2022 年最值得关注的 7 个 IPO

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首先，市场上的一切都与比率有关。例如，如果您谨慎行事，您可能很少会输，如果有的话。但为了换取这种安全性，你牺牲了上行回报潜力。另一方面，如果你做空股票，你可以在一次交易中赚大钱。但是，如果交易出错，您可能要承担无限责任。即使是最好的 IPO 也是同样的情况。

我知道——用一个沮丧的人开始一个最好的名单是很尴尬的。然而，在深入研究之前，您必须知道自己将进入什么领域。即使进行了强有力的尽职调查，市场或经济也可能远离您的假设。例如，去年，Bumble（纳斯达克股票代码：BMBL）作为最好的 IPO 之一引起了人们的注意。

不幸的是，截至撰写本文时，BMBL 同比下降了 51% 以上。虽然 Bumble 在有关性别平等的新兴 ESG（环境、社会、治理）运动中发挥了领导作用，但市场显然对这种说法不屑一顾。它可能是粗鲁的，它可能是令人不安的，它是相对不合时宜的。但是它就是这样啊。这就是为什么你必须做好准备。即使是最好的 IPO 也有盲点。

随着远程工作的持续，可以购买 7 只待在家里的股票

在解释了新公开发行的风险之后，这些股票也很有可能大放异彩。一颗闪亮的明星是Dutch Bros（纽约证券交易所代码：BROS），这家得来速咖啡连锁店已经有了一个火爆的开端。有如此多的潜在机会，以下是（可能）2022 年最好的 IPO。

红迪网

不可能的

空气表

帕内拉面包

编钟

不和谐

酸橙

如您所知，2021 年将是新产品创纪录的一年，截至撰写本文时，该细分市场的收入超过 3010 亿美元。坦率地说，鉴于美联储最近如何震撼市场，我会惊讶地看到 2022 年打破这一记录。由于这种和其他情况，这些预期的最佳 IPO 可能不会在新的一年里首次亮相。但如果他们这样做了，请务必进行尽职调查。

2022 年最佳 IPO：Reddit

手机屏幕上的 reddit 社交网络标志。

资料来源：ilikeyellow / Shutterstock.com

虽然我不能 100% 确定，但如果我不得不猜测 2022 年最大的公开市场首次亮相是什么，我会选择社交媒体巨头 Reddit。最近，该公司透露，它已向美国证券交易委员会秘密提交了上市意向。但是，由于截至撰写本文时其 S-1 表仍无法供公众审查，因此我们对此知之甚少。

对于那些希望对您的潜在投资理念进行金融解说的人，您应该查看我的 Reddit对 Benzinga 的报道。但快速总结一下，Reddit IPO 应该受益于强烈的社区支持。如您所知，该平台帮助促进了早先迫使华尔街对冲基金屈服的模因股票现象。相信我——没有人为那些秃鹫流泪。

现在，Reddit 似乎想要在资本市场行动中分得更大的一块，突然使它成为最好的 IPO 之一——或者至少是在可取性方面最好的。尽管因其非凡的影响力而引人入胜，但上市可能会首先改变吸引人们使用 Reddit 的文化。

此外，您还需要查看收入组合。虽然模因是 Reddit 的增长引擎，但目前尚不清楚这种骑行的可持续性。

不可能的

Impossible Foods 标志位于硅谷公司总部外的标志上。

资料来源：杂货摄影/Shutterstock.com

我最初感觉复杂的新兴行业之一是植物性肉类行业。2019年，Beyond Meat（纳斯达克股票代码：BYND）是最好的IPO之一，迅速飙升并让早期信徒获利。从那以后，BYND 一直在很大程度上区间波动，今年情况很糟糕，股票部门年初至今下跌了近 45%。

在这方面，Impossible 等待轮到它被标记为最佳 IPO 可能是理想的选择。尽管行业分析师预计到 2030 年销售额将增加数倍，但 Fooddive.com 报告称Beyond Meat 及其竞争对手的销售额已经放缓。部分问题在于定价。虽然更合乎道德，但肉类替代品的成分和生产成本更高。

然而，这正是竞争对手 Impossible 提出 2022 年最佳 IPO 的有趣想法的地方。根据 Food Dive 的另一篇文章，该公司“仍然资本充足，不断增长，并在其视野中进行了更多的全球扩张。” 特别是，管理层表示它“现在是零售业增长最快的植物性肉类公司”。

