inner peace的个人主页 - 老虎社区

inner peace

inner peace

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IP属地：浙江

73关注

12粉丝

6主题

0勋章

2021-04-19

手段卑劣[无语]

抱歉，原内容已删除

2021-04-10

还记得wen ge 时期的互相举报吗[微笑]

抱歉，原内容已删除

2021-03-22

$RLX科技(RLX)$还能跌到哪去[摊手] [摊手] [摊手]

2021-03-18

定价超最高，打新还要骗一波清库存货[白眼] [白眼] [白眼]

消息称涂鸦智能计划将美国IPO发行价定在21美元

2021-03-16

还等啥，割更多的韭菜呗

抱歉，原内容已删除

2021-03-15

$纳斯达克(.IXIC)$加油，拉爆空头[冷漠]

2021-03-05

$蔚来(NIO)$这么恐慌吗？12月的增发什么价来着[微笑]

2021-03-02

加仓蔚来[胜利]

抱歉，原内容已删除

2021-03-02

诺辉快手中不了，这$赛生药业(06600)$中了4手[流泪] [流泪]

2021-01-27

$RLX科技(RLX)$建仓[爱你]

2021-01-25

$阿里巴巴(BABA)$阿里不涨的原因不是拼多多也不是美团，是港股通买不了阿里[微笑]

2021-01-22

$RLX科技(RLX)$1500中6，服了[黑眼圈]

2021-01-22

两家各买一一半不就好了[开心]

财报解读：好未来VS新东方：激进增长与稳定盈利，你pick谁？

2021-01-20

$拼多多(PDD)$做空的请加油[龇牙] [龇牙] [龇牙]

2021-01-15

$Playtika Holding Corp.(PLTK)$800中0[呆住]

2021-01-14

$医渡科技(02158)$申购对应的中签率可以看看，今天能吃肉[贱笑]

2021-01-12

参与下，中签了[呆住]

2021-01-11

[爱你]

多家投行上调蔚来目标价！中金最高看至85美元

2021-01-04

$哔哩哔哩(BILI)$小破站破圈成功了，再也高攀不起了[抱拳]

