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随心随风

随心随风

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IP属地：吉林

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0勋章

2021-09-13

$Matlin & Partners Acquisition Corp(USWS)$牛逼了要被摘牌了！这坑逼可算再见了！

2021-08-10

$AMC院线(AMC)$干他[开心]

2021-07-01

$Sonim Technologies Inc(SONM)$这股要爆

2021-05-11

$Vaxart, Inc(VXRT)$草跌起来没完没了！

2021-05-06

$Vaxart, Inc(VXRT)$这跌起来没完了？

2021-05-03

$Vaxart, Inc(VXRT)$妈的财报不是11号出吗怎么今天就出来了！莫名其妙从涨15个点跌10个点

2021-04-21

拼多多假货多

抱歉，原内容已删除

2021-04-15

$RLX科技(RLX)$敢跟中国烟草抢食不治你才怪！

2021-04-12

天天不是和这个合作就是和那个合作连个官网都没有的垃圾公司可别骗炮了！

抱歉，原内容已删除

2021-03-22

$开心汽车(KXIN)$合同是不是要签了，冲鸭

2021-03-16

$开心汽车(KXIN)$冲鸭

2021-02-13

瞎几把分析你妈呀，要不是看这个新闻我就不卖了**的

Analysts Are More Bearish On OrganiGram Holdings Inc. (TSE:OGI) Than They Used To Be

