快涨起来
2020-06-12
$跟谁学(GSX)$
短期目标千亿人民币，长期千亿美金
第一上海证券发布做多报告力挺跟谁学：公司规模可达千亿
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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好好挣钱天天进步
2020-06-12
好好挣钱天天进步
花了多少钱
快涨起来
:
你怎么不问问请做空机构出手花了多少钱？
翎风
2020-06-12
翎风
这个太赞了，今晚暴涨啊
银杏天下
:
必须的！
T20210007
2020-06-20
T20210007
你这天天哇哇叫干嘛，你不就短期挣了点钱吗。我也是空头，我只是不发而已。懒得说话，盈利才是王道。感谢你让我短期盈利颇丰啊。 [财迷]
looops
2020-06-12
looops
0.33元的第一上海证券在这个时候发声了，黎明来了
T20210007
2020-06-20
T20210007
还有
T20210007
2020-06-20
T20210007
还有
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href=\"https://laohu8.com/S/GSX\">跟谁学</a>买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”</p><p>第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，学生和家长会逐渐加入进来，渗透率将不断提升。预计全行业渗透率将从2018年的9.5%增长到45.0%。与此同时，未来行业集中度还将进一步集中。2019 年K-12教育行业排名前四的企业市占率达到约 30%，但是由于尚没有产生一家处于绝对垄断地位的龙头，仍处于激烈竞争中。</p><p>第一上海证券认为，在线教育在线K12直播大班赛道已成为近年教育市场关注度最高的赛道之一，而跟谁学有其优质的名师群体、最高的客单价、最早实现经营现金流为正，学生人数和收入最高增速具备竞争优势，预计其20年底辅导老师人数预计将达1万人，有望成为未来在线教育的龙头企业。</p><p>跟谁学在过去几年中发展迅猛，学生报名人数、公司净收入等关键经营指标增长迅速。根据跟随学发布的2020年一季报，跟谁学2020年一季度付费学生（课程金额在99元或以上）人次为77.4万，同比增长 307%。一季度报名金额为 13.74 亿元，同比增长 358%。公司净收入为 13.0 亿元，同比增长 382%，而过去6个季度公司基本维持了4-6倍的指数级同比增长。另外，20年一季度公司经营性现金流同比增长82%至1.2亿元，公司现金及等价物、短期和长期投资高达27.4亿元，是行业中首家经营性现金流为正的公司。</p><p>作为高度受关注的风口行业，疫情加速了在线教育模式的推广进程。近期，多家机构发表研究报告看好在线教育板块和在线教育企业。</p><p><a 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"00227":"第一上海"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020061215223079e80059&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2042819703","content_text":"6月11日，第一上海证券发布研究报告，给予跟谁学买入评级，目标价达64.74美元，较10日收盘价41美元高出58%。第一上海证券表示，“在线K12有规模效应，巨大资金需求和组织能力是其高门槛。随着技术的进步，在线教育将提供更高效的成绩提升解决方案，渗透率会持续提升。我们预计长期看公司（跟谁学）规模将达到千亿级别，利润率可达20%。”第一上海证券指出，因为在线K-12课后辅导具有明显的“剧场效应”，学生和家长会逐渐加入进来，渗透率将不断提升。预计全行业渗透率将从2018年的9.5%增长到45.0%。与此同时，未来行业集中度还将进一步集中。2019 年K-12教育行业排名前四的企业市占率达到约 30%，但是由于尚没有产生一家处于绝对垄断地位的龙头，仍处于激烈竞争中。第一上海证券认为，在线教育在线K12直播大班赛道已成为近年教育市场关注度最高的赛道之一，而跟谁学有其优质的名师群体、最高的客单价、最早实现经营现金流为正，学生人数和收入最高增速具备竞争优势，预计其20年底辅导老师人数预计将达1万人，有望成为未来在线教育的龙头企业。跟谁学在过去几年中发展迅猛，学生报名人数、公司净收入等关键经营指标增长迅速。根据跟随学发布的2020年一季报，跟谁学2020年一季度付费学生（课程金额在99元或以上）人次为77.4万，同比增长 307%。一季度报名金额为 13.74 亿元，同比增长 358%。公司净收入为 13.0 亿元，同比增长 382%，而过去6个季度公司基本维持了4-6倍的指数级同比增长。另外，20年一季度公司经营性现金流同比增长82%至1.2亿元，公司现金及等价物、短期和长期投资高达27.4亿元，是行业中首家经营性现金流为正的公司。作为高度受关注的风口行业，疫情加速了在线教育模式的推广进程。近期，多家机构发表研究报告看好在线教育板块和在线教育企业。中信证券指出，中国在线K12教育行业渗透率正加速提升，预计2019-2023年行业年化复合增长率达46%，蕴含更大的机会和潜在的成长空间。民生证券表示，疫情实质性地带动了在线教育关注度和使用率的上升，与此同时，疫情也导致行业供给端进入出清阶段，头部机构凭借充足的资金储备、线上课程的快速转化，可继续吸引和服务学生。第一上海证券同时对跟谁学被做空一事表达了看法。第一上海证券说，针对做空机构的质疑，跟谁学都提供了合理解释化解，此前做空跟谁学的机构或陷入巨额亏损。第一上海证券表示，根据彭博5月29日的沽空数据，其做空股数达到3930万股，约为其日成交量的4 倍，而公司只有约 5000 多万股流通股。5 月 29 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