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柔不可守
2020-07-03
$新东方(EDU)$
强烈看空线下培训英语
柔不可守
2020-07-02
$特斯拉(TSLA)$
我只担心特斯拉工人感染病毒新闻什么时候发布
柔不可守
2020-06-11
$特斯拉(TSLA)$
听说美国工厂工人大面积感染
柔不可守
2020-06-03
$拼多多(PDD)$
地摊经济必然会影响拼多多
柔不可守
2020-06-03
$拼多多(PDD)$
再次做空拼多多,地摊经济冲击廉价pdd
柔不可守
2020-05-29
$跟谁学(GSX)$
很快会调查立案
柔不可守
2020-05-29
$携程网(TCOM)$
看来有资金关照,股价下跌有限
柔不可守
2020-05-29
$携程网(TCOM)$
民航五个一坑死携程,过度防疫害死携程,不辞退员工拖死携程,债务规模压死携程,海外投资亏死携程。
柔不可守
2020-05-29
$携程网(TCOM)$
booking还会继续抛,booking债务压力迫使不得不抛售携程
柔不可守
2020-05-29
$携程网(TCOM)$
携程一季度巨亏,二季度也是巨亏,三季度也是巨亏。负债累累,短期债务压力山大
柔不可守
2020-05-29
$携程网(TCOM)$
携程研发和销售费用一季度降不了的,亏损不会小,加上投资损失应该不止20亿。
柔不可守
2020-05-29
$携程网(TCOM)$
携程没有外援只有死路一条,卖肾给腾讯或者阿里巴巴才是活路
柔不可守
2020-05-29
$携程网(TCOM)$
携程有息负债500亿
柔不可守
2020-05-29
$携程网(TCOM)$
携程无形资产和商誉占净资产68%
柔不可守
2020-05-29
$跟谁学(GSX)$
一家骗子公司应该接受调查
柔不可守
2020-05-28
$携程网(TCOM)$
去年12月还收购Travis
柔不可守
2020-05-28
$携程网(TCOM)$
携程流动负债108亿元,长期负债38亿元,合计负债146亿元。现金只有87亿
柔不可守
2020-05-28
$携程网(TCOM)$
不知道怎么估值的,携程25啊,15都太贵,市场前景暗淡,亏几年破产都有可能,前几年收购太多,负债累累
柔不可守
2020-05-28
海外投资这么多没亏?
前瞻:携程Q1预计净亏损22亿,疫情对海外业务冲击到Q3
柔不可守
2020-05-28
$携程网(TCOM)$
携程前几年收购了一大堆垃圾,难道不计入亏损?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>一家骗子公司应该接受调查","text":"$跟谁学(GSX)$一家骗子公司应该接受调查","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951140716","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951196821,"gmtCreate":1590674843763,"gmtModify":1704193371868,"author":{"id":"3490866876399860","authorId":"3490866876399860","name":"柔不可守","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490866876399860","authorIdStr":"3490866876399860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>去年12月还收购Travis","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>去年12月还收购Travis","text":"$携程网(TCOM)$去年12月还收购Travis","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951196821","isVote":1,"tweetType":1,"viewCount":2184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951105606,"gmtCreate":1590674157705,"gmtModify":1704193360174,"author":{"id":"3490866876399860","authorId":"3490866876399860","name":"柔不可守","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490866876399860","authorIdStr":"3490866876399860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>携程流动负债108亿元,长期负债38亿元,合计负债146亿元。现金只有87亿","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>携程流动负债108亿元,长期负债38亿元,合计负债146亿元。现金只有87亿","text":"$携程网(TCOM)$携程流动负债108亿元,长期负债38亿元,合计负债146亿元。现金只有87亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951105606","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951109868,"gmtCreate":1590673675854,"gmtModify":1704193352266,"author":{"id":"3490866876399860","authorId":"3490866876399860","name":"柔不可守","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490866876399860","authorIdStr":"3490866876399860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>不知道怎么估值的,携程25啊,15都太贵,市场前景暗淡,亏几年破产都有可能,前几年收购太多,负债累累","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>不知道怎么估值的,携程25啊,15都太贵,市场前景暗淡,亏几年破产都有可能,前几年收购太多,负债累累","text":"$携程网(TCOM)$不知道怎么估值的,携程25啊,15都太贵,市场前景暗淡,亏几年破产都有可能,前几年收购太多,负债累累","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951109868","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951345333,"gmtCreate":1590671714922,"gmtModify":1704193333021,"author":{"id":"3490866876399860","authorId":"3490866876399860","name":"柔不可守","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3490866876399860","authorIdStr":"3490866876399860"},"themes":[],"htmlText":"海外投资这么多没亏?","listText":"海外投资这么多没亏?","text":"海外投资这么多没亏?