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多思
12-06
U属于困境反转的公司,还记得app想收购U吗,管理层只需要稍微用点脑子思考,Al给app带来一年7倍的涨幅,而自己有如此优势的资源却还在底部徘徊,该发力了,2025年翻5倍,回到标普的怀抱吧[开心] [开心]
抱歉,原内容已删除
多思
02-21
是
抱歉,原内容已删除
多思
2023-07-31
太高调,不适合做领导,特别是把话死了
抱歉,原内容已删除
多思
2023-07-04
今年下半年就到万亿了,2025年3万亿,试目以待[开心] [开心]
抱歉,原内容已删除
多思
2023-07-04
如果特斯拉是一个纯粹的汽车公司,估计2000亿刀都嫌贵了,市场投资者又不傻,不服可以做空呀,投资它就是信仰,马斯克绝对超乔布斯,看看苹果3万亿的市值,自动驾驶,人形机器人,储能,都是超万亿的市场,投资是未来的
抱歉,原内容已删除
多思
2023-03-24
$fuboTV Inc.(FUBO)$
现在才意识到降本,钱都快烧完了,一点危机感都没有,早半年降本,股价兴许到十元左右再增发,继续降本增效,业绩出来了,市值自然就上去了,哎,
多思
2023-03-20
$fuboTV Inc.(FUBO)$
终于跌破1⃣️元了
多思
2023-02-27
$fuboTV Inc.(FUBO)$
融再多的钱都不够你亏呀,这种商业模式,太烂了吧,准备归零,惨惨惨
多思
2022-12-23
$特斯拉(TSLA)$
买特斯拉就是买老马的企业家精神,老马,快点服软,全心全意为特斯拉股东们服务,超苹果市值分分钟的事
多思
2022-12-22
$特斯拉(TSLA)$
大跌,谁最高兴,不是投行,也不是养老金,中东财团,沙特,卡塔尔等等,这波抄底美国核心资产,哎,中国就是没有这个魄力,搞个一千亿刀来配置美国优质资产试试水,总比白给非洲那帮兄弟强吧,
多思
2022-12-16
别唱空吗,一唱股价又上去了,我真的好想加仓,跌出来的机会[龇牙] [龇牙]
抱歉,原内容已删除
多思
2020-06-24
有股东没有6个月锁定期,所以大家小心,跌透了在看,最好买前先查查哪些股东在出货,否则,是无底
多思
2020-03-11
确实大言不惭,以为全球的资金会是傻子
抱歉,原内容已删除
多思
2018-06-06
博士支持
$好未来(TAL)$ **谈“互联网+教育”:让偏远地区的孩子也能“走进”名校名师课堂 中华人民共和国中央人民政府门户网站06-05 10:27 【**谈“互联网+教育”:让偏远地区的孩子也能“走进”名校名师课堂】**总理6月4日考察宁夏银川市永宁县闽宁中学“互联网+教育”发展状况。宁夏通过打造教育资源公共服务平台,全区中小学校互联网接入率已达到100%。在该校的“智慧教室”,学生们人手一个平板电脑,向总理展示上面集成的优质教育课件和彼此分享的学习心得。**说,“互联网+教育”让偏远地区的孩子也能“走进”名校名师课堂,大大拓宽了他们的视野。针对当地网速慢、信息化基础设施落后等困难,**要求有关部门要在这方面加大投入。他说,“互联网+教育”是促进起点公平的有效手段。
博士支持
多思
2017-10-27
TAL财报详读
证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other (expense)/income)一项大增2380万美元,从而导致去年净利润基数较高。剔除该部分非经营性因素影响,我们测算公司本期实际净利润增速约40%。内生外扩稳步推进,教育航母呼之欲出。(1)内生方面:公司在以北京为主的一线城市内小范围实行暑假新初一和新高一入口级促销策略,有效控制费用的同时实现学员人数翻倍,单季度学员人次达224.24万人。预计较高的新生续费率(约50%)将对公司未来2-3个季度产生积极正向影响,2017年财报季度走势便是明证。同时,公司持续优化内部组织架构,将业务相关的事业部整合为5大事业群,运营效率持续优化。(2)外扩方面:一方面,公司教学点铺
TAL财报详读
多思
2017-06-02
为什么我们坚守十四年就用这种方法做教育?2017-06-02 重庆学而思各位尊敬的家长:学而思自2003年创办以来, 始终在家长们的支持、鼓励、监督、鞭策中成长。作为课外辅导机构中的一员,学而思始终致力于用高品质的教学和服务为中小学生的基础教育做出有益补充,致力于成为家长教育孩子的有力帮手。近期媒体有一些关于我们的报道。这些报道中有赞扬,也有批评。对于赞扬,我们由衷感激;对于批评,我们虚心受教,深刻反思。其中,我们尤其要反思,学而思和家长之间缺乏更深入的沟通。我们希望把我们做教育的初心,我们的教育理念,我们的课程研发与教学培训进展等家长们关心关注的问题,都和家长们做更为深入的交流,广泛听取家长们的建议。 一、学而思为什么“要求家长听课”?家长旁听是我们提供给您的一个权利,而不是您的义务。 我们采用开放课堂模式有以下几个原因:1、我们发现,很多家长对孩子的学习情况不够了解,往往是只知道学习成绩,而不清楚学习状态,只知道结果,而不了解过程。开放课堂,让家长走进教室,亲自关注孩子的课堂表现,是一个非常好的解决方法。2、孩子的教育需要家长和老师持续沟通。每个孩子都有自己的个性和特点,家长旁听不仅会让家长和老师之间的信息传递更加高效,更有利于针对孩子的情况做个性化的规划。3、家长旁听会让学而思在“不舒适区” 不断进步。开放课堂,家长会对学而思进行全面的监督。老师讲的好不好,有没有责任心,教材质量怎么样,教学环境哪儿要改进……不仅仅是课堂,凡是和孩子学习有关的因素都会在家长监督之下,学而思哪儿做得好,哪儿有问题,家长清清楚楚。我们也有私心,这种私心就是:家长的建议批评带给我们的“不舒适”会让我们不断进步。学而思成长的每一步都离不开家长的鞭策。为了充分发挥家长旁听制度的优点,培养孩子独立学习和思考的能力,我们衷心希望家长能遵守有关家长旁听制度的一些规则:不与孩子同桌,不在课堂上发言或给孩
