2020年Q1可以说是一个使太多全球人民失眠的季度,新冠肺炎病毒先后严重影响了中国、韩国、意大利、伊朗、日本、美国及全球多个国家人民的健康、生活及经济的各个方面,使全球多国的公共卫生系统受到了前所未有的挑战。加上上周俄罗斯和沙特的石油价格战,市场恐慌指数攀升,多国股市触发历史罕见的熔断机制,尤其是美东时间16号昨天,全球股市大幅震荡,以下marketwatch.com的这场图清晰说明了这一跌幅:
伴随着近期市场的断崖式下跌,全球已有超过20个国家的主要指数回吐了近五年来的全部涨幅。希腊股指自年内高点跌幅已近50%,上证综指3月16日收盘价较今年以来高点最大回撤幅度不超过15%。
2008年,由次贷引发的经济衰退预期导致了全球资本市场的大幅调整,A股累计下跌幅度超过70%,跌幅最深,其主要原因是此前2006-2007年A股经历了史上最大的牛市,期间上证指数从998点上涨至6124点,累计涨幅超过5倍,高点时上证指数市盈率高达55倍。而本轮股灾前上证指数的市盈率已降至13.52倍,最新估值仅为12倍,估值下滑了78%。那全球股市了?让我们用以下这张来自的WIND的对比图来分析个究竟:
当然这次大跌中不乏个别企业表现强劲:如纳斯达克报道,纳斯达克上市公司ZOOM(在线视频会议解决方案商)表现非常出色。还有今天我们要谈的京东(中国领先的在线电子商务解决方案商),于美东时间刚刚发布了将回购20亿美元的公司股票,这一数目将于未来的24个月完成。回购这几年在美国上市公司中较为普遍,如Apple,伯克希尔哈撒韦等。个人认为京东这次启动20亿美金的股份回购可谓一箭多雕,也显示出了美股的成熟机制及美国上市公司选择上的灵活性。以下是京东在纳斯达克的公告:
JD Announces US$2.0 Billion Share Repurchase Program
March 17, 2020 BEIJING, China, March 17, 2020 (GLOBE NEWSWIRE) -- JD.com, Inc. (NASDAQ: JD), China’s leading technology driven e-commerce company and retail infrastructure service provider, today announced that its board of directors has authorized a share repurchase program under which the Company may repurchase up to US$2.0 billion of its shares over the next 24 months.
The Company’s proposed repurchases may be made from time to time on the open market at prevailing market prices, in privately negotiated transactions, in block trades and/or through other legally permissible means, depending on market conditions and in accordance with applicable rules and regulations. The Company’s board of directors will review the share repurchase program periodically, and may authorize adjustment of its terms and size. The Company plans to fund repurchases from its existing cash balance.
About JD.com
JD.com is a leading technology driven e-commerce company transforming to become the leading supply chain based technology and service provider. The company’s cutting-edge retail infrastructure seeks to enable consumers to buy whatever they want, whenever and wherever they want it. The company has opened its technology and infrastructure to partners, brands and other sectors, as part of its Retail as a Service offering to help drive productivity and innovation across a range of industries. JD.com is the largest retailer in China, a member of the NASDAQ100 and a Fortune Global 500 company.
Safe Harbor Statement
This announcement contains forward-looking statements. These statements are made under the “safe harbor” provisions of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements can be identified by terminology such as “will,” “expects,” “anticipates,” “future,” “intends,” “plans,” “believes,” “estimates,” “confident” and similar statements. JD.com may also make written or oral forward-looking statements in its periodic reports to the SEC, in its annual report to shareholders, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. Statements that are not historical facts, including statements about JD.com’s beliefs and expectations, are forward-looking statements. Forward-looking statements involve inherent risks and uncertainties. A number of factors could cause actual results to differ materially from those contained in any forward-looking statement, including but not limited to the following: JD.com’s growth strategies; its future business development, results of operations and financial condition; its ability to attract and retain new customers and to increase revenues generated from repeat customers; its expectations regarding demand for and market acceptance of its products and services; trends and competition in China’s e-commerce market; changes in its revenues and certain cost or expense items; the expected growth of the Chinese e-commerce market; Chinese governmental policies relating to JD.com’s industry and general economic conditions in China. Further information regarding these and other risks is included in JD.com’s filings with the SEC. All information provided in this press release and in the attachments is as of the date of this press release, and JD.com undertakes no obligation to update any forward-looking statement, except as required under applicable law.
CONTACTS:
Investor Relations Ruiyu Li +86 (10) 8912-6804 IR@JD.com
Media Relations +86 (10) 8911-6155 Press@JD.com Source: JD.com
当然,就在昨天,我有在我的微信朋友圈援引香港信报的报道,京东已与包括瑞银及美银在内的投行接洽探讨在港Dualisting(美国、香港双边上市)。
根据香港万得通讯社报道,市场消息指出,京东有意最快在今年上半年在港Dualisting(美国、香港双边上市),惟挂牌时间及集资规模须按市场情况而定。不过,据悉,瑞银和美银正为京东筹备相关的上市准备工作,但现阶段仍未向港交所(00388)提交机密上市申请。上市成功后京东将成为继阿里巴巴上市后的第二个Dualisting(美国、香港双边上市)的成功案例。阿里和京东均通过赴美上市完成了从小到大的华丽转型和国际资本及运营资源的最大化配置,也充分证明了一个成熟的有良好Track Record的资本市场对企业从小到大长期发展的重要性。
Lastly, GOOD LUCK TO YOUR IPO & EXPECTED INVESTMENT RETURN IN YEAR 2020!祝大家2020年IPO及投资回报节节高哦!
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