相比$跟谁学(GSX_老虎社区_美港股上老虎

2020-11-23

相比$跟谁学(GSX)$ ，$好未来(TAL)$业绩更夸张：PE1803远超竞对，净利润水平中流砥柱，营收却和GSX差一大半，侧面反应GSX市场占有率；或许在线教育没法用互联网估值法，因为它业务太单一了谈不上飞轮效应，甚至受传统学期制而自带周期; 最差假设冬季疫情复发，线下课程可能会面对新一波增长，高市占率或许更有优势。

然而我最大疑问: 9个亿亏损到底从何而来，为什么这么突然（图2）毫无征兆？令人发指，感觉像拖欠了教师大半年工资，Q3一口气补齐一样。

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

卢瑟
2020-11-23
卢瑟
不是毫无征兆，是你充耳不闻，视若无睹，只相信自己愿意相信的事情，被做空的第一季，就应该知道后面几个季度肯定要最低利润挤掉之前的水分
- 卢瑟回复小电视:
  Sec还没结论，自己找的第三方没查出问题，自己找人证明自己无罪，这逻辑太神乎
- 小电视:
  所以最后没查出来造假？
卢瑟
2020-11-23
卢瑟
能先弄清楚币种再写软文吗，这是常识
- 卢瑟回复小电视:
  你再看看吧，老虎就有得看，清清楚楚的，别被贪婪迷了你的眼
- 小电视:
  财报里都是￥
小白的咸菜
2020-11-23
小白的咸菜
听说他们教师还有高管的工资只发一部分，剩下的明年再发，你看吧，今年填补上一年的，明年填补今年的，gsl明年某个季度应该还会大额亏损。
MayZ
2020-11-24
MayZ
哈哈哈，笑死我了，人家好未来营收11亿是美金
MayZ
2020-11-24
MayZ
新东方好未来都是美金，而且新东方是拆分上市，新东方财报不包含网校部分。
杭州叶荣添
2020-11-24
杭州叶荣添
** 要倒闭了

发表看法

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