$好未来(TAL)$_老虎社区_美港股上老虎

2021-08-03

$好未来(TAL)$$新东方(EDU)$$高途(GOTU)$新东方和好未来都取消了公布财报，透露了一个非常大的隐患，新东方和好未来是教培行业的领头羊，这次纷纷取消财报计划大概是达成了某种行业的共识那就是大概要拆分k12业务作为非盈利部分也就是非上市部分，之后可能会以非k12业务作为上市主体部分，如果这样的话那估值逻辑将发生结构性颠覆性的改变，后面会不会进行VIE架构的调整不好说，但目前的形势非常不乐观。

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

猴子的虎
2021-08-03
猴子的虎
会私有化吗？我觉得有概率
- 我能巴菲特:
  私有化那得溢价买回股票了，毕竟现在股票都跌破净资产了
- 道一先生:
  一切皆有可能
猴子的虎
2021-08-03
猴子的虎
10股合1鴣，还能在跌90点
- 我能巴菲特:
  账上现金加上资产都超过市值了，就算散伙儿也不会跌掉90%
T20211211466
2021-08-04
T20211211466
8月中旬教育部会严格检查各机构的停课整改情况，大家不要踩政治雷；
稳中求胜步步为赢
2021-08-04
稳中求胜步步为赢
你想多了不发财报为了不顶风，下个季度正常
去二三四五
2021-08-03
去二三四五
教育培训行业的股票近期还是先别碰吧，正处于水深火热中呢

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