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Sniper_y
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IP属地:北京
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Sniper_y
2022-03-01
$蛋壳公寓(DNK)$
还有300股,有要的吗?
Sniper_y
2021-03-04
已阅
@何安迪:股市平安经
Sniper_y
2021-01-14
$切萨皮克能源(CHKAQ)$
今晚冲涨50%。
Sniper_y
2020-12-28
跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。”
@纳普ETF永远坚守:
$一起教育科技(YQ)$
来一起看看在线教育K12的“头部公司”们.作业帮完成新一轮超 16 亿美元融资,K12 在线教育今年融资额超过去十年总和竞争激烈时,平均需要 4000 元才能拉到一个正价班学员。在线教育公司作业帮完成新一轮融资,金额超 16 亿美元。阿里巴巴、老虎基金、红杉、软银、方源资本等新老股东参与本轮投资。 根据胡润榜单,全球前 10 大投资机构,至此已有 5 家投资作业帮,分别是红杉、软银、老虎、高盛、阿里。这已经是作业帮今年拿到的第二笔融资,上一轮发生在 6 月,由方源资本、Tiger Global 领投,融资额度为 7.5 亿美元。 加上这一笔,中国 K-12 在线教育行业 2020 年融资额超过 500 亿元——超过这个行业此前十年融资总和。数亿美元的融资消息几乎每个月都有,腾讯、阿里、百度、字节跳动等互联网大公司,和软银、老虎基金、DST Global 等一众国际大基金均入场。 即使相比最烧钱的几场中国互联网大战,一年 500 亿也是个惊人的数字:滴滴从 2012 年开始参与网约车大战,六年后,CEO 程维在内部信中说,累计亏损 370 亿元;腾讯视频、爱奇艺、优酷视频三家跨越十年的长视频战争,耗资 1000 亿元。 据 Fastdata 数据,500 亿元仅仅是一级市场风险融资规模——还不包括新东方、好未来等传统教育公司在 K12 教育的投资,不包括已上市公司的募资,也没算上字节跳动在 20 多个自营教育项目上的投入——今年上半年,字节教育项目招人已经超过一万人。 跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。” 一位接近本轮融资人士表示,作业帮本轮投资先后分三次交割,初期募资额在 10 亿美元以内,多位投资
Sniper_y
2020-12-19
写的很好,有感触
@坡上之云阿龙:投资路上慢慢,我们一起走过
Sniper_y
2020-12-18
Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。
SEC Settlement Clears the Way for Luckin Stock to Soar to $20
Sniper_y
2020-12-05
$一起教育科技(YQ)$
劝有缘人:拿住3个月,稳赢。
Sniper_y
2020-11-21
$跟谁学(GSX)$
这一波不错,只是钱少🤑
Sniper_y
2020-11-18
$通用电气(GE)$
突破10块,继续努力!
Sniper_y
2020-10-07
$瑞幸咖啡(LKNCY)$
纪念第一个翻倍的持仓
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>还有300股,有要的吗?","text":"$蛋壳公寓(DNK)$还有300股,有要的吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636703569","isVote":1,"tweetType":1,"viewCount":3632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507616714311210","authorId":"3507616714311210","name":"MrSloth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3507616714311210","authorIdStr":"3507616714311210"},"content":"有啊,我刚好有-300","text":"有啊,我刚好有-300","html":"有啊,我刚好有-300"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364823447,"gmtCreate":1614836167789,"gmtModify":1703481763091,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364823447","repostId":"364805464","repostType":1,"repost":{"id":364805464,"gmtCreate":1614829691056,"gmtModify":1714075451135,"author":{"id":"3568081734360099","authorId":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568081734360099","authorIdStr":"3568081734360099"},"themes":[],"title":"股市平安经","htmlText":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 $苹果(AAPL)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/68467296959a4f2b60c95b758c85e873","width":"440","height":"458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364805464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335550170,"gmtCreate":1610628814590,"gmtModify":1703745727440,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHKAQ\">$切萨皮克能源(CHKAQ)$</a>今晚冲涨50%。","listText":"<a 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你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","text":"26岁,你看着身边的人都结了婚婚礼的份子钱逐年递增春节回家,父母从带你串亲戚变成了带你去见相亲对象见了十几个姑娘你每次都觉得和那个她比差了一点28岁那年,你遇到了一个和你遭遇差不多的姑娘你们有一搭没一搭的聊着她说:你还不错你喝了一口可乐说:你也是你还不确定喜不喜欢她双方家长就已经摆好了订婚宴结婚的前一周,你和朋友出去喝酒你说,不想结婚朋友说,你啊,就是想太多。谁不是这么过来的?这辈子。29岁,你们终于结了婚婚礼办的不大不小,朋友来的不多不少攒了几年想要去实现理想的钱搭在了这一场百人的私人庙会上婚礼结束后,并没有你想象的浪漫你听着外屋的新娘一笔一笔的算着份子钱想着不过才两年,怎么就变成这样了想着想着,洞房夜就睡着了30岁,她怀孕了每次加班电话那头都是抱怨与委屈但你不能争辩什么谁让她怀了你的孩子在这一刻不论是她的父母还是你的父母都无条件的站在这一边31岁,孩子落地了前前后后连孕检带住院费花了10万块钱不过无所谓你看着你的孩子,怎么看怎么喜欢高兴的仿佛这是你的新生32岁,这是人生最不愿意重复的一年平均睡眠3小时孩子每一个小时都要闹腾一次第二天拖着睡不醒的眼睛去上班老板说你上班不干活回家媳妇说你不干活你想了半天不明白,那谁干活呢?那辆开了3年的车成为了你真正的家你不在抱怨路上拥堵的交通你甚至开始希望再多堵一会回到家,你关了发动机在车上点了一根烟这是你每天最幸福的十分钟车前是功名利禄,车尾是柴米油盐35岁 你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","images":[{"img":"https://static.tigerbbs.com/7462f6a7d09146f4275052f64c4c5d9d","width":"1242","height":"2208"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397743216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397491885,"gmtCreate":1608305057047,"gmtModify":1703852403909,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","listText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","text":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397491885","repostId":"2092236659","repostType":2,"repost":{"id":"2092236659","pubTimestamp":1608220831,"share":"https://www.laohu8.com/m/news/2092236659?lang=&edition=full","pubTime":"2020-12-18 00:00","market":"us","language":"en","title":"SEC Settlement Clears the Way for Luckin Stock to Soar to $20","url":"https://stock-news.laohu8.com/highlight/detail?id=2092236659","media":"MSN","summary":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the c","content":"<html><body><article><p>Shares of disgraced Chinese coffee chain<strong> Luckin Coffee </strong>(OTCMKTS:<strong> LKNCY </strong>) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.