ARK 每周股评 – 10/15/2022


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.

Roblox (RBLX)
+20%Shares of Roblox traded up ~20% on Monday after the company reported strong metrics for the month of September, importantly a 23% increase in daily active users (DAUs). Growth in estimated bookings accelerated from 5%-7% in August to 11-15% in September, while total hours engaged increased 16%. Given the headwinds facing gaming companies––including exchange rate volatility and negative consumer sentiment––Roblox’s monetization growth and strong engagement seem to suggest a share shift toward its platform. Roblox’s global platform facilitates user-generated digital entertainment in addition to a 3D engine that allows third-party developers to create games and experiences.

Mynaric (MYNA)
+22%Shares of Mynaric traded up ~22% on Tuesday after the company announced an agreement with Northrop Grumman to provide optical communications terminals for fourteen satellites under the Space Development Agency's Tranche 1 Tracking Layer program. Mynaric manufactures laser communication equipment for airborne and spaceborne communication networks.

注:Mynaric公司的股价在周二上涨了约22%,此前该公司宣布与诺斯罗普-格鲁曼公司达成协议,为空间发展局的Tranche 1 Tracking Layer项目中的14颗卫星提供光学通信终端。Mynaric公司生产用于机载和航天通信网络的激光通信设备。
Silvergate Capital (SI)
-22%Shares of Silvergate Capital traded down ~22% on Tuesday after the company reported third-quarter results that missed both revenue and earnings estimates. Transfers handled by the Silvergate Exchange Network (SEN) decreased by 30% year-over-year and 41% sequentially––in tandem with the decline in stablecoins’ market capitalization and bitcoin volatility. Management also announced that regulatory issues will delay the launch of Silvergate’s stablecoin until 2023. Founded in the late 1980s as a traditional commercial bank, Silvergate today provides banking services to companies seeking exposure to cryptoassets.

Pacific Biosciences (PACB)
+16%Shares of Pacific Biosciences traded up ~16% on Friday after a busy news week. On Monday, the company announced a collaboration with the Consortium for Long Read Sequencing (CoLoRS) to analyze the frequency of long-read variants. On Wednesday, PacBio announced that its collaboration with Twist Biosciences (TWST) was ready to deliver the portfolio of target enrichment panels for HiFi sequencing data. On Thursday, PacBio launched its single-cell transcriptomics solution, which could "usher in a new era of RNA discovery." Pacific Biosciences is a leading provider of highly accurate and comprehensive long-read sequencing solutions.

注:在经历了繁忙的新闻周之后,太平洋生物科学公司的股票在周五上涨了约16%。周一,该公司宣布与长读测序联盟(CoLoRS)合作,分析长读变体的频率。周三,PacBio宣布其与Twist Biosciences(TWST)的合作已经准备好为HiFi测序数据提供目标富集板的组合。周四,PacBio推出了其单细胞转录组学解决方案,这可能 "开创了RNA发现的新时代"。太平洋生物科学公司是高度准确和全面的长读测序解决方案的领先供应商。


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