2021-01-04

$拼多多(PDD)$腾讯员工猝死过，华为员工猝死过，阿里员工猝死过，百度员工猝死过，美团原因猝死过，京东员工猝死过。公司+员工+猝死，搜一下，大厂基本都有。

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content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称涂鸦智能计划将美国IPO发行价定在21美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-18 12:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>知情人士称，<a href=\"https://laohu8.com/S/00700\">腾讯</a>支持的物联网云端平台涂鸦<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>计划将IPO价格定在21美元，高于指导区间。以每股21美元的价格，涂鸦智能将筹集9.15亿美元。</p>\n<p>腾讯和高瓴资本都已表示有意在IPO中买入至少1亿美元。CPP Investments，Dragoneer Investment Group，新加坡政府投资公司 （GIC）和Tiger Global Management旗下基金，有意合计买入至少3亿美元。</p>\n<p>涂鸦智能预计3月18日纽交所上市，涂鸦智能将发行4359万股ADS，此前给出的每股发行价介乎17至20美元。</p>\n<p>根据公司招股书，腾讯持有其约5592万股普通股，持股比例为10%。公司核心管理层主要出身<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，公司创办人兼CEO王学集曾为阿里云首任总经理，创办人兼总裁陈燎罕曾任阿里云运营总监。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/213875329939df80d74d8e383a705685","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144751685","content_text":"知情人士称，腾讯支持的物联网云端平台涂鸦智能计划将IPO价格定在21美元，高于指导区间。以每股21美元的价格，涂鸦智能将筹集9.15亿美元。\n腾讯和高瓴资本都已表示有意在IPO中买入至少1亿美元。CPP Investments，Dragoneer Investment Group，新加坡政府投资公司 （GIC）和Tiger Global 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18:55","market":"us","language":"zh","title":"财报解读：好未来VS新东方：激进增长与稳定盈利，你pick谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=1131393501","media":"老虎资讯综合","summary":"1月21日美股盘前，好未来率先发布截至2020年11月30日的财报。时隔一天之后，新东方也发布财报。作为在美上市的两家在线教育巨头，两家公司的业绩常常被拿来对比。实际上，虽然同为在线教育公司，两家公司","content":"<html><head></head><body><p>1月21日美股盘前，好未来率先发布截至2020年11月30日的财报。时隔一天之后，新东方也发布财报。作为在美上市的两家在线教育巨头，两家公司的业绩常常被拿来对比。</p><p>实际上，虽然同为在线教育公司，两家公司基本面、经营风格上存在一定差异。总体而言，市场更看好营销风格偏激进、增速也较快的好未来。彭博社显示，好未来EV/EBITDA为65.9，而新东方为31。</p><p>但其实，两家公司各有优势，通过对比核心财报数据，我们或许对两家公司的差距以及面临的问题更清晰。</p><p><b>营收：好未来增速远超新东方，在高速增速已不再</b></p><p>可以看到，好未来的营收规模已经超过新东方，增速也将新东方甩在身后。最新发布的截至11月30日的财报显示，好未来营收11.19亿美元，同比增长29.8%<i>；</i>而同期新东方营收，8.877亿美元，同比增长13%。</p><p><img src=\"https://static.tigerbbs.com/3c5a7456c160f678f834ece2a606c16e\" tg-width=\"815\" tg-height=\"102\" referrerpolicy=\"no-referrer\"/></p><p>需要注意的是，近几年，好未来跟新东方两家公司营收同比增速都面临下滑的问题，相对来看，新东方下滑速度要更快。今年受新冠疫情的影响，两家公司线下业务均受到较大影响。虽然线上需求爆发，但又面临猿辅导、作业邦等独角兽的激烈竞争，两家公司想要恢复此前的高速增长还是面临较大压力。</p><p><img src=\"https://static.tigerbbs.com/f9ace4b88c857a6d1372639075c423f8\" tg-width=\"589\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p><b>盈利：新东方盈利稳定，好未来波动较大</b></p><p>从<b>盈利</b>的角度看，新东方的盈利呈现明显的季节性波动，Q2、Q4财季盈利偏低（Q2财季对应9-11月；Q4财季对应3-5月）。