黑刀投资日记
2021-07-07
听说发这个可以圈粉,我不理性了
$朝聚眼科(02219)$
$希玛眼科(03309)$
@黑刀投资日记:
朝聚眼科vs爱尔眼科vs希玛眼科简单对比图 | 黑刀投资日记
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大米就大米
2021-07-09
大米就大米
以阁下之能
可分析得更
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$朝聚眼科(02219)$$希玛眼科(03309)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/140186355","repostId":122922708,"repostType":1,"repost":{"magic":2,"id":122922708,"tweetId":"122922708","gmtCreate":1624594146804,"gmtModify":1624594146804,"author":{"id":3434426652820762,"idStr":"3434426652820762","authorId":3434426652820762,"authorIdStr":"3434426652820762","name":"黑刀投资日记","avatar":"https://static.tigerbbs.com/f6ec54203663e53bf9bb47792dff4458","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":222,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0","width":"714","height":"392"},{"img":"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067","width":"600","height":"211"},{"img":"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f","width":"586","height":"256"}],"coverImages":[{"img":"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0","width":"714","height":"392"},{"img":"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067","width":"600","height":"211"},{"img":"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f","width":"586","height":"256"}],"title":"朝聚眼科vs爱尔眼科vs希玛眼科简单对比图 | 黑刀投资日记","extraTitle":"","html":"<html><head></head><body><p><b>前言:</b>这公司仔细写的意愿不大,就简单找了一下同类公司的数据对比一下,反正自己也是要看的,分享一波吧。</p><h3>朝聚眼科:</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0\" tg-width=\"714\" tg-height=\"392\"><span></span></p><h3>爱尔眼科:<br></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f\" tg-width=\"586\" tg-height=\"256\"><span></span></p><p><b>希玛眼科:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067\" tg-width=\"600\" tg-height=\"211\"><span></span></p><p><b>由图可见:爱尔眼科的收入规模是其它两兄弟的十几倍,这种大体量下,增速、盈利能力继续完成全方位碾压,商业上基本不具可比性。</b></p><p><br></p><h3>估值:</h3><p><br></p><p><b>爱尔眼科2020年对应223倍pe。</b></p><p><b>希玛眼科2020年对应158倍pe。</b></p><p><b>我们的主角朝聚眼科2020年对应50倍pe。</b></p><p><br></p><h3>结论:</h3><p><br></p><p><b>商业不够,估值来凑!近期港股市场眼科牙科类公司情绪高涨,同行希玛眼科天天飞,所以,打吧,值得一博。</b></p><p><b>既然打了,最好能保中。如果中了,涨幅超预期可以落袋。</b></p><p><b>随手一写,内容粗陋,欢迎拍砖。</b></p><p><a href=\"https://laohu8.com/S/03309\">$希玛眼科(03309)$</a><a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a><a href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a></p></body></html>","htmlText":"<html><head></head><body><p><b>前言:</b>这公司仔细写的意愿不大,就简单找了一下同类公司的数据对比一下,反正自己也是要看的,分享一波吧。</p><h3>朝聚眼科:</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0\" tg-width=\"714\" tg-height=\"392\"><span></span></p><h3>爱尔眼科:<br></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f\" tg-width=\"586\" tg-height=\"256\"><span></span></p><p><b>希玛眼科:</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067\" tg-width=\"600\" tg-height=\"211\"><span></span></p><p><b>由图可见:爱尔眼科的收入规模是其它两兄弟的十几倍,这种大体量下,增速、盈利能力继续完成全方位碾压,商业上基本不具可比性。</b></p><p><br></p><h3>估值:</h3><p><br></p><p><b>爱尔眼科2020年对应223倍pe。</b></p><p><b>希玛眼科2020年对应158倍pe。</b></p><p><b>我们的主角朝聚眼科2020年对应50倍pe。</b></p><p><br></p><h3>结论:</h3><p><br></p><p><b>商业不够,估值来凑!近期港股市场眼科牙科类公司情绪高涨,同行希玛眼科天天飞,所以,打吧,值得一博。</b></p><p><b>既然打了,最好能保中。如果中了,涨幅超预期可以落袋。</b></p><p><b>随手一写,内容粗陋,欢迎拍砖。</b></p><p><a href=\"https://laohu8.com/S/03309\">$希玛眼科(03309)$</a><a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a><a href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a></p></body></html>","text":"前言:这公司仔细写的意愿不大,就简单找了一下同类公司的数据对比一下,反正自己也是要看的,分享一波吧。 朝聚眼科: 爱尔眼科: 希玛眼科: 由图可见:爱尔眼科的收入规模是其它两兄弟的十几倍,这种大体量下,增速、盈利能力继续完成全方位碾压,商业上基本不具可比性。 估值: 爱尔眼科2020年对应223倍pe。 希玛眼科2020年对应158倍pe。 我们的主角朝聚眼科2020年对应50倍pe。 结论: 商业不够,估值来凑!近期港股市场眼科牙科类公司情绪高涨,同行希玛眼科天天飞,所以,打吧,值得一博。 既然打了,最好能保中。如果中了,涨幅超预期可以落袋。 随手一写,内容粗陋,欢迎拍砖。 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