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Huarui

Follow 股票期权，专注科技股基本面

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2019-04-17

$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了，看benchmarking的可以看下

@Huarui:理性看待是否入场Jumia

2019-04-17

再等一等

@Huarui:理性看待是否入场Jumia

2019-04-17

理性看待是否入场Jumia

$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数： ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。

理性看待是否入场Jumia

2019-04-17

$Zoom(ZM)$ 不是今天IPO吗？

2019-04-01

$Amazon.com(AMZN)$ 今晚高点开始空

2019-04-01

$Lyft, Inc.(LYFT)$ 为什么不能空？

2019-03-20

$Tiger Brokers(TIGR)$ 为什么停了？

2019-01-08

$Netflix(NFLX)$ 开始空了

2019-01-03

$Amazon.com(AMZN)$ 本周五空到1500

2018-12-26

$Amazon.com(AMZN)$ 继续空到1300

2018-12-19

$Amazon.com(AMZN)$ 虽然点进早了点，方向还是看准了，价格做低一半拿到今晚收盘卖，长期继续看空

@Huarui:$AMAZON.COM INC(AMZN)$ 今日抄底反手做多，短期持到明天

2018-12-18

$AMAZON.COM INC(AMZN)$ 今日抄底反手做多，短期持到明天

2018-12-15

$Amazon.com(AMZN)$ 有点准...

@Huarui:$Amazon.com(AMZN)$ 终于等到了今天！今晚看到1580

2018-12-14

$Amazon.com(AMZN)$ 终于等到了今天！今晚看到1580

2018-12-07

$Amazon.com(AMZN)$ 今晚看到1650

2018-12-04

$Amazon.com(AMZN)$ 感觉可以空了

2018-10-25

$Tencent(00700)$ 还好反弹的时候赶紧put了一发

2018-10-23

$ALIBABA GROUP HOLDING-SP ADR(BABA)$ 周五前看空到130-140

2018-10-22

$Tencent(00700)$ 看到跌下来我就放心了...

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Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。","listText":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数： ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。","text":"$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数： ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 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