两个财季主要是非寒暑假期间，很可能是招生增速放缓所致。但总体而言，新东方盈利稳定，即便在在线教育大战火热，竞争对手加码营销抢夺生源的情况下，新东方仍能保持持续盈利。<b>最新财报季，新东方调整后净利润为5390.2万美元，同比增长0.9%。</b></p><p>相比而言，好未来的盈利能力不稳定。整个2019年，好未来在四个季度均实现盈利。但在2020年，好未来有两个季度处于亏损。</p><p>纵览2020年全年，好未来在疫情重创的一季度亏损6620万美元，虽然随着疫情控制，公司业绩出现明显好转，二、三季度分别盈利8360万美元和1840万美元，但公司在本季度再度转亏。<b>财报显示，好未来调整后亏损820万美元。</b></p><p><img src=\"https://static.tigerbbs.com/f8b982bbad87b71d951ec52ae36c4ad4\" tg-width=\"656\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/>从毛利率看，好未来已经缩小与新东方的差距，甚至在有的财季超越新东方。<b>最新财报季，好未来毛利率为53.9%，再度超过新东方的48.95%。</b></p><p><b>营销：新东方相对保守，好未来偏激进</b></p><p>从营销费用看，新东方季度营销费用一直稳定在1亿-1.1亿美元之间，相比之下好未来2020年以来季度营销费用均超2亿美元。最新的截至11月30日的财报季，营销费用更是达到了创记录的4.2亿美元。并且，近六个财季，好未来的营销费用远远超过新东方。</p><p>值得注意的是，在线教育的战火大有愈演愈烈之势。好未来为应对新竞争者的争夺，不断加码营销，策略偏激进。特别是在2020年三、四季度销售及营销费用连创新高，分别达到3.8亿美元和4.2亿美元。但新东方在销售及营销方面相对保守，此前，营销费用一直稳定在1亿美元-1.2亿美元之间。<b>最新财报季，新东方营销费用增加至1.34亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/f581b0c88b57828c2625586da102f42c\" tg-width=\"599\" tg-height=\"76\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/79202d604b0fb6cb543b275204906361\" tg-width=\"503\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>加大营销提升企业知名度目前是在线教育企业扩大市场占有率最快捷的方式，尤其是成立不久的独角兽企业。据媒体报道，去年暑期市场猿辅导、作业邦的营销推广预算分别为15亿元和10亿元。</p><p><b>招生：新东方缓慢复苏，好未来保持高速增长</b></p><p>营销效果如何？从<b>招生</b>的角度看，疫情对新东方的打击比较严重。新冠疫情以来，新东方的学生总人次同比增速从50%以上，下滑至15%以下，甚至出现负值也就是同比下滑的情况，上一财季增速才重回10%以上，<b>上一财季增速13.5%，本财季增速小幅回落至10.4%。</b></p><p>相对而言，好未来增速一直保持在50%以上，并且在新东方增速出现新低的二季度，好未来同比增速超70%。不过，随着下半年在线教育行业的激烈竞争，<b>截至11月30日的最新财季，好未来同比增速已降至46.5%。创近一年新低。</b></p><p><img src=\"https://static.tigerbbs.com/967089f74bd2873592f74eb662882992\" tg-width=\"612\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/7198c9a7170757fc9b6fd0cfaa652f39\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p><b>结尾</b></p><p>总体而言，两家公司的营收同比增速均已放缓。好未来的营收、增速已经超过新东方，但盈利不稳定，特别是在2019年四个季度均实现盈利之后，2020年又有两个季度重回亏损；新东方营收增速下滑明显，且与好未来的规模差距在拉大。新东方盈利呈现季节性，在非寒暑假期间，盈利偏低，但总体而言盈利能力稳定。</p><p>营销方面，好未来策略偏激进，而具有一定品牌和知名度的新东方相对比较保守。从效果看，营销为好未来带来了大量的学生，学生总人次同比增速一度保持在50%以上，不过最新财季该数值已下滑至46.5%。疫情重创之后，新东方招生效果不理想，一度同比下滑，上一财季增速才重回10%以上。</p><p>值得注意的是，随着国内各地出现零星确诊，部分地区线下教育场所关闭，教育机构能否复制2020年线上业务的成功，需要持续关注。</p><blockquote><i>说明：财季和自然月份对应关系如下，本文采用新东方的财报季为准，并将好未来按照自然月份调整，保证两家公司数据为统一自然月区间的数据。</i></blockquote><p><img src=\"https://static.tigerbbs.com/fddf54b501c007802a72bf4e4fa44117\" tg-width=\"455\" tg-height=\"81\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报解读：好未来VS新东方：激进增长与稳定盈利，你pick谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-22 18:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月21日美股盘前，好未来率先发布截至2020年11月30日的财报。