瞬间百万
2019-06-03
$瑞幸咖啡(LK)$ 营收1.3亿美金左右,市值50亿美金左右,市销率39倍.星巴克差不多才3.9. LK增速是非常快,但要大量抢占星巴克市场,有难度,星巴克是一种文化了.贝莱德入股,后期大盘继续回调,跌到一定程度,可以考虑建仓.现在可惜没有空卷.
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王抖抖
2019-06-03
王抖抖
扪心自问,你喝瑞幸是因为它好喝?逼格高?还是仅仅因为便宜?如果只是因为便宜,那显然补贴是不可能永远持续的。
瞬间百万
:
中国未来的咖啡市场是值得期待的,和星巴克比还有很长路要走.短期个人觉得目前这价格做空好于追高,后期跌到一定程度是值得长期持有的
tms
:
比星巴克好喝
金尺金融煦元
2019-06-03
金尺金融煦元
少考虑一条,国家可以加星巴克 麦当劳的税
瞬间百万
回复
老陆点五
:
全世界的互联网科技公司,都有溢价过高的估值,特别是知名的.咖啡目前在中国确实不是刚需,大多数人也不会经常喝,但是随着经济的发展,未来中国市场的咖啡还是值得期待.
老陆点五
回复
瞬间百万
:
滴滴,美团打车都疯狂补贴抢占市场过,最后两者分别逐步取消补贴,为何?烧钱不可持续。而且用户粘性不够。
而且出行属于刚需,喝咖啡☕️对大多数人,不是刚需,当然,某些小资除外。
瞬间百万
:
国人模仿复制堪称一流,近代文明的创新还是继续努力学习欧美.星巴克在中国的运营还是符合中国人消费习惯的.不像曾经的谷歌,亚马逊等不符合国人审美,才有了如今的百度,阿里,京东等模仿者.瑞幸,要想未来大量占据中国市场,不容易.还有这LK大股东,神州系不行.至于加税,行政手段过于恶劣的限制外资,那只会加速外资的逃跑.毛衣战,全世界都知道谁是弱者
老陆点五
:
开在国内的连锁店你也加关税,真狠啊
开心趋势
2019-06-03
开心趋势
短期来说跟它的业绩是一毛钱的关系都没有,跟庄家的资金运作有关系,长期来说不看好
瞬间百万
:
中国的咖啡市场未来潜力很大的,欧美韩日发达经济体人均咖啡消费,远远大于国人,随着经济的发展,以后增速会很快,所以长期是值得期待,短期运作确实跟承销商的护盘行为有关系
瞬间百万
2019-06-03
瞬间百万
持股最关键的一点,大股东是真辣鸡,出名的上市套现离场高手,神州系
小火炖鸡丁
2019-06-04
小火炖鸡丁
不仅能蚕食星巴克的市场,更能挖掘市场
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