</p><p>This settlement is big news for LKNCY stock for two reasons:</p><p>First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.</p><p>Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.</p><p>Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletter</p><p>Here’s why.<strong> Luckin Coffee Will Survive </strong></p><p>One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.</p><p>Those fears are proving to be dramatically overstated.</p><p>As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.</p><p>The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.</p><p>Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.</p><p>This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally.<strong> Luckin Stock: Ready to Charge Back Into Hypergrowth Mode </strong></p><p>Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.</p><p>With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.</p><p>In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.</p><p>It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.</p><p>Luckin Coffee is back.</p><p>The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.</p><p>If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous.<strong> Huge Upside for Luckin Coffee Stock </strong></p><p>My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.</p><p>This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of<strong> Starbucks </strong>(NASDAQ:<strong> SBUX </strong>).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.</p><p>Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.</p><p>Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done.<strong> Bottom Line on LKNCY Stock </strong></p><p>I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.</p><p>This is <a href=\"https://laohu8.com/S/AONE\">one</a> of those situations.</p><p>The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.</p><p>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</p><p>The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers <a href=\"https://laohu8.com/S/AONE.U\">one</a> breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19.<strong> Click here to find out how. </strong></p><p>In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter.<strong> Click here to sign up now. </strong></p></article></body></html>","source":"tencent","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>SEC Settlement Clears the Way for Luckin Stock to Soar to $20</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\">\nSEC Settlement Clears the Way for Luckin Stock to Soar to $20\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-18 00:00 GMT+8 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b><strong>MSN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","WB":"微博"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b","is_english":true,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092236659","content_text":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.This settlement is big news for LKNCY stock for two reasons:First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletterHere’s why. Luckin Coffee Will Survive One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.Those fears are proving to be dramatically overstated.As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally. Luckin Stock: Ready to Charge Back Into Hypergrowth Mode Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.Luckin Coffee is back.The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous. Huge Upside for Luckin Coffee Stock My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of Starbucks (NASDAQ: SBUX ).