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香烟爱上火柴

香烟爱上火柴

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香烟爱上火柴

05-30

这是个傻子富二代，中游的老板有点欺负人

抱歉，原内容已删除

香烟爱上火柴

2021-11-09

华融被害惨了

阳光100中国(02608.HK)：若华融金控(00993.HK)行使全部出售选择权将不再持有公司任何权益

香烟爱上火柴

2021-10-28

恒大物业最关键的是恒大地产欠的物业费到时候都是坏账了，而且地产一般销售的时候，都会给业主赠送几年的物业费，而这些赠送的物业费到时候都是要代业主支付给恒大物业的，但现在地产这个样子，呵呵，欠物业费恐怕就是空头支票了

抱歉，原内容已删除

香烟爱上火柴

2020-11-25

$老虎证券(TIGR)$听说老虎是大利空的财报啊，会狂跌啊

香烟爱上火柴

2019-07-30

$老虎证券(TIGR)$ 老虎发威了吗？看样子准备大搞了

香烟爱上火柴

2019-04-25

$颐海国际(01579)$ 这支票真的太牛逼了，非常强势，海底捞跌了他不跌反而涨

香烟爱上火柴

2019-04-17

$颐海国际(01579)$这个票的头部特征非常典型了，要逃命的快走哦

香烟爱上火柴

2019-04-15

$阳光100中国(02608)$这是为什么，刚卖重庆项目，又把清远项目卖了，而且这么便宜，咋回事啊，有哪位大神科普下？

香烟爱上火柴

2019-04-08

$颐海国际(01579)$首次有券商评增持评级，说明这只股票不能追了，赶快抛售逃命吧

香烟爱上火柴

2019-04-02

$阳光100中国(02608)$开始卖地卖项目了？

香烟爱上火柴

2019-03-29

$普益财富(PUYI)$ 没看到财报？这个时候上市真的好吗？团贷网刚刚暴雷

香烟爱上火柴

2019-03-12

$泛华金融(CNF)$这个股票这么好的业绩，真的假的？不会是第二个中国华融吧

香烟爱上火柴

2019-02-16

我初来乍到，咨询下各位大虾，在老虎证券可以对港股融券吗？因我一直在富途证券交易，但富途只有美股可以融券，港股不能融券做空，若老虎可以的话，我就转到老虎来。

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没看到财报？这个时候上市真的好吗？团贷网刚刚暴雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/449324","isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424205,"gmtCreate":1552382740486,"gmtModify":1704792404998,"author":{"id":"3439766937315406","authorId":"3439766937315406","name":"香烟爱上火柴","avatar":"https://static.tigerbbs.com/fc1f3ef72ef3606cbc6c9b9961fb9f1f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439766937315406","idStr":"3439766937315406"},"themes":[],"htmlText":"$泛华金融(CNF)$这个股票这么好的业绩，真的假的？不会是第二个中国华融吧","listText":"$泛华金融(CNF)$这个股票这么好的业绩，真的假的？不会是第二个中国华融吧","text":"$泛华金融(CNF)$这个股票这么好的业绩，真的假的？不会是第二个中国华融吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/424205","isVote":1,"tweetType":1,"viewCount":3049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855774308,"gmtCreate":1635408118862,"gmtModify":1635408118862,"author":{"id":"3439766937315406","authorId":"3439766937315406","name":"香烟爱上火柴","avatar":"https://static.tigerbbs.com/fc1f3ef72ef3606cbc6c9b9961fb9f1f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439766937315406","idStr":"3439766937315406"},"themes":[],"htmlText":"恒大物业最关键的是恒大地产欠的物业费到时候都是坏账了，而且地产一般销售的时候，都会给业主赠送几年的物业费，而这些赠送的物业费到时候都是要代业主支付给恒大物业的，但现在地产这个样子，呵呵，欠物业费恐怕就是空头支票了","listText":"恒大物业最关键的是恒大地产欠的物业费到时候都是坏账了，而且地产一般销售的时候，都会给业主赠送几年的物业费，而这些赠送的物业费到时候都是要代业主支付给恒大物业的，但现在地产这个样子，呵呵，欠物业费恐怕就是空头支票了","text":"恒大物业最关键的是恒大地产欠的物业费到时候都是坏账了，而且地产一般销售的时候，都会给业主赠送几年的物业费，而这些赠送的物业费到时候都是要代业主支付给恒大物业的，但现在地产这个样子，呵呵，欠物业费恐怕就是空头支票了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855774308","repostId":"2178864172","repostType":2,"repost":{"id":"2178864172","pubTimestamp":1635305040,"share":"https://www.laohu8.com/m/news/2178864172?lang=&edition=full","pubTime":"2021-10-27 