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CY_Ng
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老虎认证: CY_投资而不是投机者
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CY_Ng
2021-12-26
$Alibaba(BABA)$
阿里云又爆出坏消息[Facepalm] 。没完没了
CY_Ng
2021-12-25
$SoFi Technologies Inc.(SOFI)$
gogogo
CY_Ng
2021-12-24
$JD.com(JD)$
完了吗? [Cry]
CY_Ng
2021-12-23
$Fortinet(FTNT)$
wohoo...挑战新高
CY_Ng
2021-12-22
$Fastly, Inc.(FSLY)$
一月出业绩,趁低买入
CY_Ng
2021-12-21
$Fastly, Inc.(FSLY)$
股市天天红,子弹射完了[Facepalm] 。继续努力做工存子弹
CY_Ng
2021-12-20
$Sea Ltd(SE)$
$200这么近, 那么远
CY_Ng
2021-12-19
$Palantir Technologies Inc.(PLTR)$
期权到期,成了它的股东[Sly]
CY_Ng
2021-12-17
Gogogo
$Grab Holdings(GRAB)$
CY_Ng
2021-12-17
$Sea Ltd(SE)$
刚刚加仓,又跌了[LOL] 。逃不过一买就跌的情景
CY_Ng
2021-12-16
$SoFi Technologies Inc.(SOFI)$
顶多两天在15以下啊。星期五期权到期[LOL]
CY_Ng
2021-12-15
$Sea Ltd(SE)$
没有东西是不可能的,370掉到3220。等待着200加仓
CY_Ng
2021-12-14
$Tenable Holdings Inc.(TENB)$
昨晚就cybersecurity 股上涨。又有人被黑客攻击吗?
CY_Ng
2021-12-13
$XIAOMI-W(01810)$
小米车没劲了吗?
CY_Ng
2021-12-12
$Sea Ltd(SE)$
和
$MercadoLibre(MELI)$
最近股价大跌,其中一个原因是因为巴西的通货膨非常高,经济正在变坏,货币乏值。这些原因导致股价大跌。我会比较看好SEA,因为巴西只是占公司一小部分的营业额,公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入
CY_Ng
2021-12-11
$New Oriental Education & Technology(EDU)$
冲鸭
CY_Ng
2021-12-10
$Alibaba(BABA)$
再回撤,最后一笔💰等待投入 $105
CY_Ng
2021-12-09
$SoFi Technologies Inc.(SOFI)$
啊, 我的$17期权下星期五才到期。可以拿到股票吗? [Facepalm] 。怎么那么快回到$17了
CY_Ng
2021-12-08
$Opendoor Technologies Inc(OPEN)$
昨晚刚DCA,本钱还是在高位$22 [Facepalm]
CY_Ng
2021-12-07
$Alibaba(BABA)$
能持续多久 [Doubt] 。还是看好长期
去老虎APP查看更多动态
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。还是看好长期","text":"$Alibaba(BABA)$能持续多久 [Doubt] 。还是看好长期","images":[{"img":"https://static.tigerbbs.com/8c2e84999ebe4a397b307a0cc51b0f7e","width":"1440","height":"4165"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":21,"repostSize":3,"link":"https://laohu8.com/post/606947931","isVote":1,"tweetType":1,"viewCount":5163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":817004213,"gmtCreate":1630888732632,"gmtModify":1632731937596,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"东南亚电子商务平台-Shopee对垒Lazada,谁会胜出?SEA Limited还能向上吗?","htmlText":"大家应该对Shopee和Lazada这两个品牌不陌生吧。Lazada在2012年被阿里巴巴收购然后发展东南亚电子商务的平台。在Shopee还没推出前,曾经称霸东南亚电子商务。Shopee是Sea Limited子公司,成立于2015年。在东南亚市场斗个你死我活,那到底谁正在领先呢?以下一些图我们看看到底在东南亚每个国家哪个品牌领先者。马来西亚因为Lazada先在马来西亚开始业务,我们可以看到Lazada是领先的(红色线),但Shopee不断高速成长,去到2018年已经和Lazada不相上下了然后2019年超越Lazada。之后就把距离拉远。本人原本也是用Lazada平台购物,但Lazada客服真的很糟糕,一直偏帮卖方。几次投诉没获得好的答复,最后转向了Shopee平台。Shopee最出名的就是免费运输费,现在反而Lazada在抄Shopee所做的东西。新加波一路以来,我以为Shopee是新加波公司,应该市场一早就拿下了吧。Shopee时在去年疫情开始后才超越Lazada的。印尼印尼市场要加入一家本地的电商 - Tokopedia (黄色线)。不过和马来西亚和新加波一样也是被Shopee拿下了,而且是更早,2018年年头就超越了。印尼是一个庞大的市场,人口高达2.7亿,接近50%东南亚总人口。拿下印尼市场是非常重要的。东南亚人口但在另一个网站数据显示,其实Tokopedia还是最多浏览的。Shopee紧追在后。菲力宾越南其他市场,其实都是Shopee领先着。在SEA Limited 最新季报里,E-Commerce生意额跟去年相比增加了88%。看了以上资讯,也应该知道数目字不是假的。公司现在也在大力发展巴西市场,刚刚进入世界第二大人口市场 - 印度。以公司发展潜能,股价接下来几年应该还可以翻几倍。手上握有Sea Limited的投资者不要轻易把股票卖掉。这还不是SEA Ltd","listText":"大家应该对Shopee和Lazada这两个品牌不陌生吧。Lazada在2012年被阿里巴巴收购然后发展东南亚电子商务的平台。在Shopee还没推出前,曾经称霸东南亚电子商务。Shopee是Sea Limited子公司,成立于2015年。在东南亚市场斗个你死我活,那到底谁正在领先呢?以下一些图我们看看到底在东南亚每个国家哪个品牌领先者。马来西亚因为Lazada先在马来西亚开始业务,我们可以看到Lazada是领先的(红色线),但Shopee不断高速成长,去到2018年已经和Lazada不相上下了然后2019年超越Lazada。之后就把距离拉远。本人原本也是用Lazada平台购物,但Lazada客服真的很糟糕,一直偏帮卖方。几次投诉没获得好的答复,最后转向了Shopee平台。Shopee最出名的就是免费运输费,现在反而Lazada在抄Shopee所做的东西。新加波一路以来,我以为Shopee是新加波公司,应该市场一早就拿下了吧。Shopee时在去年疫情开始后才超越Lazada的。印尼印尼市场要加入一家本地的电商 - Tokopedia (黄色线)。不过和马来西亚和新加波一样也是被Shopee拿下了,而且是更早,2018年年头就超越了。印尼是一个庞大的市场,人口高达2.7亿,接近50%东南亚总人口。拿下印尼市场是非常重要的。东南亚人口但在另一个网站数据显示,其实Tokopedia还是最多浏览的。Shopee紧追在后。菲力宾越南其他市场,其实都是Shopee领先着。在SEA Limited 最新季报里,E-Commerce生意额跟去年相比增加了88%。看了以上资讯,也应该知道数目字不是假的。公司现在也在大力发展巴西市场,刚刚进入世界第二大人口市场 - 印度。以公司发展潜能,股价接下来几年应该还可以翻几倍。手上握有Sea Limited的投资者不要轻易把股票卖掉。这还不是SEA Ltd","text":"大家应该对Shopee和Lazada这两个品牌不陌生吧。Lazada在2012年被阿里巴巴收购然后发展东南亚电子商务的平台。在Shopee还没推出前,曾经称霸东南亚电子商务。Shopee是Sea Limited子公司,成立于2015年。在东南亚市场斗个你死我活,那到底谁正在领先呢?以下一些图我们看看到底在东南亚每个国家哪个品牌领先者。马来西亚因为Lazada先在马来西亚开始业务,我们可以看到Lazada是领先的(红色线),但Shopee不断高速成长,去到2018年已经和Lazada不相上下了然后2019年超越Lazada。之后就把距离拉远。本人原本也是用Lazada平台购物,但Lazada客服真的很糟糕,一直偏帮卖方。几次投诉没获得好的答复,最后转向了Shopee平台。Shopee最出名的就是免费运输费,现在反而Lazada在抄Shopee所做的东西。