咩咩咩咩
2017-11-25
$趣店(QD)$现在市盈率在12左右吧
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花呗和借呗呢
2017-11-26
花呗和借呗呢
主要看坏账 既趣店会为对接资金计提备付金和担保的部分 利润率肯给大幅下降 看行业集中度上升之后的规模增长了 趣店估值应该金融化因为他的贷款都是表内 pe10~15 和宜人贷差不多资产有150亿
咩咩咩咩
:
有道理，年末报表需要考虑坏账，到时不确定性就大了
交易wei生
2017-11-25
交易wei生
不能这么看了，如果未来贷款的利率被限制，趣店会不会亏损就不知道了，我记得有个专访说如果这些现金贷公司的利率限制24%以内，那么没有几家能盈利，趣店未来的收益会大幅缩水
交易wei生
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咩咩咩咩
:
资本看的是未来，蚂蚁金服的趣店已经降到24%以下了，就算今年的业绩好看以后就不好说了，把资本可不傻？😂
咩咩咩咩
:
我记得之前要求降到36，结果还是利润增长了300%呢，而且现在都11月了，估计这次年报还是好看。就是不知道资本怎么想了。
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