时隔一天之后，新东方也发布财报。作为在美上市的两家在线教育巨头，两家公司的业绩常常被拿来对比。</p><p>实际上，虽然同为在线教育公司，两家公司基本面、经营风格上存在一定差异。总体而言，市场更看好营销风格偏激进、增速也较快的好未来。彭博社显示，好未来EV/EBITDA为65.9，而新东方为31。</p><p>但其实，两家公司各有优势，通过对比核心财报数据，我们或许对两家公司的差距以及面临的问题更清晰。</p><p><b>营收：好未来增速远超新东方，在高速增速已不再</b></p><p>可以看到，好未来的营收规模已经超过新东方，增速也将新东方甩在身后。最新发布的截至11月30日的财报显示，好未来营收11.19亿美元，同比增长29.8%<i>；</i>而同期新东方营收，8.877亿美元，同比增长13%。</p><p><img src=\"https://static.tigerbbs.com/3c5a7456c160f678f834ece2a606c16e\" tg-width=\"815\" tg-height=\"102\" referrerpolicy=\"no-referrer\"/></p><p>需要注意的是，近几年，好未来跟新东方两家公司营收同比增速都面临下滑的问题，相对来看，新东方下滑速度要更快。今年受新冠疫情的影响，两家公司线下业务均受到较大影响。虽然线上需求爆发，但又面临猿辅导、作业邦等独角兽的激烈竞争，两家公司想要恢复此前的高速增长还是面临较大压力。</p><p><img src=\"https://static.tigerbbs.com/f9ace4b88c857a6d1372639075c423f8\" tg-width=\"589\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p><b>盈利：新东方盈利稳定，好未来波动较大</b></p><p>从<b>盈利</b>的角度看，新东方的盈利呈现明显的季节性波动，Q2、Q4财季盈利偏低（Q2财季对应9-11月；Q4财季对应3-5月）。两个财季主要是非寒暑假期间，很可能是招生增速放缓所致。但总体而言，新东方盈利稳定，即便在在线教育大战火热，竞争对手加码营销抢夺生源的情况下，新东方仍能保持持续盈利。<b>最新财报季，新东方调整后净利润为5390.2万美元，同比增长0.9%。</b></p><p>相比而言，好未来的盈利能力不稳定。整个2019年，好未来在四个季度均实现盈利。但在2020年，好未来有两个季度处于亏损。</p><p>纵览2020年全年，好未来在疫情重创的一季度亏损6620万美元，虽然随着疫情控制，公司业绩出现明显好转，二、三季度分别盈利8360万美元和1840万美元，但公司在本季度再度转亏。<b>财报显示，好未来调整后亏损820万美元。</b></p><p><img src=\"https://static.tigerbbs.com/f8b982bbad87b71d951ec52ae36c4ad4\" tg-width=\"656\" tg-height=\"394\" referrerpolicy=\"no-referrer\"/>从毛利率看，好未来已经缩小与新东方的差距，甚至在有的财季超越新东方。<b>最新财报季，好未来毛利率为53.9%，再度超过新东方的48.95%。</b></p><p><b>营销：新东方相对保守，好未来偏激进</b></p><p>从营销费用看，新东方季度营销费用一直稳定在1亿-1.1亿美元之间，相比之下好未来2020年以来季度营销费用均超2亿美元。最新的截至11月30日的财报季，营销费用更是达到了创记录的4.2亿美元。并且，近六个财季，好未来的营销费用远远超过新东方。</p><p>值得注意的是，在线教育的战火大有愈演愈烈之势。好未来为应对新竞争者的争夺，不断加码营销，策略偏激进。特别是在2020年三、四季度销售及营销费用连创新高，分别达到3.8亿美元和4.2亿美元。但新东方在销售及营销方面相对保守，此前，营销费用一直稳定在1亿美元-1.2亿美元之间。<b>最新财报季，新东方营销费用增加至1.34亿美元。</b></p><p><img src=\"https://static.tigerbbs.com/f581b0c88b57828c2625586da102f42c\" tg-width=\"599\" tg-height=\"76\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/79202d604b0fb6cb543b275204906361\" tg-width=\"503\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>加大营销提升企业知名度目前是在线教育企业扩大市场占有率最快捷的方式，尤其是成立不久的独角兽企业。据媒体报道，去年暑期市场猿辅导、作业邦的营销推广预算分别为15亿元和10亿元。</p><p><b>招生：新东方缓慢复苏，好未来保持高速增长</b></p><p>营销效果如何？从<b>招生</b>的角度看，疫情对新东方的打击比较严重。新冠疫情以来，新东方的学生总人次同比增速从50%以上，下滑至15%以下，甚至出现负值也就是同比下滑的情况，上一财季增速才重回10%以上，<b>上一财季增速13.5%，本财季增速小幅回落至10.4%。