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美股IPO市场持续升温!Klarna(KLAR.US)上市首日一度飙涨43%
Zhi Tong Cai Jing· 2025-09-10 23:21
Core Viewpoint - The IPO market in the U.S. is experiencing a resurgence, highlighted by Klarna Group's successful debut, which saw its stock price rise significantly on the first day of trading, indicating strong investor interest and confidence in the fintech sector [1][3]. Company Overview - Klarna Group's stock opened at $40 per share and peaked at a 43% increase, closing at $45.82, resulting in a market capitalization exceeding $17 billion [1]. - The company raised $1.37 billion through its IPO, reflecting a robust demand for new stock offerings despite previous valuation declines [1][5]. - Klarna's valuation had dropped to $6.7 billion in 2022 from a peak of $45.6 billion during the pandemic, showcasing the volatility in the fintech market [1]. Business Transformation - CEO Sebastian Siemiatkowski emphasized Klarna's evolution beyond its initial "buy now, pay later" model, expanding into savings, checking accounts, and credit card offerings [2]. - The company is focusing on "fair financing" products, allowing customers to repay large purchases over extended periods, which has increased net interest income but also necessitated higher provisions for potential credit losses [2]. Market Context - Klarna's IPO coincided with a broader uptick in the U.S. IPO market, with total funds raised reaching $25.7 billion this year, surpassing the $20.4 billion raised in the same period last year [3]. - Other companies, including Circle and Figma, have also seen significant stock price increases upon their IPOs, indicating a favorable environment for new public offerings [3]. Financial Performance - For the six months ending June 30, Klarna reported a net loss of $153 million and total revenue of $1.52 billion, compared to a net loss of $38 million and revenue of $1.33 billion in the same period the previous year [5]. - Post-IPO, Sequoia Capital is expected to hold approximately 22% voting power, while other major stakeholders include Heartland A/S and Klarna's co-founder, with significant returns on their investments [5].
传支付巨头Klarna(KLAR.US)9月重启美股IPO 估值或达140亿美元
智通财经网· 2025-08-27 05:47
Group 1 - Klarna plans to seek a valuation of $13 billion to $14 billion in its upcoming IPO, which may take place in September [1] - The company previously suspended its IPO plans in April due to market volatility caused by U.S. President Donald Trump's tariff statements, but reports indicate a potential restart in July [1] - Klarna aims to raise nearly $1 billion through the IPO, with the expected share price range set between $34 and $36 [1] Group 2 - The company's IPO valuation target has decreased significantly from over $15 billion in March to approximately $46 billion in 2021 [1] - In the second quarter, Klarna faced profitability pressure due to a substantial increase in loan loss provisions, resulting in a pre-tax loss of $53 million, compared to a loss of $18 million in the same period last year [1] - Klarna's global active users reached 111 million, marking a 31% year-over-year increase, with 790,000 merchant partners [1]
IPO前夕业绩承压!Klarna(KLAR.US)拨备激增64% 季度亏损扩大至5300万美元
Zhi Tong Cai Jing· 2025-08-14 13:37
Core Insights - Klarna faces profitability pressure due to a significant increase in loan loss provisions ahead of its IPO, with provisions rising 64% year-over-year to $174 million [1] - Despite the increase in provisions, Klarna maintains a low credit loss rate of 1%, which is less than 1% of total transaction volume [1] - The company reported a pre-tax loss of $53 million, widening from a loss of $18 million in the same period last year [1] Financial Performance - Klarna's quarterly revenue grew by 25% year-over-year to $823 million, with adjusted operating profit slightly increasing by $1 million to $29 million [1] - The implementation of AI technology has led to a 46% year-over-year increase in revenue per employee, surpassing $1 million [2] - Klarna has streamlined 40% of its workforce over the past two years as part of its AI efficiency strategy [2] Market Position and Future Plans - Klarna has 111 million active users globally, a 31% increase year-over-year, and partners with 790,000 merchants [2] - The company is considering restarting its IPO plans as early as September, having submitted a confidential listing application to the SEC in March [2] - Klarna has reached an agreement to securitize some new BNPL loans in the U.S. to optimize its capital structure ahead of the IPO [2]