如果 Covid-19 流行，可购买 7 只股票

展望未来，植物性肉类对健康的影响可能成为消费者的决定性因素。一些研究表明，食用大量加工肉类会增加患痴呆症的风险水平。

2022 年最佳 IPO：Airtable

Airtable 的应用程序下载屏幕显示在智能手机上。

资料来源：后现代工作室 / Shutterstock.com

作为一个工作场所协作应用程序构建平台，Airtable 一直是最相关的技术初创公司之一，因为它能够有效地围绕企业的需求进行构建并相应地进行扩展。此外，固有的效率加速器使该平台在新常态下特别有价值。正如一些专家指出的那样，远程工作对生产力不利。

这些不仅仅是文字。2018 年 11 月，Airtable 在私募股权融资中筹集了 1 亿美元，使其成为估值 11 亿美元的独角兽。从那时起，这家初创公司的价值是该金额的 10 倍。最近，由于通过多家投资公司筹集了 7.35 亿美元，Airtable 的估值大幅上涨。

现在，Airtable 的投前估值为 110 亿美元，是世界上最有价值的初创公司之一。这意味着它可能是最好的 IPO 之一——如果它决定上市的话。

不幸的是，对于潜在的散户投资者来说，Airtable 不一定表现出进入公共领域的太大压力。根据公司发言人的说法，“尚未确定官方时间表。” 尽管如此，您还是要密切关注这个领域，因为基础业务与我们现在（可能是未来）的情况非常相关。

帕内拉面包

Panera 面包餐厅的前面。

资料来源：乔纳森·魏斯/Shutterstock.com

当冠状病毒大流行首次重创全球经济时，食品和饮料行业遭受了一些最严重的打击。显然，几乎没有人出入，即使是主要的都市区也像鬼城。很快，许多餐馆转向外卖，但成功不一。正如您所想象的那样，拥有强大市场影响力的大型企业比大多数企业表现得更好。

但是现在围绕 Covid-19 的大部分恐惧已经消退，餐馆可能是时候发挥其增长雄心了。Panera Bread 就是这种情况，该公司在 11 月宣布将通过与特殊目的收购公司（SPAC）USHG Acquisition Corp（纽约证券交易所代码：HUGS）合并上市。

与传统的 IPO 不同，SPAC 没有基础业务。相反，他们发起首次公开募股，为与一家可行的私营企业合并筹集资金。在股东批准后，SPAC 和目标公司合并，SPAC 假设目标公司的身份。

2022 年最好的 7 只清洁能源股票现在买入

换句话说，这是进入公共领域的一种迂回方式。尽管如此，由于其数十亿美元的收入渠道，Panera 有可能成为最好的 IPO 之一。然而，潜在投资者应该注意 omicron 变体威胁，因为早先关于它的危险性较低的报道可能并不完全准确。

2022 年最佳 IPO：Chime

Chime 移动支付应用程序显示在智能手机屏幕上。

来源：多田图片/Shutterstock.com

正如加密货币的爆炸性增长所表明的那样，年轻人对传统金融基础设施的幻想破灭了。相反，他们更喜欢一个可以围绕他们的日程安排工作的平台。而且由于千禧一代也接受非正统的职业追求，例如零工，因此像 Chime 这样的在线金融应用程序更适合这一人群。

作为新兴的金融技术 (fintech) 行业的一部分，专家预测，到 2026 年，这一潜在的全球细分市场的估值可能达到3240 亿美元。因此，如果 Chime 确实决定加入竞争，它将享有一个庞大的潜在市场。

然而，与一些最受期待的最佳 IPO 不同的是，Chime 似乎渴望在其旅程中迎接下一次发展。根据福布斯今年 10 月的一篇文章，管理层正在洽谈以350 亿至 450 亿美元的估值上市。

假设这些谈判不会破裂，由于机构投资者的广泛吸引力，Chime 呈现出巨大的上行潜力。这是我早期的 Benzinga 首次公开募股报告之一，我注意到其强大的私人融资轮次。根据 Crunchbase.com 的最新数据，Chime在 10 轮中总共筹集了 23 亿美元。

不和谐

带有不和谐标志的手机

来源：rafapress / Shutterstock.com

过去几年最大的变化之一是人们消费媒体驱动内容的方式。虽然我们都知道流媒体服务会破坏票房，但这种动态在新闻消费中也很明显。例如，皮尤研究中心指出，超过 80% 的美国人从数字设备中获取信息。

