" Near the end of 2011, two hot Internet companies conducted rich initial public offerings that seemed to inaugurate a new Internet stock boom. Groupon, a daily deals web site, raised $700 million and was valued at $13 billion. Online game maker Zynga raised some $1 billion and was valued at nearly $9 billion. "
" Any long-term shareholders of Zynga and Groupon would have been better off investing in the stock of any other major U.S. company in 2012. With the shares of Groupon and Zynga down 74.4% and 74%, respectively in 2012, their stocks are now the worst-performing shares among U.S. companies with market capitalizations greater than $1 billion "
" No matter how the year ends, Groupon, Zynga, and the ongoing Facebook stock debacle have made sure that the 2012 stock market, which has performed incredibly well, will also be remembered for this second wave of Internet IPO busts."
" When you look at the recent IPO of Facebook, when you look at Zynga, when you look at Groupon, there is no question that these companies have been very volatile "
ENG:
October, month that as we all know is the month when the leaves fall, the trees get naked and show their nudity and essence: their majesty flew away together with their leaves.
This description fits perfectly in the situation of Groupon and Zynga, which after their massive initial public offers, now they reveal themselves as how they really are: weak and naked, and theirs share are volatile like leaves in autumn.
Poor investors,certainly when they bought those shares they didn't think that after circa one year only their value would have sunk of circa the 75%, scoring the worst performance of the 2012 in the stock market of company capitalised with over $ 1 billion!
We think that those trends will affect sooner or later Facebook because all those three companies have shown similar characteristics in capitalisation and stock market trend.
No matter how this year will end, this is the year, certainly with an lower impact than the 2000's one, of the return on the bubble of internet based companies.
This is because when you look at the trends in the stock market of the shares of those companies, you can see how they are volatile and the real value of the IPO was unreal, pumped up only for speculation.
Are you an investor of those companies?... I would rather not
ITA:
Ottobre, mese che come tutti sappiamo è il mese in cui le foglie cadono, gli alberi si spogliano e mostrano la loro nudità ed essenza: la loro maestosità è volata via insieme alle rigogliose e fitte foglie.
Questo "quadretto" si adatta perfettamente alla situazione di Groupon e Zynga, che dopo le loro importanti Offerte Pubbliche Iniziali, ora si rivelano come in realtà sono: deboli e nude, e le loro azioni volatili come foglie in autunno.
Poveri investitori, certamente quando acquistarono quelle azioni non pensavano che, dopo circa un anno, il loro valore sarebbe affondato di circa il 75%, segnando la peggiore performance del 2012 nel mercato azionario di società capitalizzate con oltre $ 1 miliardo! Riteniamo che tali tendenze interesseranno prima o poi Facebook in quanto queste tre società hanno dimostrato di avere caratteristiche simili in termini di capitalizzazione e andamento del titolo nel mercato azionario.
In realtà non importa come quest'anno si concluderà, perché questo è l'anno, certamente con un impatto inferiore a quello del 2000, del ritorno alla bolla dei titoli internet based.
La motivazione di tutto ciò la si ottiene guardando l'andamento del mercato azionario degli share di queste società, infatti è possibile vedere come essi siano volatili e quanto il valore reale dell' IPO fosse surreale, pompato solo per una speculazione finanziaria.
Sei un loro investitore ? ... Spero di no
Forbes article here
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