新加波一路以来,我以为Shopee是新加波公司,应该市场一早就拿下了吧。Shopee时在去年疫情开始后才超越Lazada的。印尼印尼市场要加入一家本地的电商 - Tokopedia (黄色线)。不过和马来西亚和新加波一样也是被Shopee拿下了,而且是更早,2018年年头就超越了。印尼是一个庞大的市场,人口高达2.7亿,接近50%东南亚总人口。拿下印尼市场是非常重要的。东南亚人口但在另一个网站数据显示,其实Tokopedia还是最多浏览的。Shopee紧追在后。菲力宾越南其他市场,其实都是Shopee领先着。在SEA Limited 最新季报里,E-Commerce生意额跟去年相比增加了88%。看了以上资讯,也应该知道数目字不是假的。公司现在也在大力发展巴西市场,刚刚进入世界第二大人口市场 - 印度。以公司发展潜能,股价接下来几年应该还可以翻几倍。手上握有Sea Limited的投资者不要轻易把股票卖掉。这还不是SEA Ltd","images":[{"img":"https://static.tigerbbs.com/4456f56e633d65e1f474975559d070ea"},{"img":"https://static.tigerbbs.com/ab19c9ba2c16787539254cbf475e4b14"},{"img":"https://static.tigerbbs.com/c538ead4d0bc485f87809a11dcf17228"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":3528,"commentSize":741,"repostSize":1128,"link":"https://laohu8.com/post/817004213","isVote":1,"tweetType":1,"viewCount":116462,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"content":"我还是买阿里吧,美国有人都动手了,段永平也动手了,我们还有什么理由不动呢?","text":"我还是买阿里吧,美国有人都动手了,段永平也动手了,我们还有什么理由不动呢?","html":"我还是买阿里吧,美国有人都动手了,段永平也动手了,我们还有什么理由不动呢?"}],"imageCount":10,"langContent":"CN","totalScore":0},{"id":883898896,"gmtCreate":1631231448615,"gmtModify":1632731730172,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"SEA Limited增发,股价大跌。什么是增发?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 又要增发股票筹集资金了,这次要凑集高达65亿美元。昨天股市还没开始,股价就跌了5%到$326。为什么这些大公司需要增发股票呢?其实现在很多公司都是以烧钱模式开始它们的生意,比如亚马逊早期成立前面十多年都是亏钱的,今天很多新企业也是用着同样模型,比如SEA Limited, Airbnb, Crowdstrike, C3.ai, Unity Software, Lemonade, Fastly, OpenDoor Technology 等等。为什么它们都要这样烧钱呢?其实公司是故意这样做的,它们要在早期趁市场还没开发,还没有很多竞争对手时,就推出诱人的优惠吸引顾客用它们的平台,当顾客习惯了,市场被他们包揽时,到时再涨价赚钱。亚马逊今天做得那么大就是过去十几年用着这个模式,现在已经称霸了美洲,欧洲市场。Sea Limited的Shopee天天烧钱,天天给顾客打折,免费运输。令一个电子钱包Shopee Pay也天天给用户现金回馈,用15元,现金回馈3元,Discount高达20%。这些折扣,运输费都是需要真金白银拿出来的,所以公司季报天天亏大钱。如果有读SEA季报,你都会看到公司亏钱亏到爆,那问题就来了,亏了那么多钱,其实钱在哪里来?其实这些公司大部分都有一个共同点,通常都是有强劲的现金流,SEA就是靠它们的游戏业务,Garena就是它们的现金流,它们的主要游戏Free Fire是世界其中一个最高下载的游戏。SEA就是一直拿这些现金来补贴它们的令两个亏钱业务,然后靠令两个业务强劲的营业额增长把公司营业额推高。最近公司刚刚宣布了要进入印度和波兰市场。当公司要进入一个市场时,就是最烧钱的时候。这些上市公司当现金不够了,还有两个选择,第一,去","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 又要增发股票筹集资金了,这次要凑集高达65亿美元。昨天股市还没开始,股价就跌了5%到$326。为什么这些大公司需要增发股票呢?其实现在很多公司都是以烧钱模式开始它们的生意,比如亚马逊早期成立前面十多年都是亏钱的,今天很多新企业也是用着同样模型,比如SEA Limited, Airbnb, Crowdstrike, C3.ai, Unity Software, Lemonade, Fastly, OpenDoor Technology 等等。为什么它们都要这样烧钱呢?其实公司是故意这样做的,它们要在早期趁市场还没开发,还没有很多竞争对手时,就推出诱人的优惠吸引顾客用它们的平台,当顾客习惯了,市场被他们包揽时,到时再涨价赚钱。亚马逊今天做得那么大就是过去十几年用着这个模式,现在已经称霸了美洲,欧洲市场。Sea Limited的Shopee天天烧钱,天天给顾客打折,免费运输。令一个电子钱包Shopee Pay也天天给用户现金回馈,用15元,现金回馈3元,Discount高达20%。这些折扣,运输费都是需要真金白银拿出来的,所以公司季报天天亏大钱。如果有读SEA季报,你都会看到公司亏钱亏到爆,那问题就来了,亏了那么多钱,其实钱在哪里来?其实这些公司大部分都有一个共同点,通常都是有强劲的现金流,SEA就是靠它们的游戏业务,Garena就是它们的现金流,它们的主要游戏Free Fire是世界其中一个最高下载的游戏。SEA就是一直拿这些现金来补贴它们的令两个亏钱业务,然后靠令两个业务强劲的营业额增长把公司营业额推高。最近公司刚刚宣布了要进入印度和波兰市场。当公司要进入一个市场时,就是最烧钱的时候。这些上市公司当现金不够了,还有两个选择,第一,去","text":"$Sea Ltd(SE)$ 又要增发股票筹集资金了,这次要凑集高达65亿美元。昨天股市还没开始,股价就跌了5%到$326。为什么这些大公司需要增发股票呢?其实现在很多公司都是以烧钱模式开始它们的生意,比如亚马逊早期成立前面十多年都是亏钱的,今天很多新企业也是用着同样模型,比如SEA Limited, Airbnb, Crowdstrike, C3.ai, Unity Software, Lemonade, Fastly, OpenDoor Technology 等等。为什么它们都要这样烧钱呢?其实公司是故意这样做的,它们要在早期趁市场还没开发,还没有很多竞争对手时,就推出诱人的优惠吸引顾客用它们的平台,当顾客习惯了,市场被他们包揽时,到时再涨价赚钱。亚马逊今天做得那么大就是过去十几年用着这个模式,现在已经称霸了美洲,欧洲市场。Sea Limited的Shopee天天烧钱,天天给顾客打折,免费运输。令一个电子钱包Shopee Pay也天天给用户现金回馈,用15元,现金回馈3元,Discount高达20%。这些折扣,运输费都是需要真金白银拿出来的,所以公司季报天天亏大钱。如果有读SEA季报,你都会看到公司亏钱亏到爆,那问题就来了,亏了那么多钱,其实钱在哪里来?其实这些公司大部分都有一个共同点,通常都是有强劲的现金流,SEA就是靠它们的游戏业务,Garena就是它们的现金流,它们的主要游戏Free Fire是世界其中一个最高下载的游戏。SEA就是一直拿这些现金来补贴它们的令两个亏钱业务,然后靠令两个业务强劲的营业额增长把公司营业额推高。最近公司刚刚宣布了要进入印度和波兰市场。当公司要进入一个市场时,就是最烧钱的时候。这些上市公司当现金不够了,还有两个选择,第一,去","images":[{"img":"https://static.tigerbbs.com/57d30aa0b958d886d075778e4384a40f"},{"img":"https://static.tigerbbs.com/3dbbec30d51a28f15c0f1c307e65a440"},{"img":"https://static.tigerbbs.com/bfb9e73aa6e7a83e5a5e026e820c0376"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":3322,"commentSize":554,"repostSize":311,"link":"https://laohu8.com/post/883898896","isVote":1,"tweetType":1,"viewCount":151810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},{"id":868464446,"gmtCreate":1632700692085,"gmtModify":1632900424379,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"SEA Limited - New business in