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done. Bottom Line on LKNCY Stock I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.This is one of those situations.The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers one breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19. Click here to find out how. In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter. Click here to sign up now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396299811,"gmtCreate":1607105277933,"gmtModify":1703846587004,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>劝有缘人:拿住3个月,稳赢。","listText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>劝有缘人:拿住3个月,稳赢。","text":"$一起教育科技(YQ)$劝有缘人:拿住3个月,稳赢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396299811","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399948597,"gmtCreate":1605916181619,"gmtModify":1703840466656,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>这一波不错,只是钱少🤑","listText":"<a 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苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 $苹果(AAPL)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/68467296959a4f2b60c95b758c85e873","width":"440","height":"458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364805464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330006096,"gmtCreate":1608389729515,"gmtModify":1703734919058,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"写的很好,有感触","listText":"写的很好,有感触","text":"写的很好,有感触","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330006096","repostId":"397743216","repostType":1,"repost":{"id":397743216,"gmtCreate":1608371317935,"gmtModify":1703734889799,"author":{"id":"84591292386623","authorId":"84591292386623","name":"坡上之云阿龙","avatar":"https://static.tigerbbs.com/23192029e6cace475a85ecd015bbf903","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"84591292386623","authorIdStr":"84591292386623"},"themes":[],"title":"投资路上慢慢,我们一起走过","htmlText":"26岁,你看着身边的人都结了婚婚礼的份子钱逐年递增春节回家,父母从带你串亲戚变成了带你去见相亲对象见了十几个姑娘你每次都觉得和那个她比差了一点28岁那年,你遇到了一个和你遭遇差不多的姑娘你们有一搭没一搭的聊着她说:你还不错你喝了一口可乐说:你也是你还不确定喜不喜欢她双方家长就已经摆好了订婚宴结婚的前一周,你和朋友出去喝酒你说,不想结婚朋友说,你啊,就是想太多。谁不是这么过来的?这辈子。29岁,你们终于结了婚婚礼办的不大不小,朋友来的不多不少攒了几年想要去实现理想的钱搭在了这一场百人的私人庙会上婚礼结束后,并没有你想象的浪漫你听着外屋的新娘一笔一笔的算着份子钱想着不过才两年,怎么就变成这样了想着想着,洞房夜就睡着了30岁,她怀孕了每次加班电话那头都是抱怨与委屈但你不能争辩什么谁让她怀了你的孩子在这一刻不论是她的父母还是你的父母都无条件的站在这一边31岁,孩子落地了前前后后连孕检带住院费花了10万块钱不过无所谓你看着你的孩子,怎么看怎么喜欢高兴的仿佛这是你的新生32岁,这是人生最不愿意重复的一年平均睡眠3小时孩子每一个小时都要闹腾一次第二天拖着睡不醒的眼睛去上班老板说你上班不干活回家媳妇说你不干活你想了半天不明白,那谁干活呢?那辆开了3年的车成为了你真正的家你不在抱怨路上拥堵的交通你甚至开始希望再多堵一会回到家,你关了发动机在车上点了一根烟这是你每天最幸福的十分钟车前是功名利禄,车尾是柴米油盐35岁 你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","listText":"26岁,你看着身边的人都结了婚婚礼的份子钱逐年递增春节回家,父母从带你串亲戚变成了带你去见相亲对象见了十几个姑娘你每次都觉得和那个她比差了一点28岁那年,你遇到了一个和你遭遇差不多的姑娘你们有一搭没一搭的聊着她说:你还不错你喝了一口可乐说:你也是你还不确定喜不喜欢她双方家长就已经摆好了订婚宴结婚的前一周,你和朋友出去喝酒你说,不想结婚朋友说,你啊,就是想太多。谁不是这么过来的?这辈子。29岁,你们终于结了婚婚礼办的不大不小,朋友来的不多不少攒了几年想要去实现理想的钱搭在了这一场百人的私人庙会上婚礼结束后,并没有你想象的浪漫你听着外屋的新娘一笔一笔的算着份子钱想着不过才两年,怎么就变成这样了想着想着,洞房夜就睡着了30岁,她怀孕了每次加班电话那头都是抱怨与委屈但你不能争辩什么谁让她怀了你的孩子在这一刻不论是她的父母还是你的父母都无条件的站在这一边31岁,孩子落地了前前后后连孕检带住院费花了10万块钱不过无所谓你看着你的孩子,怎么看怎么喜欢高兴的仿佛这是你的新生32岁,这是人生最不愿意重复的一年平均睡眠3小时孩子每一个小时都要闹腾一次第二天拖着睡不醒的眼睛去上班老板说你上班不干活回家媳妇说你不干活你想了半天不明白,那谁干活呢?那辆开了3年的车成为了你真正的家你不在抱怨路上拥堵的交通你甚至开始希望再多堵一会回到家,你关了发动机在车上点了一根烟这是你每天最幸福的十分钟车前是功名利禄,车尾是柴米油盐35岁 你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","text":"26岁,你看着身边的人都结了婚婚礼的份子钱逐年递增春节回家,父母从带你串亲戚变成了带你去见相亲对象见了十几个姑娘你每次都觉得和那个她比差了一点28岁那年,你遇到了一个和你遭遇差不多的姑娘你们有一搭没一搭的聊着她说:你还不错你喝了一口可乐说:你也是你还不确定喜不喜欢她双方家长就已经摆好了订婚宴结婚的前一周,你和朋友出去喝酒你说,不想结婚朋友说,你啊,就是想太多。谁不是这么过来的?这辈子。29岁,你们终于结了婚婚礼办的不大不小,朋友来的不多不少攒了几年想要去实现理想的钱搭在了这一场百人的私人庙会上婚礼结束后,并没有你想象的浪漫你听着外屋的新娘一笔一笔的算着份子钱想着不过才两年,怎么就变成这样了想着想着,洞房夜就睡着了30岁,她怀孕了每次加班电话那头都是抱怨与委屈但你不能争辩什么谁让她怀了你的孩子在这一刻不论是她的父母还是你的父母都无条件的站在这一边31岁,孩子落地了前前后后连孕检带住院费花了10万块钱不过无所谓你看着你的孩子,怎么看怎么喜欢高兴的仿佛这是你的新生32岁,这是人生最不愿意重复的一年平均睡眠3小时孩子每一个小时都要闹腾一次第二天拖着睡不醒的眼睛去上班老板说你上班不干活回家媳妇说你不干活你想了半天不明白,那谁干活呢?那辆开了3年的车成为了你真正的家你不在抱怨路上拥堵的交通你甚至开始希望再多堵一会回到家,你关了发动机在车上点了一根烟这是你每天最幸福的十分钟车前是功名利禄,车尾是柴米油盐35岁 你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","images":[{"img":"https://static.tigerbbs.com/7462f6a7d09146f4275052f64c4c5d9d","width":"1242","height":"2208"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397743216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397491885,"gmtCreate":1608305057047,"gmtModify":1703852403909,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555588886356241","authorIdStr":"3555588886356241"},"themes":[],"htmlText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","listText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","text":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397491885","repostId":"2092236659","repostType":2,"repost":{"id":"2092236659","pubTimestamp":1608220831,"share":"https://www.laohu8.com/m/news/2092236659?lang=&edition=full","pubTime":"2020-12-18 00:00","market":"us","language":"en","title":"SEC Settlement Clears the Way for Luckin Stock to Soar to $20","url":"https://stock-news.laohu8.com/highlight/detail?id=2092236659","media":"MSN","summary":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the c","content":"<html><body><article><p>Shares of disgraced Chinese coffee chain<strong> Luckin Coffee </strong>(OTCMKTS:<strong> LKNCY </strong>) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.