</b></p><p>相对而言，好未来增速一直保持在50%以上，并且在新东方增速出现新低的二季度，好未来同比增速超70%。不过，随着下半年在线教育行业的激烈竞争，<b>截至11月30日的最新财季，好未来同比增速已降至46.5%。创近一年新低。</b></p><p><img src=\"https://static.tigerbbs.com/967089f74bd2873592f74eb662882992\" tg-width=\"612\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/7198c9a7170757fc9b6fd0cfaa652f39\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p><b>结尾</b></p><p>总体而言，两家公司的营收同比增速均已放缓。好未来的营收、增速已经超过新东方，但盈利不稳定，特别是在2019年四个季度均实现盈利之后，2020年又有两个季度重回亏损；新东方营收增速下滑明显，且与好未来的规模差距在拉大。新东方盈利呈现季节性，在非寒暑假期间，盈利偏低，但总体而言盈利能力稳定。</p><p>营销方面，好未来策略偏激进，而具有一定品牌和知名度的新东方相对比较保守。从效果看，营销为好未来带来了大量的学生，学生总人次同比增速一度保持在50%以上，不过最新财季该数值已下滑至46.5%。疫情重创之后，新东方招生效果不理想，一度同比下滑，上一财季增速才重回10%以上。</p><p>值得注意的是，随着国内各地出现零星确诊，部分地区线下教育场所关闭，教育机构能否复制2020年线上业务的成功，需要持续关注。</p><blockquote><i>说明：财季和自然月份对应关系如下，本文采用新东方的财报季为准，并将好未来按照自然月份调整，保证两家公司数据为统一自然月区间的数据。</i></blockquote><p><img src=\"https://static.tigerbbs.com/fddf54b501c007802a72bf4e4fa44117\" tg-width=\"455\" tg-height=\"81\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"TAL":"好未来","EDU":"新东方"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131393501","content_text":"1月21日美股盘前，好未来率先发布截至2020年11月30日的财报。时隔一天之后，新东方也发布财报。作为在美上市的两家在线教育巨头，两家公司的业绩常常被拿来对比。实际上，虽然同为在线教育公司，两家公司基本面、经营风格上存在一定差异。总体而言，市场更看好营销风格偏激进、增速也较快的好未来。彭博社显示，好未来EV/EBITDA为65.9，而新东方为31。但其实，两家公司各有优势，通过对比核心财报数据，我们或许对两家公司的差距以及面临的问题更清晰。营收：好未来增速远超新东方，在高速增速已不再可以看到，好未来的营收规模已经超过新东方，增速也将新东方甩在身后。最新发布的截至11月30日的财报显示，好未来营收11.19亿美元，同比增长29.8%；而同期新东方营收，8.877亿美元，同比增长13%。需要注意的是，近几年，好未来跟新东方两家公司营收同比增速都面临下滑的问题，相对来看，新东方下滑速度要更快。今年受新冠疫情的影响，两家公司线下业务均受到较大影响。虽然线上需求爆发，但又面临猿辅导、作业邦等独角兽的激烈竞争，两家公司想要恢复此前的高速增长还是面临较大压力。盈利：新东方盈利稳定，好未来波动较大从盈利的角度看，新东方的盈利呈现明显的季节性波动，Q2、Q4财季盈利偏低（Q2财季对应9-11月；Q4财季对应3-5月）。两个财季主要是非寒暑假期间，很可能是招生增速放缓所致。但总体而言，新东方盈利稳定，即便在在线教育大战火热，竞争对手加码营销抢夺生源的情况下，新东方仍能保持持续盈利。最新财报季，新东方调整后净利润为5390.2万美元，同比增长0.9%。相比而言，好未来的盈利能力不稳定。整个2019年，好未来在四个季度均实现盈利。但在2020年，好未来有两个季度处于亏损。纵览2020年全年，好未来在疫情重创的一季度亏损6620万美元，虽然随着疫情控制，公司业绩出现明显好转，二、三季度分别盈利8360万美元和1840万美元，但公司在本季度再度转亏。财报显示，好未来调整后亏损820万美元。从毛利率看，好未来已经缩小与新东方的差距，甚至在有的财季超越新东方。最新财报季，好未来毛利率为53.9%，再度超过新东方的48.95%。营销：新东方相对保守，好未来偏激进从营销费用看，新东方季度营销费用一直稳定在1亿-1.1亿美元之间，相比之下好未来2020年以来季度营销费用均超2亿美元。最新的截至11月30日的财报季，营销费用更是达到了创记录的4.2亿美元。并且，近六个财季，好未来的营销费用远远超过新东方。值得注意的是，在线教育的战火大有愈演愈烈之势。好未来为应对新竞争者的争夺，不断加码营销，策略偏激进。特别是在2020年三、四季度销售及营销费用连创新高，分别达到3.8亿美元和4.2亿美元。但新东方在销售及营销方面相对保守，此前，营销费用一直稳定在1亿美元-1.2亿美元之间。最新财报季，新东方营销费用增加至1.34亿美元。加大营销提升企业知名度目前是在线教育企业扩大市场占有率最快捷的方式，尤其是成立不久的独角兽企业。据媒体报道，去年暑期市场猿辅导、作业邦的营销推广预算分别为15亿元和10亿元。招生：新东方缓慢复苏，好未来保持高速增长营销效果如何？从招生的角度看，疫情对新东方的打击比较严重。