扯个犊子
2021-03-04
$老虎证券(TIGR)$
$富途控股(FUTU)$
希望社区里的朋友理性看待上涨和下跌,做到心里有数呀!如果没数的话可以看看这篇粗略估值的帖子
[举爪]
@扯个犊子:
$老虎证券(TIGR)$$富途控股(FUTU)$ 简单粗暴地给这两只票估一下值: 老虎2020年EPS: Q1 $0.02;Q2 $0.01;Q3 $0.06;Q4还没出结果,稍微乐观的预估在$0.08-0.1,取个平均数$0.09,那么2020年EPS=$0.18,股价按$15来算,PE=83.3。 华尔街分析师预估2021年EPS约为0.26,按照83倍PE算股价应该在$21.5左右。 富途2020年EPS: Q1 $0.16;Q2 $0.24;Q3 $0.4;Q4乐观预估约$0.6,那么2020年EPS=$1.4,股价按$90来算,PE=64。 华尔街分析师预估2021年EPS约为1.68(我个人觉得可以再高一些,因为富途目前有三个分析师,有一个给的估值很低,所以拉低了平均水平),按照64倍PE来算股价大约在$108(我个人认为很可能超预期,所以我的心理目标价是$120。 不过这里需要给各位提个醒,目前两家公司的PE在券商股里处于比较高位,可以参考$盈透证券(IBKR)$目前PE是30左右,嘉信理财$SCHW是22.8。 所以市场还是给了两家公司更宽容的成长性,但我个人是认为这两家公司也确实比较值得这个成长性的预期,具体还要等Q4财报。
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。
分享至
微信
复制链接
精彩评论
33059768
2021-03-04
33059768
最近美股是什么情况,天天跌
33059768
回复
夜袭女儿国
:
好像美国十年国债一直在涨,股票被套了好多 [流泪] [流泪] [流泪]
夜袭女儿国
:
美债利率大于预期,美联储坐山观虎斗,哈哈😄胜败就看今天晚上老鲍头怎么救市了,
Sentosa
2021-03-04
Sentosa
可怕
什么也没有了~
APP内打开
发表看法
5
15
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":364646538,"tweetId":"364646538","gmtCreate":1614850518224,"gmtModify":1703481937164,"author":{"id":3507927418932492,"idStr":"3507927418932492","authorId":3507927418932492,"authorIdStr":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","vip":2,"userType":2,"introduction":"买看得懂的公司","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.27","exceedPercentage":"80.70%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":6647,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>希望社区里的朋友理性看待上涨和下跌,做到心里有数呀!如果没数的话可以看看这篇粗略估值的帖子<span>[举爪] </span></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>希望社区里的朋友理性看待上涨和下跌,做到心里有数呀!如果没数的话可以看看这篇粗略估值的帖子<span>[举爪] </span></p></body></html>","text":"$老虎证券(TIGR)$$富途控股(FUTU)$希望社区里的朋友理性看待上涨和下跌,做到心里有数呀!如果没数的话可以看看这篇粗略估值的帖子[举爪]","highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/364646538","repostId":337576202,"repostType":1,"repost":{"magic":2,"id":337576202,"tweetId":"337576202","gmtCreate":1611165456106,"gmtModify":1703748585123,"author":{"id":3507927418932492,"idStr":"3507927418932492","authorId":3507927418932492,"authorIdStr":"3507927418932492","name":"扯个犊子","avatar":"https://static.tigerbbs.com/be1a05065b5e524f452b72c601018fd5","vip":2,"userType":2,"introduction":"买看得懂的公司","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.27","exceedPercentage":"80.70%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":6647,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a></p><p>简单粗暴地给这两只票估一下值:</p><p>老虎2020年EPS:</p><p>Q1 $0.02;Q2 $0.01;Q3 $0.06;Q4还没出结果,稍微乐观的预估在$0.08-0.1,取个平均数$0.09,那么2020年EPS=$0.18,股价按$15来算,PE=83.3。</p><p>华尔街分析师预估2021年EPS约为0.26,按照83倍PE算股价应该在$21.5左右。</p><p>富途2020年EPS:</p><p>Q1 $0.16;Q2 $0.24;Q3 $0.4;Q4乐观预估约$0.6,那么2020年EPS=$1.4,股价按$90来算,PE=64。</p><p>华尔街分析师预估2021年EPS约为1.68(我个人觉得可以再高一些,因为富途目前有三个分析师,有一个给的估值很低,所以拉低了平均水平),按照64倍PE来算股价大约在$108(我个人认为很可能超预期,所以我的心理目标价是$120。</p><p>不过这里需要给各位提个醒,目前两家公司的PE在券商股里处于比较高位,可以参考<a href=\"https://laohu8.com/S/IBKR\">$盈透证券(IBKR)$</a>目前PE是30左右,嘉信理财$SCHW是22.8。</p><p>所以市场还是给了两家公司更宽容的成长性,但我个人是认为这两家公司也确实比较值得这个成长性的预期,具体还要等Q4财报。</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a></p><p>简单粗暴地给这两只票估一下值:</p><p>老虎2020年EPS:</p><p>Q1 $0.02;Q2 $0.01;Q3 $0.06;Q4还没出结果,稍微乐观的预估在$0.08-0.1,取个平均数$0.09,那么2020年EPS=$0.18,股价按$15来算,PE=83.3。</p><p>华尔街分析师预估2021年EPS约为0.26,按照83倍PE算股价应该在$21.5左右。</p><p>富途2020年EPS:</p><p>Q1 $0.16;Q2 $0.24;Q3 $0.4;Q4乐观预估约$0.6,那么2020年EPS=$1.4,股价按$90来算,PE=64。</p><p>华尔街分析师预估2021年EPS约为1.68(我个人觉得可以再高一些,因为富途目前有三个分析师,有一个给的估值很低,所以拉低了平均水平),按照64倍PE来算股价大约在$108(我个人认为很可能超预期,所以我的心理目标价是$120。