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微尘淡然
2023-08-14
$Faraday Future(FFIE)$
1.3美元没卖,有希望再见吗?
微尘淡然
2021-09-13
这篇文章不错,转发给大家看看
@FlowingCash:
$Cameco Corp(CCJ)$
就是铀矿中的
$美国雅宝公司(ALB)$
,NexGen Energy就是铀矿中的
$Lithium Americas Corp.(LAC)$
微尘淡然
2021-08-23
全都是圈钱割韭菜的鬼子
抱歉,原内容已删除
微尘淡然
2021-06-30
$每日优鲜(MF)$ 每日优鲜(MF.US) 这深割韭菜,断企业商誉,毁对手圈钱,坏行业前景,伤券商打新,如此做局做人做事,前不见古人,开**先河,引监管审视,留一地风骚,壮哉
@韭菜神:
$每日优鲜(MF)$
卸载每日优鲜,从此只用叮咚
微尘淡然
2021-06-25
能赚个鸡腿吗?
微尘淡然
2021-05-22
雅宝大家怎么看后势
微尘淡然
2021-01-29
领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。
香橼停止做空研究,专注于做多机会
微尘淡然
2020-12-09
这是还要继续涨的节奏吗?
抱歉,原内容已删除
微尘淡然
2020-11-25
多氟多未来应该有翻倍的机会,因满产满销,公司还在囤货,以应对明年的涨价,并需预付定金购买。
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卸载每日优鲜,从此只用叮咚","text":"$每日优鲜(MF)$ 卸载每日优鲜,从此只用叮咚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151316693","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122735799,"gmtCreate":1624632803411,"gmtModify":1624632803411,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"能赚个鸡腿吗?","listText":"能赚个鸡腿吗?","text":"能赚个鸡腿吗?","images":[{"img":"https://static.tigerbbs.com/ed9f0e76c61cadde16af25916c7c6dae","width":"550","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122735799","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139496569,"gmtCreate":1621648666351,"gmtModify":1621648666351,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"雅宝大家怎么看后势","listText":"雅宝大家怎么看后势","text":"雅宝大家怎么看后势","images":[{"img":"https://static.tigerbbs.com/ad3875838ba52b155acc6410b318ad04","width":"750","height":"2368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139496569","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316825159,"gmtCreate":1611928757771,"gmtModify":1703756453727,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。","listText":"领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。","text":"领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316825159","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 21:54","market":"us","language":"zh","title":"香橼停止做空研究,专注于做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1128991080","media":"老虎资讯综合","summary":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在","content":"<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>","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 