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小周0731
2019-06-05
$拼多多(PDD)$ 写点关于pdd的小看法吧,欢迎各位大佬指正: 1:以 为参考,阿里目前市值约4000亿美金,30倍左右市盈率,核心电商约占百分之70几,电商业务估值约2800亿美金 。 2:pdd目前约220亿美金,用户数已达淘宝一半,从用户数来看显然是被低估的。 3:从gmv来看,已过阿里电商业务gmv10分之1,也是被低估。 4:盈利情况,如果只给予pdd20倍左右的市盈率,毕竟pdd目前还在亏损~,从以前几个财报和行业来看,觉得pdd5到10年后,大概率每年净利200亿rmb以上问题是不大的,那么五年后pdd市值应该是4000亿人民币以上的,市值应该是目前的3倍。 5:企业文化:从pdd每次的发声,封仓3年的魄力、段总和巴菲特的指点等,觉得企业文化还是不错的,像个正经创造价值的企业。 6:高速发展阶段,存在着很多不稳定因素。综上,觉得目前220亿市值不算太贵。以上是个人毛估估的拙见,欢迎各位大佬指正,毕竟我是被套了
小周0731
2019-04-11
$拼多多(PDD)$坚定买入
小周0731
2018-09-21
$拼多多(PDD)$ 拿得住很重要,我并不急,下一个jd预估三年内,下个阿里给你10年
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