法拉利汽车界的奢侈品

NYSENDAQ

2020-03-04

$法拉利(RACE)$

自15年世界知名跑车法拉利上市以来，已经有五年的历史。从上市之初的负资产到今日净资产14亿欧元。市值也从15年89亿美元到现在近300亿美元。对比下在伦交所上市$阿斯顿马丁(AML.UK)$ 不可谓不成功。

近几年，法拉利保持了年化22%的增长率，毛利润率也保持在50%水平。

16-18年市盈率虽然在20-30之间但利润增长率却高于该区间，19年虽然有所下滑但毛利润依然稳定，营收也保持了增长，且商誉也没有暴雷（做A股的应该都懂）。

本人自法拉利上市以来一直持有该股票。

对男人而言，跑车是一种情怀，虽然目前买不起跑车，但可以当她股东。

附法拉利上市以来财报摘要

有时间了再整整阿斯顿马丁的做个对比。

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。

精彩评论

村口小店CEO
2020-03-05
村口小店CEO
即将被时代抛弃的高油耗汽车，未来是属于电车的，大势所趋法拉利根本没有还手之力…
- 村口小店CEO回复NYSENDAQ:
  对呀，apple不就是特斯拉吗？
  小米和apple是同类产品，诺基亚和8848是同类产品。
- NYSENDAQ回复村口小店CEO:
  小米确实很实用但很多人还是优选apple
- 村口小店CEO回复NYSENDAQ:
  红绿灯起步超不过model3p的法拉利也就没有啥吸引力了，噪声扰民尾气熏人坐着屁股疼外没啥可吹了。就像小米可以完美解决的事非要买一台8848交智商税。
- NYSENDAQ:
  看你怎么定位了如果是传统汽车看TM
  但如果是高端豪车那就是参考奢侈品来定价了
火箭发射员
2020-03-05
火箭发射员
你来买马丁了吗
- 火箭发射员回复NYSENDAQ:
  明智
- NYSENDAQ:
  没有英股没有涉猎目前
NYSENDAQ
2020-03-04
NYSENDAQ
16年初破40的时候当时有砍仓的想法不过后来基于当时法拉利一只把自己标榜为奢侈品非传统汽车行业的定位以及当时销售整体向好现金流优秀的情况毕竟当时豪车上市的就法拉利一家有一定的稀缺性还是就是情怀拿着没撤35附近又加了点仓
- 冲他:
  这波加仓神操作 [强]
冲他
2020-03-04
冲他
请问您，在法拉利上市持有至今，哪个阶段是你最想抛弃的阶段，毕竟上市之后就是一个腰斩

发表看法

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