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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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1.3美元没卖,有希望再见吗?","images":[{"img":"https://static.tigerbbs.com/f91769624cda15e84d6a8d34e09fca04","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/208846194462992","isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316825159,"gmtCreate":1611928757771,"gmtModify":1703756453727,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。","listText":"领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。","text":"领教了吧,劳苦大众就该抱团取暧,特别是去年国内散戸也是被基金公司收割了一茬又一茬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316825159","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 21:54","market":"us","language":"zh","title":"香橼停止做空研究,专注于做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1128991080","media":"老虎资讯综合","summary":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在","content":"<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>","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 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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香橼停止做空研究,专注于做多机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-29 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128991080","content_text":"1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886989627,"gmtCreate":1631543581169,"gmtModify":1631543581169,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886989627","repostId":"889912003","repostType":1,"repost":{"id":889912003,"gmtCreate":1631102282502,"gmtModify":1631102282502,"author":{"id":"3516684144781058","authorId":"3516684144781058","name":"FlowingCash","avatar":"https://static.tigerbbs.com/67bf943fe99e7187f6072ef83d10041a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516684144781058","authorIdStr":"3516684144781058"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCJ\">$Cameco Corp(CCJ)$</a>就是铀矿中的<a href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>,NexGen Energy就是铀矿中的<a href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a>","listText":"<a href=\"https://laohu8.com/S/CCJ\">$Cameco Corp(CCJ)$</a>就是铀矿中的<a href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>,NexGen Energy就是铀矿中的<a href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a>","text":"$Cameco Corp(CCJ)$就是铀矿中的$美国雅宝公司(ALB)$,NexGen Energy就是铀矿中的$Lithium Americas Corp.(LAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889912003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835851248,"gmtCreate":1629706099484,"gmtModify":1629706099484,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"全都是圈钱割韭菜的鬼子","listText":"全都是圈钱割韭菜的鬼子","text":"全都是圈钱割韭菜的鬼子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835851248","repostId":"1170125200","repostType":2,"repost":{"id":"1170125200","kind":"news","pubTimestamp":1628589851,"share":"https://www.laohu8.com/m/news/1170125200?lang=&edition=full","pubTime":"2021-08-10 18:04","market":"hk","language":"zh","title":"蓝月亮上市半年业绩变脸!