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坡岛韭菜王
2021-04-13
$极光(JG)$
看到楼上老兄的帖子,支持一下。我算是极光的小铁杆了,一路补仓到现在亏了4000多美金,说不心痛那不可能,但是我还是坚定看好的,原因有三:第一,如图所示,一季度披露机构持股增持,没有减持,每天卖的主力都是小单;第二,持续的利好,作为saas,打的就是细水长流的牌,前期不可能带来巨大的营收,只要一直有合作,就是未来可期,给极光的PR加个鸡腿,勤勤恳恳周二周四准时发消息;第三,看了下营收,声网,容联云,极光,三者极光gross margin最高,营收确实比较少,容联云的二分之一,但是市值只有他的四分之一,这就不太善了,所以咱们给极光定个小目标10亿不过分,对应的就是每股7.2块,嗯,加油吧咱们,我反正过两天打算继续补一点吧,哈哈,一点拙见仅供参考,祝大家发财!
坡岛韭菜王
2021-07-28
$极光(JG)$
加上期权已经6000刀了[捂脸] [捂脸]
坡岛韭菜王
2021-03-16
$小米集团-W(01810)$
如果这时候确定造车?
坡岛韭菜王
2021-06-11
$极光(JG)$
对得起我对你的爱吗?太气了
坡岛韭菜王
2021-02-05
$极光(JG)$
7块卖飞,我真优秀[捂脸] [捂脸]
坡岛韭菜王
2021-06-25
$极光(JG)$
又是炒SaaS的阶段了,坐稳了
坡岛韭菜王
2021-06-10
$极光(JG)$
就这?小失望
坡岛韭菜王
2021-03-04
$小米集团-W(01810)$
山顶风好大
坡岛韭菜王
2021-01-27
$Obseva Sa(OBSV)$
大家还好吗?
坡岛韭菜王
2021-06-30
$极光(JG)$
我可能得被套一两年,真是忧桑
坡岛韭菜王
2021-01-27
$极光(JG)$
扛不住了,止损了
坡岛韭菜王
2021-06-14
$极光(JG)$
我怀疑你在吸筹,但我没有证据[生气]
坡岛韭菜王
2021-03-22
$极光(JG)$
等风来
坡岛韭菜王
2021-06-18
$极光(JG)$
可以有一波
坡岛韭菜王
2021-06-09
$极光(JG)$
激动的心颤抖的手今天就知道有木有[笑哭] [笑哭]
坡岛韭菜王
2021-06-08
$极光(JG)$
起飞吧
坡岛韭菜王
2021-04-28
$极光(JG)$
回本了[笑哭] [笑哭] 要哭了
坡岛韭菜王
2021-04-22
$长城汽车(02333)$
大摩就是**
坡岛韭菜王
2021-04-08
$极光(JG)$
今天啥消息呢?
坡岛韭菜王
2021-03-29
$极光(JG)$
我看到了极光大数据,莫非抖音也用了极光?这不是要起飞吗?哈哈哈
抱歉,原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/JG\">$极光(JG)$</a>可是","text":"$极光(JG)$可是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848437406","repostId":"848589539","repostType":1,"repost":{"id":848589539,"gmtCreate":1636012583134,"gmtModify":1636013166621,"author":{"id":"39105730803552","authorId":"39105730803552","name":"格隆汇","avatar":"https://static.tigerbbs.com/8774dfe20eceb38c9645128bb6e60684","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"39105730803552","authorIdStr":"39105730803552"},"themes":[],"title":"多维解读极光(JG)的发展前景:机构看好、增速领先、权威认证","htmlText":"前一段时间,PCAOB《外国公司问责法》、境外上市新规、教培双减政策等黑天鹅事件频发,中概股于“夹缝中求生存”,不断“跌”出价值。也正因如此,随着风险逐渐释放、数字经济发展预期等,部分中概股近期迅速迎来幅度不小的反弹,同时再次验证一个亘古不变的投资真理:拥有核心价值的优质标的势必会创造反弹机会,最终回到正确的位置。遵循这一逻辑,已反弹的部分中概股之外,是否还存在着亟待价值回归的优质标的?中国领先的移动开发者服务提供商——极光(NASDAQ:JG),率先进入笔者的视野。近期,极光估值落入超低区间而经营面持续向好,引发机构关注。同时,其推送私有云获得“国家队”认证、助力数据安全合规等新动向,更多维地揭示其发展前景,传递出长期价值。下面,就这几个维度具体来看。1、机构称极光被严重忽视,看好其未来前景10月18日,华兴资本首次覆盖极光,在报告中指出极光是被投资人严重忽视的客户互动(customer engagement)软件公司,并给予其“买入”评级,采用分类加总估值方式(SOTP),看高其目标价至4.07美元,较其11月3日收盘价仍有171%左右的上涨空间。同时,华兴资本还在报告中表明,极光具有广阔的市场前景,清晰的商业化变现策略;预计极光收入在2021-2023年化涨幅达33%;极光运营杠杆(反映销售和息税前盈利的杠杆关系)将持续改善,将在2023年实现盈亏平衡。实际数据来看,极光Adjusted EBITDA确实呈持续改善态势,并在2021年第二季度创下去年1季度以来6个季度的新高,同、环比均收窄27%左右,而按照这一速度亦不排除更快实现盈亏平衡的可能。2、极光成估值洼地,而收入增速处业内领先更直观地,笔者从整体市场环境与极光最新业绩情况具体分析,亦看到这一现象。近年来,SaaS行业维持较高的景气度,基于可持续的成长能力及潜在的盈利能力,整体估值也在持续提升,参考美国SaaS","listText":"前一段时间,PCAOB《外国公司问责法》、境外上市新规、教培双减政策等黑天鹅事件频发,中概股于“夹缝中求生存”,不断“跌”出价值。也正因如此,随着风险逐渐释放、数字经济发展预期等,部分中概股近期迅速迎来幅度不小的反弹,同时再次验证一个亘古不变的投资真理:拥有核心价值的优质标的势必会创造反弹机会,最终回到正确的位置。遵循这一逻辑,已反弹的部分中概股之外,是否还存在着亟待价值回归的优质标的?中国领先的移动开发者服务提供商——极光(NASDAQ:JG),率先进入笔者的视野。近期,极光估值落入超低区间而经营面持续向好,引发机构关注。同时,其推送私有云获得“国家队”认证、助力数据安全合规等新动向,更多维地揭示其发展前景,传递出长期价值。下面,就这几个维度具体来看。1、机构称极光被严重忽视,看好其未来前景10月18日,华兴资本首次覆盖极光,在报告中指出极光是被投资人严重忽视的客户互动(customer 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