人生如戏戏人生
2019-05-28
做空//@中国人民解放军空军大队长:
准备赌一把,蔚来预测涨10个点$蔚来(NIO)$
@孟浩:
明天蔚来的财报有人关注吗?
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的多空“车友”们随便聊聊。<img src=\"https://static.tigerbbs.com/a59634ece193f923b5d5528318977a7f\"></p> <p><span>发布时间:北京时间2019年5月28日盘前(北京时间23日17点-19点)</span></p> <p><span></span><b>上期</b><span><b>财报回顾:</b></span></p> <ul> \n <li><span></span>Q4共交付7980辆,超过之前蔚来给出的7000辆预期,相比于第三季度3268辆增长144.2%</li> \n <li>Q3收入为14.69亿元,Q4收入为34.356亿元人民币(4.997亿美元)同上季度相比增长133.8%,低于分析师预期为44.66亿元</li> \n <li>Q3净亏损高达28.1亿元,Q4净亏损为35.030亿元人民币(5.095亿美元)同上季度相比亏损增长了24.6%,与2017年同期相比增长了106.1%。</li> \n <li>整后净亏损(非美国通用会计准则)为33.613亿元人民币(4.889亿美元)同上季度相比增长了41.3%,与2017年同期相比增长了102.1%。</li> \n <li><b>公司预计2019年一季度ES8交付3500到3800台,同第四季度相比减少约56.1%到52.4%。</b>总收入达到13.909亿元人民币(2.023亿美元)到15.157亿元人民币(2.205亿美元),同第四季度相比减少约59.5%到55.9%。</li> \n</ul> <p></p> <p><b>本期</b><span><b>财报看点:</b></span></p> <p>一个是交付辆,这个是已知的事情,蔚来在财报前已经披露了这部分的数据。1季度交车辆为3989辆ES8,1,2,3月交车辆分别为1805,811以及1373,整体上略高于此前公司给出的的3500-3800台的预期。</p> <p><img src=\"https://static.tigerbbs.com/ee4fb16de106c6a17c6d99121687fe83\">可以预见到的是按照这个交付量,蔚来的营收也会超出此前给予的预期,这可以理解为蔚来的财报预期管理,因此本期的重点不是营收和交付量,重点是2季度的交车辆预期,以及蔚来的亏损及现金流状况,账面上的钱还够不够花?</p> <p>另外几家大的机构分析师财报前提升了蔚来的评级,这也是一大看点,毕竟上季度<a href=\"https://laohu8.com/TW/417519\" target=\"_blank\">香橼的风骚走位</a>还历历在目。<img src=\"https://static.tigerbbs.com/c94b3a3eb677bb49340f938e663acd33\"><span>彭博分析师预期蔚来2019Q1营收15.37亿元,调整后净亏损为30.34亿元,调整后EPS为-2.887元,2019Q2营收19.08亿元。</span><img src=\"https://static.tigerbbs.com/ea5df954b75658d2ccd1be77e9fb7265\"></p></body></html>","htmlText":"<html><head></head><body><p>今天美股休市,明天盘前就发财报了,赌是来不及了~只能跟$蔚来(NIO)$ 的多空“车友”们随便聊聊。<img src=\"https://static.tigerbbs.com/a59634ece193f923b5d5528318977a7f\"></p> <p><span>发布时间:北京时间2019年5月28日盘前(北京时间23日17点-19点)</span></p> <p><span></span><b>上期</b><span><b>财报回顾:</b></span></p> <ul> \n <li><span></span>Q4共交付7980辆,超过之前蔚来给出的7000辆预期,相比于第三季度3268辆增长144.2%</li> \n <li>Q3收入为14.69亿元,Q4收入为34.356亿元人民币(4.997亿美元)同上季度相比增长133.8%,低于分析师预期为44.66亿元</li> \n <li>Q3净亏损高达28.1亿元,Q4净亏损为35.030亿元人民币(5.095亿美元)同上季度相比亏损增长了24.6%,与2017年同期相比增长了106.1%。</li> \n <li>整后净亏损(非美国通用会计准则)为33.613亿元人民币(4.889亿美元)同上季度相比增长了41.3%,与2017年同期相比增长了102.1%。</li> \n <li><b>公司预计2019年一季度ES8交付3500到3800台,同第四季度相比减少约56.1%到52.4%。</b>总收入达到13.909亿元人民币(2.023亿美元)到15.157亿元人民币(2.205亿美元),同第四季度相比减少约59.5%到55.9%。</li> \n</ul> <p></p> <p><b>本期</b><span><b>财报看点:</b></span></p> <p>一个是交付辆,这个是已知的事情,蔚来在财报前已经披露了这部分的数据。1季度交车辆为3989辆ES8,1,2,3月交车辆分别为1805,811以及1373,整体上略高于此前公司给出的的3500-3800台的预期。</p> <p><img src=\"https://static.tigerbbs.com/ee4fb16de106c6a17c6d99121687fe83\">可以预见到的是按照这个交付量,蔚来的营收也会超出此前给予的预期,这可以理解为蔚来的财报预期管理,因此本期的重点不是营收和交付量,重点是2季度的交车辆预期,以及蔚来的亏损及现金流状况,账面上的钱还够不够花?</p> <p>另外几家大的机构分析师财报前提升了蔚来的评级,这也是一大看点,毕竟上季度<a href=\"https://laohu8.com/TW/417519\" target=\"_blank\">香橼的风骚走位</a>还历历在目。<img src=\"https://static.tigerbbs.com/c94b3a3eb677bb49340f938e663acd33\"><span>彭博分析师预期蔚来2019Q1营收15.37亿元,调整后净亏损为30.34亿元,调整后EPS为-2.887元,2019Q2营收19.08亿元。</span><img 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