高瓴的经典案例翻车了","url":"https://stock-news.laohu8.com/highlight/detail?id=1170125200","media":"易简财经","summary":"十年陪跑蓝月亮,终获数十倍回报,高瓴资本这个故事,曾被投资界奉为经典。\n没想到,蓝月亮刚上市半年就玩了一出业绩变脸,而且这回不是策略性亏损,是真的亏了……\n01\n蓝月亮业绩变脸,预亏4400万港元\n7","content":"<p>十年陪跑蓝月亮,终获数十倍回报,高瓴资本这个故事,曾被投资界奉为经典。</p>\n<p>没想到,蓝月亮刚上市半年就玩了一出业绩变脸,而且这回不是策略性亏损,是真的亏了……</p>\n<p><b>01</b></p>\n<p><b>蓝月亮业绩变脸,预亏4400万港元</b></p>\n<p>7月20日晚,蓝月亮发布了2021年度上半年盈利预警,<b>预计亏损4400万港元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c40e81a860feaeeba80af7e973e92596\" tg-width=\"738\" tg-height=\"644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>要知道,去年上半年,蓝月亮还大赚了3亿港元。</b>这是不到一年时间,就给投资者们上演了一出“坍塌式”业绩下滑?打得投资者们措手不及,直呼“上市就巨亏的公司应该问责”。</p>\n<p><img src=\"https://static.tigerbbs.com/1bf82e7996f855a2b32e886efcc3c227\" tg-width=\"667\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>02</b></p>\n<p><b>业绩大变脸的原因</b></p>\n<p>根据公告,蓝月亮此次亏损最重要的原因是,非客户平台出现过剩的低价产品,干扰了价格体系,为统一产品市场定价,蓝月亮向其客户提供了若干折扣,此类折扣对毛利产生了约9%的负面影响。</p>\n<p>一般来说,日化企业会根据市场情况制定价格策略,严格管控各个渠道的价格体系。</p>\n<p><b>那么问题来了,蓝月亮非集团客户平台过剩的低价产品,是从哪里来的,还直接影响到了整个集团的定价策略和体系?</b></p>\n<p>这只能说明,蓝月亮对渠道的掌控能力还存在很大的不足。</p>\n<p>对此,有业内人士分析,应该是上市前为了粉饰报表,让业绩好看一些,在渠道里压了很多货。这些货去年因为效期越来越差,渠道下游开始甩货。</p>\n<p>终端压货在快消行业并不少见,早先蓝月亮推出至尊系列产品时,就有媒体曝光,员工为了完成业绩自己进货,后续又退货。</p>\n<p>公告中也在亏损原因中提及了,于2020年上半年退回的某些至尊品牌洗衣液,在今年上半年和其他产品捆绑打折销售,对毛利产生了1%的负面影响。</p>\n<p><b>03</b></p>\n<p><b>线上掉队,线下遇阻</b></p>\n<p>公开资料显示,蓝月亮的客户,主要包括线上销售渠道、直接销售予大客户和线下分销商三类。</p>\n<p>其中,线上销售渠道是主力部队。财报显示,2019年其线上渠道贡献了47.2%的营收,2020年这一比例进一步提高到53.9%,蓝月亮连续10年在洗衣液及洗手液市场霸榜第一。</p>\n<p><b>不过,今年,蓝月亮开始掉队了。</b></p>\n<p>根据新浪财经报道,从今年内部实时数据来看,618天猫日化板块中,蓝月亮店铺综合销售,已经被威露士赶超。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad612d55f0dfd463eb90f27ad8f4fe09\" tg-width=\"550\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>(图片来源:新浪财经)</span></p>\n<p>小编在天猫上搜索洗手液,前几位分别是威露士、滴露和舒肤佳,往下滑了好几屏,才能看到蓝月亮的身影。</p>\n<p>而在线下渠道方面,有媒体报道,蓝月亮从2018年就开始逐步取消线下促销员底薪,改为全提成的方式,很多促销员因此离职,去了立白、威露士、汰渍做促销员,影响了蓝月亮线下的销量。这两年叠加疫情影响,商超、日卫门店的销量遭冲击,蓝月亮缺乏线下促销,销量下滑比较多。</p>\n<p>线上掉队,线下遇阻,为了保住“一哥”地位,蓝月亮上市后,持续加码月亮洗衣业务,计划未来5年在广州、天津、重庆及华东,建立约五家洗衣中心以持续扩大服务规模。</p>\n<p>然而,这项耗资3.1亿港元的大工程,要到2025年上半年才能竣工,完工后还要3-4年才能收支平衡,由此来算,要真正收回投资,至少也是7-8年之后的事了。</p>\n<p><b>除此之外,蓝月亮的产品过于单一,也是一直被诟病的问题。</b></p>\n<p>洗手液市场日新月异,威露士洗手液做了儿童版本、泡沫版本;滴露在消毒领域深入;新型品牌、进口品牌杀入;而蓝月亮最常见的产品,还是老款芦荟抑菌系列的透明包装。</p>\n<p>在为其贡献近85%营收的洗衣液市场,蓝月亮也很尴尬,如今洗衣凝珠和浓缩洗衣液大行其道,立白、奥妙、碧浪牢牢占据三强之位,蓝月亮在这两种新品类上却没啥突出成绩。</p>\n<p><b>上个月,美银、大和、汇丰、中金等,已先后下调了对蓝月亮的评级。