《華爾街日報》Facebook上市報道炒冷飯
????昨天,《華爾街日報》(Wall Street Journal)大出風(fēng)頭。該報報道稱,F(xiàn)acebook正在準(zhǔn)備明年上市,其首次公開募股(IPO)的估值可能超過1,000億美元。一時間,從路透社(Reuters)到新聞聚合網(wǎng)站德拉吉報道(Drudge Report),各大媒體紛紛鏈接或轉(zhuǎn)載該文,《赫芬頓郵報》(Huffington Post)還將其作為頭條大力推介。 ????我把《華爾街日報》那篇報道翻來覆去讀了好幾遍,愣是沒找著什么先前沒有報道過的信息。唯一有點(diǎn)新意的是:它預(yù)測Facebook可能憑借IPO籌集100億美元,可商業(yè)內(nèi)幕網(wǎng)站(Biz Insider)副主編尼古拉斯?卡爾森早在今年5月就已經(jīng)估算出了這個數(shù)字。事實(shí)上,文中大多老掉牙的信息都來自之前一篇報道,而那篇報道的源頭……等等……就是《華爾街日報》自己! ????我花了大約19分鐘時間,簡單搜索了一下,就找到了下列相關(guān)新聞: ????2011年1月3日 ????美聯(lián)社(Associated Press):“券商Wedbush Morgan的分析師羅?柯納稱,F(xiàn)acebook的價值能達(dá)到500億美元……他認(rèn)為,該公司公開上市的話,其市值有望達(dá)到1,000億美元。柯納一貫看好社交媒體,尤其是Facebook.” ????2011年3月17日 ????《華爾街日報》旗下“風(fēng)投快報”(Venture Dispatch)博客:“考慮到各界就Facebook價值發(fā)表的言論,如果該公司像人們預(yù)期的那樣在2012年IPO,屆時其估值可能超過750億美元,甚至是1,000億美元。” ????2011年5月1日 ????《華爾街日報》:“據(jù)報道,高盛(Goldman)與俄羅斯風(fēng)投公司數(shù)碼天空科技(DST)今年年初投資Facebook時,其入股價暗示Facebook的估值為500億美元。據(jù)熟悉該公司近期財務(wù)狀況的人士透露,他們認(rèn)為Facebook的利潤增長率相當(dāng)高,一旦上市,足以支撐1,000億美元乃至更高的市值。” ????法新社(Agence France Presse):“美國投資咨詢公司晨星(Morningstar)的IPO分析師比爾?布爾認(rèn)為,市場對于社交媒體公司的股票需求可以理解,但未必合理。‘以Facebook為例,如今人們已在討論1,000億美元的估值。’” ????2011年5月25日 ????商業(yè)內(nèi)幕網(wǎng)站:“Facebook上市可能籌集到100億美元左右的現(xiàn)金,可在馬克?扎克伯格和謝麗爾?桑德伯格看來,這能形成多大的競爭優(yōu)勢呢?” |
????Yesterday the Wall Street Journal got a huge amount of attention for reporting that Facebook is preparing to go public next year in an IPO that could value the company in excess of $100 billion. It became the top story on HuffingtonPost, and got prominent links/rewrites everywhere from Reuters to Drudge. ????Huh? I've read the WSJ story several times, and can't find any information that hasn't been previously reported. The only exception would be that Facebook may raise $10 billion via the offering, but that's a working figure that Biz Insider's Nicholas Carson suggested back in May. In fact, much of the existing info comes from earlier articles in the... wait for it... Wall Street Journal! ????Here's a quick selection, which took approximately 19 minutes of research to compile: ????? January 3, 2011 ????Associated Press: "Wedbush Morgan analyst Lou Kerner, who has been bullish on social media and Facebook in particular, says Facebook is well worth $50 billion... Kerner thinks the company could trade at $100 billion if it went public." ????? March 17, 2011 ????WSJ Venture Dispatch blog: "Judging by all the price talk out there, its valuation could be above $75 billion, maybe even $100 billion, by 2012 when it expects to hold its IPO." ????? May 1, 2011 ????WSJ: "Goldman's and Digital Sky Technologies' investment reported early this year was at a share price that implied a $50 billion valuation for Facebook. The people familiar with the company's recent finances said they thought its profit was growing at a fast-enough clip to justify a valuation of $100 billion or more when it goes public." ????? May 17, 2011 ????Agence France Presse: "Morningstar IPO analyst Bill Buhr agrees that market appetite for social-media stocks is understandable, but not necessarily justified. 'If you consider Facebook, for instance they're talking about a $100 billion valuation.'" ????? May 25, 2011 ????Business Insider: "How big of a competitive advantage do Mark and Sheryl think it will be for Facebook to have $10 billion or so in cash available." |
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