seagull0623的个人主页 - 老虎社区

seagull0623

相信一切都是最好的安排

IP属地：北京

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2021-06-10

$老虎证券(TIGR)$坐等30

2021-02-06

超信，等50呢

@Damitimi:$老虎证券(TIGR)$我说能涨回去，你们信吗

2021-01-16

$燃石医学(BNR)$突然就涨了有人知道原因吗

2021-01-15

$老虎证券(TIGR)$今年目标30

2020-02-11

$有道(DAO)$ 想不到呀

2020-02-08

$有道(DAO)$ 一觉醒来终于解套了发了什么

2019-06-03

好专业的财务分析，非常赞👍

@杨晨YC:通过几个简单的财务分析来理解瑞幸

2019-05-13

$优步(UBER)$ 新股还是可以热几天的吧

2019-04-08

$富途控股(FHL)$今晚涨起来啊，挺好看到你的

去老虎APP查看更多动态

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想不到呀","images":[{"img":"https://static.tigerbbs.com/27fe2a00c732a4770668edb796ec368a","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/914276713","isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":914899646,"gmtCreate":1581122637885,"gmtModify":1704343589027,"author":{"id":"3501022378453681","authorId":"3501022378453681","name":"seagull0623","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501022378453681","idStr":"3501022378453681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;一觉醒来 终于解套了 发了什么","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;一觉醒来 终于解套了 发了什么","text":"$有道(DAO)$ 一觉醒来 终于解套了 发了什么","images":[{"img":"https://static.tigerbbs.com/0ac0531007f010132a5b5e62c6b7abc7","width":"1080","height":"1588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914899646","isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":902138204,"gmtCreate":1559532296708,"gmtModify":1704698395954,"author":{"id":"3501022378453681","authorId":"3501022378453681","name":"seagull0623","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501022378453681","idStr":"3501022378453681"},"themes":[],"htmlText":"好专业的财务分析，非常赞👍","listText":"好专业的财务分析，非常赞👍","text":"好专业的财务分析，非常赞👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/902138204","repostId":"902980779","repostType":1,"repost":{"id":902980779,"gmtCreate":1559299127891,"gmtModify":1704698163047,"author":{"id":"3495595021362484","authorId":"3495595021362484","name":"杨晨YC","avatar":"https://static.tigerbbs.com/56e108f423e3d56ee89a374f94ca1c62","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495595021362484","idStr":"3495595021362484"},"themes":[],"title":"通过几个简单的财务分析来理解瑞幸","htmlText":"对于一个公司的投资，最重要的就是花4毛钱的东西买到价值1块钱的东西。那瑞幸到底价值怎样，我们从财务分析能否看出一些盈利质量的端倪？以及如何通过比较分析做估值？本文从财报出发，提供简单财务分析的方法来分析瑞幸。 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$瑞幸咖啡(LK)$ $百胜中国(YUMC)$ $美团点评-W(03690)$$星巴克(SBUX)$ 收入端： 截至2017年底，瑞幸仅有9家店，但在5个季度内就扩张到 2,370家，对标星巴克在中国20年的发展达到的3600家，瑞幸的扩张速度可以用惊人来形容。 