</b></p>\n<p>美银预期,蓝月亮上半年线下渠道表现疲弱,销售或录倒退,重申中性评级,下调目标价;</p>\n<p>大和则将蓝月亮评级从“买进”下调至“落后大盘”;</p>\n<p>汇丰削减蓝月亮2021年利润预测52%,明后两年盈测亦降介乎50%至51%,并下调公司评级由“买入”降至“持有”;</p>\n<p>中金3月才给了蓝月亮“跑赢行业”评级,7月也下调至“与大盘一致”。</p>\n<p><b>04</b></p>\n<p><b>罗秋平夫妇和高瓴都已吃饱</b></p>\n<p>回看去年12月16日,蓝月亮刚上市那会,可谓风光无限。</p>\n<p>上市首日,蓝月亮集团大幅高开,15.32港元的开盘价,较发行价上涨16.41%,当日报收于14.9港元/股,市值达855亿港元。</p>\n<p>短期内,蓝月亮在资本市场受到了强烈追捧,今年1月13日,盘中一度冲破19港元,总市值突破1100亿港元。</p>\n<p><b>而蓝月亮能有如此光环,和高瓴不无关系。</b></p>\n<p>张磊曾在《价值》一书中,将投资蓝月亮作为一个经典的案例进行了详细介绍。</p>\n<p>他海外求学归来,2005年创立了高瓴资本。回国后,他惊讶地发现,虽然国内超市的日化用品货架上,都是熟悉的国外品牌,可是怎么都找不到自己在美国已经用惯了的洗衣液。</p>\n<p>当高瓴与宝洁、联合利华探讨这一问题时,得到的答复是,人均GDP超过8000美金的时候,一个国家的洗衣行为才会从洗衣粉转向洗衣液。而当时中国人均GDP不到5000美金。</p>\n<p>但是高瓴认为,中国一二线城市和三四线城市的消费层级差异非常大,人均GDP不能说明问题,中国完全具备了做洗衣液的市场。</p>\n<p><b>于是,在张磊的建议下,蓝月亮创始人罗秋平,从洗手液切入到洗衣液市场。</b></p>\n<p>2010年,高瓴以4500万美元独家投资蓝月亮的A轮融资,并于2011年追加103万美元,成为蓝月亮最大的外部投资人,也是第二大股东。</p>\n<p><b>2020年底,十年陪跑的高瓴终于迎来蓝月亮的上市,名利双收,还被称为“中国巴菲特”。</b></p>\n<p>没想到,仅半年时间,蓝月亮业绩变脸,股价也相比高点暴跌近7成,一大波想一起做“价值投资”的投资者,被牢牢套在山上。</p>\n<p>不过,这跟张磊和罗秋平夫妇有什么关系呢,毕竟他们该吃到的红利已经吃到了:</p>\n<p><b>去年上市之前,蓝月亮突击分红,罗秋平收入17.3亿元,高瓴也分到了2.3亿元。至于上市之后,有多少韭菜被割了,恐怕就不在他们的考虑范围之内了。</b></p>\n<p>张磊老师曾告诉我们,投资坚持长期主义,要做时间的朋友,流水不争先,争的是滔滔不绝。现在看来,这个时间是以IPO为界限的,上市前是时间的朋友,上市后就不算了。</p>","source":"lsy1581647595853","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蓝月亮上市半年业绩变脸!高瓴的经典案例翻车了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 18:04 北京时间 <a href=https://mp.weixin.qq.com/s/JI_2zDQQhV-6kx0SDiJLgw><strong>易简财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>十年陪跑蓝月亮,终获数十倍回报,高瓴资本这个故事,曾被投资界奉为经典。\n没想到,蓝月亮刚上市半年就玩了一出业绩变脸,而且这回不是策略性亏损,是真的亏了……\n01\n蓝月亮业绩变脸,预亏4400万港元\n7月20日晚,蓝月亮发布了2021年度上半年盈利预警,预计亏损4400万港元。\n\n要知道,去年上半年,蓝月亮还大赚了3亿港元。这是不到一年时间,就给投资者们上演了一出“坍塌式”业绩下滑?打得投资者们...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JI_2zDQQhV-6kx0SDiJLgw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d49c412473ef4877ec423d15bbd98edf","relate_stocks":{"06993":"蓝月亮集团"},"source_url":"https://mp.weixin.qq.com/s/JI_2zDQQhV-6kx0SDiJLgw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170125200","content_text":"十年陪跑蓝月亮,终获数十倍回报,高瓴资本这个故事,曾被投资界奉为经典。\n没想到,蓝月亮刚上市半年就玩了一出业绩变脸,而且这回不是策略性亏损,是真的亏了……\n01\n蓝月亮业绩变脸,预亏4400万港元\n7月20日晚,蓝月亮发布了2021年度上半年盈利预警,预计亏损4400万港元。\n\n要知道,去年上半年,蓝月亮还大赚了3亿港元。这是不到一年时间,就给投资者们上演了一出“坍塌式”业绩下滑?打得投资者们措手不及,直呼“上市就巨亏的公司应该问责”。\n\n02\n业绩大变脸的原因\n根据公告,蓝月亮此次亏损最重要的原因是,非客户平台出现过剩的低价产品,干扰了价格体系,为统一产品市场定价,蓝月亮向其客户提供了若干折扣,此类折扣对毛利产生了约9%的负面影响。\n一般来说,日化企业会根据市场情况制定价格策略,严格管控各个渠道的价格体系。\n那么问题来了,蓝月亮非集团客户平台过剩的低价产品,是从哪里来的,还直接影响到了整个集团的定价策略和体系?\n这只能说明,蓝月亮对渠道的掌控能力还存在很大的不足。\n对此,有业内人士分析,应该是上市前为了粉饰报表,让业绩好看一些,在渠道里压了很多货。这些货去年因为效期越来越差,渠道下游开始甩货。\n终端压货在快消行业并不少见,早先蓝月亮推出至尊系列产品时,就有媒体曝光,员工为了完成业绩自己进货,后续又退货。\n公告中也在亏损原因中提及了,于2020年上半年退回的某些至尊品牌洗衣液,在今年上半年和其他产品捆绑打折销售,对毛利产生了1%的负面影响。