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属于困境反转的公司,还记得app想收购U吗,管理层只需要稍微用点脑子思考,Al给app带来一年7倍的涨幅,而自己有如此优势的资源却还在底部徘徊,该发力了,2025年翻5倍,回到标普的怀抱吧[开心] 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【**谈“互联网+教育”:让偏远地区的孩子也能“走进”名校名师课堂】**总理6月4日考察宁夏银川市永宁县闽宁中学“互联网+教育”发展状况。宁夏通过打造教育资源公共服务平台,全区中小学校互联网接入率已达到100%。在该校的“智慧教室”,学生们人手一个平板电脑,向总理展示上面集成的优质教育课件和彼此分享的学习心得。**说,“互联网+教育”让偏远地区的孩子也能“走进”名校名师课堂,大大拓宽了他们的视野。针对当地网速慢、信息化基础设施落后等困难,**要求有关部门要在这方面加大投入。他说,“互联网+教育”是促进起点公平的有效手段。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/198679","isVote":1,"tweetType":1,"viewCount":2327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107396,"gmtCreate":1509118486732,"gmtModify":1704882806028,"author":{"id":"3437564172337995","authorId":"3437564172337995","name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437564172337995","authorIdStr":"3437564172337995"},"themes":[],"title":"TAL财报详读","htmlText":"证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other (expense)/income)一项大增2380万美元,从而导致去年净利润基数较高。剔除该部分非经营性因素影响,我们测算公司本期实际净利润增速约40%。内生外扩稳步推进,教育航母呼之欲出。(1)内生方面:公司在以北京为主的一线城市内小范围实行暑假新初一和新高一入口级促销策略,有效控制费用的同时实现学员人数翻倍,单季度学员人次达224.24万人。预计较高的新生续费率(约50%)将对公司未来2-3个季度产生积极正向影响,2017年财报季度走势便是明证。同时,公司持续优化内部组织架构,将业务相关的事业部整合为5大事业群,运营效率持续优化。(2)外扩方面:一方面,公司教学点铺","listText":"证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other (expense)/income)一项大增2380万美元,从而导致去年净利润基数较高。剔除该部分非经营性因素影响,我们测算公司本期实际净利润增速约40%。内生外扩稳步推进,教育航母呼之欲出。(1)内生方面:公司在以北京为主的一线城市内小范围实行暑假新初一和新高一入口级促销策略,有效控制费用的同时实现学员人数翻倍,单季度学员人次达224.24万人。预计较高的新生续费率(约50%)将对公司未来2-3个季度产生积极正向影响,2017年财报季度走势便是明证。同时,公司持续优化内部组织架构,将业务相关的事业部整合为5大事业群,运营效率持续优化。(2)外扩方面:一方面,公司教学点铺","text":"证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other 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始终在家长们的支持、鼓励、监督、鞭策中成长。作为课外辅导机构中的一员,学而思始终致力于用高品质的教学和服务为中小学生的基础教育做出有益补充,致力于成为家长教育孩子的有力帮手。近期媒体有一些关于我们的报道。这些报道中有赞扬,也有批评。对于赞扬,我们由衷感激;对于批评,我们虚心受教,深刻反思。其中,我们尤其要反思,学而思和家长之间缺乏更深入的沟通。我们希望把我们做教育的初心,我们的教育理念,我们的课程研发与教学培训进展等家长们关心关注的问题,都和家长们做更为深入的交流,广泛听取家长们的建议。 