Malaysia","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA Limited online shopping & digital wallet brand is one of the favourite stock that I invested in. They able to expand vertically by launching more and more new business. Earlier they are in Gaming industry, then they go into e-commerce and later into digital banking sector. Shopee recently have extended new business in Malaysia by launching Shopee Food. Malaysia is not the first country they launched Shopee Food. They have launched this earlier in both Indonesia & Vietnam market. How big is online food delivery market in Malaysia and what is the potential growth? According to Statista, Malaysia online food delivery grew 68% in year 2020 vs 2019 because of covid pandemic to USD 217million. They forecas","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA Limited online shopping & digital wallet brand is one of the favourite stock that I invested in. They able to expand vertically by launching more and more new business. Earlier they are in Gaming industry, then they go into e-commerce and later into digital banking sector. Shopee recently have extended new business in Malaysia by launching Shopee Food. Malaysia is not the first country they launched Shopee Food. They have launched this earlier in both Indonesia & Vietnam market. How big is online food delivery market in Malaysia and what is the potential growth? According to Statista, Malaysia online food delivery grew 68% in year 2020 vs 2019 because of covid pandemic to USD 217million. They forecas","text":"$Sea Ltd(SE)$ SEA Limited online shopping & digital wallet brand is one of the favourite stock that I invested in. They able to expand vertically by launching more and more new business. Earlier they are in Gaming industry, then they go into e-commerce and later into digital banking sector. Shopee recently have extended new business in Malaysia by launching Shopee Food. Malaysia is not the first country they launched Shopee Food. They have launched this earlier in both Indonesia & Vietnam market. How big is online food delivery market in Malaysia and what is the potential growth? According to Statista, Malaysia online food delivery grew 68% in year 2020 vs 2019 because of covid pandemic to USD 217million. They forecas","images":[{"img":"https://static.tigerbbs.com/e5e88b7de6e7f65e3151c864f3db497c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/5ee0662fdfc8ba14abff648428d6b33d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/c53314bca3c7160921cd608f9bc06198","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2177,"commentSize":369,"repostSize":103,"link":"https://laohu8.com/post/868464446","isVote":1,"tweetType":1,"viewCount":169310,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000311","authorId":"9000000000000311","name":"低买高卖谁不会","avatar":"https://static.tigerbbs.com/07bc9bca07cec671db72f7d6b853211d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000311","authorIdStr":"9000000000000311"},"content":"总市值 1,880亿 流通市值 1,081亿 总股本 5.52亿 流通股本 3.18亿 52周最高 359.84 52周最低 149.55 市盈率 -95.45 市净率 52.79 股息 0 股息收益率 0.00% ROA -9.24% ROE -80.40% 每股收益 -3.57,单单从江经营数据来说,我是不敢买这个公司的。","text":"总市值 1,880亿 流通市值 1,081亿 总股本 5.52亿 流通股本 3.18亿 52周最高 359.84 52周最低 149.55 市盈率 -95.45 市净率 52.79 股息 0 股息收益率 0.00% ROA -9.24% ROE -80.40% 每股收益 -3.57,单单从江经营数据来说,我是不敢买这个公司的。","html":"总市值 1,880亿 流通市值 1,081亿 总股本 5.52亿 流通股本 3.18亿 52周最高 359.84 52周最低 149.55 市盈率 -95.45 市净率 52.79 股息 0 股息收益率 0.00% ROA -9.24% ROE -80.40% 每股收益 -3.57,单单从江经营数据来说,我是不敢买这个公司的。"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":872372665,"gmtCreate":1637452818716,"gmtModify":1637453939812,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>还有人对这家公司有希望吗? [暗中观察] ","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>还有人对这家公司有希望吗? [暗中观察] ","text":"$Alibaba(BABA)$还有人对这家公司有希望吗? [暗中观察]","images":[{"img":"https://static.tigerbbs.com/782fe7dbba7c8cafba29b2873fc4c3ce","width":"1440","height":"4207"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1987,"commentSize":556,"repostSize":29,"link":"https://laohu8.com/post/872372665","isVote":1,"tweetType":1,"viewCount":41183,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577580366301047","authorId":"3577580366301047","name":"Lifestyle","avatar":"https://static.tigerbbs.com/f4d6b8a93bb67c48d769484626037d6e","crmLevel":9,"crmLevelSwitch":0,"idStr":"3577580366301047","authorIdStr":"3577580366301047"},"content":"Baba