2020-11-30

云集垃圾股没有机会

抱歉，原内容已删除

2020-08-15

$盈丰科技(CREG)$真几把垃圾操

去老虎APP查看更多动态

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Inc(SONM)$这股要爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158132394","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199493697,"gmtCreate":1620724016019,"gmtModify":1620724016019,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>草跌起来没完没了！","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>草跌起来没完没了！","text":"$Vaxart, 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Inc(VXRT)$这跌起来没完了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105861305","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":108551236,"gmtCreate":1620044389925,"gmtModify":1620044389925,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>妈的财报不是11号出吗 怎么今天就出来了！莫名其妙从涨15个点跌10个点","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>妈的财报不是11号出吗 怎么今天就出来了！莫名其妙从涨15个点跌10个点","text":"$Vaxart, Inc(VXRT)$妈的财报不是11号出吗 怎么今天就出来了！莫名其妙从涨15个点跌10个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/108551236","isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378308444,"gmtCreate":1618997049488,"gmtModify":1618997049488,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拼多多假货多","listText":"拼多多假货多","text":"拼多多假货多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378308444","repostId":"1157439676","repostType":2,"isVote":1,"tweetType":1,"viewCount":1841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347155071,"gmtCreate":1618477706593,"gmtModify":1618477706593,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>敢跟中国烟草抢食不治你才怪！","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>敢跟中国烟草抢食不治你才怪！","text":"$RLX科技(RLX)$敢跟中国烟草抢食不治你才怪！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/347155071","isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342531149,"gmtCreate":1618230116681,"gmtModify":1618236092405,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"天天不是和这个合作就是和那个合作连个官网都没有的垃圾公司可别骗炮了！","listText":"天天不是和这个合作就是和那个合作连个官网都没有的垃圾公司可别骗炮了！","text":"天天不是和这个合作就是和那个合作连个官网都没有的垃圾公司可别骗炮了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342531149","repostId":"2126606678","repostType":2,"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359762949,"gmtCreate":1616424642281,"gmtModify":1616424642281,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>合同是不是要签了，冲鸭","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>合同是不是要签了，冲鸭","text":"$开心汽车(KXIN)$合同是不是要签了，冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359762949","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325403031,"gmtCreate":1615909490823,"gmtModify":1703494970299,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>冲鸭","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>冲鸭","text":"$开心汽车(KXIN)$冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325403031","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386849011,"gmtCreate":1613154793933,"gmtModify":1613155469849,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"瞎几把分析你妈呀，要不是看这个新闻我就不卖了**的","listText":"瞎几把分析你妈呀，要不是看这个新闻我就不卖了**的","text":"瞎几把分析你妈呀，要不是看这个新闻我就不卖了**的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386849011","repostId":"2104211728","repostType":2,"repost":{"id":"2104211728","pubTimestamp":1610942443,"share":"https://www.laohu8.com/m/news/2104211728?lang=&edition=full","pubTime":"2021-01-18 12:00","market":"us","language":"en","title":"Analysts Are More Bearish On OrganiGram Holdings Inc. (TSE:OGI) Than They Used To Be","url":"https://stock-news.laohu8.com/highlight/detail?id=2104211728","media":"Simply Wall St.","summary":"One thing we could say about the analysts on OrganiGram Holdings Inc. (TSE:OGI) - they aren't optimi","content":"<html><body><p>One thing we could say about the analysts on <strong>OrganiGram Holdings Inc.