$跟谁学(GSX)$_老虎社区_美港股上老虎

小白的咸菜

2021-03-10

$跟谁学(GSX)$跟谁学今年还能走下去吗

2020年报显示，

公司所有财产资金加起来是82.17亿

负债率46.8%，也就是82.17×0.468=38.45亿

82.17-38.45=43.72亿

其中，43亿里面有个救命稻草，8.5亿美元定增

8.5×6.48=55亿

如果没有这8.5亿美元，会资金链断流吗？

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

战神白胜
2021-03-10
战神白胜
如果不是融了一波钱 2021 根本没法和头部公司竞争。
- 小白的咸菜回复傻老头:
  不上市就破产了
- 傻老头回复小白的咸菜:
  这话放谁身上都一样，没有钱谁都活不下去。只是优胜和学霸君没融到资，猿辅导和作业帮融到资了而已。在打仗时期，一是看搞钱能力，二是看运营效率，这两个至少要占一样。目前看起来头部玩家融资能力都不差，运营效率相对而言gsx可能靠前。
- 小白的咸菜:
  如果不定增，可能资金链断，像优胜教育
- 战神白胜回复傻老头:
  帐篷厂吹的就是不靠融资保持正向现金收入。现在牛破了而已。
狗GOv
2021-03-10
狗GOv
不过实际负债比这个还大，资产负债表有实际数据，不用算
- 小白的咸菜:
  而且每个季度都在亏损，如果不是上市公司，可能就，，，，
狗GOv
2021-03-10
狗GOv
大哥，负债率第一次听说是那么算得，哈哈哈
- 月清辉:
  他不是算的，是有这个数据
小白的咸菜
2021-03-11
小白的咸菜
2020业绩主要依靠疫情，国家政策支持
2021年，疫情影响消退，利空在线教育

另外，因为公司虚假广告。被点名批评。
虚假应届毕业生就业率，每年收很多应届毕业生，同时也辞退一大部分。看着公司在大规模招人，响应国家政策提供大部分就业岗位，实际情况却，，
小白的咸菜
2021-03-11
小白的咸菜
2021年，相关政策会大幅整顿。
另外，亏损依旧，亏损金额越来越大
前景堪忧

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