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奋斗的牛牛

2021-10-30

韭菜就是这么割的！常规操作！少见多怪

抱歉，原内容已删除

奋斗的牛牛

2021-06-17

纪念一下。老虎历史上第一次真正中签

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08:59","market":"us","language":"zh","title":"老虎点评：股价诡异“跳水”，百世集团发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106138088","media":"老虎锐评","summary":"周五，标普、纳斯达克同创新高，中概股整体下挫，互联网券商领跌。","content":"<p>周五，标普、纳斯达克同创新高，中概股整体下挫，互联网券商领跌。</p>\n<p><b><a href=\"https://laohu8.com/S/BEST\">百世集团</a>中国业务被收购，股价却坐了过山车</b></p>\n<p>百世盘前发出公告：极兔以68亿元人民币收购百世中国区业务。股价从开盘最高上涨40%（$2.97），一路下行到收盘跌23%（$1.61），日内振幅高达60%。无论是跌幅还是振幅，明显超过今天中概整体水平（KWEB跌3%）。一个表面上的利好消息最后成为利差消息，是简单的利好出货吗？</p>\n<p><img src=\"https://static.tigerbbs.com/1a7cffffa62c40ca3e8f6879c34f9a9e\" tg-width=\"492\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p>\n<p>先从基本面来看，这笔交易是否合算。</p>\n<p>根据百世的公告，极兔的68亿人民币作价，是针对百世中国业务的“Enterprise Value”（企业价值），而不是“Market Cap”（市值）。有新闻说“百世在集团总市值仅有8亿美元的情况下，以11亿美元出售国内业务，的确是一笔划算的买卖。”这个说法是错误的。</p>\n<p>根据百世目前持有的现金、债务以及少数权益，昨天收盘后的整体企业价值是$18亿。所以问题就变成了，百世的中国快递业务（express delivery business），究竟占比多少？</p>\n<p>根据公司最新的2季度财报，中国区的快递业务收入占比总体58%。无论是同比，还是占整体收入的相对比例，中国区的快递业务都出现了很大的下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/149d6a235a6add8851b0526d4597db3e\" tg-width=\"409\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>按照昨天收盘$18亿的企业价值计算，58%的业务线的企业价值差不多$10.4亿（假设现金/债务/少数人权益按照同等比例在业务线划分）。极兔给的价格是68亿人民币，按照最新汇率6.4来看是$10.6亿，完美吻合。也就是说，这笔生意从昨天收盘价来看，很公平，谁也没占谁便宜。</p>\n<p>有点奇怪，昨天百世的收盘价收到了极兔的报价？这只股票2个月前只有不到昨天收盘价的50%，这2个月突飞猛进涨了100%。如果极兔的$10.6亿报价是根据昨天收盘价来给出，那么百世居然能够不到24小是就发声明宣布同意？</p>\n<p>我们再来看看百世最近3个月的股价表现。作为对比，我把其它快递公司的股价表现也放在同一张图。从上到下依次是——白线百世，橙色韵达，蓝色申通，紫色德邦，黄色顺丰。百世的股价可谓是傲视群雄。最近3个月百世有什么利好的消息吗？没看见。</p>\n<p><img src=\"https://static.tigerbbs.com/eac43647f4f5c2f7e19799fdab3e80a5\" tg-width=\"790\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p>写到这里就不难理解：1，为何昨天的收盘价和极兔给的报价如此靠近；2，为何今天利好消息一出卖单就大笔涌入股价一泻千里。当然，还有一种可能性，就是极兔恰好根据百世昨晚收盘价决定临时报价，报的价迅速得到百世的同意，今早好消息出来市场利好出货…这样的巧合还是有可能，唯一不肯定的就是如此急速下挫的股价，就算提前埋伏，能赚到钱吗？</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)&amp; BioNTech(BNTX)：美国FDA批准了为5-11岁儿童接种疫苗的紧急使用授权。&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：汽车租赁平台Hertz表示或将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>订单量增加至20万辆。&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)：宣布对电动汽车公司Rivian持股20%。</b>Rivian本月早些时候递交IPO招股说明书。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>已与Rivian签订到2030年订购10万车辆的协议。</p>\n<p><b>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)：超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)成为全球市值最高的公司。&nbsp;</b></p>\n<p><b>Netflix(NFLX)：剧版《三体》公布首批演员名单。