自然地，这种情况为替代或独立媒体渠道的蓬勃发展打开了大门，这就是 Discord 出现的地方。Discord 不是另一家社交媒体公司，而是一个由 VoIP 和其他通信技术提供支持的数字平台，可帮助促进在线社区的发展。

例如，进步思想领袖 The David Pakman Show 使用 Discord 接听观众的电话。此外，主持人将利用该平台灵活的应用程序在各种现场活动中与他的粉丝群建立联系。

2022 年最有价值的 7 只股票现在购买

令人着迷的是，在与微软（纳斯达克股票代码：MSFT）就收购事宜进行的谈判失败后，谣言工厂暗示 Discord 可能成为 2022 年最好的 IPO 之一。根据 Crunchbase 的数据，Discord在 14 轮融资中筹集了近 9.83 亿美元。如果它确实进入公共领域，它可能是具有重大影响的较小产品之一。

2022 年最佳 IPO：Lime

男人的腿在铺有瓷砖的人行道上骑着踏板车

来源：Shutterstock

尽管过去几年交通技术有了很大改进，但具有讽刺意味的是，最后一英里问题代表了一个令人烦恼的成本累积问题。换句话说，将散装货物从一个地点空运或运输到另一地点相对容易且便宜。但从配送中心到目的地的最后一段旅程是最昂贵的。

此外，这个概念还转化为个人移动领域。例如，乘坐公共汽车来覆盖大范围的距离是有效的。然而，无论是在时间（步行）还是金钱（拼车）方面，到达最终目的地都可能是昂贵的。然而，排放友好型个人交通设备的发展意味着专家预计到2028 年全球微型交通市场将达到 693 亿美元。

这将为 Lime 提供一个巨大的潜在市场，该市场提供自行车、电动滑板车和轻便摩托车，可在几个主要城市中心进行快速便捷的运输。用户可以下载 Lime 应用程序，使他们能够找到离他们最近的设备，从而高效地完成旅程。

根据 Techcrunch.com 11 月的一份报告，Lime “完成了 5.23 亿美元的可转换债务和定期贷款融资。” 这为 Lime 可能成为明年最好的 IPO 之一铺平了道路。

在发布之日，Josh Enomoto 没有（直接或间接）持有本文所述证券的任何头寸。本文中表达的观点是作者的观点，受 InvestorPlace.com发布指南的约束 。

作为索尼电子的前高级业务分析师，Josh Enomoto 曾帮助促成与财富全球 500 强公司的重大合同。在过去的几年里，他为投资市场以及包括法律、建筑管理和医疗保健在内的其他各个行业提供了独特的、重要的见解。

列入 2022 年观察名单的最佳 IPO 中的第7 个帖子首先出现在InvestorPlace 上。

英文：

Typically, financial advisors recommend robust exposure to blue-chip stocks, if indeed your profile calls for equity-based investments. As established businesses with proven track records, this category features a certain level of reliability and predictability in exchange for outright performance. However, if you want to dial up your reward potential, initial public offerings may be worth investigating. Some of the best IPOs could be just over the horizon in 2022.

First and foremost, everything in the markets is about ratios. For instance, if you play it safe, you’ll likely rarely lose, if ever. But in exchange for that safety, you sacrifice upside return potential. On the other hand, if you short stocks, you could make it big on one trade. However, if the trade goes awry, you might be on the hook for unlimited liability. It’s the same situation with even the best IPOs.

I know — it’s awkward to start off a best-of list with a downer. Nevertheless, you’ve got to know what you’re getting into before you dive in. And even with strong due diligence, the market or the economy could shift far away from your hypothesis. Last year, for example, Bumble (NASDAQ:BMBL) attracted attention as one of the best IPOs.

Unfortunately, BMBL is down over 51% for the year up as of writing. While Bumble took a leadership role in the burgeoning ESG (environmental, social, governance) movement regarding gender equity, the market apparently dismissed this narrative. It may be rude, it may be upsetting, it’s comparatively anachronistic. But it is what it is. And that’s why you must prepare yourself. Even the best IPOs have blind spots.

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Having explained the risks regarding new public issues, there’s also the very real possibility that these shares could shine. A shining star is Dutch Bros (NYSE:BROS), the drive-thru coffee chain that’s off to a blistering start. With so many potential opportunities in the wing, here are (potentially) the best IPOs of 2022.

