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扁担也是杠杆
2019-08-05
利空过后,医美营销龙头本质不改——新氧不完美研究报告
新氧 事实证明不要乱鸽报告 本来在五月中写了篇关于新氧的报告,如果那个时候发出来兴许就能成为大预言家,一举成名 结果因为期末和CFA的连续冲击一直放到现在,本来是准备分部写,每周一发。结果截了不下七十张图,用了其中32张图。$新氧(SY)$ 为什么现在把新氧又重新捡起来,就是因为在最近的暴跌中,新氧的上涨趋势被打破,外部利空出尽,自身又是快速增长的医美行业龙头(盈利的独角兽,画重点),显现出了相对的投资价值。 事件解读 首先先从最新的事件说起,新氧被官媒《新京报》批: “新氧APP商家涉售违禁药,“变美日记”可造假” 原文链接如下: http://www.bjnews.com.cn/news/2019/07/15/603346.html 痛定思痛,先从网上找到了,做初步的分析,这篇新闻原文,其实这次被披露的新闻,原没有财经媒体渲染的那么严重,相反,在正文里,新京报还为新氧做了部分开脱。 先说内容,四位作者主要罗列了四点内容 行业内出现七天医美速成班,两小时讲解美白针注射,学员间互相实验,四分之三学员无医学背景,简单实验后即上手,卫生条件差。 从业乱象频发,刷好评,医生超负荷工作,操作不规范 平台商家私下销售违禁胎盘制品,多种违禁肉毒素 新氧旗下社区美丽日记造假,背后有成熟的黑产产业链 首先,显而易见1.2.3其实是背后医美行业的整体问题,甚至可以说是很多民营医院的通病,新氧作为平台实际上的责任很小。 用最有名的“平台+”医疗恶性事件举例,魏则西事件,直接牵扯出了背后莆田系的产业帝国,百度的名声从此一落千丈,百度股价几近腰斩。同样作为平台,百度选择了和莆田系深度合作,通过竞价排名机制,将一个个莆田系医院送上了搜索结果前三条,甚至后续发酵的“血友吧事件”中,百度直接剥夺原民选贴吧吧主,把控制权交给了莆田系运营方。 然后再来看看新氧在123点中扮演的角色——开放的
利空过后,医美营销龙头本质不改——新氧不完美研究报告
扁担也是杠杆
2020-01-29
$华住(HTHT)$
疑似病例都安排住酒店,这比部分业务生产口罩的
$霍尼韦尔(HON)$
$3M(MMM)$
强多了
扁担也是杠杆
2020-01-08
$新氧(SY)$
终于
扁担也是杠杆
2020-01-07
$新氧(SY)$
看下我个人空间吧,转载自公综号不完美研究社,新氧的暴跌逻辑和长线看好逻辑在三个月前就写好了,现在新氧12个点盈利,价值总会反应到价格上。
$小米集团-W(01810)$
扁担也是杠杆
2020-01-08
$蔚来(NIO)$
看看隔壁新氧吧,稳定盈利,同时期上市,最近股价暴涨
去老虎APP查看更多动态
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