is a good company and lately finding many resistance to go higher. Have to watch if it breaks key support. If it does its going to touch new lows 😪","text":"Baba is a good company and lately finding many resistance to go higher. Have to watch if it breaks key support. If it does its going to touch new lows 😪","html":"Baba is a good company and lately finding many resistance to go higher. Have to watch if it breaks key support. If it does its going to touch new lows 😪"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600397931,"gmtCreate":1638064692286,"gmtModify":1638076048797,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>马云几年前说过,电商将会过时,虾皮有转变吗?","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>马云几年前说过,电商将会过时,虾皮有转变吗?","text":"$Sea Ltd(SE)$马云几年前说过,电商将会过时,虾皮有转变吗?","images":[{"img":"https://static.tigerbbs.com/2de478eb6442386180ae3a0d728c1078","width":"1440","height":"4091"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1928,"commentSize":499,"repostSize":8,"link":"https://laohu8.com/post/600397931","isVote":1,"tweetType":1,"viewCount":38539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858479876,"gmtCreate":1635119212478,"gmtModify":1635122089303,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>阿里巴巴从底部已反弹了15%,已经过了低部了吗? 可以再加仓吗?","listText":"<a href=\"https://laohu8.com/S/09988\">$Alibaba(09988)$</a>阿里巴巴从底部已反弹了15%,已经过了低部了吗? 可以再加仓吗?","text":"$Alibaba(09988)$阿里巴巴从底部已反弹了15%,已经过了低部了吗? 可以再加仓吗?","images":[{"img":"https://static.tigerbbs.com/6d7b383a92137a62ae44853a0bf46489","width":"1440","height":"3940"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1509,"commentSize":329,"repostSize":156,"link":"https://laohu8.com/post/858479876","isVote":1,"tweetType":1,"viewCount":31161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574381076586256","authorId":"3574381076586256","name":"KYHBKO","avatar":"https://static.tigerbbs.com/c3bcbc7f9a10836dea92afc94bf39b5b","crmLevel":4,"crmLevelSwitch":0,"idStr":"3574381076586256","authorIdStr":"3574381076586256"},"content":"planning to DCA after the price has bottomed up","text":"planning to DCA after the price has bottomed up","html":"planning to DCA after the price has bottomed up"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":822083047,"gmtCreate":1634079159558,"gmtModify":1634094165065,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"腾讯的历史估值","htmlText":"上期用了企业价值对比收入来估值阿里巴巴,如果还没看的朋友可以按这个链接<a href=\"https://laohu8.com/TW/828634832\" target=\"_blank\">阿里巴巴股价到达底部了吗?可以开仓了吗?</a>,当时看到阿里巴巴从上市的25倍估值跌到现在的3.5倍。今天想用同样的估值方式看看中国另一个龙头 - 腾讯。先看看腾讯的营业额,短短七年增加了5.5倍。但如果和阿里巴巴同一个时段比较,其实腾讯增长并没阿里十倍那么快。但因为不同赛道,腾讯的企业价值对比收入估值并不像阿里从上市第一天一直下跌。还记得如果你在阿里巴巴第一天上市买入了阿里,那七年后的回报是多少呢?答案是起了73%。但如果同时期,你也一起买入腾讯,七年后的回酬就大不相同。腾讯股价在同一时间里涨了四倍。就是说100元买阿里今天值173元,同样一百元买腾讯,今天值400元。如果今天只是看股价,会有错觉腾讯股价还有很大下跌空间,因为很多人看看5年腾讯涨了不少,又看看阿里巴巴走势,就会觉得腾讯还没最低。但如果股价图再加上企业估值,其实腾讯估值已经很便宜了。过去10年。可以看到腾讯的企业价值对比收入估值最低都是再7.4倍到7.9倍之间。但今年如果以股价$446元,其实估值已经跌到了6.9倍。过去十年腾讯估值大概都是在7倍至16倍左右。大家觉得是时候买入腾讯了吗?<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> ","listText":"上期用了企业价值对比收入来估值阿里巴巴,如果还没看的朋友可以按这个链接<a href=\"https://laohu8.com/TW/828634832\" target=\"_blank\">阿里巴巴股价到达底部了吗?可以开仓了吗?</a>,当时看到阿里巴巴从上市的25倍估值跌到现在的3.5倍。今天想用同样的估值方式看看中国另一个龙头 - 腾讯。先看看腾讯的营业额,短短七年增加了5.5倍。但如果和阿里巴巴同一个时段比较,其实腾讯增长并没阿里十倍那么快。但因为不同赛道,腾讯的企业价值对比收入估值并不像阿里从上市第一天一直下跌。还记得如果你在阿里巴巴第一天上市买入了阿里,那七年后的回报是多少呢?答案是起了73%。但如果同时期,你也一起买入腾讯,七年后的回酬就大不相同。腾讯股价在同一时间里涨了四倍。就是说100元买阿里今天值173元,同样一百元买腾讯,今天值400元。如果今天只是看股价,会有错觉腾讯股价还有很大下跌空间,因为很多人看看5年腾讯涨了不少,又看看阿里巴巴走势,就会觉得腾讯还没最低。但如果股价图再加上企业估值,其实腾讯估值已经很便宜了。过去10年。可以看到腾讯的企业价值对比收入估值最低都是再7.4倍到7.9倍之间。但今年如果以股价$446元,其实估值已经跌到了6.9倍。过去十年腾讯估值大概都是在7倍至16倍左右。大家觉得是时候买入腾讯了吗?<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> ","text":"上期用了企业价值对比收入来估值阿里巴巴,如果还没看的朋友可以按这个链接阿里巴巴股价到达底部了吗?可以开仓了吗?,当时看到阿里巴巴从上市的25倍估值跌到现在的3.5倍。今天想用同样的估值方式看看中国另一个龙头 - 腾讯。先看看腾讯的营业额,短短七年增加了5.5倍。但如果和阿里巴巴同一个时段比较,其实腾讯增长并没阿里十倍那么快。但因为不同赛道,腾讯的企业价值对比收入估值并不像阿里从上市第一天一直下跌。还记得如果你在阿里巴巴第一天上市买入了阿里,那七年后的回报是多少呢?