为什么我选择做空趣店

2017-10-19

$趣店(QD)$

蚂蚁金服的估值大概700亿美金以上。

蚂蚁是趣店第五大股东，而且趣店大部分业务都是傍着支付宝的流量，充其量就是支付宝校园生活平台的一个代理商罢了。

一个代理商能值百亿美金？ r u kidding me ？蚂蚁金服哪个大业务随便单独拎出来不比100亿美金大？

而且这家公司目前处于转型期，很多营业收入都来源于一两年前的学生贷款的利息加本金。刚好有支付宝的大流量接盘把故事圆回来了。

我们深度接触过趣店的高层，一部分员工是支付宝挪过去的，财务上趣店给蚂蚁金服降低了部分成本。所以处于转型期的趣店不可能值这么多钱，除非市值跌破70亿美金是可以考虑入手的。

就目前而言不值得。 #趣店做多or做空#

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

盆盆盆盆
2017-10-21
盆盆盆盆
趣店的ceo，跟我聊过，就是想套现走人
- 五月的青涩苹:
  已举报，属于内幕交易！再见！
Tonymei
2017-10-20
Tonymei
你没看明白蚂蚁金服意图，它是在做互联网金融的生态体系，趣店是小贷，众安是保险。对蚂蚁来讲，趣店最大的价值是帮助确定位活跃小贷产品客户，积累数据。
心如止风
2017-10-19
心如止风
50亿都不值，但是资本市场谁又能说得清呢，我不看好的股票，我只能做到不买，坚决不做空
西游追梦人
2017-10-19
西游追梦人
蚂蚁估值700亿太低了吧
- Qiqi儿:
  是的，蚂蚁的地位和体量绝不止700

发表看法

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