11:24","market":"us","language":"zh","title":"[物企图谱]恒大物业：业绩增速与行业持平 关联方服务收入比例为32.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2178864172","media":"新浪财经","summary":"　　房地产行业进入下行阶段，与之相关的物业管理板块从登陆港股以来，却成为长牛赛道。　　2021年上半年恒大物业实现营业收入78.76亿元，同比增长68.33%；实现归母净利润19.35亿元，同比增长68.55%。恒大物业向关联方提供服务获得收入为25.7亿元，占总收入的比例为32.63%，远高于行业均值。　　恒大物业目前在管面积450百万平方米，同比增长77.2%。","content":"<html><body><div>\n<p>　　出品：<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经上市公司研究院</p>\n<p>　　作者：大眼楼管/陈宪</p>\n<p>　　房地产行业进入下行阶段，与之相关的物业管理板块从登陆港股以来，却成为长牛赛道。从逻辑上看，物业费的收取不完全依赖于房屋销售的景气。对于大多数人来说，商品房的销售可能是一次性的，但物业管理费每年都要缴纳，这为物业公司提供了稳定的现金流。</p>\n<p>　　存量+增量的发展模式、无重大资本开支、净现金的财务状况、稳定的派息分红，这些因素决定了物业管理行业的估值下限。而物管公司的管理服务水平，物业的质量以及业绩增长的潜力和确定性决定了估值的上限。目前物业股的平均市盈率约为20倍，远高于其关联房地产企业。</p>\n<p>　　随着房地产企业集中度提升，物业管理行业也迎来一轮整合加速。新浪财经选取24家主流上市物业管理公司，从业绩、收入结构、增长潜力、运营效率四个维度梳理，以期为投资者提供价值参考。</p>\n<p>　　<strong>业绩一览</strong></p>\n<p>　　2021年上半年<a href=\"https://laohu8.com/S/06666\">恒大物业</a>实现营业收入78.76亿元，同比增长68.33%；实现归母净利润19.35亿元，同比增长68.55%。同期毛利率为37.32%，净利率为24.56%。</p>\n<p>　　上半年物业股普遍高增，24家主流上市物企营业收入的算数平均增速为61.1%。对比同行，恒大物业68.55%的营收增速略高于行业均值。净利率为24.56%，略高于行业均值17.27%。</p>\n<p>　　<strong>业务结构</strong></p>\n<p>　　恒大物业以住宅项目为主，收入结构分为传统的物业管理服务、非业主增值服务、社区增值服务，分别实现营业收入47.57亿元、19.78亿元、11.39亿元，分别同比增长68.4%、60.6%、83.1%，同期毛利率为32.1%、36.8%、59.8%。</p>\n<p>　　向关联方提供服务的收入直接了物业公司与关联房企之间的利益输送，统计24家主流物企该指标的均值为22.75%。恒大物业向关联方提供服务获得收入为25.7亿元，占总收入的比例为32.63%，远高于行业均值。关联方风险值得关注。</p>\n<p>　　<strong>增长潜力</strong></p>\n<p>　　恒大物业目前在管面积450百万平方米，同比增长77.2%。合约面积810百万平方米，同比增长57.9%。合约面积/在管面积的比值为1.8，该比例的高低代表已签约未收费的面积，也就是短期内确定性的收入增长。24家上市物企该指标的算数平均值为1.69，恒大物业略高于行业均值，但优势不显。</p>\n<p>　　公司目前在管项目中，第三方项目占比30.7%，低于统计样本的均值49.7%。</p>\n<p>　　截至2021年6月，公司现金及现金等价物为140.04亿元，为未来收并购提供了可能性，高于行业均值50.34亿元。</p>\n<p>　　<strong>运营效率</strong></p>\n<p>　　半年报披露，公司现有8.11万人，以此测算人均管理面积约5.55千平方米，坪效（总营收/在管面积）为9.71万元/人。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/277/w149h928/20211027/5bcf-15a4264dcfb98fac6b0918ac3394b550.png\"/><span></span></div>\n<div>\n<span>股市跌了别害怕！7%+理财，低门槛高收益、1000元就能买入、0手续费……限额领取，速来&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[物企图谱]恒大物业：业绩增速与行业持平 关联方服务收入比例为32.6%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[物企图谱]恒大物业：业绩增速与行业持平 关联方服务收入比例为32.