答案是起了73%。但如果同时期,你也一起买入腾讯,七年后的回酬就大不相同。腾讯股价在同一时间里涨了四倍。就是说100元买阿里今天值173元,同样一百元买腾讯,今天值400元。如果今天只是看股价,会有错觉腾讯股价还有很大下跌空间,因为很多人看看5年腾讯涨了不少,又看看阿里巴巴走势,就会觉得腾讯还没最低。但如果股价图再加上企业估值,其实腾讯估值已经很便宜了。过去10年。可以看到腾讯的企业价值对比收入估值最低都是再7.4倍到7.9倍之间。但今年如果以股价$446元,其实估值已经跌到了6.9倍。过去十年腾讯估值大概都是在7倍至16倍左右。大家觉得是时候买入腾讯了吗?$腾讯控股(00700)$ $阿里巴巴(BABA)$ $Sea Ltd(SE)$","images":[{"img":"https://static.tigerbbs.com/b65e139e8339412c139b6a414e2971ee"},{"img":"https://static.tigerbbs.com/2a18420e21e726d1b3ffbb16a906fe3e"},{"img":"https://static.tigerbbs.com/10dcb3a2b65004fc4f997de7905d3ac0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1379,"commentSize":315,"repostSize":119,"link":"https://laohu8.com/post/822083047","isVote":1,"tweetType":1,"viewCount":70505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000315","authorId":"9000000000000315","name":"弹力绳22","avatar":"https://static.tigerbbs.com/7e0b33ca1e2c701ffc48fb8eb32fb4c8","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000315","authorIdStr":"9000000000000315"},"content":"腾讯就是港股的定海神针,腾讯如果不能好港股肯定也不能好。","text":"腾讯就是港股的定海神针,腾讯如果不能好港股肯定也不能好。","html":"腾讯就是港股的定海神针,腾讯如果不能好港股肯定也不能好。"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":698521849,"gmtCreate":1640473515599,"gmtModify":1640478842348,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>阿里云又爆出坏消息[Facepalm] 。没完没了","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>阿里云又爆出坏消息[Facepalm] 。没完没了","text":"$Alibaba(BABA)$阿里云又爆出坏消息[Facepalm] 。没完没了","images":[{"img":"https://static.tigerbbs.com/2151de10a8d88706db3f1cae4142bc7f","width":"1440","height":"4165"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1277,"commentSize":346,"repostSize":87,"link":"https://laohu8.com/post/698521849","isVote":1,"tweetType":1,"viewCount":58455,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568381839044707","authorId":"3568381839044707","name":"Curry888","avatar":"https://static.tigerbbs.com/f9dab895643eb8e46d413ca347e1a616","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568381839044707","authorIdStr":"3568381839044707"},"content":"看到100了","text":"看到100了","html":"看到100了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":604031512,"gmtCreate":1639277991493,"gmtModify":1639279122465,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>和<a href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a>最近股价大跌,其中一个原因是因为巴西的通货膨非常高,经济正在变坏,货币乏值。这些原因导致股价大跌。我会比较看好SEA,因为巴西只是占公司一小部分的营业额,公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>和<a href=\"https://laohu8.com/S/MELI\">$MercadoLibre(MELI)$</a>最近股价大跌,其中一个原因是因为巴西的通货膨非常高,经济正在变坏,货币乏值。这些原因导致股价大跌。我会比较看好SEA,因为巴西只是占公司一小部分的营业额,公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入","text":"$Sea Ltd(SE)$和$MercadoLibre(MELI)$最近股价大跌,其中一个原因是因为巴西的通货膨非常高,经济正在变坏,货币乏值。这些原因导致股价大跌。我会比较看好SEA,因为巴西只是占公司一小部分的营业额,公司也在在高速发展其他国家业务。等待着更高的安全边际估值再买入","images":[{"img":"https://static.tigerbbs.com/05419632f36d2fd65c8d3caa70ef2aec","width":"1440","height":"4049"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1472,"commentSize":349,"repostSize":26,"link":"https://laohu8.com/post/604031512","isVote":1,"tweetType":1,"viewCount":43421,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"111594800631351","authorId":"111594800631351","name":"sjskd","avatar":"https://static.tigerbbs.com/2b4449304d24e018a71e24ccc134d011","crmLevel":8,"crmLevelSwitch":0,"idStr":"111594800631351","authorIdStr":"111594800631351"},"content":"se的电商现在除了东南亚,还在哪些地方站稳了脚跟","text":"se的电商现在除了东南亚,还在哪些地方站稳了脚跟","html":"se的电商现在除了东南亚,还在哪些地方站稳了脚跟"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":855284712,"gmtCreate":1635378225243,"gmtModify":1635513251146,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"Tenable - 一家加速成长的网络安全股第三季报","htmlText":"2021年年头,我开始投资了一家网络安全公司 - Tenable<a target=\"_blank\" href=\"https://laohu8.com/S/TENB\">$Tenable Holdings Inc.(TENB)$</a> 。就好像一个平常投资者,当一买如股票时,股价就下跌。第一次买入的价钱在$47,然后股价就一直下跌到四月的低点$35.下跌时也不断的DCA把本钱拉低。之后就是耐心等待业绩,当公司越做越好时,股价就自然上升。 这两个季度,公司都发表了不错的业绩,股价也在最近也回到了历史高位。 公司昨天刚刚宣布了2021年第三季季报,今天就来分析一下一些资讯。 第一个看的数据就是公司过去11个季度的新增多少企业顾客。可以看到2021年的新增企业顾客是高于2020年的。2020年前九个月新增了995顾客,来到2021年时,前九个月新增了1229个顾客。传统里,公司都是在第四季最多新顾客,但今年第三季已经破了去年第四季的460记录。年销售超过十万美元的顾客更连续两个季度都超越了60家公司。 