timee
2021-03-19
这篇文章不错,转发给大家看
@美股判官:
Teladoc,空间几何?
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。
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href=\"https://laohu8.com/S/TDOC\">$Teladoc Inc(TDOC)$</a>简介</h3><p>是一家在线远程医疗,覆盖450多个亚专科,从非紧急的、偶发的需求、慢性的、复杂的医疗状况(如癌症和充血性心力衰竭),已完成与Livongo的合并。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be006a0ca8e35df31caa961d8ffcc5cd\" tg-width=\"1080\" tg-height=\"588\"><span></span></p><h3>因何大跌<br></h3><p>该股在3月17日(周三)跌超7%,此前<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>宣布将推出同类服务Amazon Care,不得不说,亚马逊所到之处,威力无穷,上次亚马逊宣布推出GDRX类业务,导致GDRX股价闪崩约30%。TDOC宣布收购Livongo公司时,这两只股票都大幅下跌。可能包括华尔街在内的众多业内都不喜欢这桩婚事吧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/319ca0aa1dd0339581c85787273efb32\" tg-width=\"1080\" tg-height=\"387\"><span></span></p><h3>合并进度</h3><p>合并的好处,当然是显而易见的,包括减少了竞争对手,摊销运营成本,客户资源的合并壮大,效益的提升,作为统一商业化战略的一部分,并为客户提供单一接口等,不利因素当然是运营效率方面。合并协议里承诺到2025年达成5亿美元收入协同效应。截至目前,这两个组织的整合已步入正轨,已正式进入整体化运作。效益提升最直接有效的途径,两家公司之间的客户交叉销售服务对于在不增加成本的情况下增加销售额。目前,在整合团队、数据和产品界面的进展方面相对成功。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33e325541eeafa7fdf63246053f21505\" tg-width=\"1080\" tg-height=\"369\"><span></span></p><h3>财务分析<br></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d865baba4ac62e0399b79ad7f6449385\" tg-width=\"1080\" tg-height=\"577\"><span></span></p><p>Teladoc Health(TDOC)2020年度营业收入为10.94亿美元,同比上涨97.71%;净利润-4.85亿美元,同比下降390.71%。给出的2021年营收预期是13亿美元(含合并后)。<br></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7298dee72c6e2a1a79273e5311f2a5ef\" tg-width=\"1080\" tg-height=\"540\"><span></span></p><h3>空间几何<br></h3><p>而Livongo在第四季度已经完成合并退市,所以四季度财报没有准确数据,根据LVGO往期平均营收增幅计算,LVGO2020年度营收预计3.7亿左右,同比增长约120%。两家公司2020年并表后的总营收预计在14.5亿美元,而TDOC给出的2021年预期13亿美元,同比增速为负,当然,合并后的报表存在诸多变数,并非简单的两家营收相加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a8b8b8e753f087d28beac39f89a61cc\" tg-width=\"1080\" tg-height=\"522\"><span></span></p><p>我们暂且按照TDOC给出的预期13亿美元营收计算估值,该股历史平均市销率在27附近,得出其2021年目标价预计在230美元。<br></p><p><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a><a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a></p><p>免责声明:</p><p>以上观点仅供参考,不作为投资决策,风险自负。</p><p>美股判官:贴心的美港股小官人!</p></body></html>","htmlText":"<html><head></head><body><h3><a href=\"https://laohu8.com/S/TDOC\">$Teladoc Inc(TDOC)$</a>简介</h3><p>是一家在线远程医疗,覆盖450多个亚专科,从非紧急的、偶发的需求、慢性的、复杂的医疗状况(如癌症和充血性心力衰竭),已完成与Livongo的合并。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be006a0ca8e35df31caa961d8ffcc5cd\" tg-width=\"1080\" tg-height=\"588\"><span></span></p><h3>因何大跌<br></h3><p>该股在3月17日(周三)跌超7%,此前<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>宣布将推出同类服务Amazon Care,不得不说,亚马逊所到之处,威力无穷,上次亚马逊宣布推出GDRX类业务,导致GDRX股价闪崩约30%。TDOC宣布收购Livongo公司时,这两只股票都大幅下跌。