看涨龟龟
2020-01-28
$趣店(QD)$
买股票真的都不看基本面了吗？管理层素质，公司业务和公司文化现在哪个还能行？做期货用趋势突破交易法之余还得要判断下宏观，这做股票连公司还能不能行都不管了？之前我是持有大量趣店的，现在因为公司基本面一塌糊涂就已经清空了，大家愿意相信这股票只是被打压低吸的，我劝大家深思熟虑。不是这家公司一定无力回天了，而是你冒着极大概率账面损失的风险，还十有八九要被套着造成特别大的机会成本损失。
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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理财二把叨_0506
2020-01-29
理财二把叨_0506
基本面怎么了？在厦门发展挺好的。
看涨龟龟
回复
ongonginging
:
首先是宏观上，趣店面对的是各个巨头在金融行业的激烈竞争，bat这类的都在里面，而趣店的业务如今只剩下开放平台，开放平台是流量业务，而整个行业里最不具流量优势的大公司就是趣店。这也是为什么市值只剩下上市时的十分之一。基本面的问题一直都存在，曾经我赌他会挺过去好起来，但一年来公司的运营还是挺令人失望的
ongonginging
回复
看涨龟龟
:
基本面不好，是从什么时候开始的。
理财二把叨_0506
回复
看涨龟龟
:
嗯嗯，乐信，品钛，信也，360都开放平台了。市盈率被压的特别低。还是这行以后赚钱没那么容易了。但是也不会惨不忍睹。
看涨龟龟
:
业务本身完全转移开放平台，坏账率大大提高，报表中自己放出去的应收款项也算在开放平台里，之前放话要赚35亿 且公布了现金流，然后提高到45亿再到40亿最后取消指引，这一路现金流都不披露了。以前搞的多元化经营都惨淡收场。开放平台是直接对刚360金融的业务的，就技术上你讲良心是360强还是趣店
老法归来
2020-01-29
老法归来
就算今天倒闭分财产都不止这点钱，楼主这是持有多少空仓？
看涨龟龟
:
不怕今天倒闭，也不会今天倒闭。但他拖个五六年不死不活的，最终还要面临大概率这家企业失败，那股民此刻投入的钱就没有任何价值。当然未来怎么样不是我说了算，小仓位搏一搏我不拦着，我只是替想重仓的人提个醒，谁的钱都不容易。我个人从来不做空股票
ongonginging
2020-01-29
ongonginging
请说出你的论据，大家做一个参考
看涨龟龟
回复
看涨龟龟
:
然后说点我主观的想法，开放平台的业务是需要流量的，是属于借贷撮合。趣店不但不激进获客，还把省广告费当作策略。这点我不认可，但这是我主观的不认可而已。
看涨龟龟
:
论据在我帖子下面的回复里
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