</strong> (TSE:OGI) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting analysts have soured majorly on the business. The stock price has risen 7.0% to CA$2.30 over the past week. We'd be curious to see if the downgrade is enough to reverse investor sentiment on the business. </p>\n<p> Following the downgrade, the current consensus from OrganiGram Holdings' 14 analysts is for revenues of CA$93m in 2021 which - if met - would reflect a notable 15% increase on its sales over the past 12 months. Losses are predicted to fall substantially, shrinking 72% to CA$0.26. Yet before this consensus update, the analysts had been forecasting revenues of CA$108m and losses of CA$0.089 per share in 2021. Ergo, there's been a clear change in sentiment, with the analysts administering a notable cut to this year's revenue estimates, while at the same time increasing their loss per share forecasts. </p>\n<p><span> Check out our latest analysis for OrganiGram Holdings </span></p>\n<figure>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/IunaKG4WTzGBywZILhpDBA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/0b5c786b0bc27c5deb4c3ffdd3bd34d0\"/>\n<figcaption>\n  TSX:OGI Earnings and Revenue Growth January 18th 2021\n </figcaption>\n</figure>\n<p> The consensus price target fell 6.8% to CA$2.47, implicitly signalling that lower earnings per share are a leading indicator for OrganiGram Holdings' valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on OrganiGram Holdings, with the most bullish analyst valuing it at CA$3.89 and the most bearish at CA$1.75 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. </p>\n<p> Taking a look at the bigger picture now, <a href=\"https://laohu8.com/S/AONE\">one</a> of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that OrganiGram Holdings' revenue growth will slow down substantially, with revenues next year expected to grow 15%, compared to a historical growth rate of 61% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 33% next year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than OrganiGram Holdings. </p>\n<h3>The Bottom Line </h3>\n<p> The most important thing to take away is that analysts increased their loss per share estimates for this year. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of OrganiGram Holdings. </p>\n<p> Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. We have estimates - from multiple OrganiGram Holdings analysts - going out to 2025, and you can see them free on our platform here. </p>\n<p> Of course, seeing company management <strong> invest large sums of money</strong> in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this <strong>free </strong>list of stocks that insiders are buying. </p>\n<p><i>This article by Simply Wall St is general in nature. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i></p></body></html>","source":"yahoofinance","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>Analysts Are More Bearish On OrganiGram Holdings Inc. (TSE:OGI) Than They Used To Be</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{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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\">\nAnalysts Are More Bearish On OrganiGram Holdings Inc. (TSE:OGI) Than They Used To Be\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-18 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/analysts-more-bearish-organigram-holdings-040043003.