</p><p>不过这里需要给各位提个醒,目前两家公司的PE在券商股里处于比较高位,可以参考<a href=\"https://laohu8.com/S/IBKR\">$盈透证券(IBKR)$</a>目前PE是30左右,嘉信理财$SCHW是22.8。</p><p>所以市场还是给了两家公司更宽容的成长性,但我个人是认为这两家公司也确实比较值得这个成长性的预期,具体还要等Q4财报。</p></body></html>","text":"$老虎证券(TIGR)$$富途控股(FUTU)$ 简单粗暴地给这两只票估一下值: 老虎2020年EPS: Q1 $0.02;Q2 $0.01;Q3 $0.06;Q4还没出结果,稍微乐观的预估在$0.08-0.1,取个平均数$0.09,那么2020年EPS=$0.18,股价按$15来算,PE=83.3。 华尔街分析师预估2021年EPS约为0.26,按照83倍PE算股价应该在$21.5左右。 富途2020年EPS: Q1 $0.16;Q2 $0.24;Q3 $0.4;Q4乐观预估约$0.6,那么2020年EPS=$1.4,股价按$90来算,PE=64。 华尔街分析师预估2021年EPS约为1.68(我个人觉得可以再高一些,因为富途目前有三个分析师,有一个给的估值很低,所以拉低了平均水平),按照64倍PE来算股价大约在$108(我个人认为很可能超预期,所以我的心理目标价是$120。 不过这里需要给各位提个醒,目前两家公司的PE在券商股里处于比较高位,可以参考$盈透证券(IBKR)$目前PE是30左右,嘉信理财$SCHW是22.8。 所以市场还是给了两家公司更宽容的成长性,但我个人是认为这两家公司也确实比较值得这个成长性的预期,具体还要等Q4财报。","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/337576202","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TIGR","IBKR","FUTU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":787,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":5470,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TIGR","FUTU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":126,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3713000,"commentId":"3713000","gmtCreate":1614851066350,"gmtModify":1614851066350,"authorId":3562473505316867,"author":{"id":3562473505316867,"idStr":"3562473505316867","authorId":3562473505316867,"name":"33059768","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364646538,"objectIdStr":"364646538","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"最近美股是什么情况,天天跌","text":"最近美股是什么情况,天天跌","html":"最近美股是什么情况,天天跌","likeSize":1,"commentSize":2,"subComments":[{"id":3713476,"commentId":"3713476","gmtCreate":1614854615305,"gmtModify":1614854615305,"authorId":3562473505316867,"author":{"id":3562473505316867,"idStr":"3562473505316867","authorId":3562473505316867,"name":"33059768","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/048415ce28efe522291a14d3d3db53be","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3556430317654104,"repliedAuthor":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":364646538,"objectIdStr":"364646538","type":1,"supId":3713000,"supIdStr":"3713000","prevId":3713449,"prevIdStr":"3713449","content":"好像美国十年国债一直在涨,股票被套了好多 [流泪] [流泪] [流泪]","text":"好像美国十年国债一直在涨,股票被套了好多 [流泪] [流泪] [流泪]","html":"好像美国十年国债一直在涨,股票被套了好多 [流泪] [流泪] [流泪]"},{"id":3713449,"commentId":"3713449","gmtCreate":1614854321230,"gmtModify":1614854321230,"authorId":3556430317654104,"author":{"id":3556430317654104,"idStr":"3556430317654104","authorId":3556430317654104,"name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364646538,"objectIdStr":"364646538","type":1,"supId":3713000,"supIdStr":"3713000","prevId":0,"prevIdStr":"0","content":"美债利率大于预期,美联储坐山观虎斗,哈哈😄胜败就看今天晚上老鲍头怎么救市了,","text":"美债利率大于预期,美联储坐山观虎斗,哈哈😄胜败就看今天晚上老鲍头怎么救市了,","html":"美债利率大于预期,美联储坐山观虎斗,哈哈😄胜败就看今天晚上老鲍头怎么救市了,"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3713984,"commentId":"3713984","gmtCreate":1614858214484,"gmtModify":1614858214484,"authorId":3554176506397059,"author":{"id":3554176506397059,"idStr":"3554176506397059","authorId":3554176506397059,"name":"Sentosa","avatar":"https://static.tigerbbs.com/76d132e942fd54bdd71f40508a8c7614","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":364646538,"objectIdStr":"364646538","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"可怕","text":"可怕","html":"可怕","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/364646538"}
精彩评论