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黑刀投资日记

之前花了十几分钟随便写的，大家都可以从商业模式和同类公司可比估值两方面来看一个新股怎么样，再考虑近期的市场情绪，判断其实挺简单的～学会了的同学记得给我安利好的新股，我自己精力不足，哈哈哈

$朝聚眼科(02219)$$希玛眼科(03309)$$时代天使(06699)$

@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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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":140937806,"tweetId":"140937806","gmtCreate":1625622969605,"gmtModify":1625622969605,"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":3,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":222,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>之前花了十几分钟随便写的，大家都可以从商业模式和同类公司可比估值两方面来看一个新股怎么样，再考虑近期的市场情绪，判断其实挺简单的～学会了的同学记得给我安利好的新股，我自己精力不足，哈哈哈&nbsp;</p><p><a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a><a href=\"https://laohu8.com/S/03309\">$希玛眼科(03309)$</a><a href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a></p></body></html>","htmlText":"<html><head></head><body><p>之前花了十几分钟随便写的，大家都可以从商业模式和同类公司可比估值两方面来看一个新股怎么样，再考虑近期的市场情绪，判断其实挺简单的～学会了的同学记得给我安利好的新股，我自己精力不足，哈哈哈&nbsp;</p><p><a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a><a href=\"https://laohu8.com/S/03309\">$希玛眼科(03309)$</a><a href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a></p></body></html>","text":"之前花了十几分钟随便写的，大家都可以从商业模式和同类公司可比估值两方面来看一个新股怎么样，再考虑近期的市场情绪，判断其实挺简单的～学会了的同学记得给我安利好的新股，我自己精力不足，哈哈哈 $朝聚眼科(02219)$$希玛眼科(03309)$$时代天使(06699)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/140937806","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":3,"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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