kellyq
2020-06-05
$Zoom(ZM)$
看到slack表现，感觉这货应该跌到150以下。slack2亿收入，不过200亿，还大跌
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处众人之所恶
2020-06-05
处众人之所恶
可以参考slack，不过slack现在还亏损。zoom很早就盈利了。
Ceava
:
亏损的才有幻想空间
水夜雨
回复
处众人之所恶
:
可以看看市销率，还是高
处众人之所恶
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kellyq
:
嗯嗯，虽然是有这种说法，不过我认为不存在所谓的“统一估值体系”。各机构搞PE或VC业务也都有自己的估值方法。至于zoom未来增速嘛，如你所言，很难讲。有人认为疫情将长期改变人的工作习惯，zoom能再分到多少羹不好说。按zoom最新财报算满确实是200左右pe，但zoom也是喜欢一直beat预期，2，3季度和未来的表现，拭目以待吧🙈
kellyq
:
而且今年这个增长不可持续的，本来zoom的增速就已经下来了，因为疫情导致激增，明年增速怎么样都很难说。今年预期打满，pe也近200，ps30多
kellyq
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处众人之所恶
:
应该放在统一估值体系来看，有盈利的看裴，没有盈利的看ps
全部7条回复
2ndBoom
2020-06-05
2ndBoom
买个长期put做空它
飞翔之羽
2020-06-05
飞翔之羽
留好保证金，这个货有一天跌破100
飞翔之羽
2020-06-05
飞翔之羽
本来就不值，但不会那么容易下跌
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