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951345333","repostId":"1126835209","repostType":2,"repost":{"id":"1126835209","pubTimestamp":1590635281,"share":"https://www.laohu8.com/m/news/1126835209?lang=&edition=full","pubTime":"2020-05-28 11:08","market":"us","language":"zh","title":"前瞻:携程Q1预计净亏损22亿,疫情对海外业务冲击到Q3","url":"https://stock-news.laohu8.com/highlight/detail?id=1126835209","media":"36氪","summary":"5月28日美股盘后,携程将发布2020年第一季度财报。彭博一致市场预期显示,携程Q1营收预计将达到40.97亿元(人民币,下同),同比下降49.87%;归属于公司股东的净亏损为22.05亿元,去年同期","content":"<p><span>5月28日美股盘后,携程将发布2020年第一季度财报。彭博一致市场预期显示,携程Q1营收预计将达到40.97亿元(人民币,下同),同比下降49.87%;归属于公司股东的净亏损为22.05亿元,去年同期净利润为46.13亿元。</span></p>\n<p>携程此前表示,受疫情影响,预计2020年第一季度的营收将同比下降约45%至50%。</p>\n<p><img src=\"https://static.tigerbbs.com/a92041a3dbd0991888a369978278f9a5\" tg-width=\"576\" tg-height=\"316\"></p>\n<p>携程营收变化</p>\n<p>回顾上一季度,携程2019年第四季度营收为83.43亿元,同比增长10%;归属于母公司的净利润为20.08亿元,2018年同期为亏损11.90亿元。</p>\n<p>携程的业务主要分为住宿预订、交通票务、旅游度假、商旅管理四部分。2019年第四季度,携程住宿预订的营收为30亿元,同比增长12%;交通票务的营收为35亿元,同比增长2%;旅游度假业务营收为8亿元,同比增长11%;商旅管理业务营收为3.73亿元,同比增长33%。</p>\n<p>在2019年Q4的财报电话会中,携程CEO孙洁表示,总体来说,国内的住宿和交通已经开始恢复。出境游相关业务要到国外疫情状况转好之后也能恢复。如果说疫情能在国外得到有效控制的话,我们对于后半年国外旅游业务的恢复还是有信心的,但是如果进一步扩大,可能对我们的影响会一直持续到年底。</p>\n<p>银河国际在此前的研报中表示,预计出境旅游总收入(包括住宿和交通)占携程总收入的30–35%。受疫情影响,出境旅游业务的市场将需要更长时间才能复苏。将携程2020财年及2021财年的盈利预测分别下调 48.1%和 37.6%,股份评级从“增持”下调至“持有”。</p>\n<p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>认为,携程海外收入下滑不仅在Q1,预计海外收入在Q2 下滑或超80%。预计国内业务将随复工推进缓慢复苏,国际业务冲击至少持续至2020年Q3。</p>\n<p>疫情发生后,携程通过降低高管工资等措施缩减费用。<span>兴业证券认为,由于销售等费用的缩减,预计2020年Q1的运营费用同比减少15%-20%,但出于低基数因素,三费费率有大幅增长,预计Q1 Non-GAAP 经营亏损将达18.5 亿元</span></p>\n<p>彭博数据显示,彭博跟踪的31位分析师中,21位予携程“买入”评级,15位予“持有”评级,2位予“卖出”评级。平均目标价为28.26美元。</p>\n<p>5月27日美股收盘,携程报25.83美元,下跌0.81%,最新总市值为153.19亿美元。</p>","source":"36k","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>前瞻:携程Q1预计净亏损22亿,疫情对海外业务冲击到Q3</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{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前瞻:携程Q1预计净亏损22亿,疫情对海外业务冲击到Q3\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-28 11:08 北京时间 <a href=https://36kr.com/p/726818534721409><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月28日美股盘后,携程将发布2020年第一季度财报。彭博一致市场预期显示,携程Q1营收预计将达到40.97亿元(人民币,下同),同比下降49.87%;归属于公司股东的净亏损为22.05亿元,去年同期净利润为46.13亿元。\n携程此前表示,受疫情影响,预计2020年第一季度的营收将同比下降约45%至50%。\n\n携程营收变化\n回顾上一季度,携程2019年第四季度营收为83.43亿元,同比增长10%;...</p>\n\n<a href=\"https://36kr.com/p/726818534721409\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1da50c4560325761eecdc4362108a54c","relate_stocks":{"TCOM":"携程网"},"source_url":"https://36kr.com/p/726818534721409","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126835209","content_text":"5月28日美股盘后,携程将发布2020年第一季度财报。彭博一致市场预期显示,携程Q1营收预计将达到40.97亿元(人民币,下同),同比下降49.87%;归属于公司股东的净亏损为22.05亿元,去年同期净利润为46.13亿元。\n携程此前表示,受疫情影响,预计2020年第一季度的营收将同比下降约45%至50%。\n\n携程营收变化\n回顾上一季度,携程2019年第四季度营收为83.43亿元,同比增长10%;归属于母公司的净利润为20.08亿元,2018年同期为亏损11.90亿元。\n携程的业务主要分为住宿预订、交通票务、旅游度假、商旅管理四部分。2019年第四季度,携程住宿预订的营收为30亿元,同比增长12%;交通票务的营收为35亿元,同比增长2%;旅游度假业务营收为8亿元,同比增长11%;商旅管理业务营收为3.73亿元,同比增长33%。\n在2019年Q4的财报电话会中,携程CEO孙洁表示,总体来说,国内的住宿和交通已经开始恢复。出境游相关业务要到国外疫情状况转好之后也能恢复。如果说疫情能在国外得到有效控制的话,我们对于后半年国外旅游业务的恢复还是有信心的,但是如果进一步扩大,可能对我们的影响会一直持续到年底。\n银河国际在此前的研报中表示,预计出境旅游总收入(包括住宿和交通)占携程总收入的30–35%。受疫情影响,出境旅游业务的市场将需要更长时间才能复苏。将携程2020财年及2021财年的盈利预测分别下调 48.1%和 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