开着嘟嘟来兜钱Y
2023-09-04
这篇文章不错,转发给大家看看
@捷克Jack:
酱香拿铁更利好谁?茅台or瑞幸?
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true}","description":"1月22日,备受关注的贵州茅台与瑞幸咖啡合作的“龙年酱香巧克力”饮品正式开卖,单杯优惠价为18元。此前两家推出的酱香拿铁大获成功,再度联名能否继续这一趋势,火出“爆款”呢?你看好瑞幸吗?","image":"https://static.tigerbbs.com/97a53256676d5b0ce06bc02dbed4634f"}],"images":[{"img":"https://static.tigerbbs.com/0d4b1eb488d8e119a203e5fbe64d01ef","width":"548","height":"375"},{"img":"https://static.tigerbbs.com/f1e89200bdaa82cea14f0748aacb3eae","width":"1024","height":"711"}],"coverImages":[{"img":"https://static.tigerbbs.com/0d4b1eb488d8e119a203e5fbe64d01ef","width":"548","height":"375"}],"title":"酱香拿铁更利好谁?茅台or瑞幸?","html":"<html><head></head><body><p>每一杯“酱香拿铁”,都含53度茅台。</p><p>今天的 <a data-mention-id=\"600519\" class=\"teditor-mention\" data-mention-name=\"贵州茅台\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> 与 <a data-mention-id=\"LKNCY\" class=\"teditor-mention\" data-mention-name=\"瑞幸咖啡\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 的联名款咖啡,可谓真是刷屏了!也包办了各大热搜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d4b1eb488d8e119a203e5fbe64d01ef\" tg-width=\"548\" tg-height=\"375\"></p><p>联想到此前的喜茶与FENDI( <a data-mention-id=\"LVMUY\" class=\"teditor-mention\" data-mention-name=\"路易威登\" href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> 旗下品牌)的联名,这种跨品牌的合作,让消费者和投资者都皆大欢喜。</p><p class=\"t-img-caption\"><img alt=\"喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ...\" title=\"喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ...\" src=\"https://static.tigerbbs.com/f1e89200bdaa82cea14f0748aacb3eae\" tg-width=\"1024\" tg-height=\"711\"><span>喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ...</span></p><p>从投资视角来看,这肯定是个双赢的合作。</p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">1、虽然今天A股盘面上的茅台并不强势,但这可以很好地打开在年轻群体中的影响力。</span></strong>很多茅台的用户可能有话要说了:茅台不太稀罕。但是培养下一代接班用户,总是好事!</p><p>2、虽然美股今天不开盘,不能直接看出对 <a data-mention-id=\"LKNCY\" class=\"teditor-mention\" data-mention-name=\"瑞幸咖啡\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 的股价影响,<strong><span style=\"color:#E67E23;\" class=\"color-mark\">但它可能是合作的最大受益方。</span></strong>与茅台的联名不仅仅是营销,也算是一种品牌背书。瑞幸自从造假事件以来,<strong>最缺的就是投资者再度信任。</strong>既然茅台肯背书,那么对瑞幸的知名度、品牌价值提升意义重大;</p><p>3、销量是实实在在在瑞幸这边的,虽然不清楚是否按销量与茅台分成(一般不太会),但肯定可以短期内提升瑞幸的业绩。</p><p>4、<strong>有力地回应市场对瑞幸“被库迪咖啡击败”、“不及星巴克的前景”等质疑。</strong>事实上瑞幸以及超越星巴克中国业务成为中国市场第一(按单量和销量来算),而库迪咖啡恶性竞争也不会是长远之路。</p><p>最后,再看回顾下我对瑞幸的估值看法,写在Q2财报分析《<strong><a href=\"https://laohu8.com/TW/204640882147344\" title=\"瑞幸最新目标价:47美元!\" target=\"_blank\">瑞幸最新目标价:47美元!</a></strong>》里。</p><ul><li><p>星巴克2023年底的EV/EBITDA预期为19.8倍,2024年为16.7倍。</p></li><li><p>瑞幸的过去12个月的EV/EBITDA正好也为19.8倍。但是考虑到其目前收入、利润的增速都远远超过星巴克,如果按照星巴克的估值中枢来看,瑞幸估值涨幅,至少应该是其EBITDA增速相对于星巴克EBITDA增速的值。</p></li><li><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">如果以2024年,18倍左右的EV/EBITDA来看,按照瑞幸目前的收入水平,假若2024年增速仅为20%,以18%左右的EBITDA利润率来算,其每股价格可以达到47美元,依然还有42%的上升空间</span></strong>。</p></li></ul></body></html>","htmlText":"<html><head></head><body><p>每一杯“酱香拿铁”,都含53度茅台。