昨天遇见小面后，再复_老虎社区_美港股上老虎

2021-06-26

昨天遇见小面后，再复盘再对比优鲜/叮咚的营收和增速，后者估值起码应该是前者的三倍以上，而前者寻求市值居然恬不知耻地要到后者的90%，当下打新太上头了，存在有侥幸心理，还是用了两成户开打，一上就市价单出，其实二级市场如果遇到这种情况，应该买入叮咚，short sell优鲜的 ~

反过来看，如果市场给予优鲜的是 $ 8.5 的价格，对应 20亿的市值，那叮咚静态的市值就应该是至少 60亿，目前它的IPO寻求市值刚好就是 57-62 亿, 结合两者 2021Q4 的营收和增速，我会给到叮咚/优鲜 4.5x 的前瞻倍数，对应叮咚市值 90 亿，上市存在上扬 50% 的空间。

$每日优鲜(MF)$$叮咚(DDL)$

IPO情报局

美港股新股第一手情报

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

价值投机投资
2021-06-27
价值投机投资
叮咚买菜成立的时间这么短，还没跑赢盈利模式，上市明显是割韭菜，看看时代天使吧，人家2003年成立，憋了这么久才上市，好公司一眼就看出来了，圈钱公司也一眼看出来了
天空88888
2021-06-26
天空88888
叮咚我记得当时都差点破产了，还吹的天花乱坠，又想骗我们韭菜去认购
- skull66:
  如果没有疫情就应该破产了，叮咚广告做得更猛，免运门槛更低，可单更低，亏损更大
skull66
2021-06-26
skull66
这么和你说，这俩都是LJ，美团饿了么都可以买菜，还有京东到家，这几个是平台商，叮咚每日优鲜自营生鲜，成本太高，没有前途，最后一定会被京东到家打败
好人炒股一定亏
2021-06-27
好人炒股一定亏
申购了吗？这么看好，全力打啊
FunGa
2021-06-26
FunGa
叮咚会比优鲜还惨，客单价低，亏损大，没钱的话，门店单量就下去了，质量还不如每日优鲜。破发肯定了。
性感小牛牛
2021-06-26
性感小牛牛
又来骗韭菜，做个人吧

发表看法

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