從Unicorn中選擇美股

Unicorn 係指市值超過十億美金私人Startup公司,Mega Unicorn 係指市值超過一百億美金私人Startup公司 。係2013年開始美國venture capital fund創辦人Aileen Lee開始提出呢個講法並且被媒體廣泛運用。Unicorn O既特徵就係成長速度好快,但未有盈利,通常佢地會係好短時間之內先拎左個Market Share先, 之後再focus 係盈利。以下列出左已經係美國上市O既前Unicorns (上左市就唔係privately Held, 就唔算係Unicorn)。

利申: 我唔係推介以下股票,有D Negative O既講法係呢D公司未有盈利,但市值大集資速度快其實有機會係另一個 dotcom bubble。而且,你見到有瑞幸咖啡就知唔可以盲鐘鐘見係Unicorn就買。呢D Unicorn 通常上市時聲勢大,係上市初頭股價會急升。我會係煙花爆開之後慢慢睇佢業績先會再決定買定唔買。呢堆股票入面,我自己留意緊ZM, WORK, NET, UBER, PINS, LYFT, BILI, DOCU, SVMK, FTCH, SPOT

黎緊2020年會有 Airbnb, Robinhood, Lemonade等等 Unicorn, 等上左市再update。

Startups Unicorn went public in US market (As of 13 April 2020)
ps: D資料係我上網拼拼湊湊返黎,如果有錯麻煩指正

2019 (27 Startups)

CompanyStock code
ZoomZM
Luckin CoffeeLK
Vir BiotechnologyVIR
Adaptive BiotechnologiesADPT
PelotonPTON
Douyu TVDOYU
SlackWORK
PagerDutyPD
CloudflareNET
Bill.comBILL
SoYoung TechnologySY
The RealRealREAL
Futu HoldingsFUTU
OneConnectOCFT
Jumia GroupJMIA
FangDDDUO
Tiger BrokersTIGR
Beyond MeatBYND
UberUBER
YoudaoDAO
SmileDirectClubSDC
MedalliaMDLA
Canaan CreativeCAN
CrowdStrikeCRWD
PinterestPINS
Health CatalystHCAT
LyftLYFT

2018 (24 Startups)

CompanyStock code
BilibiliBILI
PinduoduoPDD
ZscalerZS
Bloom EnergyBE
WeidaiWEI
iQiyiIQ
Tencent MusicTME
DropboxDBX
EventbriteEB
Huya.comHUYA
GreenSkyGSKY
Moderna TherapeuticsMRNA
QutoutiaoQTT
DomoDOMO
PluralsightPS
MOGUMOGU
AnaplanPLAN
DocuSignDOCU
ZuoraZUO
UxinUXIN
SurveyMonkeySVMK
FarfetchFTCH
NIONIO
SpotifySPOT

2017 (13 Startups)

CompanyStock code
SnapChatSNAP
MongoDBMDB
OktaOKTA
China Rapid FinanceXRF
BEST Logistics TechnologyBEST
JD.comJD
SeaSE
ClouderaCLDR
QudianQD
Blue ApronAPRN
SogouSOGO
ForeScout TechnologiesFSCT
DespegarDESP

根據CBinsights 資料,宜家全球有464間Unicorn, 大家可以入去睇下,了解下。

The Global Unicorn Club
https://www.cbinsights.com/research-unicorn-companies