</p><p>今天的 <a data-mention-id=\"600519\" class=\"teditor-mention\" data-mention-name=\"贵州茅台\" href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> 与 <a data-mention-id=\"LKNCY\" class=\"teditor-mention\" data-mention-name=\"瑞幸咖啡\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 的联名款咖啡,可谓真是刷屏了!也包办了各大热搜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d4b1eb488d8e119a203e5fbe64d01ef\" tg-width=\"548\" tg-height=\"375\"></p><p>联想到此前的喜茶与FENDI( <a data-mention-id=\"LVMUY\" class=\"teditor-mention\" data-mention-name=\"路易威登\" href=\"https://laohu8.com/S/LVMUY\">$路易威登(LVMUY)$</a> 旗下品牌)的联名,这种跨品牌的合作,让消费者和投资者都皆大欢喜。</p><p class=\"t-img-caption\"><img alt=\"喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ...\" title=\"喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ...\" src=\"https://static.tigerbbs.com/f1e89200bdaa82cea14f0748aacb3eae\" tg-width=\"1024\" tg-height=\"711\"><span>喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ...</span></p><p>从投资视角来看,这肯定是个双赢的合作。</p><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">1、虽然今天A股盘面上的茅台并不强势,但这可以很好地打开在年轻群体中的影响力。</span></strong>很多茅台的用户可能有话要说了:茅台不太稀罕。但是培养下一代接班用户,总是好事!</p><p>2、虽然美股今天不开盘,不能直接看出对 <a data-mention-id=\"LKNCY\" class=\"teditor-mention\" data-mention-name=\"瑞幸咖啡\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 的股价影响,<strong><span style=\"color:#E67E23;\" class=\"color-mark\">但它可能是合作的最大受益方。</span></strong>与茅台的联名不仅仅是营销,也算是一种品牌背书。瑞幸自从造假事件以来,<strong>最缺的就是投资者再度信任。</strong>既然茅台肯背书,那么对瑞幸的知名度、品牌价值提升意义重大;</p><p>3、销量是实实在在在瑞幸这边的,虽然不清楚是否按销量与茅台分成(一般不太会),但肯定可以短期内提升瑞幸的业绩。</p><p>4、<strong>有力地回应市场对瑞幸“被库迪咖啡击败”、“不及星巴克的前景”等质疑。</strong>事实上瑞幸以及超越星巴克中国业务成为中国市场第一(按单量和销量来算),而库迪咖啡恶性竞争也不会是长远之路。</p><p>最后,再看回顾下我对瑞幸的估值看法,写在Q2财报分析《<strong><a href=\"https://laohu8.com/TW/204640882147344\" title=\"瑞幸最新目标价:47美元!\" target=\"_blank\">瑞幸最新目标价:47美元!</a></strong>》里。</p><ul><li><p>星巴克2023年底的EV/EBITDA预期为19.8倍,2024年为16.7倍。</p></li><li><p>瑞幸的过去12个月的EV/EBITDA正好也为19.8倍。但是考虑到其目前收入、利润的增速都远远超过星巴克,如果按照星巴克的估值中枢来看,瑞幸估值涨幅,至少应该是其EBITDA增速相对于星巴克EBITDA增速的值。</p></li><li><p><strong><span style=\"color:#E67E23;\" class=\"color-mark\">如果以2024年,18倍左右的EV/EBITDA来看,按照瑞幸目前的收入水平,假若2024年增速仅为20%,以18%左右的EBITDA利润率来算,其每股价格可以达到47美元,依然还有42%的上升空间</span></strong>。</p></li></ul></body></html>","text":"每一杯“酱香拿铁”,都含53度茅台。 今天的 $贵州茅台(600519)$ 与 $瑞幸咖啡(LKNCY)$ 的联名款咖啡,可谓真是刷屏了!也包办了各大热搜。 联想到此前的喜茶与FENDI( $路易威登(LVMUY)$ 旗下品牌)的联名,这种跨品牌的合作,让消费者和投资者都皆大欢喜。 喜茶FENDI联名饮品遭疯抢:小程序多次闪崩,有黄牛翻倍炒卖_手机 ... 从投资视角来看,这肯定是个双赢的合作。 1、虽然今天A股盘面上的茅台并不强势,但这可以很好地打开在年轻群体中的影响力。很多茅台的用户可能有话要说了:茅台不太稀罕。但是培养下一代接班用户,总是好事! 2、虽然美股今天不开盘,不能直接看出对 $瑞幸咖啡(LKNCY)$ 的股价影响,但它可能是合作的最大受益方。与茅台的联名不仅仅是营销,也算是一种品牌背书。瑞幸自从造假事件以来,最缺的就是投资者再度信任。既然茅台肯背书,那么对瑞幸的知名度、品牌价值提升意义重大; 3、销量是实实在在在瑞幸这边的,虽然不清楚是否按销量与茅台分成(一般不太会),但肯定可以短期内提升瑞幸的业绩。 4、有力地回应市场对瑞幸“被库迪咖啡击败”、“不及星巴克的前景”等质疑。事实上瑞幸以及超越星巴克中国业务成为中国市场第一(按单量和销量来算),而库迪咖啡恶性竞争也不会是长远之路。 最后,再看回顾下我对瑞幸的估值看法,写在Q2财报分析《瑞幸最新目标价:47美元!》里。 星巴克2023年底的EV/EBITDA预期为19.8倍,2024年为16.7倍。 瑞幸的过去12个月的EV/EBITDA正好也为19.8倍。但是考虑到其目前收入、利润的增速都远远超过星巴克,如果按照星巴克的估值中枢来看,瑞幸估值涨幅,至少应该是其EBITDA增速相对于星巴克EBITDA增速的值。 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