\n03\n线上掉队,线下遇阻\n公开资料显示,蓝月亮的客户,主要包括线上销售渠道、直接销售予大客户和线下分销商三类。\n其中,线上销售渠道是主力部队。财报显示,2019年其线上渠道贡献了47.2%的营收,2020年这一比例进一步提高到53.9%,蓝月亮连续10年在洗衣液及洗手液市场霸榜第一。\n不过,今年,蓝月亮开始掉队了。\n根据新浪财经报道,从今年内部实时数据来看,618天猫日化板块中,蓝月亮店铺综合销售,已经被威露士赶超。\n(图片来源:新浪财经)\n小编在天猫上搜索洗手液,前几位分别是威露士、滴露和舒肤佳,往下滑了好几屏,才能看到蓝月亮的身影。\n而在线下渠道方面,有媒体报道,蓝月亮从2018年就开始逐步取消线下促销员底薪,改为全提成的方式,很多促销员因此离职,去了立白、威露士、汰渍做促销员,影响了蓝月亮线下的销量。这两年叠加疫情影响,商超、日卫门店的销量遭冲击,蓝月亮缺乏线下促销,销量下滑比较多。\n线上掉队,线下遇阻,为了保住“一哥”地位,蓝月亮上市后,持续加码月亮洗衣业务,计划未来5年在广州、天津、重庆及华东,建立约五家洗衣中心以持续扩大服务规模。\n然而,这项耗资3.1亿港元的大工程,要到2025年上半年才能竣工,完工后还要3-4年才能收支平衡,由此来算,要真正收回投资,至少也是7-8年之后的事了。\n除此之外,蓝月亮的产品过于单一,也是一直被诟病的问题。\n洗手液市场日新月异,威露士洗手液做了儿童版本、泡沫版本;滴露在消毒领域深入;新型品牌、进口品牌杀入;而蓝月亮最常见的产品,还是老款芦荟抑菌系列的透明包装。\n在为其贡献近85%营收的洗衣液市场,蓝月亮也很尴尬,如今洗衣凝珠和浓缩洗衣液大行其道,立白、奥妙、碧浪牢牢占据三强之位,蓝月亮在这两种新品类上却没啥突出成绩。\n上个月,美银、大和、汇丰、中金等,已先后下调了对蓝月亮的评级。\n美银预期,蓝月亮上半年线下渠道表现疲弱,销售或录倒退,重申中性评级,下调目标价;\n大和则将蓝月亮评级从“买进”下调至“落后大盘”;\n汇丰削减蓝月亮2021年利润预测52%,明后两年盈测亦降介乎50%至51%,并下调公司评级由“买入”降至“持有”;\n中金3月才给了蓝月亮“跑赢行业”评级,7月也下调至“与大盘一致”。\n04\n罗秋平夫妇和高瓴都已吃饱\n回看去年12月16日,蓝月亮刚上市那会,可谓风光无限。\n上市首日,蓝月亮集团大幅高开,15.32港元的开盘价,较发行价上涨16.41%,当日报收于14.9港元/股,市值达855亿港元。\n短期内,蓝月亮在资本市场受到了强烈追捧,今年1月13日,盘中一度冲破19港元,总市值突破1100亿港元。\n而蓝月亮能有如此光环,和高瓴不无关系。\n张磊曾在《价值》一书中,将投资蓝月亮作为一个经典的案例进行了详细介绍。\n他海外求学归来,2005年创立了高瓴资本。回国后,他惊讶地发现,虽然国内超市的日化用品货架上,都是熟悉的国外品牌,可是怎么都找不到自己在美国已经用惯了的洗衣液。\n当高瓴与宝洁、联合利华探讨这一问题时,得到的答复是,人均GDP超过8000美金的时候,一个国家的洗衣行为才会从洗衣粉转向洗衣液。而当时中国人均GDP不到5000美金。\n但是高瓴认为,中国一二线城市和三四线城市的消费层级差异非常大,人均GDP不能说明问题,中国完全具备了做洗衣液的市场。\n于是,在张磊的建议下,蓝月亮创始人罗秋平,从洗手液切入到洗衣液市场。\n2010年,高瓴以4500万美元独家投资蓝月亮的A轮融资,并于2011年追加103万美元,成为蓝月亮最大的外部投资人,也是第二大股东。\n2020年底,十年陪跑的高瓴终于迎来蓝月亮的上市,名利双收,还被称为“中国巴菲特”。\n没想到,仅半年时间,蓝月亮业绩变脸,股价也相比高点暴跌近7成,一大波想一起做“价值投资”的投资者,被牢牢套在山上。\n不过,这跟张磊和罗秋平夫妇有什么关系呢,毕竟他们该吃到的红利已经吃到了:\n去年上市之前,蓝月亮突击分红,罗秋平收入17.3亿元,高瓴也分到了2.3亿元。至于上市之后,有多少韭菜被割了,恐怕就不在他们的考虑范围之内了。\n张磊老师曾告诉我们,投资坚持长期主义,要做时间的朋友,流水不争先,争的是滔滔不绝。现在看来,这个时间是以IPO为界限的,上市前是时间的朋友,上市后就不算了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122735799,"gmtCreate":1624632803411,"gmtModify":1624632803411,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"能赚个鸡腿吗?","listText":"能赚个鸡腿吗?","text":"能赚个鸡腿吗?","images":[{"img":"https://static.tigerbbs.com/ed9f0e76c61cadde16af25916c7c6dae","width":"550","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122735799","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139496569,"gmtCreate":1621648666351,"gmtModify":1621648666351,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"雅宝大家怎么看后势","listText":"雅宝大家怎么看后势","text":"雅宝大家怎么看后势","images":[{"img":"https://static.tigerbbs.com/ad3875838ba52b155acc6410b318ad04","width":"750","height":"2368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139496569","