ARK 每周股评 – 1/8/2022


We share weekly commentaries with investors on stocks in our strategies that have appreciated or dropped more than 15% in a day during the course of the week. We hope you find this commentary useful.

Kaspi (KSPI)
-30%Shares of Kaspi (KSPI) traded down 30% on Wednesday after protests over rising fuel prices erupted in Kazakhstan and escalated into violence, prompting the Kazakh government to shut down the internet and impose a state of emergency. Kaspi is a digital wallet and the largest ecommerce platform operating in Kazakhstan, serving more than half of the population with lending and payments products.

注: Kaspi(KSPI)股价周三下跌30%,此前哈萨克斯坦爆发了对燃料价格上涨的抗议活动,并升级为暴力事件,促使哈萨克斯坦政府关闭互联网并实行紧急状态。Kaspi是一个数字钱包,也是在哈萨克斯坦运营的最大的电子商务平台,为超过一半的人口提供借贷和支付产品。
Berkeley Lights (BLI)
-40%Berkeley Lights (BLI), a life science tools company focused on the high-throughput, functional characterization of single cells, sank nearly 40% on Thursday after pre-announcing disappointing revenues, which we believe was the result of several instrument placements shifting into early 2022, and a management transition. CEO, Dr. Eric Hobbs, is transitioning from CEO to running the Antibody Discovery division, which we believe aligns well with his background. We also appreciate Dr. Hobbs' passion for Berkeley Lights' differentiated technology and his decision to put the company first as it transitions to technology partnerships instead of direct instrument placements. We remain steadfast in our conviction that Berkeley Lights' optofluidic IP, know-how, and trade secrets are distinctive and well-positioned to generate rapidly growing applications within life sciences, among them antibody discovery, cell line development, synthetic biology, and cell therapy manufacturing.

注: Berkeley Lights (BLI)是一家专注于单细胞高通量功能表征的生命科学工具公司,周四在公布了令人失望的收入后下挫了近40%,我们认为这是几个仪器安置转移到2022年初和管理层转型的结果。首席执行官Eric Hobbs博士正从首席执行官过渡到管理抗体发现部门,我们认为这与他的背景非常吻合。我们也很欣赏霍布斯博士对伯克利灯公司差异化技术的热情,以及他在过渡到技术合作而不是直接投放仪器时将公司放在第一位的决定。我们仍然坚信,伯克利光的知识产权、技术诀窍和商业秘密是独一无二的,并有能力在生命科学领域产生快速增长的应用,其中包括抗体发现、细胞系开发、合成生物学和细胞治疗制造。
Organovo (ONVO)
+20%Organovo (ONVO), a biotechnology company focused on 3D-bioprinting, traded up roughly 20% on Friday, possibly because investors and speculators are gaining confidence in the company’s ability to activate its 3D-bioprinting assets and revitalize its commercial strategy. In our view, its shares will be volatile until Organovo reveals more about its commercialization plans.

注: Organovo(ONVO)是一家专注于3D生物打印的生物技术公司,周五交易量大约上升了20%,可能是因为投资者和投机者对该公司激活其3D生物打印资产和振兴其商业战略的能力越来越有信心。我们认为,在Organovo披露更多的商业化计划之前,其股价将是波动的。


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