新冠疫情以来，新东方的学生总人次同比增速从50%以上，下滑至15%以下，甚至出现负值也就是同比下滑的情况，上一财季增速才重回10%以上，上一财季增速13.5%，本财季增速小幅回落至10.4%。相对而言，好未来增速一直保持在50%以上，并且在新东方增速出现新低的二季度，好未来同比增速超70%。不过，随着下半年在线教育行业的激烈竞争，截至11月30日的最新财季，好未来同比增速已降至46.5%。创近一年新低。结尾总体而言，两家公司的营收同比增速均已放缓。好未来的营收、增速已经超过新东方，但盈利不稳定，特别是在2019年四个季度均实现盈利之后，2020年又有两个季度重回亏损；新东方营收增速下滑明显，且与好未来的规模差距在拉大。新东方盈利呈现季节性，在非寒暑假期间，盈利偏低，但总体而言盈利能力稳定。营销方面，好未来策略偏激进，而具有一定品牌和知名度的新东方相对比较保守。从效果看，营销为好未来带来了大量的学生，学生总人次同比增速一度保持在50%以上，不过最新财季该数值已下滑至46.5%。疫情重创之后，新东方招生效果不理想，一度同比下滑，上一财季增速才重回10%以上。值得注意的是，随着国内各地出现零星确诊，部分地区线下教育场所关闭，教育机构能否复制2020年线上业务的成功，需要持续关注。说明：财季和自然月份对应关系如下，本文采用新东方的财报季为准，并将好未来按照自然月份调整，保证两家公司数据为统一自然月区间的数据。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337618106,"gmtCreate":1611133633405,"gmtModify":1703748218212,"author":{"id":"3462825647080651","authorId":"3462825647080651","name":"inner 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17:43","market":"us","language":"zh","title":"多家投行上调蔚来目标价！中金最高看至85美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1171450454","media":"老虎资讯综合","summary":"1月11日讯，今日，多家投行对蔚来汽车上调目标价，其中，中金上调蔚来硬件(车辆销售)和软件(智能驾驶)部分的市值，并上调目标价42%至85美元，对应44%上行空间；摩根大通：将蔚来汽车目标价从50美元","content":"<p>1月11日讯，今日，多家投行对<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车上调目标价，其中，中金上调蔚来硬件(车辆销售)和软件(<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶)部分的市值，并上调目标价42%至85美元，对应44%上行空间；<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价从50美元升至75美元。</p><p><img src=\"https://static.tigerbbs.com/57fe7cf0e37ea20ccb42fffad4883a93\" tg-width=\"1516\" tg-height=\"604\"></p><p>受周末推出首款轿车NIO ET7利好影响，蔚来今日美股盘前一度涨近6%，截止发稿，涨4.46%，报61.55美元。</p><p><img src=\"https://static.tigerbbs.com/02afbcc94c001e6ca5277ed6164a98ce\" tg-width=\"1302\" tg-height=\"833\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-11 17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月11日讯，今日，多家投行对<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车上调目标价，其中，中金上调蔚来硬件(车辆销售)和软件(<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶)部分的市值，并上调目标价42%至85美元，对应44%上行空间；<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价从50美元升至75美元。</p><p><img src=\"https://static.tigerbbs.com/57fe7cf0e37ea20ccb42fffad4883a93\" tg-width=\"1516\" tg-height=\"604\"></p><p>受周末推出首款轿车NIO ET7利好影响，蔚来今日美股盘前一度涨近6%，截止发稿，涨4.46%，报61.55美元。</p><p><img src=\"https://static.tigerbbs.com/02afbcc94c001e6ca5277ed6164a98ce\" tg-width=\"1302\" tg-height=\"833\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171450454","content_text":"1月11日讯，今日，多家投行对蔚来汽车上调目标价，其中，中金上调蔚来硬件(车辆销售)和软件(智能驾驶)部分的市值，并上调目标价42%至85美元，对应44%上行空间；摩根大通：将蔚来汽车目标价从50美元升至75美元。