</p><p>This settlement is big news for LKNCY stock for two reasons:</p><p>First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.</p><p>Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.</p><p>Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletter</p><p>Here’s why.<strong> Luckin Coffee Will Survive </strong></p><p>One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.</p><p>Those fears are proving to be dramatically overstated.</p><p>As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.</p><p>The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.</p><p>Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.</p><p>This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally.<strong> Luckin Stock: Ready to Charge Back Into Hypergrowth Mode </strong></p><p>Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.</p><p>With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.</p><p>In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.</p><p>It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.</p><p>Luckin Coffee is back.</p><p>The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.</p><p>If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous.<strong> Huge Upside for Luckin Coffee Stock </strong></p><p>My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.</p><p>This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of<strong> Starbucks </strong>(NASDAQ:<strong> SBUX </strong>).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.</p><p>Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.</p><p>Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done.<strong> Bottom Line on LKNCY Stock </strong></p><p>I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.</p><p>This is <a href=\"https://laohu8.com/S/AONE\">one</a> of those situations.</p><p>The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.</p><p>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</p><p>The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers <a href=\"https://laohu8.com/S/AONE.U\">one</a> breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19.<strong> Click here to find out how. </strong></p><p>In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter.<strong> Click here to sign up now. </strong></p></article></body></html>","source":"tencent","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>SEC Settlement Clears the Way for Luckin Stock to Soar to $20</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\">\nSEC Settlement Clears the Way for Luckin Stock to Soar to $20\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-18 00:00 GMT+8 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b><strong>MSN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","WB":"微博"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b","is_english":true,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092236659","content_text":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.This settlement is big news for LKNCY stock for two reasons:First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletterHere’s why. Luckin Coffee Will Survive One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.Those fears are proving to be dramatically overstated.As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally. Luckin Stock: Ready to Charge Back Into Hypergrowth Mode Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.Luckin Coffee is back.The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous. Huge Upside for Luckin Coffee Stock My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of Starbucks (NASDAQ: SBUX ).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done. Bottom Line on LKNCY Stock I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.This is one of those situations.The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers one breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19. Click here to find out how. In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter. Click here to sign up now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}