+关注
每天路过都是晴天
暂无个人介绍
IP属地：未知
3
关注
0
粉丝
6
主题
0
勋章
主贴
热门
每天路过都是晴天
2020-10-30
估计很多韭菜要哭
缺乏基本面支撑的暴涨，天任集团非常危险！
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3566422752754157,"uuid":"3566422752754157","gmtCreate":1603328729920,"gmtModify":1603338436420,"name":"每天路过都是晴天","pinyin":"mtlgdsqtmeitianluguodoushiqingtian","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/e6e4580c1f26498146eec5586f369f00","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":3,"tweetSize":1,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":308568519,"gmtCreate":1604022359231,"gmtModify":1703831701321,"author":{"id":"3566422752754157","authorId":"3566422752754157","name":"每天路过都是晴天","avatar":"https://static.tigerbbs.com/e6e4580c1f26498146eec5586f369f00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"估计很多韭菜要哭","listText":"估计很多韭菜要哭","text":"估计很多韭菜要哭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308568519","repostId":"2079480696","repostType":2,"repost":{"id":"2079480696","pubTimestamp":1603939618,"share":"https://www.laohu8.com/m/news/2079480696?lang=&edition=full","pubTime":"2020-10-29 10:46","market":"hk","language":"zh","title":"缺乏基本面支撑的暴涨，天任集团非常危险！","url":"https://stock-news.laohu8.com/highlight/detail?id=2079480696","media":"财华社","summary":"作为一家在香港地区经营的模板（由木材及夹板构成）工程供应商，天任集团（01429-HK）自2020年9月29日上市至2020年10月28日，仅18个交易日，股价较招股价0.35港元累计涨幅高达577.1%，显然这无法用基本面的改善解释。","content":"<html><body><p>作为一家在香港地区经营的模板（由木材及夹板构成）工程供应商，<a href=\"https://laohu8.com/S/01429\">天任集团</a>（01429-HK）自2020年9月29日上市至2020年10月28日，仅18个交易日，股价较招股价0.35港元累计涨幅高达577.1%，显然这无法用基本面的改善解释。</p>\n<p><img height=\"299\" src=\"https://images.finet.hk/photoLib/content/202010_1/4d6635ce-9f11-425c-b813-5680acebcc7b.png\" width=\"359\"/><span><span> </span></span></p>\n<p>而实际上，通过天任集团披露的数据，其业绩表现于2017-2020财年(注: 于3月底止年结财年)间并不稳定：于2020财年，天任集团营收下滑14%左右至4.34亿港元，归母净利润下滑40%左右至0.38亿港元。</p>\n<p>因此，尽管在招股书中天任披露其截至2020年7月底止4个月的收入达1.4亿港元，同比2019年增长54.8%，并解释称“此乃主要由于自项目TMB-87、项目TMB-90及项目TMB-100确认的收入合共增加约48.5百万港元。”</p>\n<p>但是对于2020财年的业绩下滑，天任亦做出如下解释“。减少乃由于大型土木工程项目项目TMB-21、项目TMB-32及项目TMB-44因该等项目于2019财年及2020财年完工，同时部分十大基础设施项目完工后及政府并无引荐大型建造项目。”</p>\n<p>透过天任的解释，很难认为天任集团在营收上拥有持续增长的基础，因为其无法通过努力地拓展新的项目使得营收免于原有项目减少下的下滑。</p>\n<p>以上的依据在于，根据Ipsos报告，由于住宅及商业楼宇的需求不断增加，加上政府增加香港房屋供应的举措，香港模板工程行业的总产值由2013年的33.81亿港元增至2019年的57.06亿港元。用2020财年的数据计算，天任集团的市场份额仅为7.6%左右，显然对于天任而言还有较高的提升空间，但事实却进展的非常艰难。</p>\n<p>这意味着，要么这一行业的市场集中度难以提升，要么天任集团不具备较强的竞争能力。无论哪一种解释，对于天任集团未来的价值预期判断都不友好。</p>\n<p>总体而言，投资者应当避免基本面根基缺失的股价波动风险。</p>\n</body></html>","source":"finet_stock","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>缺乏基本面支撑的暴涨，天任集团非常危险！</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\">\n缺乏基本面支撑的暴涨，天任集团非常危险！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-29 10:46 北京时间 <a href=https://www.finet.hk/newscenter/news_content/5f9a2d22bde0b30d4618bca3><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为一家在香港地区经营的模板（由木材及夹板构成）工程供应商，天任集团（01429-HK）自2020年9月29日上市至2020年10月28日，仅18个交易日，股价较招股价0.35港元累计涨幅高达577.1%，显然这无法用基本面的改善解释。\n \n而实际上，通过天任集团披露的数据，其业绩表现于2017-2020财年(注: 于3月底止年结财年)间并不稳定：于2020财年，天任集团营收下滑14%左右至...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/5f9a2d22bde0b30d4618bca3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.finet.hk/photoLib/title/202010_1/c25d866c-f532-4cbe-8867-d89fd2d4eff6.jpg","relate_stocks":{"01429":"天任集团"},"source_url":"https://www.finet.hk/newscenter/news_content/5f9a2d22bde0b30d4618bca3","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2079480696","content_text":"作为一家在香港地区经营的模板（由木材及夹板构成）工程供应商，天任集团（01429-HK）自2020年9月29日上市至2020年10月28日，仅18个交易日，股价较招股价0.35港元累计涨幅高达577.1%，显然这无法用基本面的改善解释。\n \n而实际上，通过天任集团披露的数据，其业绩表现于2017-2020财年(注: 于3月底止年结财年)间并不稳定：于2020财年，天任集团营收下滑14%左右至4.34亿港元，归母净利润下滑40%左右至0.38亿港元。\n因此，尽管在招股书中天任披露其截至2020年7月底止4个月的收入达1.4亿港元，同比2019年增长54.8%，并解释称“此乃主要由于自项目TMB-87、项目TMB-90及项目TMB-100确认的收入合共增加约48.5百万港元。”\n但是对于2020财年的业绩下滑，天任亦做出如下解释“。减少乃由于大型土木工程项目项目TMB-21、项目TMB-32及项目TMB-44因该等项目于2019财年及2020财年完工，同时部分十大基础设施项目完工后及政府并无引荐大型建造项目。”\n透过天任的解释，很难认为天任集团在营收上拥有持续增长的基础，因为其无法通过努力地拓展新的项目使得营收免于原有项目减少下的下滑。\n以上的依据在于，根据Ipsos报告，由于住宅及商业楼宇的需求不断增加，加上政府增加香港房屋供应的举措，香港模板工程行业的总产值由2013年的33.81亿港元增至2019年的57.06亿港元。用2020财年的数据计算，天任集团的市场份额仅为7.6%左右，显然对于天任而言还有较高的提升空间，但事实却进展的非常艰难。\n这意味着，要么这一行业的市场集中度难以提升，要么天任集团不具备较强的竞争能力。无论哪一种解释，对于天任集团未来的价值预期判断都不友好。\n总体而言，投资者应当避免基本面根基缺失的股价波动风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":308568519,"gmtCreate":1604022359231,"gmtModify":1703831701321,"author":{"id":"3566422752754157","authorId":"3566422752754157","name":"每天路过都是晴天","avatar":"https://static.tigerbbs.com/e6e4580c1f26498146eec5586f369f00","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"估计很多韭菜要哭","listText":"估计很多韭菜要哭","text":"估计很多韭菜要哭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308568519","repostId":"2079480696","repostType":2,"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