一、学而思为什么“要求家长听课”?家长旁听是我们提供给您的一个权利,而不是您的义务。 我们采用开放课堂模式有以下几个原因:1、我们发现,很多家长对孩子的学习情况不够了解,往往是只知道学习成绩,而不清楚学习状态,只知道结果,而不了解过程。开放课堂,让家长走进教室,亲自关注孩子的课堂表现,是一个非常好的解决方法。2、孩子的教育需要家长和老师持续沟通。每个孩子都有自己的个性和特点,家长旁听不仅会让家长和老师之间的信息传递更加高效,更有利于针对孩子的情况做个性化的规划。3、家长旁听会让学而思在“不舒适区” 不断进步。开放课堂,家长会对学而思进行全面的监督。老师讲的好不好,有没有责任心,教材质量怎么样,教学环境哪儿要改进……不仅仅是课堂,凡是和孩子学习有关的因素都会在家长监督之下,学而思哪儿做得好,哪儿有问题,家长清清楚楚。我们也有私心,这种私心就是:家长的建议批评带给我们的“不舒适”会让我们不断进步。学而思成长的每一步都离不开家长的鞭策。为了充分发挥家长旁听制度的优点,培养孩子独立学习和思考的能力,我们衷心希望家长能遵守有关家长旁听制度的一些规则:不与孩子同桌,不在课堂上发言或给孩","listText":"为什么我们坚守十四年就用这种方法做教育?2017-06-02 重庆学而思各位尊敬的家长:学而思自2003年创办以来, 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重庆学而思各位尊敬的家长:学而思自2003年创办以来, 始终在家长们的支持、鼓励、监督、鞭策中成长。作为课外辅导机构中的一员,学而思始终致力于用高品质的教学和服务为中小学生的基础教育做出有益补充,致力于成为家长教育孩子的有力帮手。近期媒体有一些关于我们的报道。这些报道中有赞扬,也有批评。对于赞扬,我们由衷感激;对于批评,我们虚心受教,深刻反思。其中,我们尤其要反思,学而思和家长之间缺乏更深入的沟通。我们希望把我们做教育的初心,我们的教育理念,我们的课程研发与教学培训进展等家长们关心关注的问题,都和家长们做更为深入的交流,广泛听取家长们的建议。 一、学而思为什么“要求家长听课”?家长旁听是我们提供给您的一个权利,而不是您的义务。 我们采用开放课堂模式有以下几个原因:1、我们发现,很多家长对孩子的学习情况不够了解,往往是只知道学习成绩,而不清楚学习状态,只知道结果,而不了解过程。开放课堂,让家长走进教室,亲自关注孩子的课堂表现,是一个非常好的解决方法。2、孩子的教育需要家长和老师持续沟通。每个孩子都有自己的个性和特点,家长旁听不仅会让家长和老师之间的信息传递更加高效,更有利于针对孩子的情况做个性化的规划。3、家长旁听会让学而思在“不舒适区” 不断进步。开放课堂,家长会对学而思进行全面的监督。老师讲的好不好,有没有责任心,教材质量怎么样,教学环境哪儿要改进……不仅仅是课堂,凡是和孩子学习有关的因素都会在家长监督之下,学而思哪儿做得好,哪儿有问题,家长清清楚楚。我们也有私心,这种私心就是:家长的建议批评带给我们的“不舒适”会让我们不断进步。学而思成长的每一步都离不开家长的鞭策。为了充分发挥家长旁听制度的优点,培养孩子独立学习和思考的能力,我们衷心希望家长能遵守有关家长旁听制度的一些规则:不与孩子同桌,不在课堂上发言或给孩","listText":"为什么我们坚守十四年就用这种方法做教育?2017-06-02 重庆学而思各位尊敬的家长:学而思自2003年创办以来, 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194318137335848","repostId":"2348349597","repostType":2,"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194317708808352,"gmtCreate":1688478738898,"gmtModify":1688479358876,"author":{"id":"3437564172337995","authorId":"3437564172337995","name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437564172337995","authorIdStr":"3437564172337995"},"themes":[],"htmlText":"如果特斯拉是一个纯粹的汽车公司,估计2000亿刀都嫌贵了,市场投资者又不傻,不服可以做空呀,投资它就是信仰,马斯克绝对超乔布斯,看看苹果3万亿的市值,自动驾驶,人形机器人,储能,都是超万亿的市场,投资是未来的","listText":"如果特斯拉是一个纯粹的汽车公司,估计2000亿刀都嫌贵了,市场投资者又不傻,不服可以做空呀,投资它就是信仰,马斯克绝对超乔布斯,看看苹果3万亿的市值,自动驾驶,人形机器人,储能,都是超万亿的市场,投资是未来的","text":"如果特斯拉是一个纯粹的汽车公司,估计2000亿刀都嫌贵了,市场投资者又不傻,不服可以做空呀,投资它就是信仰,马斯克绝对超乔布斯,看看苹果3万亿的市值,自动驾驶,人形机器人,储能,都是超万亿的市场,投资是未来的