</b>《少年的你》导演曾国祥将执导本剧的第1集并担任本剧的联合制作人。Netflix版《三体》改编自刘慈欣小说，由《权力的游戏》主创David Benioff和D.B.Weiss担任剧集制片人，刘慈欣和英译者刘宇昆担任顾问制作人。</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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎点评：股价诡异“跳水”，百世集团发生了什么？</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 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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老虎点评：股价诡异“跳水”，百世集团发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-30 08:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周五，标普、纳斯达克同创新高，中概股整体下挫，互联网券商领跌。</p>\n<p><b><a href=\"https://laohu8.com/S/BEST\">百世集团</a>中国业务被收购，股价却坐了过山车</b></p>\n<p>百世盘前发出公告：极兔以68亿元人民币收购百世中国区业务。股价从开盘最高上涨40%（$2.97），一路下行到收盘跌23%（$1.61），日内振幅高达60%。无论是跌幅还是振幅，明显超过今天中概整体水平（KWEB跌3%）。一个表面上的利好消息最后成为利差消息，是简单的利好出货吗？</p>\n<p><img src=\"https://static.tigerbbs.com/1a7cffffa62c40ca3e8f6879c34f9a9e\" tg-width=\"492\" tg-height=\"214\" referrerpolicy=\"no-referrer\"></p>\n<p>先从基本面来看，这笔交易是否合算。</p>\n<p>根据百世的公告，极兔的68亿人民币作价，是针对百世中国业务的“Enterprise Value”（企业价值），而不是“Market Cap”（市值）。有新闻说“百世在集团总市值仅有8亿美元的情况下，以11亿美元出售国内业务，的确是一笔划算的买卖。”这个说法是错误的。</p>\n<p>根据百世目前持有的现金、债务以及少数权益，昨天收盘后的整体企业价值是$18亿。所以问题就变成了，百世的中国快递业务（express delivery business），究竟占比多少？</p>\n<p>根据公司最新的2季度财报，中国区的快递业务收入占比总体58%。无论是同比，还是占整体收入的相对比例，中国区的快递业务都出现了很大的下滑。</p>\n<p><img src=\"https://static.tigerbbs.com/149d6a235a6add8851b0526d4597db3e\" tg-width=\"409\" tg-height=\"179\" referrerpolicy=\"no-referrer\"></p>\n<p>按照昨天收盘$18亿的企业价值计算，58%的业务线的企业价值差不多$10.4亿（假设现金/债务/少数人权益按照同等比例在业务线划分）。极兔给的价格是68亿人民币，按照最新汇率6.4来看是$10.6亿，完美吻合。也就是说，这笔生意从昨天收盘价来看，很公平，谁也没占谁便宜。</p>\n<p>有点奇怪，昨天百世的收盘价收到了极兔的报价？这只股票2个月前只有不到昨天收盘价的50%，这2个月突飞猛进涨了100%。如果极兔的$10.6亿报价是根据昨天收盘价来给出，那么百世居然能够不到24小是就发声明宣布同意？</p>\n<p>我们再来看看百世最近3个月的股价表现。作为对比，我把其它快递公司的股价表现也放在同一张图。从上到下依次是——白线百世，橙色韵达，蓝色申通，紫色德邦，黄色顺丰。百世的股价可谓是傲视群雄。最近3个月百世有什么利好的消息吗？没看见。</p>\n<p><img src=\"https://static.tigerbbs.com/eac43647f4f5c2f7e19799fdab3e80a5\" tg-width=\"790\" tg-height=\"408\" referrerpolicy=\"no-referrer\"></p>\n<p>写到这里就不难理解：1，为何昨天的收盘价和极兔给的报价如此靠近；2，为何今天利好消息一出卖单就大笔涌入股价一泻千里。当然，还有一种可能性，就是极兔恰好根据百世昨晚收盘价决定临时报价，报的价迅速得到百世的同意，今早好消息出来市场利好出货…这样的巧合还是有可能，唯一不肯定的就是如此急速下挫的股价，就算提前埋伏，能赚到钱吗？</p>\n<p><b>公司新闻</b></p>\n<p><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)&amp; BioNTech(BNTX)：美国FDA批准了为5-11岁儿童接种疫苗的紧急使用授权。&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：汽车租赁平台Hertz表示或将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>订单量增加至20万辆。&nbsp;</b></p>\n<p><b><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)：宣布对电动汽车公司Rivian持股20%。</b>Rivian本月早些时候递交IPO招股说明书。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>已与Rivian签订到2030年订购10万车辆的协议。