对应销售总数与平均单店的收入： 从下图来看瑞幸的增长，更多来自与开店的扩张，单店收入在2018年二季度之后达到相对稳定的水平。可以判断出，瑞幸咖啡的销售增长，主要来自于门店数的扩张。需要注意的是：此方法中新店对单店销售有摊薄作用，但是尽管如此，我们看到，18Q4和19Q1的对比，在总店数增长14%的情况下，单店收入降了11%，还是可以看出老店收入在两个季度对比是基本没有增长的。 根据招股书披露，目前北京和上海门店数均超过300家，已经是比较饱和的程度。未来拓张版图更多应该是向二线城市拓展。 对于提升咖啡店单店收入，一方面是增加产品价格，另一方面是增加销量（包含原产品销量增加和新品种销量增加）。根据我们测算的平均价格，瑞幸咖啡每个商品平均价格在18年2季度-19年1季度基本保持稳定： 而产品平均单价在18年Q2曾达到10.12元，之后逐渐降低至9.8 元。同时在上图我们也可以看到19年Q1对应18年Q4，虽然补贴有所减小，平均价格上升，但是销量对应下降，19Q1的销售额仅相对与18年Q4增长2.8%。 对于成长股而言，QoQ (销售额环比增长率) 是非常重要的指标；我们看到环比增长率在18年逐渐降低，这部分需要提高投资者的警惕。 另外，从单杯售价来看，我们发现平均每件商品售价9.8元，对标瑞幸店标价21","listText":"对于一个公司的投资，最重要的就是花4毛钱的东西买到价值1块钱的东西。那瑞幸到底价值怎样，我们从财务分析能否看出一些盈利质量的端倪？以及如何通过比较分析做估值？本文从财报出发，提供简单财务分析的方法来分析瑞幸。 $瑞幸咖啡(LK)$ $百胜中国(YUMC)$ $美团点评-W(03690)$$星巴克(SBUX)$ 收入端： 截至2017年底，瑞幸仅有9家店，但在5个季度内就扩张到 2,370家，对标星巴克在中国20年的发展达到的3600家，瑞幸的扩张速度可以用惊人来形容。 对应销售总数与平均单店的收入： 从下图来看瑞幸的增长，更多来自与开店的扩张，单店收入在2018年二季度之后达到相对稳定的水平。可以判断出，瑞幸咖啡的销售增长，主要来自于门店数的扩张。需要注意的是：此方法中新店对单店销售有摊薄作用，但是尽管如此，我们看到，18Q4和19Q1的对比，在总店数增长14%的情况下，单店收入降了11%，还是可以看出老店收入在两个季度对比是基本没有增长的。 根据招股书披露，目前北京和上海门店数均超过300家，已经是比较饱和的程度。未来拓张版图更多应该是向二线城市拓展。 对于提升咖啡店单店收入，一方面是增加产品价格，另一方面是增加销量（包含原产品销量增加和新品种销量增加）。根据我们测算的平均价格，瑞幸咖啡每个商品平均价格在18年2季度-19年1季度基本保持稳定： 而产品平均单价在18年Q2曾达到10.12元，之后逐渐降低至9.8 元。同时在上图我们也可以看到19年Q1对应18年Q4，虽然补贴有所减小，平均价格上升，但是销量对应下降，19Q1的销售额仅相对与18年Q4增长2.8%。 对于成长股而言，QoQ (销售额环比增长率) 是非常重要的指标；我们看到环比增长率在18年逐渐降低，这部分需要提高投资者的警惕。 另外，从单杯售价来看，我们发现平均每件商品售价9.8元，对标瑞幸店标价21","text":"对于一个公司的投资，最重要的就是花4毛钱的东西买到价值1块钱的东西。那瑞幸到底价值怎样，我们从财务分析能否看出一些盈利质量的端倪？以及如何通过比较分析做估值？本文从财报出发，提供简单财务分析的方法来分析瑞幸。 $瑞幸咖啡(LK)$ $百胜中国(YUMC)$ $美团点评-W(03690)$$星巴克(SBUX)$ 收入端： 截至2017年底，瑞幸仅有9家店，但在5个季度内就扩张到 2,370家，对标星巴克在中国20年的发展达到的3600家，瑞幸的扩张速度可以用惊人来形容。 对应销售总数与平均单店的收入： 从下图来看瑞幸的增长，更多来自与开店的扩张，单店收入在2018年二季度之后达到相对稳定的水平。可以判断出，瑞幸咖啡的销售增长，主要来自于门店数的扩张。需要注意的是：此方法中新店对单店销售有摊薄作用，但是尽管如此，我们看到，18Q4和19Q1的对比，在总店数增长14%的情况下，单店收入降了11%，还是可以看出老店收入在两个季度对比是基本没有增长的。 根据招股书披露，目前北京和上海门店数均超过300家，已经是比较饱和的程度。未来拓张版图更多应该是向二线城市拓展。 对于提升咖啡店单店收入，一方面是增加产品价格，另一方面是增加销量（包含原产品销量增加和新品种销量增加）。根据我们测算的平均价格，瑞幸咖啡每个商品平均价格在18年2季度-19年1季度基本保持稳定： 而产品平均单价在18年Q2曾达到10.12元，之后逐渐降低至9.8 元。同时在上图我们也可以看到19年Q1对应18年Q4，虽然补贴有所减小，平均价格上升，但是销量对应下降，19Q1的销售额仅相对与18年Q4增长2.8%。 对于成长股而言，QoQ (销售额环比增长率) 是非常重要的指标；我们看到环比增长率在18年逐渐降低，这部分需要提高投资者的警惕。 另外，从单杯售价来看，我们发现平均每件商品售价9.8元，对标瑞幸店标价21","images":[{"img":"https://static.tigerbbs.com/9644128cb4a6d0173e0a4bbf91e41bb2"},{"img":"https://static.tigerbbs.com/12861364d1cc86249615f597242bb153"},{"img":"https://static.tigerbbs.com/f501b645724d1f12f99319b86c6f996a"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/902980779","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}