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194317708808352","repostId":"2348541144","repostType":2,"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650248499,"gmtCreate":1679322321011,"gmtModify":1679322322106,"author":{"id":"3437564172337995","authorId":"3437564172337995","name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437564172337995","authorIdStr":"3437564172337995"},"themes":[],"htmlText":"<a 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终于跌破1⃣️元了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650248499","isVote":1,"tweetType":1,"viewCount":1901,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107396,"gmtCreate":1509118486732,"gmtModify":1704882806028,"author":{"id":"3437564172337995","authorId":"3437564172337995","name":"多思","avatar":"https://static.tigerbbs.com/37744fe89e2e12f8ff61341498d78457","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437564172337995","authorIdStr":"3437564172337995"},"themes":[],"title":"TAL财报详读","htmlText":"证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other (expense)/income)一项大增2380万美元,从而导致去年净利润基数较高。剔除该部分非经营性因素影响,我们测算公司本期实际净利润增速约40%。内生外扩稳步推进,教育航母呼之欲出。(1)内生方面:公司在以北京为主的一线城市内小范围实行暑假新初一和新高一入口级促销策略,有效控制费用的同时实现学员人数翻倍,单季度学员人次达224.24万人。预计较高的新生续费率(约50%)将对公司未来2-3个季度产生积极正向影响,2017年财报季度走势便是明证。同时,公司持续优化内部组织架构,将业务相关的事业部整合为5大事业群,运营效率持续优化。(2)外扩方面:一方面,公司教学点铺","listText":"证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other (expense)/income)一项大增2380万美元,从而导致去年净利润基数较高。剔除该部分非经营性因素影响,我们测算公司本期实际净利润增速约40%。内生外扩稳步推进,教育航母呼之欲出。(1)内生方面:公司在以北京为主的一线城市内小范围实行暑假新初一和新高一入口级促销策略,有效控制费用的同时实现学员人数翻倍,单季度学员人次达224.24万人。预计较高的新生续费率(约50%)将对公司未来2-3个季度产生积极正向影响,2017年财报季度走势便是明证。同时,公司持续优化内部组织架构,将业务相关的事业部整合为5大事业群,运营效率持续优化。(2)外扩方面:一方面,公司教学点铺","text":"证券研究报告事件:好未来(TAL.N)10月26日发布FY2018Q2财报(2017年6月1日—2017年8月31日)。报告期内,公司实现净收入4.56亿美元,同比增加68.1%;净利润5945.1万美元,同比增加6.7%。点评:单季学员人数翻倍,二季度营收略超预期。(1)收入方面,公司2018Q2实现净收入4.56亿美元,同比大增68.1%,略超预期(此前指引预计为58%-60%),主要得益于单季度招生人数同比大增100.6%。拆分收入来看,小班、1V1、在线课程占比分别为达81%、12%、6%。其中,小班课程仍为公司增长核心驱动力,营收及招生人数同比增长分别达62%、77%。线上部分学而思网校保持高增长态势,营收及招生人数同比增长分别达144%、约200%。(2)成本费用方面,报告期内,公司销售费用率为12.84%(+2.29pct)、管理费用率为19.16%(-3.45pct),系线下教学点数量持续扩张、暑期促销活动推进及内部管理优化所致。受此影响,公司净利率较去年同期下降7.42pct。(3)净利润方面,公司Q2净利润同比增速6.7%远低于营收增速,主要原因为去年同期其他收益净额-非经营(Other 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