$亿通科技(3002_老虎社区_美港股上老虎

2021-08-13

$亿通科技(300211)$清仓，估值偏高了。适应这个估值需要$Zepp Health Corporation(ZEPP)$自身增长拉动，或者在传感器和芯片上讲故事了。PE ttm已经到了400，目前看半年营收6000万，利润率10%不到，净利600万，假设今年全年兑现1.2亿营收，净利保持10%，利润1200万，以现在价格看，PE ttm估到350不到；可知有将还会带来2个亿订单，但是兑现速度未知，华米科技总共才46亿营收，本身近两年的增速并不乐观。我就假设给亿通装12亿的供应链业务，翻10倍，在净利润不降的情况下，PE40倍，目前看了净利率如预期在往下走。目前看亿通以后可能是一个主营业务是传感器加工或者硬件、芯片、电路制造的公司，这东西该怎么估值？如果没有增长预期了，就跑不动了，这时要讲他自己的传感器和芯片业务的前景了，暂时清仓了。一个逻辑，8个月股价一倍，挺猛的。

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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猛虎卧荒邱
2021-08-18
猛虎卧荒邱
亿通的心率传感器模组是从六月1号开始生产，到中报，营收1800万，毛利600多万。七月二十多号两千七百万生产完，所以额度改成了两亿。按照亿通的产能，目前一年就是两亿左右的心率传感器模组的营收。毛利大概在6000万，净利随着规模上升，一年的利润应该还可以。这是明面的营收。后面授权的一系列知识产权，是为了国内的汽车和可穿戴市场做的规划，至于能做成什么样子，拭目以待
猛虎卧荒邱
2021-08-18
猛虎卧荒邱
一个心率传感器模组的采购成本(华米采购成本)不超过两美金，具体多少查不到资料，亿通1800万大概生产了100w到300w套传感器模组。这能让华米用多久(一个月还是一个季度)，明天财报见分晓
咸鱼8848
2021-10-29
咸鱼8848
还在持有吗？从那次线下视频会后一直很关注您
猛虎卧荒邱
2021-08-18
猛虎卧荒邱
你的算法不对

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","text":"还在持有吗？从那次线下视频会后一直很关注您 ","html":"还在持有吗？从那次线下视频会后一直很关注您 ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":5568334,"commentId":"5568334","gmtCreate":1629293549771,"gmtModify":1629293549771,"authorId":3482803676458215,"author":{"id":3482803676458215,"idStr":"3482803676458215","authorId":3482803676458215,"name":"猛虎卧荒邱","avatar":"https://static.tigerbbs.com/aa9c7dcac206daa372eaa5daf3078d92","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":894562965,"objectIdStr":"894562965","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你的算法不对","text":"你的算法不对","html":"你的算法不对","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/894562965"}