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One thing we could say about the analysts on OrganiGram Holdings Inc. (TSE:OGI) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/analysts-more-bearish-organigram-holdings-040043003.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/P.WNuQuTwtgkiswjPcv2qQ--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://s.yimg.com/uu/api/res/1.2/H9sVDVM9mi9ws1HvXhxW7w--~B/aD00MzI7dz0xMTk0O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/simply_wall_st__316/8b2f1fb8ed1ddbd9c7702732b1ea0316","relate_stocks":{"OGI":"ORGANIGRAM HOLD"},"source_url":"https://finance.yahoo.com/news/analysts-more-bearish-organigram-holdings-040043003.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2104211728","content_text":"One thing we could say about the analysts on OrganiGram Holdings Inc. (TSE:OGI) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. Both revenue and earnings per share (EPS) forecasts went under the knife, suggesting analysts have soured majorly on the business. The stock price has risen 7.0% to CA$2.30 over the past week. We'd be curious to see if the downgrade is enough to reverse investor sentiment on the business. \n Following the downgrade, the current consensus from OrganiGram Holdings' 14 analysts is for revenues of CA$93m in 2021 which - if met - would reflect a notable 15% increase on its sales over the past 12 months. Losses are predicted to fall substantially, shrinking 72% to CA$0.26. Yet before this consensus update, the analysts had been forecasting revenues of CA$108m and losses of CA$0.089 per share in 2021. Ergo, there's been a clear change in sentiment, with the analysts administering a notable cut to this year's revenue estimates, while at the same time increasing their loss per share forecasts. \n Check out our latest analysis for OrganiGram Holdings \n\n\n\n  TSX:OGI Earnings and Revenue Growth January 18th 2021\n \n\n The consensus price target fell 6.8% to CA$2.47, implicitly signalling that lower earnings per share are a leading indicator for OrganiGram Holdings' valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on OrganiGram Holdings, with the most bullish analyst valuing it at CA$3.89 and the most bearish at CA$1.75 per share. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business. \n Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that OrganiGram Holdings' revenue growth will slow down substantially, with revenues next year expected to grow 15%, compared to a historical growth rate of 61% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 33% next year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than OrganiGram Holdings. \nThe Bottom Line \n The most important thing to take away is that analysts increased their loss per share estimates for this year. Regrettably, they also downgraded their revenue estimates, and the latest forecasts imply the business will grow sales slower than the wider market. After such a stark change in sentiment from analysts, we'd understand if readers now felt a bit wary of OrganiGram Holdings. \n Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. We have estimates - from multiple OrganiGram Holdings analysts - going out to 2025, and you can see them free on our platform here. \n Of course, seeing company management  invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying. \nThis article by Simply Wall St is general in nature. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.","news_type":1},"isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391641164,"gmtCreate":1606672254758,"gmtModify":1703843808868,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"云集垃圾股没有机会","listText":"云集垃圾股没有机会","text":"云集垃圾股没有机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391641164","repostId":"2087757009","repostType":2,"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947743070,"gmtCreate":1597425860290,"gmtModify":1704215879296,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>敢跟中国烟草抢食不治你才怪！","text":"$RLX科技(RLX)$敢跟中国烟草抢食不治你才怪！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/347155071","isVote":1,"tweetType":1,"viewCount":3183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888443370,"gmtCreate":1631522738190,"gmtModify":1631522738190,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USWS\">$Matlin &amp; Partners Acquisition Corp(USWS)$</a>牛逼了 要被摘牌了！这坑逼可算再见了！","listText":"<a href=\"https://laohu8.com/S/USWS\">$Matlin &amp; Partners Acquisition Corp(USWS)$</a>牛逼了 要被摘牌了！这坑逼可算再见了！","text":"$Matlin & Partners Acquisition Corp(USWS)$牛逼了 要被摘牌了！这坑逼可算再见了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888443370","isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359762949,"gmtCreate":1616424642281,"gmtModify":1616424642281,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>合同是不是要签了，冲鸭","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>合同是不是要签了，冲鸭","text":"$开心汽车(KXIN)$合同是不是要签了，冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359762949","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105861305,"gmtCreate":1620289855707,"gmtModify":1620289855707,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>这跌起来没完了？","listText":"<a href=\"https://laohu8.com/S/VXRT\">$Vaxart, Inc(VXRT)$</a>这跌起来没完了？","text":"$Vaxart, Inc(VXRT)$这跌起来没完了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105861305","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325403031,"gmtCreate":1615909490823,"gmtModify":1703494970299,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>冲鸭","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>冲鸭","text":"$开心汽车(KXIN)$冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325403031","isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391641164,"gmtCreate":1606672254758,"gmtModify":1703843808868,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"云集垃圾股没有机会","listText":"云集垃圾股没有机会","text":"云集垃圾股没有机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391641164","repostId":"2087757009","repostType":2,"repost":{"id":"2087757009","pubTimestamp":1606665062,"share":"https://www.laohu8.com/m/news/2087757009?lang=&edition=full","pubTime":"2020-11-29 23:51","market":"us","language":"zh","title":"营收三连降，云集的2020年没有看头？","url":"https://stock-news.laohu8.com/highlight/detail?id=2087757009","media":"刘旷","summary":"营收三连降云集营收下降已成常态，本季度营收依旧维系下滑态势。云集2020年第三季度财报显示，云集总营收为10.667亿元，去年同期为27.731亿元，大幅下降；调整后净亏损3640万元，去年同期2490万元。财报显示，2020年第三季度，云集差异化供应链和创新营销渠道持续发力，GMV从2019年同期的92亿元上升至94亿元。所以，2020年第三季度会员计划的收入来自预付会员的递延收入。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/12336049805/0\"/><p>配图来自Canva可画</p><p>2020年25日，<a href=\"https://laohu8.com/S/YJ\">云集</a>宣布已与<a href=\"https://laohu8.com/S/DYIN\">抖音</a>签署合作框架协议，引发市场热议。