受周末推出首款轿车NIO ET7利好影响，蔚来今日美股盘前一度涨近6%，截止发稿，涨4.46%，报61.55美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338001674,"gmtCreate":1609772447698,"gmtModify":1703740401860,"author":{"id":"3462825647080651","authorId":"3462825647080651","name":"inner 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18:20","market":"us","language":"zh","title":"拼多多财报大超预期，首次实现非GAAP盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=1116180025","media":"老虎资讯综合","summary":"今晚20:30 拼多多业绩会直播11月12日讯，拼多多美股盘前发布三季度财务报告，财报显示：拼多多三季度营收为142.10亿元，市场预期为123.38亿元，去年同期为75.14亿元。拼多多三季度净亏损","content":"<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216050836704143%22%7D\" target=\"_blank\"><b>今晚20:30 拼多多业绩会直播</b></a></p><p>11月12日讯，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>美股盘前发布三季度财务报告，财报显示：</p><ul><li>拼多多三季度<b>营收</b>为<b>142.10</b>亿元<b>，</b>市场预期为123.38亿元，去年同期为75.14亿元。</li><li>拼多多三季度<b>净亏损7.85</b>亿元<b>，</b>市场预期亏损21.29亿元，去年同期为亏损23.35亿元；</li><li>拼多多三季度<b>非GAAP下净利润4.66亿元，实现上市以来首次非GAAP盈利。</b></li><li>拼多多三季度<b>每股亏损0.66元，</b>去年同期每股亏损2元。</li></ul><p>收入方面，<b>来自在线营销服务及其他的收入为128.877亿元 ，</b>去年同期为67.114亿元，该增长主要归因于品牌和市场地位的不断提高，平台商家广告需求的增加；<b>来自交易服务收入为13.332亿元，</b>去年同期为8.025亿元，主要是由于GMV的增加。</p><p><b>运营数据方面：</b></p><ul><li>三季度<b>平均每月活跃用户</b>为6.434亿，同比增长50%，去年同期为4.296亿；</li><li>截至2020年9月30日，拼多多近12个月<b>GMV</b>为14,576亿元，同比增长73%；</li><li>截至2020年9月30日，拼多多近12个月<b>活跃用户数</b>为7.313亿，同比增长36%，去年同期为5.363亿。</li><li>截至2020年9月30日的12个月内，拼多多<b>活跃买家年度支出</b>为1993.1元，去年同期为1556.7元；</li></ul><p><img src=\"https://static.tigerbbs.com/67c075a92c56a5225f70a3141fba0d82\" tg-width=\"1291\" tg-height=\"763\"></p><p><img src=\"https://static.tigerbbs.com/4b005c8327644a7f716b32a7132964fb\" tg-width=\"1254\" tg-height=\"812\"><img src=\"https://static.tigerbbs.com/e64ab81cfc31062508435993336ca5ee\" tg-width=\"1193\" tg-height=\"621\"></p><p>拼多多首席执行官陈磊表示，三季度公司继续投资于用户参与度，这使得MAU和活跃购买者增长强劲，公司的战略重点是观察和预期到的消费者习惯的变化，公司将继续创新以满足这些需求，特别是在农业领域。”</p><p>战略副总裁David Liu表示，本季度，拼多多开始了“多多买菜”计划，以解决我们在消费者如何满足日常杂货需求方面看到的结构性变化。“多多买菜”是现有业务的自然延伸，并为消费者提供了与主应用程序互补的体验。这是一项长期业务，完全符合公司致力于数字化中国农业价值链并成为中国领先农业平台的承诺，公司将继续投资于农业供应链和生态系统。”</p><p>截至发稿，拼多多盘前股价最高涨幅近17%，创下130美元的历史新高。