不止十万的新顾客,公司也在电话会议中提到新产品成功得到了过百万的一个顾客。这证明了公司不断创新和有能力在现有客户卖更多的产品来提高营业额。 Tenable是家SaaS公司,基本上从新增顾客就可以大概预测到下季度的营业额,所以新增顾客可以看到公司的营业额正在加速。 过去几个季度,公司营业额增长速度都在放缓,从之前的28%慢慢的滑落到20%。就因为这样,导致在我网络安全股观察名单中,Tenable的市销率估值是最低的。我在之前的文章也曾经提及它的估值。<a href=\"https://laohu8.com/TW/816679767\" target=\"_blank\">这两年很多东西都电脑化,黑客也越来越多,你看好Cyber Security股吗?</a> 但过去两个季度报告,开","listText":"2021年年头,我开始投资了一家网络安全公司 - Tenable<a target=\"_blank\" href=\"https://laohu8.com/S/TENB\">$Tenable Holdings Inc.(TENB)$</a> 。就好像一个平常投资者,当一买如股票时,股价就下跌。第一次买入的价钱在$47,然后股价就一直下跌到四月的低点$35.下跌时也不断的DCA把本钱拉低。之后就是耐心等待业绩,当公司越做越好时,股价就自然上升。 这两个季度,公司都发表了不错的业绩,股价也在最近也回到了历史高位。 公司昨天刚刚宣布了2021年第三季季报,今天就来分析一下一些资讯。 第一个看的数据就是公司过去11个季度的新增多少企业顾客。可以看到2021年的新增企业顾客是高于2020年的。2020年前九个月新增了995顾客,来到2021年时,前九个月新增了1229个顾客。传统里,公司都是在第四季最多新顾客,但今年第三季已经破了去年第四季的460记录。年销售超过十万美元的顾客更连续两个季度都超越了60家公司。 不止十万的新顾客,公司也在电话会议中提到新产品成功得到了过百万的一个顾客。这证明了公司不断创新和有能力在现有客户卖更多的产品来提高营业额。 Tenable是家SaaS公司,基本上从新增顾客就可以大概预测到下季度的营业额,所以新增顾客可以看到公司的营业额正在加速。 过去几个季度,公司营业额增长速度都在放缓,从之前的28%慢慢的滑落到20%。就因为这样,导致在我网络安全股观察名单中,Tenable的市销率估值是最低的。我在之前的文章也曾经提及它的估值。<a href=\"https://laohu8.com/TW/816679767\" target=\"_blank\">这两年很多东西都电脑化,黑客也越来越多,你看好Cyber Security股吗?</a> 但过去两个季度报告,开","text":"2021年年头,我开始投资了一家网络安全公司 - 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Exciting about it [真香] ","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Tuesday will be the quarter report announce day. Exciting about it [真香] ","text":"$Sea Ltd(SE)$Tuesday will be the quarter report announce day. Exciting about it [真香]","images":[{"img":"https://static.tigerbbs.com/8c15e571125e89e883b95fe2419640f6","width":"1440","height":"4091"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1220,"commentSize":269,"repostSize":17,"link":"https://laohu8.com/post/873941918","isVote":1,"tweetType":1,"viewCount":18349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859145591,"gmtCreate":1634683628586,"gmtModify":1634708578733,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"Shopee going into Spain market","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","text":"$Sea Ltd(SE)$ SEA limited e-commerce shopping platform - Shopee continue to expand into new county - Spain.Shopee is now active in 13 countries across Asia, South-America and, most recently, Europe. The marketplace is quickly gaining territory in the European market. Its entrance into Spain closely follows a launch in Poland last month. In September headlines also reported a recruitment campaign for a new branch in India. And so, Shopee is expanding globally at an incredibly fast pace.We can see that Shopee have setup their Shopee_es account in spanish language. about 10 days time, they have 15 post on their instagram account and about 300+ follower. Although I don't understand spanish, but from the video and also google trans","images":[{"img":"https://static.tigerbbs.com/37ac7fd3c32db0390b328db641bc5111","width":"1211","height":"885"},{"img":"https://static.tigerbbs.com/abf64495ef1e00242e980d63bbd3975b","width":"1158","height":"753"},{"img":"https://static.tigerbbs.com/183402f9b8368bee64c82d578c01af1a","width":"1013","height":"753"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1196,"commentSize":243,"repostSize":26,"link":"https://laohu8.com/post/859145591","isVote":1,"tweetType":1,"viewCount":32176,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551275186417781","authorId":"3551275186417781","name":"TBanger","avatar":"https://static.tigerbbs.com/e8e895fbd3256856fdf038fc5d1c3bee","crmLevel":2,"crmLevelSwitch":0,"idStr":"3551275186417781","authorIdStr":"3551275186417781"},"content":"Time to really look at Sea, it seams.","text":"Time to really look at Sea, it seams.","html":"Time to really look at Sea, it seams."}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":858853173,"gmtCreate":1635038580114,"gmtModify":1635040053505,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>虽然前景光明,但身为一家食品公司,感觉估值还是太贵了。并不打算以现在的价格抄底。","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>虽然前景光明,但身为一家食品公司,感觉估值还是太贵了。并不打算以现在的价格抄底。","text":"$Beyond Meat, Inc.(BYND)$虽然前景光明,但身为一家食品公司,感觉估值还是太贵了。