圆满金
2020-09-12
这篇文章不错,转发给大家看看
@孟浩:
疫情来袭,这家卖跑步机的涨疯了!
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src=\"https://static.tigerbbs.com/28657a543c88ca235ffaab5b4194245d\" tg-width=\"1332\" tg-height=\"980\">随着疫情的到来,宅经济这一热门概念被提了上来,除了我们熟知的云服务,游戏公司,电商之外,还有一只股票涨疯了。话不多说,先上图,自3月疫情爆发以来,这只股票大涨476%。<img src=\"https://static.tigerbbs.com/8a424b65b2ccd214e99bf5e17481dd36\" tg-width=\"2339\" tg-height=\"1080\"><a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a> 公司成立于2015年,但到2017年,公司才开始有收入,公司并不是一家典型的互联网企业,更像是一家具有社交属性的物联网公司。公司主要提供家用跑步机、动感单车和APP,与传统的健身器材不同,公司提供的跑步机与动感单车可以通过联网,在家完成相关的健身课程。</p> <p>目前这家公司有4款产品,分别是BIKE(动感单车低配版)、BIKE+(动感单车豪华版)、PELOTON TREAD(跑步机低配版)、PELOTON TREAD+(跑步机豪华版)。本周早些时候推出两款新产品: 一款价格较低、技术含量较高的跑步机PELOTON TREAD,以及一款带有旋转屏幕的昂贵自行车BIKE+。分析师预计,通过吸引更多会员,并促使现有客户进行升级,这应该是业务向前发展的好兆头。<img src=\"https://static.tigerbbs.com/6a4ce95a882fcea5fe2c63e6403d108c\" tg-width=\"2260\" tg-height=\"1340\"><img src=\"https://static.tigerbbs.com/35ad85a8942f183ff57752f4c6888a12\" tg-width=\"2296\" tg-height=\"1242\"><img src=\"https://static.tigerbbs.com/73e5a661c99e4c00b7888d3755c767ff\" tg-width=\"2242\" tg-height=\"1122\">这家公司应该算是疫情概念股了,在最新一季的财报中,Peloton收入为6.07亿同大增172%,超过分析师预期的5.82亿。该公司更是实现扭亏为盈,净利润达8910万美元,每股盈利27美分,而去年同期亏损4740万美元,每股盈利2.07美元。该公司每股收益比分析师预期高出17美分。</p> <p>此外,截至本季度末,该公司拥有超过109万的健身用户,比去年同期增长了113% ,如果包括那些数字订阅付费的用户,公司的会员数可达310万会员。<img src=\"https://static.tigerbbs.com/911bbc5a1fdca5df3602161d12dcffbf\" tg-width=\"1838\" tg-height=\"1052\">对于下季度的展望,Peloton预计第一财季的销售额应该在7.2亿美元至7.3亿美元之间,这意味着销售额同比增长218% ,远高于预期的5.06亿美元。</p> <p>Peloton预计2021财年的销售额将在35亿美元至36.5亿美元之间,这一区间的中间值将比去年同期增长96% ,再次稳步超过27亿美元的预期的分析师预期。<img src=\"https://static.tigerbbs.com/29cec382da5d27e4779092b5f9e1f79e\" tg-width=\"1232\" tg-height=\"578\">Peloton首席执行官约翰•弗利在周四的财报电话会议上表示: “长期以来,我们的目标是实现健身服务的大众化,降低自行车的价格,同时推出价格更低的 Peloton Tread,这是实现这一目标的重要步骤。”。</p> <p>另外在致股东信中,Peloton表示由于供不应求,公司将推迟发布新品,全力生产现有产品,同时暂停所有的广告支出,理由是“robust organic demand due to ... strong brand awareness.”</p> <p>你看好这只股票吗?</p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/28657a543c88ca235ffaab5b4194245d\" tg-width=\"1332\" tg-height=\"980\">随着疫情的到来,宅经济这一热门概念被提了上来,除了我们熟知的云服务,游戏公司,电商之外,还有一只股票涨疯了。话不多说,先上图,自3月疫情爆发以来,这只股票大涨476%。<img src=\"https://static.tigerbbs.com/8a424b65b2ccd214e99bf5e17481dd36\" tg-width=\"2339\" tg-height=\"1080\"><a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a> 公司成立于2015年,但到2017年,公司才开始有收入,公司并不是一家典型的互联网企业,更像是一家具有社交属性的物联网公司。公司主要提供家用跑步机、动感单车和APP,与传统的健身器材不同,公司提供的跑步机与动感单车可以通过联网,在家完成相关的健身课程。</p> <p>目前这家公司有4款产品,分别是BIKE(动感单车低配版)、BIKE+(动感单车豪华版)、PELOTON TREAD(跑步机低配版)、PELOTON TREAD+(跑步机豪华版)。本周早些时候推出两款新产品: 一款价格较低、技术含量较高的跑步机PELOTON TREAD,以及一款带有旋转屏幕的昂贵自行车BIKE+。分析师预计,通过吸引更多会员,并促使现有客户进行升级,这应该是业务向前发展的好兆头。<img src=\"https://static.tigerbbs.com/6a4ce95a882fcea5fe2c63e6403d108c\" tg-width=\"2260\" tg-height=\"1340\"><img src=\"https://static.tigerbbs.com/35ad85a8942f183ff57752f4c6888a12\" tg-width=\"2296\" tg-height=\"1242\"><img src=\"https://static.tigerbbs.com/73e5a661c99e4c00b7888d3755c767ff\" tg-width=\"2242\" tg-height=\"1122\">这家公司应该算是疫情概念股了,在最新一季的财报中,Peloton收入为6.07亿同大增172%,超过分析师预期的5.82亿。该公司更是实现扭亏为盈,净利润达8910万美元,每股盈利27美分,而去年同期亏损4740万美元,每股盈利2.07美元。该公司每股收益比分析师预期高出17美分。</p> <p>此外,截至本季度末,该公司拥有超过109万的健身用户,比去年同期增长了113% ,如果包括那些数字订阅付费的用户,公司的会员数可达310万会员。<img src=\"https://static.tigerbbs.com/911bbc5a1fdca5df3602161d12dcffbf\" tg-width=\"1838\" tg-height=\"1052\">对于下季度的展望,Peloton预计第一财季的销售额应该在7.2亿美元至7.3亿美元之间,这意味着销售额同比增长218% ,远高于预期的5.06亿美元。</p> <p>Peloton预计2021财年的销售额将在35亿美元至36.5亿美元之间,这一区间的中间值将比去年同期增长96% ,再次稳步超过27亿美元的预期的分析师预期。<img src=\"https://static.tigerbbs.com/29cec382da5d27e4779092b5f9e1f79e\" tg-width=\"1232\" tg-height=\"578\">Peloton首席执行官约翰•弗利在周四的财报电话会议上表示: “长期以来,我们的目标是实现健身服务的大众化,降低自行车的价格,同时推出价格更低的 Peloton Tread,这是实现这一目标的重要步骤。”。</p> <p>另外在致股东信中,Peloton表示由于供不应求,公司将推迟发布新品,全力生产现有产品,同时暂停所有的广告支出,理由是“robust organic demand due to ... strong brand awareness.”</p> 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