value_yh
2019-11-25
$趣店(QD)$
今年40亿利润,明年50亿利润,现在100亿市值。金融供给侧改革是会干掉一批非银金融机构,P2P清盘,现金贷清理也会行业出清。但是罗敏代表的趣店团队已数次证明管理和转型能力。短期踩踏提供了机会,2倍涨到3倍PE也有50%的机会。
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value_yh
2019-11-25
value_yh
前面公司回购了1.95亿美元,成本价大约7.5美元,自己看吧
Xxxxsss
2019-11-26
Xxxxsss
现金贷这个行业pe就是低
战魂
2019-11-25
战魂
脑袋是个好东西
什么也没有了~
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