看涨龟龟
2020-01-08
$趣店(QD)$
一支有盈利市盈率只有2倍多的破净股票被大家甩卖的确奇怪，如果开放平台出什么问题了，那可能内幕还没报道出来但已经有人知道。个人对开放平台是持有保留意见的，不是说赚的钱有假，而是未来收入增长成谜。总的来说已经持有的最好是不要加仓，持续关注这支股票
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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grandet
2020-01-08
grandet
只要应收账款不出大面积坏账，净资产就够赚很多了，哪怕明年没利润都有30个点收益。
看涨龟龟
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grandet
:
在坏账计提上应该是没问题的，不然安永这审计也太水了。 主要趣店目前的业务没有什么竞争力，未来可能无法和360金融在同一条赛道抗衡所以市盈率才一直这么低，不过我依然认同虽然前景不明朗但目前绝对是卖超太多了
grandet
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看涨龟龟
:
我觉得运作没有出问题，因为他们挪到“开放平台”上的利润应该是可信的，既然这么反复强调这块，没有必要把坏账做进来，做这么高还特别难看
看涨龟龟
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grandet
:
我看了股东电话会议的问答，其中有说到如果是非常优质的客户，开放平台其实是会优先用自己的钱去放贷。我最大的担忧还是近期趣店放了这么多不着眉目的新闻出来想提高股价，到底是运作有问题还是真的只是着急这股价被一次次低估
grandet
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看涨龟龟
:
我有一个猜测，其实他们业务变化不大，把其中的利润大部分划入了所谓的开放平台，显得金融业务不挣钱，强行想把自己定位为无风险平台，结果市场并没有接受这个套路。但是反而能看出来金融业务其实是没问题的，坏账并不高
看涨龟龟
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grandet
:
嗯嗯 看看会如何发展 反正挺有趣的哈哈
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甄妮发
2020-01-08
甄妮发
你的意思是不要割肉，继续持有？
甄妮发
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看涨龟龟
:
好的，马上买书学习
看涨龟龟
:
买股票最好是通过多学习而不是凭感觉，给你推荐几本有意思的入门书吧，1.巴菲特教你读财报 2.彼得林奇的成功投资 3.股票作手回忆录
看涨龟龟
:
我的意思不要追跌，割不割肉看个人啦
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