4 PitchBook INDUSTRY RESEARCH Launch Report: Food & Beverage CPG PE trends and investment strategies | --- | --- | --- | |-------|----------------|-------| | | | | | Q3 | REPORT PREVIEW | | Contents Vertical overview 3 Macroeconomic indicators 6 Food & beverage CPG PE investor map 7 Segment overview 8 Beverage CPG 9 Shelf-stable food CPG 12 Fresh-food CPG 15 Tobacco & cannabis 19 Appendix 21 Institutional Research Group Analysis Alex Frederick Senior Analyst, Emerging Technology alex.frederick@pitchbook.com ...

PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Dylan Cox, CFA Head of Private Markets Research Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Q4 2024 Exploring APAC's Fintech Pathways: Part I: Japan A deep dive into Japan's fintech developments by navigating regional market nuances PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data for professionals doing business i ...

deal value. PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Dylan Cox, CFA Head of Private Markets Research Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Q4 2024 Exploring APAC's Fintech Pathways: Part II: Southeast Asia A deep dive into Southeast Asia's fintech developments by navigating regional market nuances | --- | --- | --- | --- | |---------------------------------------------------------------------------|------ ...

deal value. PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Dylan Cox, CFA Head of Private Markets Research Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Rudy Yang Senior Analyst, Emerging Q4 2024 Exploring APAC's Fintech Pathways: Part III: India A deep dive into India's fintech developments by navigating regional market nuances PitchBook is a Morningstar company providing the most comprehensive, most | --- | --- | --- ...

行业投资评级 - 亚太地区金融科技生态系统强劲 但市场碎片化带来挑战 [3][12] - 中国金融科技市场趋于成熟 早期投资减少 成长期投资增加 [31][32] - 2024年上半年亚太金融科技VC投资额23亿美元 同比下降341% [25][27] 核心观点 - 亚太地区金融科技发展受宏观经济因素推动 如快速增长的经济体 不断壮大的中产阶级和大量未获得银行服务的人群 [3][12] - 中国金融科技市场趋于饱和 主要玩家如蚂蚁集团和腾讯占据主导地位 新进入者面临激烈竞争 [7][42] - 中国金融科技公司正通过海外扩张寻求增长 以应对国内监管压力和市场竞争 [54][55] 亚太地区概况 - 亚太地区金融科技VC投资主要集中在东南亚 中国和印度 2018年至2024年上半年分别占284% 332%和266% [27][28] - 2024年上半年亚太金融科技VC投资额23亿美元 同比下降341% 交易数量186笔 同比下降218% [25][27] - 成长期金融科技投资占比从2018年的3%上升至2024年上半年的113% 而早期投资占比下降至199% [31][32] 大中华区概况 - 大中华区金融科技生态系统发达 主要玩家包括蚂蚁集团 腾讯和微众银行 [42][43] - 2024年上半年大中华区金融科技VC投资额04亿美元 占亚太地区的189% 较2018年峰值213亿美元大幅下降 [44][45] - 大中华区金融科技公司正通过海外扩张寻求增长 以应对国内监管压力和市场竞争 [54][55] 市场机遇与挑战 - 中国金融科技公司在人工智能领域处于领先地位 超过80%的企业使用生成式AI [64][67] - 中国金融科技监管趋严 包括更严格的贷款上限 平台许可要求和数据共享规定 [72][73] - 中国生成式AI发展面临资本约束 芯片进口依赖和数据隐私法规等挑战 [76][77][78]

value, while India attracted $25.1 billion, representing 26.6% of the region's deal value. PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Dylan Cox, CFA Head of Private Markets Research Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Rudy Yang Senior Analyst, Emerging Q4 2024 Exploring APAC's Fintech Pathways: Part V: Australia & New Zealand A deep dive into Australia & New Zealand's fintech developments by navigating re ...

报告行业投资评级 未提及相关内容 报告的核心观点 - 美国股市第三季度表现一般，除罗素2000指数上涨10%外，各游戏类别年初至今表现大多逊于主要指数，仅博彩类以17%的中位数回报率超过罗素2000指数的11%，且各品类表现第三季度有所改善，货币化平台季度中位数回报率最高达49% [4] - 31家内容开发商约三分之二第三季度实现正收益，Sea年初至今回报率最高达145%，但过去三年下跌70%；除电竞类别外，育碧面临困境，年初至今市值缩水57%；Unity年初至今下跌42%，但宣布放弃提高运行时费用计划 [5] - 行业紧缩状态近期可能持续，上半年裁员潮有所缓解，但2024年仍有近1.3万名员工失业，多于2023年的1.05万人；硬件方面，任天堂Switch销售减速，索尼PS5 Pro调整销售预期 [6] - 博彩公司是游戏行业亮点，年初至今中位数涨幅17%，体育博彩在美国38个州合法化，其他国家也提供了增长动力，但面临消费者支出和监管等挑战；退出市场仍面临困难，IPO市场逆风，游戏行业IPO活动自2022年以来停滞 [8] 根据相关目录分别进行总结 关键要点 - 美国股市第三季度表现一般，罗素2000指数上涨10%，各游戏类别年初至今大多逊于主要指数，仅博彩类表现突出，各品类第三季度表现改善，货币化平台季度中位数回报率最高 [4] - 多数内容开发商第三季度实现正收益，Sea回报率领先，育碧和电竞类别表现不佳，Unity宣布调整策略 [5] - 行业紧缩状态持续，裁员情况仍较严重，硬件市场发展遇阻，任天堂Switch销售减速，索尼调整PS5销售预期 [6] - 博彩公司是行业亮点，受市场环境和监管影响，退出市场和IPO活动面临挑战 [8] 股票回报 - 各游戏类别股票回报表现不一，货币化平台第三季度中位数回报率49%领先，电竞类别表现最差 [4][11] - 不同公司股票回报差异较大，如Sea年初至今回报率145%，育碧则缩水57% [5] 估值 - 展示了不同游戏类别和公司的EV/LTM收入和EV/LTM EBITDA估值倍数 [19][21] 收入 - 呈现了各公司多年的实际收入、同比收入增长以及EV/历史TTM收入等数据 [24][25] EBITDA - 提供了各公司的实际EBITDA、同比EBITDA增长、EBITDA利润率以及EV/TTM EBITDA等数据 [91]

probably first emerge in provider workflow or revenue cycle. PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Rebecca Springer, Ph.D. Lead Analyst, Healthcare rebecca.springer@pitchbook.com INDUSTRY RESEARCH Takeaways From the 2024 Nashville Healthcare Sessions Conference PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find data ...

PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Rebecca Springer, Ph.D. Lead Analyst, Healthcare rebecca.springer@pitchbook.com pbinstitutionalresearch@pitchbook.com INDUSTRY RESEARCH Cain Brothers Healthcare, McDermott Hospitals, and HPE NYC Takeaways from three conferences PitchBook is a Morningstar company providing the most comprehensive, most accurate, and hard-to-find ...

| --- | --- | --- | |-------------------------------------------------------------------------|-------|-------| | | | | | | | | | EMERGING TECH RESEARCH Foodtech Public Comp Sheet and Valuation Guide | | | | Q3 2024 | | | Contents Key takeaways 2 Stock returns 3 Valuation charts 4 Revenue 5 EBITDA 7 PitchBook Data, Inc. Nizar Tarhuni Executive Vice President of Research and Market Intelligence Paul Condra Head of Emerging Technology Research Institutional Research Group Analysis Alex Frederick Senior Analys ...