$农夫山泉(0963_老虎社区_美港股上老虎 - 老虎社区

$农夫山泉(09633)$这估值35块的时候就离谱，现在更离谱了。虽然是好品牌高质量公司，但个人觉得估值太高了

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伞兵1号卢本伟
2020-11-19
伞兵1号卢本伟
这是饮用水龙头股，可以参考茅台
为什么白酒股里五粮液比茅台股价低这么多，主要原因是茅台的护城河是赤水河的糯高粱，这是其他白酒比不了的
而做饮用水，就没有材料和技术上的壁垒，那么能成为龙头，就是最重要的市场占有率，这是农夫山泉的护城河
在国内，没有其他品牌的饮用水市场占有率能唱过农夫山泉的，所以它可以值很高的价钱
- 杨苍梧:
  怡宝其实市占率低的不算更多

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