$好未来(TAL)$_老虎社区_美港股上老虎 - 老虎社区

$好未来(TAL)$ 好未来市盈率130多，博实乐市盈率170多，新上市的红黄蓝市盈率才50不到，所以预期红黄蓝的价格在50以上才合理。希望大家参考，可以做资产配置，三者各买一些，长期持有。中国的应试教育机构和幼教机构一定是高成长。$红黄蓝(RYB)$ $博实乐教育(BEDU)$

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精彩评论

gugu
2017-10-03
gugu
博实乐才盈利第一个季度，市盈率被放大4倍
- gugu:
  红黄蓝完全没有啥壁垒，就靠资本的力量搞搞加盟店。幼儿园，离家近就可以，没啥刚需。零售超市除了距离之外，还要求供应商管理，物流配送，一大堆难题。
  
  幼儿园的商业模式，做好成本巨高，做得好和盈利能力完全是二个没有交集的维度。真心不知道为啥能和新东方、好未来，有啥可比性。
- gugu回复跟风者:
  嗯。第一，中国教育股一直是我比较喜欢的，扩展模式类似零售业，复制比较容易，比较看得明白；第二，不过确实都比较贵，所以一直拿着，不敢加仓；博实乐本人配置了一些。红黄蓝幼儿园，不了解，好像不是直营，都是加盟连锁。
- 跟风者:
  看看58盈利几个几度了？主要有一个季度盈利，就说明盈利逆转了。
白夜行
2017-09-29
白夜行
红黄蓝的增速一般般，远没有好未来高
- 白夜行回复跟风者:
  你也太乐观了吧
- 跟风者:
  先去红黄蓝的学校看看，再说增速问题！
- 跟风者:
  一天，如果放一年，你看区区多少点？
- 白夜行回复跟风者:
  区区五个点而已……
- 跟风者:
  看看股价，看看我的盈利
虎奔
2017-09-30
虎奔
好未来的奥数与升学绑定。刚刚刚性需求！
- 跟风者:
  是啊，幼教的红黄蓝+12年制的博实乐+课外辅导的好未来+大学生留学英语辅导新东方，这个组合非常好。
空空得只隼
2017-09-29
空空得只隼
怎么算的50不到？
- 跟风者:
  18.5元是50倍市盈率，参考博实乐和好未来，可以给红黄蓝定150倍市盈率，比18.5元翻三倍，是55.5元
seanhz
2017-09-29
seanhz
有几个股票能给到150倍估值啊

发表看法

15

1

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