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/observe/2021-10-27/doc-iktzscyy2028875.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出品：新浪财经上市公司研究院\n　　作者：大眼楼管/陈宪\n　　房地产行业进入下行阶段，与之相关的物业管理板块从登陆港股以来，却成为长牛赛道。从逻辑上看，物业费的收取不完全依赖于房屋销售的景气。对于大多数人来说，商品房的销售可能是一次性的，但物业管理费每年都要缴纳，这为物业公司提供了稳定的现金流。\n　　存量+增量的发展模式、无重大资本开支、净现金的财务状况、稳定的派息分红，这些因素决定了物业管理行业的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/observe/2021-10-27/doc-iktzscyy2028875.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c6fcdaee085f89a043698b2126b966fe","relate_stocks":{"06666":"恒大物业"},"source_url":"https://finance.sina.com.cn/stock/observe/2021-10-27/doc-iktzscyy2028875.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2178864172","content_text":"出品：新浪财经上市公司研究院\n　　作者：大眼楼管/陈宪\n　　房地产行业进入下行阶段，与之相关的物业管理板块从登陆港股以来，却成为长牛赛道。从逻辑上看，物业费的收取不完全依赖于房屋销售的景气。对于大多数人来说，商品房的销售可能是一次性的，但物业管理费每年都要缴纳，这为物业公司提供了稳定的现金流。\n　　存量+增量的发展模式、无重大资本开支、净现金的财务状况、稳定的派息分红，这些因素决定了物业管理行业的估值下限。而物管公司的管理服务水平，物业的质量以及业绩增长的潜力和确定性决定了估值的上限。目前物业股的平均市盈率约为20倍，远高于其关联房地产企业。\n　　随着房地产企业集中度提升，物业管理行业也迎来一轮整合加速。新浪财经选取24家主流上市物业管理公司，从业绩、收入结构、增长潜力、运营效率四个维度梳理，以期为投资者提供价值参考。\n　　业绩一览\n　　2021年上半年恒大物业实现营业收入78.76亿元，同比增长68.33%；实现归母净利润19.35亿元，同比增长68.55%。同期毛利率为37.32%，净利率为24.56%。\n　　上半年物业股普遍高增，24家主流上市物企营业收入的算数平均增速为61.1%。对比同行，恒大物业68.55%的营收增速略高于行业均值。净利率为24.56%，略高于行业均值17.27%。\n　　业务结构\n　　恒大物业以住宅项目为主，收入结构分为传统的物业管理服务、非业主增值服务、社区增值服务，分别实现营业收入47.57亿元、19.78亿元、11.39亿元，分别同比增长68.4%、60.6%、83.1%，同期毛利率为32.1%、36.8%、59.8%。\n　　向关联方提供服务的收入直接了物业公司与关联房企之间的利益输送，统计24家主流物企该指标的均值为22.75%。恒大物业向关联方提供服务获得收入为25.7亿元，占总收入的比例为32.63%，远高于行业均值。关联方风险值得关注。\n　　增长潜力\n　　恒大物业目前在管面积450百万平方米，同比增长77.2%。合约面积810百万平方米，同比增长57.9%。合约面积/在管面积的比值为1.8，该比例的高低代表已签约未收费的面积，也就是短期内确定性的收入增长。24家上市物企该指标的算数平均值为1.69，恒大物业略高于行业均值，但优势不显。\n　　公司目前在管项目中，第三方项目占比30.7%，低于统计样本的均值49.7%。\n　　截至2021年6月，公司现金及现金等价物为140.04亿元，为未来收并购提供了可能性，高于行业均值50.34亿元。\n　　运营效率\n　　半年报披露，公司现有8.11万人，以此测算人均管理面积约5.55千平方米，坪效（总营收/在管面积）为9.71万元/人。\n\n\n股市跌了别害怕！7%+理财，低门槛高收益、1000元就能买入、0手续费……限额领取，速来>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":3925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452135,"gmtCreate":1554168194131,"gmtModify":1704796023208,"author":{"id":"3439766937315406","authorId":"3439766937315406","name":"香烟爱上火柴","avatar":"https://static.tigerbbs.com/fc1f3ef72ef3606cbc6c9b9961fb9f1f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439766937315406","idStr":"3439766937315406"},"themes":[],"htmlText":"$阳光100中国(02608)$开始卖地卖项目了？","listText":"$阳光100中国(02608)$开始卖地卖项目了？","