并不打算以现在的价格抄底。","images":[{"img":"https://static.tigerbbs.com/41a4311b4f470e6920d629935f010716","width":"1440","height":"3965"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1025,"commentSize":215,"repostSize":28,"link":"https://laohu8.com/post/858853173","isVote":1,"tweetType":1,"viewCount":18947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":871463622,"gmtCreate":1637106426518,"gmtModify":1637107540055,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>超强的业绩出炉,游戏业务虽然比去年增加了90%+, 但如果季度和季度比较,上季度好像起太快了。第三季只比第二季起一点点。公司有什么策略再把游戏带去另一个高峰吗?因为这个板块是虾皮的心脏。增速放缓是个坏消息。","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>超强的业绩出炉,游戏业务虽然比去年增加了90%+, 但如果季度和季度比较,上季度好像起太快了。第三季只比第二季起一点点。公司有什么策略再把游戏带去另一个高峰吗?因为这个板块是虾皮的心脏。增速放缓是个坏消息。","text":"$Sea Ltd(SE)$超强的业绩出炉,游戏业务虽然比去年增加了90%+, 但如果季度和季度比较,上季度好像起太快了。第三季只比第二季起一点点。公司有什么策略再把游戏带去另一个高峰吗?因为这个板块是虾皮的心脏。增速放缓是个坏消息。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1022,"commentSize":180,"repostSize":40,"link":"https://laohu8.com/post/871463622","isVote":1,"tweetType":1,"viewCount":23469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816679767,"gmtCreate":1630501022359,"gmtModify":1631883595401,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"这两年很多东西都电脑化,黑客也越来越多,你看好Cyber Security股吗?","htmlText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","listText":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?<a target=\"_blank\" href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FTNT\">$飞塔信息(FTNT)$</</a>","text":"Covid-19已经搞乱了世界经济接近两年了。这两年很多公司的员工都是居家工作,生意也搬上网上销售,学院也开办了网上课程。很多东西都离不开上网,也就是因为这样,黑客也看准时机,入侵用户、公司电脑然后勒索。就这些原因,本人也看好接下来三至五年Cyber Security这行业发展。过去5年业绩和增长速度这一年里,我研究了6家相关公司,虽然大家都属于不同网络安全但大家都同样因为黑客关系而营业额增加。这6家公司,业绩最出众的就是CrowdStrike,过去5年每年营业额都是倍增,营业额也增加了20倍。股价估值也是疯狂的。六家公司中,有两家就好像模范生,年年赚钱 - 第一家是Fortinet,Fortinet股价已经在一年里起了150%,原因是因为公司营业额增速,市场对它期望很高。令一家是Qualys,估值就比较低,原因是6家公司,业绩增速差不多年年最后。另一个原因为什么我喜欢网络安全股,因为全部公司都有正自由现金流,而且Current Ratio和Cash Ratio也不错。Cash Ratio最低的是Tenable,但公司债务并不高公司也离盈利不远了。看了之前的数据基本上表现最好的是CrowdStrike,也就是因为这样,它的P/S估值也是疯狂的去到63倍。63倍是什么概念?就是说投资者愿意用63美元去买CrowdStrike 1美元的营业额。高估值并不代表股价会跌,公司需要保持超高速增长,如果业绩放缓或暴雷,股价会有很大冲击。这6家公司大家觉得哪家值得投呢?$CrowdStrike Holdings, Inc.(CRWD)$ $飞塔信息(FTNT)$</","images":[{"img":"https://static.tigerbbs.com/3204e2a1a4208f32428a280b1372cd82","width":"532","height":"229"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1041,"commentSize":154,"repostSize":47,"link":"https://laohu8.com/post/816679767","isVote":1,"tweetType":1,"viewCount":40747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},{"id":825708917,"gmtCreate":1634256717299,"gmtModify":1634303467013,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TENB\">$Tenable Holdings Inc.(TENB)$</a>前一段时间有写到网络安全股的估值,Tenable是估值最低但成长不错的一家公司,股价终于突破$50了。迈向历史高峰$58前景。[看涨] <a href=\"https://laohu8.com/S/QLYS\">$Qualys(QLYS)$</a><a href=\"https://laohu8.com/S/FTNT\">$Fortinet(FTNT)$</a><a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a><a href=\"https://laohu8.com/S/RPD\">$Rapid7(RPD)$</a>","listText":"<a href=\"https://laohu8.com/S/TENB\">$Tenable Holdings Inc.(TENB)$</a>前一段时间有写到网络安全股的估值,Tenable是估值最低但成长不错的一家公司,股价终于突破$50了。迈向历史高峰$58前景。[看涨] <a href=\"https://laohu8.com/S/QLYS\">$Qualys(QLYS)$</a><a href=\"https://laohu8.com/S/FTNT\">$Fortinet(FTNT)$</a><a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a><a href=\"https://laohu8.com/S/RPD\">$Rapid7(RPD)$</a>","text":"$Tenable Holdings Inc.(TENB)$前一段时间有写到网络安全股的估值,Tenable是估值最低但成长不错的一家公司,股价终于突破$50了。迈向历史高峰$58前景。[看涨] $Qualys(QLYS)$$Fortinet(FTNT)$$CrowdStrike Holdings, Inc.(CRWD)$$Rapid7(RPD)$","images":[{"img":"https://static.tigerbbs.com/6c2e11cf2e95006e9aa8a1e557fe9434","width":"1440","height":"2135"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1088,"commentSize":185,"repostSize":19,"link":"https://laohu8.com/post/825708917","isVote":1,"tweetType":1,"viewCount":22997,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563968856264998","authorId":"3563968856264998","name":"马斯克跟班","avatar":"https://static.tigerbbs.com/efcc539ec1807d6b340dc6e39d44eff6","crmLevel":2,"crmLevelSwitch":1,"idStr":"3563968856264998","authorIdStr":"3563968856264998"},"content":"弟弟哦您1哦1哦1哦1哦哦","text":"弟弟哦您1哦1哦1哦1哦哦","html":"弟弟哦您1哦1哦1哦1哦哦"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600874068,"gmtCreate":1638143407878,"gmtModify":1638144835224,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>还有多大下跌空间呢? 