Reddit

Impossible

Airtable

Panera Bread

Chime

Discord

Lime

As you know, 2021 will be a record year for new offerings, with the segment generating over $301 billion as of this writing. To be blunt, I would be surprised to see 2022 break this record given how the Federal Reserve shook up the market recently. Because of this and other circumstances, these anticipated best IPOs might not make debut in the new year. But if they do, be sure to conduct your due diligence.

Best IPOs for 2022: Reddit

reddit social network logo on mobile phone screen.

Source: ilikeyellow / Shutterstock.com

While I can’t be for 100% certain, if I had to guess what would be the biggest public market debut of 2022, I’d go with social media giant Reddit. Recently, the company revealed that it had confidentially filed its intent to go public with the Securities and Exchange Commission. However, since its Form S-1 is still not available for public review as of this writing, we just don’t know much about it.

For those of you who desire financial exegesis on your prospective investment ideas, you should check out my Reddit coverage for Benzinga. But for a quick summary, the Reddit IPO should benefit from intense community support. As you know, the platform helped facilitate the meme-stock phenomenon that earlier forced Wall Street hedge funds to their knees. And believe me — no one was shedding tears for those vultures.

Now, it seems Reddit wants a bigger piece of the capital market action, suddenly making it one of the best IPOs — or at least the best in terms of desirability. Although intriguing because of its remarkable influence, going public may change the culture of what attracted people to Reddit in the first place.

Also, you’ll want to watch the revenue mix. While meme-ing was a growth engine for Reddit, it’s not clear how sustainable this ride is.

Impossible

Impossible Foods logo on a sign outside the company's corporate headquarters in Silicon Valley.

Source: Sundry Photography/Shutterstock.com

One of the burgeoning industries which I initially had mixed feelings about was the plant-based meat sector. In 2019, Beyond Meat (NASDAQ:BYND) was one of the best IPOs, quickly soaring and profiting early believers. Since then, BYND has been largely rangebound and this year it’s been awful, with the equity unit shedding nearly 45% on a year-to-date basis.

In that respect, it might be ideal for Impossible to wait out its turn to be labeled among the best IPOs. Although industry analysts project sales to increase multiple fold by 2030, Fooddive.com reports that sales have slowed down for Beyond Meat and its competitors. Part of the problem is the pricing. While much more ethical, meat substitutes feature higher ingredients and production costs.

However, that’s where rival Impossible presents an intriguing idea for best IPOs of 2022. Per another Food Dive article, the company is “still well capitalized, growing and has more global expansion in its sights.” Particularly, management states that it’s “now the fastest-growing plant-based meat company in retail.”

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Moving forward, the health impact of plant-based meat could be a deciding factor for consumers. Some studies show that eating large amounts of processed meat could raise risk levels of dementia.

Best IPOs for 2022: Airtable

The app download screen for Airtable is displayed on a smartphone.

Source: Postmodern Studio / Shutterstock.com

A workplace collaboration app-building platform, Airtable has always been among the most relevant technology startups thanks to its ability to effectively build around an enterprise’s needs and scale accordingly. Additionally, the inherent efficiency accelerator makes the platform particularly valuable in the new normal. As some experts have pointed out, remote work is not great for productivity.

These aren’t just words. In November 2018, Airtable raised $100 million in a private-equity funding round, turning it into a unicorn with a valuation of $1.1 billion. Since then, the startup is worth 10 times that amount. Recently, Airtable received dramatic buoyancy in its valuation, thanks to a $735 million raise through multiple investment firms.

Now commanding a pre-money valuation of $11 billion, Airtable is among the world’s most valuable startups. And that means it could be one of the best IPOs — if it decides to go public.

Unfortunately for prospective retail investors, Airtable hasn’t necessarily demonstrated much pressure to enter the public arena. Per a corporate spokesperson, “no official timetable has been set.” Still, you’re going to want to keep an eye on this space since the underlying business is so pertinent to our present (and probably future) circumstances.

Panera Bread

The front of a Panera Bread restaurant.

Source: Jonathan Weiss / Shutterstock.com

When the coronavirus pandemic first capsized the global economy, the food and beverages industry took some of the sharpest hits. Obviously, with almost no one out and about, even major metropolitan areas resembled ghost towns. Quickly, many restaurants turned to food deliveries, with mixed success. As you might imagine, larger enterprises with a strong market presence fared better than most.

But now that much of the fear surrounding Covid-19 has declined, it may be time for eateries to exercise their growth ambitions. That’s the case with Panera Bread, which in November announced that it was going public via a merger with USHG Acquisition Corp (NYSE:HUGS), a special purpose acquisition company (SPAC).