可能包括华尔街在内的众多业内都不喜欢这桩婚事吧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/319ca0aa1dd0339581c85787273efb32\" tg-width=\"1080\" tg-height=\"387\"><span></span></p><h3>合并进度</h3><p>合并的好处,当然是显而易见的,包括减少了竞争对手,摊销运营成本,客户资源的合并壮大,效益的提升,作为统一商业化战略的一部分,并为客户提供单一接口等,不利因素当然是运营效率方面。合并协议里承诺到2025年达成5亿美元收入协同效应。截至目前,这两个组织的整合已步入正轨,已正式进入整体化运作。效益提升最直接有效的途径,两家公司之间的客户交叉销售服务对于在不增加成本的情况下增加销售额。目前,在整合团队、数据和产品界面的进展方面相对成功。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33e325541eeafa7fdf63246053f21505\" tg-width=\"1080\" tg-height=\"369\"><span></span></p><h3>财务分析<br></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d865baba4ac62e0399b79ad7f6449385\" tg-width=\"1080\" tg-height=\"577\"><span></span></p><p>Teladoc Health(TDOC)2020年度营业收入为10.94亿美元,同比上涨97.71%;净利润-4.85亿美元,同比下降390.71%。给出的2021年营收预期是13亿美元(含合并后)。<br></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7298dee72c6e2a1a79273e5311f2a5ef\" tg-width=\"1080\" tg-height=\"540\"><span></span></p><h3>空间几何<br></h3><p>而Livongo在第四季度已经完成合并退市,所以四季度财报没有准确数据,根据LVGO往期平均营收增幅计算,LVGO2020年度营收预计3.7亿左右,同比增长约120%。两家公司2020年并表后的总营收预计在14.5亿美元,而TDOC给出的2021年预期13亿美元,同比增速为负,当然,合并后的报表存在诸多变数,并非简单的两家营收相加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a8b8b8e753f087d28beac39f89a61cc\" tg-width=\"1080\" tg-height=\"522\"><span></span></p><p>我们暂且按照TDOC给出的预期13亿美元营收计算估值,该股历史平均市销率在27附近,得出其2021年目标价预计在230美元。<br></p><p><a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a><a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a></p><p>免责声明:</p><p>以上观点仅供参考,不作为投资决策,风险自负。</p><p>美股判官:贴心的美港股小官人!</p></body></html>","text":"$Teladoc Inc(TDOC)$简介 是一家在线远程医疗,覆盖450多个亚专科,从非紧急的、偶发的需求、慢性的、复杂的医疗状况(如癌症和充血性心力衰竭),已完成与Livongo的合并。 因何大跌 该股在3月17日(周三)跌超7%,此前$亚马逊(AMZN)$宣布将推出同类服务Amazon Care,不得不说,亚马逊所到之处,威力无穷,上次亚马逊宣布推出GDRX类业务,导致GDRX股价闪崩约30%。TDOC宣布收购Livongo公司时,这两只股票都大幅下跌。可能包括华尔街在内的众多业内都不喜欢这桩婚事吧。 合并进度 合并的好处,当然是显而易见的,包括减少了竞争对手,摊销运营成本,客户资源的合并壮大,效益的提升,作为统一商业化战略的一部分,并为客户提供单一接口等,不利因素当然是运营效率方面。合并协议里承诺到2025年达成5亿美元收入协同效应。截至目前,这两个组织的整合已步入正轨,已正式进入整体化运作。效益提升最直接有效的途径,两家公司之间的客户交叉销售服务对于在不增加成本的情况下增加销售额。目前,在整合团队、数据和产品界面的进展方面相对成功。 财务分析 Teladoc Health(TDOC)2020年度营业收入为10.94亿美元,同比上涨97.71%;净利润-4.85亿美元,同比下降390.71%。给出的2021年营收预期是13亿美元(含合并后)。 空间几何 而Livongo在第四季度已经完成合并退市,所以四季度财报没有准确数据,根据LVGO往期平均营收增幅计算,LVGO2020年度营收预计3.7亿左右,同比增长约120%。两家公司2020年并表后的总营收预计在14.5亿美元,而TDOC给出的2021年预期13亿美元,同比增速为负,当然,合并后的报表存在诸多变数,并非简单的两家营收相加。 我们暂且按照TDOC给出的预期13亿美元营收计算估值,该股历史平均市销率在27附近,得出其2021年目标价预计在230美元。 $Yalla Group(YALA)$$标普500ETF(SPY)$$苹果(AAPL)$ 免责声明: 以上观点仅供参考,不作为投资决策,风险自负。 美股判官:贴心的美港股小官人!","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/327184797","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["AMZN","SPY","TDOC","AAPL","YALA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1490,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":801,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/327295167"}
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