Speaking at an investor conference, Uber Technologies Inc’s (NYSE: UBER) CFO Nelson Chai provided more data into mobility recovery, according to BofA Securities.
据美国银行证券报道,优步科技公司(NYSE: Uber)首席财务官纳尔逊·柴在投资者大会上发言时,提供了更多关于移动行业复苏的数据。
The Uber Technologies Analyst: Justin Post maintained a Buy rating for Uber Technologies, with a price target of $71.
优步科技(Uber Technologies)分析师:贾斯汀•波斯特(Justin Post)维持对优步科技的买入评级,目标价格为71美元。
The Uber Technologies Thesis: Chai indicated that while airport trips and late-night “party hours” trips remained impacted, work commute trips in cities like New York and Sao Paulo had started to lead the recovery, Post said in the note.
《华盛顿邮报》在报告中称,柴会龙指出,虽然机场出行和深夜“派对”时段的出行仍然受到影响,但纽约和圣保罗等城市的上下班出行已经开始引领复苏。
The company is also benefiting from “a substitution effect of commuters choosing Uber over public transportation,” he noted.
他指出,该公司还受益于“通勤者选择优步而不是公共交通的替代效应”。
“Mobility had 15% M/M growth in average daily bookings in U.S. and Canada in February, plus a 12% improvement in the first week of March compared to February,” the analyst wrote.
该分析师写道:“2月份,美国和加拿大的移动业务日均预订量增长了15%,3月份第一周的预订量比2月份增长了12%。”
Post further added, “While recovery is not in every geography, with easy March comps, we think 1Q could be trending toward Mobility down close to 40%, ahead of our down 45% estimate.”
Post进一步补充道:“虽然并非每个地区都在复苏,但从3月份的比较来看,我们认为第一季度的流动性可能会下降近40%,高于我们预计的下降45%。”
Uber's CFO also reiterated the goal of achieving breakeven EBITDA profitability in the second half of 2021, Post said.
《华盛顿邮报》称,优步的首席财务官还重申了2021年下半年实现盈亏平衡的EBITDA盈利的目标。
UBER Price Action: Shares of Uber Technologies had risen by 3.19% to $57.01 at the time of publication Wednesday.
优步股价走势:截至周三公布时,优步科技的股价已上涨3.19%,至57.01美元。
(Photo: Uber)
(照片:乳房)