为啥抄底陌陌

海天一线希望阳光

$陌陌(MOMO)$我也在华尔街呆过，华尔街那帮傻子根本不懂中国公司。他们只看利润是不是环比跌了，跌了，就卖；涨了，就买。特别傻。你看看唯品会和京东的二季度利润，一个道理。但陌陌三季度净利润相比二季度一定有大幅度提高。所以，我先买。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Phineas
2017-10-07
Phineas
似乎momo是被中国的庄家操的盘，q3净利润应该确实不错，类似微博的主播推广策略，外加ios上收费的上调保证了毛利率必然会提高，其它费用只要不大幅增加，净利和eps几乎一定会超预期不少。
- 海天一线希望阳光:
  完全同意
徐家匯股神
2017-10-05
徐家匯股神
為啥你覺得有大幅度提高？你覺得？
- 海天一线希望阳光回复momouser:
  没问题的，你想如果你是唐岩，营收不够你最后几天返现有什么用？肯定提前就出招了。利润如果不够，还高返现，那不是更低么？我认为结论是营收和利润都很好，返现发红包刺激付费用户数，做个试验。
- momouser回复海天一线希望阳光:
  呃，我估不出來，是用紅包的方式回饋出來，回饋9天還是10天，當然最後3天才是高潮，估計幾千萬應該有
- 海天一线希望阳光回复momouser:
  季度赛不可能大到两三亿的负担吧
- momouser回复海天一线希望阳光:
  沒那麼樂觀，因為這次季度賽的開支太大了，都是官方負擔，所以利潤我評估高不起來，至於月活人數跟付費人數，坦白說我認為這季會達到頂部，所以我真正認為陌陌第四季會是最高峰，然後滑落
- 海天一线希望阳光回复momouser:
  还有所有的户外广告，包括地铁广告全部取消了。这起码要节约1亿！我觉得三季度市场费用节约2000多万起码的，而不算这部分，本来大概有7000多万利润，加一起大概有个接近1亿美元利润。
西柚
2017-10-06
西柚
我也在华尔街呆过.....哈哈哈哈哈哈哈
三戒贪嗔痴
2017-10-06
三戒贪嗔痴
陌陌主营是什么啊，我不懂这个公司的商业模式
风清新
2017-10-06
风清新
我现在觉得陌陌的股价挺低的，这两年的财报都很亮眼啊，但就是不敢买。
SaleisGood
2017-10-06
SaleisGood
在华尔街炒股吗

发表看法

15

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