</p><p>官宣当天，云集股价一度暴涨达150%以上，截至美股收盘，云集股价收涨90.67%，报4.29美元，<span>总市值</span>为9.11亿美元。不过，云集总市值相比巅峰时期的30亿美元，跌落到9.11亿美元，蒸发幅度三分之二，整体呈下行趋势。</p><p><strong>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>一样背负社交电商名头崛起的云集，却没有拼多多一样的好运势。原因在于，拼多多走平台路线，营收来自广告和交易佣金，而云集主打自营模式，盈利途径是商品销售差价和会员价，定位不同。</strong></p><p>眼看拼多多高歌猛进，跻身电商前三甲，云集将社交电商的定位改为会员电商，尝试从自营模式升级为平台模式。不过转变过程中，云集营收一降再降，并不被资本市场看好。</p><p><strong>营收三连降</strong></p><p>云集营收下降已成常态，本季度营收依旧维系下滑态势。</p><p>云集财报数据显示，在2020年第一季度里，总营收为人民币16.492亿元，和上一年同期相比下降51.3%；按美国通用会计准则下，净亏损为人民币1320万元，上一年同期<span>净利润</span>1690万元；2020年第二季度，总营收为人民币14.869亿元，和上一年同期相比下降51%；在美国通用会计准则下，净亏损为人民币1750万元，上一年同期净亏损为人民币8450万元。</p><p>云集将前两个季度营收下降的的原因归咎于疫情影响，而现在疫情得到有效控制，电商行业基本恢复正常运营，可云集第三季度营收同比、环比还是下降了。</p><p>云集2020年第三季度财报显示，云集总营收为10.667亿元，去年同期为27.731亿元，大幅下降；调整后净亏损3640万元，去年同期2490万元。</p><p>具体业务来看，商品销售收入净额从2019年同期的24.72亿元人民币（1.354亿美元）降至9.19亿元人民币（1.354亿美元），降幅为62.8%；商城业务收入从2019年同期的8630万元人民币增长至13040万元人民币（合1920万美元），增长51.1%；会员计划的收入为490万元人民币（70万美元），而2019年同期为2.067亿元人民币。</p><p><strong>可以理解，云集拥护平台模式，减少商品销售的资源分配，削弱会员业务的支持，导致云集商品销售收入、会员业务收入大幅下降，仅有市场业务上涨。但是目前商场业务收入仅占总营收约10%，斩断商品销售业务支持的风险很大。</strong></p><p>而且，云集将资源倾斜于商城业务，虽然进一步提高平台上商城业务的运营效率，增加了平台上的知名品牌和商家数量，以及其他平台不同销售渠道的销售额，但也会相应影响商品销售相关的GMV，进而影响整体营收。</p><p>很明显，云集目前还是没能摆脱商品销售收入决定整体营收高低的局面。由此，未来很长一段时间里，商品销售营收不断降低，云集营收也就随之下降。而终结这一局面的方法只能是，商城业务尽快成长起来，取代销售商品业务对云集的影响。</p><p><strong>精简成本，减少亏损</strong></p><p>好的一面是，云集在成本管控方面取得了良好成效。</p><p>2020年第三季度，云集营业总成本下降至7.517亿元（合1.107亿美元），降幅高达67%。得益于此，第三季度运营亏损为人民币2440万元（合360万美元），而2019年同期为1.18亿元人民币，同比亏损大幅缩窄。</p><p>其中，仓储物流费用、销售和营销费用、技术和内容费用，同比降幅都超过50%。</p><p>仓储物流费用从2019年同期的2.042亿元人民币（1330万美元）降至9050万元人民币（1330万美元），占总收入的8.5%，下降55.7%；销售和营销费用占总收入0.590万元人民币（占总收入的0.590万元人民币，同比下降1400万元，降幅为1.04亿元人民币）；技术和内容费用从2019年同期的9010万元人民币（620万美元）下降53.0%至4230万元人民币（620万美元），占总收入的4.0%。</p><p>以往，云集主推自营模式既要负担物流、仓储成本，又要承担第三方支付交易费用以及业务扩张所增加的人员成本。现在，云集通过优化供应链履约和市场营销费用，大幅削减经营成本，而且云集平台上的知名品牌和商家数量不断增加，云集可以收取一定的费用。</p><p><strong>另外，云集的大力消减自营业务、推进平台业务，也就导致商品销售的减少，而商城业务GMV的上涨，自营业务运营成本自然大幅下降。</strong></p><p>财报显示，2020年第三季度，云集差异化供应链和创新营销渠道持续发力，GMV（网站的成交金额）从2019年同期的92亿元上升至94亿元。其中，与商城业务相关的GMV为73亿元（合11亿美元），而2019年同期为32亿元，同比增幅高达128%。</p><p>云集首席财务官陈晨先生也表示：“我们第三季度的财务业绩证明了我们成本控制措施的有效性。与去年同期相比，我们第三季度的经营亏损减少了79.3%，净亏损减少了14.9%。我们也继续改善我们的成本结构，保持我们强大的现金储备，并朝着实现健康、盈利和可持续增长的目标前进。”</p><p>总而言之，云集成本下降的背后是商城业务成效显现，以及成本结构持续优化的结果。不过，在激烈的市场竞争中，云集不只要修炼好内功还要学会御敌。</p><p><strong>坚定会员精选路线</strong></p><p>物竞天择适者生存，而电商平台最根本的竞争是流量的争夺，也就是要求电商平台围绕用户的根本需求去做改变。对此，云集模式的核心是：通过极致精选，实现批发价格的竞争优势，为会员提供一站式服务。</p><p>第三季度，云集会员收入虽然小幅降低，但减少的原因是云集降低会员门槛，用户只要在2020年1月开始就可以在应用程序上注册成为任何会员，即可享受免费会员待遇。所以，2020年第三季度会员计划的收入来自预付会员的递延收入。</p><p>事实上，得益于精选供应链、优化用户服务，云集会员数目仍不断增长。</p><p>财报数据显示，截至2020年9月30日的过去12个月，云集交易会员增长至1300万。云集官方也解释：“在精选供应链支撑下，直播带货等创新营销渠道的大力拓展，成为用户规模持续扩大的重要原因。”</p><p><strong>另外，受“地摊经济”影响做副业的人越来越多，而云集不仅能帮消费者省钱，还让消费者成为云集店主赚钱，正中当下“打工人”下怀。而且，云集通过建立短视频、直播等创新营销渠道，吸引更多消费者转化为会员，扩大了自有品牌和合资品牌的影响力。</strong></p><p>公开数据显示，云集通过在抖音上举办的三场直播活动，累计创造了1.7亿元人民币的GMV。</p><p>整体来看，曾经比肩拼多多的云集，这些年除了不断喊出转型、发展新业务的口号，并没有在营收上实现大的突破。不过，云集的会员模式在电商市场上仍然有吸引力，或许坚持做好精品，帮助更多云集店主“致富”，能让云集在激烈的市场竞争中“保命”。</p><p><strong>文/刘旷公众号，ID：liukuang110</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\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营收三连降，云集的2020年没有看头？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-29 23:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201129235345798484a5&s=b><strong>刘旷</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>配图来自Canva可画2020年25日，云集宣布已与抖音签署合作框架协议，引发市场热议。官宣当天，云集股价一度暴涨达150%以上，截至美股收盘，云集股价收涨90.67%，报4.29美元，总市值为9.11亿美元。