</p>\n<p><b>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)：超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL)成为全球市值最高的公司。&nbsp;</b></p>\n<p><b>Netflix(NFLX)：剧版《三体》公布首批演员名单。</b>《少年的你》导演曾国祥将执导本剧的第1集并担任本剧的联合制作人。Netflix版《三体》改编自刘慈欣小说，由《权力的游戏》主创David Benioff和D.B.Weiss担任剧集制片人，刘慈欣和英译者刘宇昆担任顾问制作人。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{"BEST":"百世集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106138088","content_text":"周五，标普、纳斯达克同创新高，中概股整体下挫，互联网券商领跌。\n百世集团中国业务被收购，股价却坐了过山车\n百世盘前发出公告：极兔以68亿元人民币收购百世中国区业务。股价从开盘最高上涨40%（$2.97），一路下行到收盘跌23%（$1.61），日内振幅高达60%。无论是跌幅还是振幅，明显超过今天中概整体水平（KWEB跌3%）。一个表面上的利好消息最后成为利差消息，是简单的利好出货吗？\n\n先从基本面来看，这笔交易是否合算。\n根据百世的公告，极兔的68亿人民币作价，是针对百世中国业务的“Enterprise Value”（企业价值），而不是“Market Cap”（市值）。有新闻说“百世在集团总市值仅有8亿美元的情况下，以11亿美元出售国内业务，的确是一笔划算的买卖。”这个说法是错误的。\n根据百世目前持有的现金、债务以及少数权益，昨天收盘后的整体企业价值是$18亿。所以问题就变成了，百世的中国快递业务（express delivery business），究竟占比多少？\n根据公司最新的2季度财报，中国区的快递业务收入占比总体58%。无论是同比，还是占整体收入的相对比例，中国区的快递业务都出现了很大的下滑。\n\n按照昨天收盘$18亿的企业价值计算，58%的业务线的企业价值差不多$10.4亿（假设现金/债务/少数人权益按照同等比例在业务线划分）。极兔给的价格是68亿人民币，按照最新汇率6.4来看是$10.6亿，完美吻合。也就是说，这笔生意从昨天收盘价来看，很公平，谁也没占谁便宜。\n有点奇怪，昨天百世的收盘价收到了极兔的报价？这只股票2个月前只有不到昨天收盘价的50%，这2个月突飞猛进涨了100%。如果极兔的$10.6亿报价是根据昨天收盘价来给出，那么百世居然能够不到24小是就发声明宣布同意？\n我们再来看看百世最近3个月的股价表现。作为对比，我把其它快递公司的股价表现也放在同一张图。从上到下依次是——白线百世，橙色韵达，蓝色申通，紫色德邦，黄色顺丰。百世的股价可谓是傲视群雄。最近3个月百世有什么利好的消息吗？没看见。\n\n写到这里就不难理解：1，为何昨天的收盘价和极兔给的报价如此靠近；2，为何今天利好消息一出卖单就大笔涌入股价一泻千里。当然，还有一种可能性，就是极兔恰好根据百世昨晚收盘价决定临时报价，报的价迅速得到百世的同意，今早好消息出来市场利好出货…这样的巧合还是有可能，唯一不肯定的就是如此急速下挫的股价，就算提前埋伏，能赚到钱吗？\n公司新闻\n辉瑞(PFE)& BioNTech(BNTX)：美国FDA批准了为5-11岁儿童接种疫苗的紧急使用授权。 \n特斯拉(TSLA)：汽车租赁平台Hertz表示或将特斯拉订单量增加至20万辆。 \n亚马逊(AMZN)：宣布对电动汽车公司Rivian持股20%。Rivian本月早些时候递交IPO招股说明书。亚马逊已与Rivian签订到2030年订购10万车辆的协议。\n 微软(MSFT)：超越苹果(AAPL)成为全球市值最高的公司。 \nNetflix(NFLX)：剧版《三体》公布首批演员名单。《少年的你》导演曾国祥将执导本剧的第1集并担任本剧的联合制作人。Netflix版《三体》改编自刘慈欣小说，由《权力的游戏》主创David Benioff和D.B.Weiss担任剧集制片人，刘慈欣和英译者刘宇昆担任顾问制作人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161115905,"gmtCreate":1623910488107,"gmtModify":1623910488107,"author":{"id":"3577159698896333","authorId":"3577159698896333","name":"奋斗的牛牛","avatar":"https://static.tigerbbs.com/782fd98dc57cb93cad22690ff532cf41","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577159698896333","authorIdStr":"3577159698896333"},"themes":[],"htmlText":"纪念一下。老虎历史上第一次真正中签","listText":"纪念一下。老虎历史上第一次真正中签","text":"纪念一下。老虎历史上第一次真正中签","images":[{"img":"https://static.tigerbbs.com/5ab4810a3624065943805e51f9fa0216","width":"552","height":"956"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161115905","isVote":1,"tweetType":1,"viewCount":1900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}