text":"$阳光100中国(02608)$开始卖地卖项目了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452135","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":909136406,"gmtCreate":1556172035305,"gmtModify":1704800154304,"author":{"id":"3439766937315406","authorId":"3439766937315406","name":"香烟爱上火柴","avatar":"https://static.tigerbbs.com/fc1f3ef72ef3606cbc6c9b9961fb9f1f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439766937315406","idStr":"3439766937315406"},"themes":[],"htmlText":"$颐海国际(01579)$ 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00:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中手游公告，与认购人订立认购协议，认购人有条件地同意认购公司配发及发行的1亿股股份，认购价为每股1.68港元，较公司当日收盘价1.49港元/股溢价12.8%。公告显示，此次股份认购人为远富投资有限公司，该公司由朱一航全资拥有，朱一航系合生创展集团创始人朱孟依之子。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/765e9948b37494892135111a84962fc0\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/410d6a5d39f2b687891a9bc2ebf8e8fd","relate_stocks":{"00302":"中手游"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133686866","content_text":"中手游公告，与认购人订立认购协议，认购人有条件地同意认购公司配发及发行的1亿股股份，认购价为每股1.68港元，较公司当日收盘价1.49港元/股溢价12.8%。公告显示，此次股份认购人为远富投资有限公司，该公司由朱一航全资拥有，朱一航系合生创展集团创始人朱孟依之子。","news_type":1},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844548586,"gmtCreate":1636446463437,"gmtModify":1636446463437,"author":{"id":"3439766937315406","authorId":"3439766937315406","name":"香烟爱上火柴","avatar":"https://static.tigerbbs.com/fc1f3ef72ef3606cbc6c9b9961fb9f1f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439766937315406","idStr":"3439766937315406"},"themes":[],"htmlText":"华融被害惨了","listText":"华融被害惨了","text":"华融被害惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844548586","repostId":"2179297061","repostType":2,"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402471,"gmtCreate":1550322053638,"gmtModify":1704789755883,"author":{"id":"3439766937315406","authorId":"3439766937315406","name":"香烟爱上火柴","avatar":"https://static.tigerbbs.com/fc1f3ef72ef3606cbc6c9b9961fb9f1f","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439766937315406","idStr":"3439766937315406"},"themes":[],"htmlText":"我初来乍到，咨询下各位大虾，在老虎证券可以对港股融券吗？因我一直在富途证券交易，但富途只有美股可以融券，港股不能融券做空，若老虎可以的话，我就转到老虎来。","listText":"我初来乍到，咨询下各位大虾，在老虎证券可以对港股融券吗？因我一直在富途证券交易，但富途只有美股可以融券，港股不能融券做空，若老虎可以的话，我就转到老虎来。","text":"我初来乍到，咨询下各位大虾，在老虎证券可以对港股融券吗？因我一直在富途证券交易，但富途只有美股可以融券，港股不能融券做空，若老虎可以的话，我就转到老虎来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402471","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}