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":392530117,"gmtCreate":1607478815939,"gmtModify":1703848135292,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"这是还要继续涨的节奏吗?","listText":"这是还要继续涨的节奏吗?","text":"这是还要继续涨的节奏吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392530117","repostId":"1105766554","repostType":4,"repost":{"id":"1105766554","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1607478512,"share":"https://www.laohu8.com/m/news/1105766554?lang=&edition=full","pubTime":"2020-12-09 09:48","market":"hk","language":"zh","title":"京东健康涨7%,将快速纳入MSCI、富时、恒生科技指数","url":"https://stock-news.laohu8.com/highlight/detail?id=1105766554","media":"老虎资讯综合","summary":"12月9日,京东健康$(06618)$上市翌日续涨逾7%,报118.1港元,总市值达3693亿港元。京东健康(6618.HK)昨天首日上市收涨55.85%报110港元,成交160.39亿港元,全天换手","content":"<p><img src=\"https://static.tigerbbs.com/2cd34faa5555d8f8642631a9b4870e63\" tg-width=\"840\" tg-height=\"470\">12月9日,京东健康<a href=\"https://laohu8.com/S/06618\">$(06618)$</a>上市翌日续涨逾7%,报118.1港元,总市值达3693亿港元。</p><p>京东健康(6618.HK)昨天首日上市收涨55.85%报110港元,成交160.39亿港元,全天换手率5%。该股盘中一度涨75.55%至123.9港元,市值一度达3874亿港元。多家指数公司宣布快速纳入京东健康在旗下指数系列内。</p><p>MSCI宣布,将京东健康纳入MSCI标准指数及大盘股指数,于12月22日起生效。富时罗素则公布,会在富时香港指数纳入京东健康,在12月21日起生效。恒指公司目前未公布纳入京东健康在旗下指数内,但恒指公司年内在新推出的恒生科技指数、恒生国指设立快速纳入机制,京东健康有望在上市第10个交易日收市后(即12月22日)纳入恒生科技指数内。</p>","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\" 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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京东健康涨7%,将快速纳入MSCI、富时、恒生科技指数\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-09 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/2cd34faa5555d8f8642631a9b4870e63\" tg-width=\"840\" tg-height=\"470\">12月9日,京东健康<a href=\"https://laohu8.com/S/06618\">$(06618)$</a>上市翌日续涨逾7%,报118.1港元,总市值达3693亿港元。</p><p>京东健康(6618.HK)昨天首日上市收涨55.85%报110港元,成交160.39亿港元,全天换手率5%。该股盘中一度涨75.55%至123.9港元,市值一度达3874亿港元。多家指数公司宣布快速纳入京东健康在旗下指数系列内。</p><p>MSCI宣布,将京东健康纳入MSCI标准指数及大盘股指数,于12月22日起生效。富时罗素则公布,会在富时香港指数纳入京东健康,在12月21日起生效。恒指公司目前未公布纳入京东健康在旗下指数内,但恒指公司年内在新推出的恒生科技指数、恒生国指设立快速纳入机制,京东健康有望在上市第10个交易日收市后(即12月22日)纳入恒生科技指数内。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8593d7bafc6da002b2ab4975d4711a90","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105766554","content_text":"12月9日,京东健康$(06618)$上市翌日续涨逾7%,报118.1港元,总市值达3693亿港元。京东健康(6618.HK)昨天首日上市收涨55.85%报110港元,成交160.39亿港元,全天换手率5%。该股盘中一度涨75.55%至123.9港元,市值一度达3874亿港元。多家指数公司宣布快速纳入京东健康在旗下指数系列内。MSCI宣布,将京东健康纳入MSCI标准指数及大盘股指数,于12月22日起生效。富时罗素则公布,会在富时香港指数纳入京东健康,在12月21日起生效。恒指公司目前未公布纳入京东健康在旗下指数内,但恒指公司年内在新推出的恒生科技指数、恒生国指设立快速纳入机制,京东健康有望在上市第10个交易日收市后(即12月22日)纳入恒生科技指数内。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}