,將無法支撐其高估值
報道引述海豚智庫創始人李成東指,小紅書若不進行IPO的話,將無法支撐其高估值。
李成東又稱,小紅書尚未找到良好商業模式,目前過度依賴廣告收入,當企業客戶削減營銷預算時,這會造成問題。
報道指,小紅書年響應稱目前沒有 IPO 計劃,並補充其用戶數量和收入都在健康增長,將繼續專注於發展其社交生態並加強未來商業化工作。
9月份CFO離職
綜合多方報道,小紅書早在2021年年尾便傳出有意赴美上市,但後來便傳出小紅書放棄美國IPO、改赴香港上市。
今年9月小紅書CFO楊若離職,其於2021年3月加入小紅書、出任CFO,主要負責公司財務戰略的制定、財務管理及內控等工作。
當時有內媒稱,CFO一職變動,往往與上市進程密切相關,小紅書上市計劃尚未明朗,楊若的離職,或許側面印證了這一點。
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