不过，云集总市值相比巅峰时期的30亿美元，跌落到9.11亿美元，蒸发幅度三分之二，整体呈下行趋势。和拼多多一样背负社交电商名头崛起的云集，却没有拼多多一样的好运势。原因在于，拼多多走平台路线...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201129235345798484a5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85b27e74fe34a252689a2e1f84553a0e","relate_stocks":{"YJ":"云集"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201129235345798484a5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2087757009","content_text":"配图来自Canva可画2020年25日，云集宣布已与抖音签署合作框架协议，引发市场热议。官宣当天，云集股价一度暴涨达150%以上，截至美股收盘，云集股价收涨90.67%，报4.29美元，总市值为9.11亿美元。不过，云集总市值相比巅峰时期的30亿美元，跌落到9.11亿美元，蒸发幅度三分之二，整体呈下行趋势。和拼多多一样背负社交电商名头崛起的云集，却没有拼多多一样的好运势。原因在于，拼多多走平台路线，营收来自广告和交易佣金，而云集主打自营模式，盈利途径是商品销售差价和会员价，定位不同。眼看拼多多高歌猛进，跻身电商前三甲，云集将社交电商的定位改为会员电商，尝试从自营模式升级为平台模式。不过转变过程中，云集营收一降再降，并不被资本市场看好。营收三连降云集营收下降已成常态，本季度营收依旧维系下滑态势。云集财报数据显示，在2020年第一季度里，总营收为人民币16.492亿元，和上一年同期相比下降51.3%；按美国通用会计准则下，净亏损为人民币1320万元，上一年同期净利润1690万元；2020年第二季度，总营收为人民币14.869亿元，和上一年同期相比下降51%；在美国通用会计准则下，净亏损为人民币1750万元，上一年同期净亏损为人民币8450万元。云集将前两个季度营收下降的的原因归咎于疫情影响，而现在疫情得到有效控制，电商行业基本恢复正常运营，可云集第三季度营收同比、环比还是下降了。云集2020年第三季度财报显示，云集总营收为10.667亿元，去年同期为27.731亿元，大幅下降；调整后净亏损3640万元，去年同期2490万元。具体业务来看，商品销售收入净额从2019年同期的24.72亿元人民币（1.354亿美元）降至9.19亿元人民币（1.354亿美元），降幅为62.8%；商城业务收入从2019年同期的8630万元人民币增长至13040万元人民币（合1920万美元），增长51.1%；会员计划的收入为490万元人民币（70万美元），而2019年同期为2.067亿元人民币。可以理解，云集拥护平台模式，减少商品销售的资源分配，削弱会员业务的支持，导致云集商品销售收入、会员业务收入大幅下降，仅有市场业务上涨。但是目前商场业务收入仅占总营收约10%，斩断商品销售业务支持的风险很大。而且，云集将资源倾斜于商城业务，虽然进一步提高平台上商城业务的运营效率，增加了平台上的知名品牌和商家数量，以及其他平台不同销售渠道的销售额，但也会相应影响商品销售相关的GMV，进而影响整体营收。很明显，云集目前还是没能摆脱商品销售收入决定整体营收高低的局面。由此，未来很长一段时间里，商品销售营收不断降低，云集营收也就随之下降。而终结这一局面的方法只能是，商城业务尽快成长起来，取代销售商品业务对云集的影响。精简成本，减少亏损好的一面是，云集在成本管控方面取得了良好成效。2020年第三季度，云集营业总成本下降至7.517亿元（合1.107亿美元），降幅高达67%。得益于此，第三季度运营亏损为人民币2440万元（合360万美元），而2019年同期为1.18亿元人民币，同比亏损大幅缩窄。其中，仓储物流费用、销售和营销费用、技术和内容费用，同比降幅都超过50%。仓储物流费用从2019年同期的2.042亿元人民币（1330万美元）降至9050万元人民币（1330万美元），占总收入的8.5%，下降55.7%；销售和营销费用占总收入0.590万元人民币（占总收入的0.590万元人民币，同比下降1400万元，降幅为1.04亿元人民币）；技术和内容费用从2019年同期的9010万元人民币（620万美元）下降53.0%至4230万元人民币（620万美元），占总收入的4.0%。以往，云集主推自营模式既要负担物流、仓储成本，又要承担第三方支付交易费用以及业务扩张所增加的人员成本。现在，云集通过优化供应链履约和市场营销费用，大幅削减经营成本，而且云集平台上的知名品牌和商家数量不断增加，云集可以收取一定的费用。另外，云集的大力消减自营业务、推进平台业务，也就导致商品销售的减少，而商城业务GMV的上涨，自营业务运营成本自然大幅下降。财报显示，2020年第三季度，云集差异化供应链和创新营销渠道持续发力，GMV（网站的成交金额）从2019年同期的92亿元上升至94亿元。其中，与商城业务相关的GMV为73亿元（合11亿美元），而2019年同期为32亿元，同比增幅高达128%。云集首席财务官陈晨先生也表示：“我们第三季度的财务业绩证明了我们成本控制措施的有效性。与去年同期相比，我们第三季度的经营亏损减少了79.3%，净亏损减少了14.9%。我们也继续改善我们的成本结构，保持我们强大的现金储备，并朝着实现健康、盈利和可持续增长的目标前进。”总而言之，云集成本下降的背后是商城业务成效显现，以及成本结构持续优化的结果。不过，在激烈的市场竞争中，云集不只要修炼好内功还要学会御敌。坚定会员精选路线物竞天择适者生存，而电商平台最根本的竞争是流量的争夺，也就是要求电商平台围绕用户的根本需求去做改变。对此，云集模式的核心是：通过极致精选，实现批发价格的竞争优势，为会员提供一站式服务。第三季度，云集会员收入虽然小幅降低，但减少的原因是云集降低会员门槛，用户只要在2020年1月开始就可以在应用程序上注册成为任何会员，即可享受免费会员待遇。所以，2020年第三季度会员计划的收入来自预付会员的递延收入。事实上，得益于精选供应链、优化用户服务，云集会员数目仍不断增长。财报数据显示，截至2020年9月30日的过去12个月，云集交易会员增长至1300万。云集官方也解释：“在精选供应链支撑下，直播带货等创新营销渠道的大力拓展，成为用户规模持续扩大的重要原因。”另外，受“地摊经济”影响做副业的人越来越多，而云集不仅能帮消费者省钱，还让消费者成为云集店主赚钱，正中当下“打工人”下怀。而且，云集通过建立短视频、直播等创新营销渠道，吸引更多消费者转化为会员，扩大了自有品牌和合资品牌的影响力。公开数据显示，云集通过在抖音上举办的三场直播活动，累计创造了1.7亿元人民币的GMV。整体来看，曾经比肩拼多多的云集，这些年除了不断喊出转型、发展新业务的口号，并没有在营收上实现大的突破。不过，云集的会员模式在电商市场上仍然有吸引力，或许坚持做好精品，帮助更多云集店主“致富”，能让云集在激烈的市场竞争中“保命”。文/刘旷公众号，ID：liukuang110","news_type":1},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947743070,"gmtCreate":1597425860290,"gmtModify":1704215879296,"author":{"id":"3544617855231384","authorId":"3544617855231384","name":"随心随风","avatar":"https://static.tigerbbs.com/0d3139c53fced0deacda7dd03c4c5b61","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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