</p><p><img src=\"https://static.tigerbbs.com/c4e9cbd12712327464650c02ef18330f\" tg-width=\"800\" tg-height=\"497\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多财报大超预期，首次实现非GAAP盈利</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多财报大超预期，首次实现非GAAP盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-12 18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216050836704143%22%7D\" target=\"_blank\"><b>今晚20:30 拼多多业绩会直播</b></a></p><p>11月12日讯，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>美股盘前发布三季度财务报告，财报显示：</p><ul><li>拼多多三季度<b>营收</b>为<b>142.10</b>亿元<b>，</b>市场预期为123.38亿元，去年同期为75.14亿元。</li><li>拼多多三季度<b>净亏损7.85</b>亿元<b>，</b>市场预期亏损21.29亿元，去年同期为亏损23.35亿元；</li><li>拼多多三季度<b>非GAAP下净利润4.66亿元，实现上市以来首次非GAAP盈利。</b></li><li>拼多多三季度<b>每股亏损0.66元，</b>去年同期每股亏损2元。</li></ul><p>收入方面，<b>来自在线营销服务及其他的收入为128.877亿元 ，</b>去年同期为67.114亿元，该增长主要归因于品牌和市场地位的不断提高，平台商家广告需求的增加；<b>来自交易服务收入为13.332亿元，</b>去年同期为8.025亿元，主要是由于GMV的增加。</p><p><b>运营数据方面：</b></p><ul><li>三季度<b>平均每月活跃用户</b>为6.434亿，同比增长50%，去年同期为4.296亿；</li><li>截至2020年9月30日，拼多多近12个月<b>GMV</b>为14,576亿元，同比增长73%；</li><li>截至2020年9月30日，拼多多近12个月<b>活跃用户数</b>为7.313亿，同比增长36%，去年同期为5.363亿。</li><li>截至2020年9月30日的12个月内，拼多多<b>活跃买家年度支出</b>为1993.1元，去年同期为1556.7元；</li></ul><p><img src=\"https://static.tigerbbs.com/67c075a92c56a5225f70a3141fba0d82\" tg-width=\"1291\" tg-height=\"763\"></p><p><img src=\"https://static.tigerbbs.com/4b005c8327644a7f716b32a7132964fb\" tg-width=\"1254\" tg-height=\"812\"><img src=\"https://static.tigerbbs.com/e64ab81cfc31062508435993336ca5ee\" tg-width=\"1193\" tg-height=\"621\"></p><p>拼多多首席执行官陈磊表示，三季度公司继续投资于用户参与度，这使得MAU和活跃购买者增长强劲，公司的战略重点是观察和预期到的消费者习惯的变化，公司将继续创新以满足这些需求，特别是在农业领域。”</p><p>战略副总裁David Liu表示，本季度，拼多多开始了“多多买菜”计划，以解决我们在消费者如何满足日常杂货需求方面看到的结构性变化。“多多买菜”是现有业务的自然延伸，并为消费者提供了与主应用程序互补的体验。这是一项长期业务，完全符合公司致力于数字化中国农业价值链并成为中国领先农业平台的承诺，公司将继续投资于农业供应链和生态系统。”</p><p>截至发稿，拼多多盘前股价最高涨幅近17%，创下130美元的历史新高。</p><p><img src=\"https://static.tigerbbs.com/c4e9cbd12712327464650c02ef18330f\" tg-width=\"800\" tg-height=\"497\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116180025","content_text":"今晚20:30 拼多多业绩会直播11月12日讯，拼多多美股盘前发布三季度财务报告，财报显示：拼多多三季度营收为142.10亿元，市场预期为123.38亿元，去年同期为75.14亿元。拼多多三季度净亏损7.85亿元，市场预期亏损21.29亿元，去年同期为亏损23.35亿元；拼多多三季度非GAAP下净利润4.66亿元，实现上市以来首次非GAAP盈利。拼多多三季度每股亏损0.66元，去年同期每股亏损2元。收入方面，来自在线营销服务及其他的收入为128.877亿元 ，去年同期为67.114亿元，该增长主要归因于品牌和市场地位的不断提高，平台商家广告需求的增加；来自交易服务收入为13.332亿元，去年同期为8.025亿元，主要是由于GMV的增加。运营数据方面：三季度平均每月活跃用户为6.434亿，同比增长50%，去年同期为4.296亿；截至2020年9月30日，拼多多近12个月GMV为14,576亿元，同比增长73%；截至2020年9月30日，拼多多近12个月活跃用户数为7.313亿，同比增长36%，去年同期为5.363亿。截至2020年9月30日的12个月内，拼多多活跃买家年度支出为1993.1元，去年同期为1556.7元；拼多多首席执行官陈磊表示，三季度公司继续投资于用户参与度，这使得MAU和活跃购买者增长强劲，公司的战略重点是观察和预期到的消费者习惯的变化，公司将继续创新以满足这些需求，特别是在农业领域。”战略副总裁David 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