再抄一波","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>还有多大下跌空间呢? 再抄一波","text":"$Alibaba(BABA)$还有多大下跌空间呢? 再抄一波","images":[{"img":"https://static.tigerbbs.com/051ebfb9d34ecf194dde09c6d6d9a935","width":"1440","height":"4207"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":951,"commentSize":246,"repostSize":7,"link":"https://laohu8.com/post/600874068","isVote":1,"tweetType":1,"viewCount":20025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556673123235725","authorId":"3556673123235725","name":"Hoshihara","avatar":"https://static.tigerbbs.com/b6d8472d37101aafad4282856fc86c70","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556673123235725","authorIdStr":"3556673123235725"},"content":"2015年的低点57.2","text":"2015年的低点57.2","html":"2015年的低点57.2"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":888885187,"gmtCreate":1631487776649,"gmtModify":1710517564837,"author":{"id":"3562206499105387","authorId":"3562206499105387","name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562206499105387","authorIdStr":"3562206499105387"},"themes":[],"title":"投资房地产的策略 - 马来西亚篇","htmlText":"在马来西亚华人社区里,都流传者一句话,”每个人一定要有瓦遮头“。我不知道其实是马来西亚还是全球华人都是有这个概念.无独有偶的就是,哪里有华人,哪里的屋价都是很高。马来西亚房产到底是个好投资吗?房产其实是一个周期性的投资。屋价会在几年里高涨,然后几年会在低成长阶段。马来西亚屋价指数2009年左右因为美国次贷危机,马来西亚房产价格成长率也跌到谷底,2009年后,屋价就去到了接下来5年的爆涨起。然后政府开始推出一些政策来把房地产投机冷却,比如第三间房产最多只能贷款70%,提高印花税,提高RPGT Tax。屋价在2014年后增长就一直放缓到现在。去年因为疫情,屋价增长还跌倒负增长。第一间买入的屋子,现在做着民宿我就刚巧在2009年用了43万买入了第一套双层楼排屋。我只能说我是非常幸运的买在了对的时机,屋价在短短几年里涨了一倍,屋价涨到了90万。在2010年,有一次和朋友聊天,朋友说了一句对我意义蛮深的一句话 - 当你只有一间家,屋价涨了你也不能做什么,因为第一间家是自住的,涨了也不能卖。就因为这一句话,我和家人谈了谈,最后和家人合资买了间公寓。到现在,屋价也是翻倍了。十年翻倍到底是不是一个好的投资?这每个人有不同的意见。如果对一个在股市赚很多钱的人来讲是非常慢的,比如去年有很多人在一年里股市中就赚了100%,房产对这类投资者来说是太慢了,十年才翻倍。但在我的角度来讲,我是很满意的,股市是有很高风险。高风险当然来着高回报(也有可能会亏钱)。房产虽然比股市慢,但对我来说稳。至少在过去15年里屋价不成跌倒复增长。表面上看来好像是10年得到了100%回酬,其实并不是这么算的。第二间家是和银行贷款90%,其实只是拿出了10%头期钱,再加上一些律师费,印花税和用了一些装修费。如果拿屋价10年起了两百千,比较支出,回酬十年其实是接近500%。 有些人会问我,那你每个月需要还银行贷款把,","listText":"在马来西亚华人社区里,都流传者一句话,”每个人一定要有瓦遮头“。我不知道其实是马来西亚还是全球华人都是有这个概念.无独有偶的就是,哪里有华人,哪里的屋价都是很高。马来西亚房产到底是个好投资吗?房产其实是一个周期性的投资。屋价会在几年里高涨,然后几年会在低成长阶段。马来西亚屋价指数2009年左右因为美国次贷危机,马来西亚房产价格成长率也跌到谷底,2009年后,屋价就去到了接下来5年的爆涨起。然后政府开始推出一些政策来把房地产投机冷却,比如第三间房产最多只能贷款70%,提高印花税,提高RPGT Tax。屋价在2014年后增长就一直放缓到现在。去年因为疫情,屋价增长还跌倒负增长。第一间买入的屋子,现在做着民宿我就刚巧在2009年用了43万买入了第一套双层楼排屋。我只能说我是非常幸运的买在了对的时机,屋价在短短几年里涨了一倍,屋价涨到了90万。在2010年,有一次和朋友聊天,朋友说了一句对我意义蛮深的一句话 - 当你只有一间家,屋价涨了你也不能做什么,因为第一间家是自住的,涨了也不能卖。就因为这一句话,我和家人谈了谈,最后和家人合资买了间公寓。到现在,屋价也是翻倍了。十年翻倍到底是不是一个好的投资?这每个人有不同的意见。如果对一个在股市赚很多钱的人来讲是非常慢的,比如去年有很多人在一年里股市中就赚了100%,房产对这类投资者来说是太慢了,十年才翻倍。但在我的角度来讲,我是很满意的,股市是有很高风险。高风险当然来着高回报(也有可能会亏钱)。房产虽然比股市慢,但对我来说稳。至少在过去15年里屋价不成跌倒复增长。表面上看来好像是10年得到了100%回酬,其实并不是这么算的。第二间家是和银行贷款90%,其实只是拿出了10%头期钱,再加上一些律师费,印花税和用了一些装修费。如果拿屋价10年起了两百千,比较支出,回酬十年其实是接近500%。 有些人会问我,那你每个月需要还银行贷款把,","text":"在马来西亚华人社区里,都流传者一句话,”每个人一定要有瓦遮头“。我不知道其实是马来西亚还是全球华人都是有这个概念.无独有偶的就是,哪里有华人,哪里的屋价都是很高。马来西亚房产到底是个好投资吗?房产其实是一个周期性的投资。屋价会在几年里高涨,然后几年会在低成长阶段。马来西亚屋价指数2009年左右因为美国次贷危机,马来西亚房产价格成长率也跌到谷底,2009年后,屋价就去到了接下来5年的爆涨起。然后政府开始推出一些政策来把房地产投机冷却,比如第三间房产最多只能贷款70%,提高印花税,提高RPGT Tax。屋价在2014年后增长就一直放缓到现在。去年因为疫情,屋价增长还跌倒负增长。第一间买入的屋子,现在做着民宿我就刚巧在2009年用了43万买入了第一套双层楼排屋。我只能说我是非常幸运的买在了对的时机,屋价在短短几年里涨了一倍,屋价涨到了90万。在2010年,有一次和朋友聊天,朋友说了一句对我意义蛮深的一句话 - 当你只有一间家,屋价涨了你也不能做什么,因为第一间家是自住的,涨了也不能卖。就因为这一句话,我和家人谈了谈,最后和家人合资买了间公寓。到现在,屋价也是翻倍了。十年翻倍到底是不是一个好的投资?这每个人有不同的意见。如果对一个在股市赚很多钱的人来讲是非常慢的,比如去年有很多人在一年里股市中就赚了100%,房产对这类投资者来说是太慢了,十年才翻倍。但在我的角度来讲,我是很满意的,股市是有很高风险。高风险当然来着高回报(也有可能会亏钱)。房产虽然比股市慢,但对我来说稳。至少在过去15年里屋价不成跌倒复增长。表面上看来好像是10年得到了100%回酬,其实并不是这么算的。第二间家是和银行贷款90%,其实只是拿出了10%头期钱,再加上一些律师费,印花税和用了一些装修费。如果拿屋价10年起了两百千,比较支出,回酬十年其实是接近500%。 有些人会问我,那你每个月需要还银行贷款把,","images":[{"img":"https://static.tigerbbs.com/1e4f1fff630d2357772399ea12eebc6e","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/64f5f369d26deb66ff32fdc3d40388e1","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/0aeb96bf14bffb2903e0b6a7c3ba89dc","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":726,"commentSize":167,"repostSize":75,"link":"https://laohu8.com/post/888885187","isVote":1,"tweetType":1,"viewCount":54450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0}],"lives":[]}