Unlike a traditional IPO, SPACs have no underlying operations. Instead, they launch an IPO to raise funds for a merger with a viable private enterprise. Following shareholder approval, the SPAC and the target firm combine, with the SPAC assuming the identity of the target.

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In other words, it’s a roundabout way to enter the public arena. Still, Panera has the potential to become one of the best IPOs thanks to its multi-billion-dollar revenue channel. However, prospective investors should watch the omicron variant threat as earlier reports about it being less dangerous might not be totally accurate.

Best IPOs for 2022: Chime

The Chime mobile payments app is displayed on a smartphone screen.

Source: Tada Images / Shutterstock.com

As the explosive growth of cryptocurrencies demonstrated, younger people are disillusioned with traditional financial infrastructures. Instead, they prefer a platform that works around their schedule. And because millennials also embrace non-orthodox professional pursuits such as gig work, an online financial app like Chime is much more relevant for this demographic.

Part of the burgeoning financial technology (fintech) industry, experts project that this underlying global segment could reach a valuation of $324 billion by 2026. Therefore, Chime, if it indeed decides to enter the fray, will enjoy a large total addressable market.

Unlike some of the most-anticipated best IPOs, however, Chime appears eager to embrace the next evolution in its journey. According to a Forbes article in October of this year, management is in talks to go public at a valuation between $35 billion and $45 billion.

Assuming these talks don’t fall apart, Chime presents serious upside potential thanks to wide appeal from institutional investors. This was one of my earlier IPO reports for Benzinga, where I noted its strong private funding rounds. According to the latest data from Crunchbase.com, Chime has raised a total of $2.3 billion over 10 rounds.

Discord

phone with discord logo on it

Source: rafapress / Shutterstock.com

Among the biggest changes over the last few years is the manner in which people consume their media-driven content. While we all know about streaming services disrupting the box office, this dynamic is also pronounced with news consumption. For instance, the Pew Research Center notes that more than 80% of Americans get their information from digital devices.

Naturally, this circumstance has opened the door for alternative or independent media channels to thrive and that’s where Discord comes into the picture. Rather than being yet another social media company, Discord is a digital platform powered by VoIP and other communication technologies to help facilitate online community development.

As an example, progressive thought leader The David Pakman Show uses Discord to take calls from the audience. Additionally, the host will leverage the platform’s flexible applications to connect with his fanbase on various live events.

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Enticingly, after talks fell through with Microsoft (NASDAQ:MSFT) regarding an acquisition, the rumor mill suggested that Discord could become one of 2022’s best IPOs. According to Crunchbase, Discord has raised nearly $983 million over 14 funding rounds. If it does enter the public arena, it might be one of the smaller offerings that carry a big punch.

Best IPOs for 2022: Lime

Man's legs riding a scooter over tiled sidewalk

Source: Shutterstock

Despite massive improvements in transportation technologies over the last several years, the last-mile problem ironically represents a nagging cost-accruing issue. In other words, it’s relatively easy and cheap to fly or ship bulk cargo from one location to another. But getting the final leg of the journey from distribution center to the destination point is the most expensive.

Additionally, this concept translates into the personal mobility realm. For instance, taking a bus to cover large swathes of distance is efficient. However, getting to the ultimate destination point could be costly, either in terms of time (walking) or money (ride sharing). However, the development of emissions-friendly personal transportation devices means that experts project the global micro-mobility market to reach $69.3 billion by 2028.

That would provide a large addressable market for Lime, which provides bikes, electric scooters and mopeds for quick and convenient transportation throughout several major urban centers. Users can download the Lime app, enabling them to find the closest device to them to finish their journey efficiently.

According to a November report from Techcrunch.com, Lime “closed a $523 million raise in convertible debt and term loan financing.” This paves the way for Lime to possibly be one of the best IPOs next year.

On the date of publication, Josh Enomoto did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

A former senior business analyst for Sony Electronics, Josh Enomoto has helped broker major contracts with Fortune Global 500 companies. Over the past several years, he has delivered unique, critical insights for the investment markets, as well as various other industries including legal, construction management, and healthcare.

The post 7 of the Best IPOs to Put on Your 2022 Watchlist appeared first on InvestorPlace.

原文链接：

https://www.nasdaq.com/articles/7-of-the-best-ipos-to-put-on-your-2022-watchlist

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