$趣店(QD)$ 市_老虎社区_美港股上老虎 - 老虎社区

$趣店(QD)$ 市值120亿，净资产102亿，保守盈利25亿，就问你下跌的空间还有多少？

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Sjj
2018-09-20
Sjj
一季度财报不行是去年年底的监管政策和p2p暴雷，平台有意缩减信贷规模控制风险，但是平台的客户基数已经很大了，存量客户还有比较大的挖掘空间。支付宝对平台的新增流量贡献不大，30%，利润贡献也不足为道，低于2%。看好今年的利润超过25亿。
- 一波操作猛如虎:
  至于支付宝对趣店的贡献是不是真如他们所说的再过两个季度就见分晓……哪怕到时候再贵些也能能买，现在买就是在赌。一季度财报嘛……那政策已经限制36利率了，这属于永久的利润缩减了趣店如若当下不断臂支付宝股价合理范围在7-8元左右
一波操作猛如虎
2018-09-20
一波操作猛如虎
因为盈利已经不确定了，断了支付宝没流量只能吃老本了，罗千亿不也说了两年内打算吃老本不开发新资源了，其实也是暂时没找到好方法获取廉价新资源，要按宜人贷的经营路子成本肯定要上升很多，不仅盈利空间被压榨还抢不过那几家深耕多年的老鸟，总之前景堪忧，近期可能会回调一波，但下下季度的财报就体现出来了。

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