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莱布尼兹

莱布尼兹

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2022-12-13

$逸仙电商(YSG)$ 还没退市

2022-12-13

$逸仙电商(YSG)$ 退市吧

2022-12-12

$平安好医生(01833)$ 什么情况？

2022-12-09

$Vor Biopharma Inc.(VOR)$ 相信老美的生物医学，稳定了可以入

2021-08-23

$逸仙电商(YSG)$哎，新手没经验啊。这股再跌50%都不过分

2021-07-24

$逸仙电商(YSG)$张磊都不信它了

2021-07-24

$逸仙电商(YSG)$还得跌

2021-06-10

$Vor Biopharma Inc.(VOR)$天天挂着2.45的人真恶心

2021-06-02

$Vor Biopharma Inc.(VOR)$应该跌无可跌了吧

2021-06-02

拿住就行了

饮品业务一哥争雄康师傅投资价值为何胜农夫山泉？

2021-06-01

$百度(BIDU)$百度马上起飞

去老虎APP查看更多动态

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Inc.(VOR)$应该跌无可跌了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111930982","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113222832,"gmtCreate":1622621395326,"gmtModify":1622621395326,"author":{"id":"3583554433905659","authorId":"3583554433905659","name":"莱布尼兹","avatar":"https://static.tigerbbs.com/6d1e6f3808502f2a780a1e2efc455e72","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583554433905659","authorIdStr":"3583554433905659"},"themes":[],"htmlText":"拿住就行了","listText":"拿住就行了","text":"拿住就行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/113222832","repostId":"2138919677","repostType":2,"repost":{"id":"2138919677","kind":"news","pubTimestamp":1621971278,"share":"https://www.laohu8.com/m/news/2138919677?lang=&edition=full","pubTime":"2021-05-26 03:34","market":"us","language":"zh","title":"饮品业务一哥争雄 康师傅投资价值为何胜农夫山泉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2138919677","media":"金融界网站","summary":"农夫山泉及康师傅均是内地饮品巨头，惟市值差天共地。农夫山泉的总市值为4,200亿港元，而康师傅市值不足800亿港元。如果再比较农夫山泉的营业额及纯利，更会发觉到投资康师傅的性价比较农夫山泉更高。　　农夫山泉股价由68.75元港元跌至38.05元港元，但H股市值仍然高达1,900亿港元，更遑论连同非流通股市值的总市值已经高达4,200亿港元。　　此消彼长下，康师傅投资价值较农夫山泉高，前者股价有机会获得价值重估的可能。","content":"<html><body><div><p>　　<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>及康师傅均是内地饮品巨头，惟市值差天共地。农夫山泉的总市值为4,200亿港元，而康师傅市值不足800亿港元。如果再比较农夫山泉的营业额及纯利，更会发觉到投资康师傅的性价比较农夫山泉更高。 </p>\n<p>　　农夫山泉股价由68.75元港元跌至38.05元港元，但H股市值仍然高达1,900亿港元，更遑论连同非流通股市值的总市值已经高达4,200亿港元。 </p>\n<p>　　不过，去年农夫山泉的营业额仅228.8亿元人民币，同年<a href=\"https://laohu8.com/S/00322\">康师傅控股</a>营业额为676.4亿元人民币，当中饮品营业额为372.7亿元人民币。 </p>\n<p><strong>　　康师傅才是真正一哥</strong> </p>\n<p>　　以营业额计，康师傅才是内地饮品业的上市公司一哥。惟在投资者心目中，农夫山泉才是内地饮品市场一哥。投资者给予农夫山泉估值为超过60倍市盈率，相反康师傅市盈率仅16倍。 </p>\n<p>　　原因之一是农夫山泉的毛利率远较康师傅理想，农夫山泉毛利率达59%，康师傅饮品业务毛利率达35.9%，农夫山泉毛利率较康师傅出高23个百分点。 </p>\n<p>　　两者毛利率出现巨大差异原因是农夫山泉营业额主要以瓶装水为主，成本主要是水及苯二甲酸乙二酯（PET），再没有白糖或果汁的开支。 </p>\n<p>　　反观康师傅饮品业务收入，瓶装水销售为32.8亿元人民币，占比为8.8%。碳酸饮料及其他销售占35.8%，果汁销售占13.1%，即饮茶销售占43.7%，生产过程中须采购糖、果汁及茶叶。 </p>\n<p>　　换言之，康师傅现有产品组合的毛利率必然较农夫山泉为高。由于农夫山泉的产品组合导致毛利率长期偏高，形成其纯利率持续高于康师傅的原因。 </p>\n<p><strong>　　农夫山泉营销售不升反跌</strong> </p>\n<p>　　然而，投资者给予农夫山泉估值溢价的最大假设是，农夫山泉在瓶装水市场出现长期保持领先地位。 </p>\n<p>　　然而，农夫山泉上市后首份业绩显示，其瓶装水品牌「农夫山泉」去年销售额按年下跌2.6%，即饮茶、功能饮品及果汁的销售额均录得下跌。去年农夫山泉营业额按年下跌4.8%，至228.8亿元人民币。 </p>\n<p>　　相反，康师傅饮品业务营业额录得按年4.7%增长。即使是康师傅的弱项，瓶装水销售仍录得5.1%增长。 </p>\n<p>　　此消彼长下，康师傅投资价值较农夫山泉高，前者股价有机会获得价值重估的可能。</p>\n<div>\n</div>\n</div></body></html>","source":"jinrongjie_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>饮品业务一哥争雄 康师傅投资价值为何胜农夫山泉？</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饮品业务一哥争雄 康师傅投资价值为何胜农夫山泉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-26 03:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.jrj.com.cn/2021/05/26033432819204.shtml><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>农夫山泉及康师傅均是内地饮品巨头，惟市值差天共地。农夫山泉的总市值为4,200亿港元，而康师傅市值不足800亿港元。如果再比较农夫山泉的营业额及纯利，更会发觉到投资康师傅的性价比较农夫山泉更高。 \n　　农夫山泉股价由68.75元港元跌至38.05元港元，但H股市值仍然高达1,900亿港元，更遑论连同非流通股市值的总市值已经高达4,200亿港元。 \n　　不过，去年农夫山泉的营业额仅228.8亿元...</p>\n\n<a href=\"http://hk.jrj.com.cn/2021/05/26033432819204.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c143530e3957463946d55d6aea33d21a","relate_stocks":{"09633":"农夫山泉"},"source_url":"http://hk.jrj.com.cn/2021/05/26033432819204.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138919677","content_text":"农夫山泉及康师傅均是内地饮品巨头，惟市值差天共地。农夫山泉的总市值为4,200亿港元，而康师傅市值不足800亿港元。如果再比较农夫山泉的营业额及纯利，更会发觉到投资康师傅的性价比较农夫山泉更高。 \n　　农夫山泉股价由68.75元港元跌至38.05元港元，但H股市值仍然高达1,900亿港元，更遑论连同非流通股市值的总市值已经高达4,200亿港元。 \n　　不过，去年农夫山泉的营业额仅228.8亿元人民币，同年康师傅控股营业额为676.4亿元人民币，当中饮品营业额为372.7亿元人民币。 \n　　康师傅才是真正一哥 \n　　以营业额计，康师傅才是内地饮品业的上市公司一哥。惟在投资者心目中，农夫山泉才是内地饮品市场一哥。投资者给予农夫山泉估值为超过60倍市盈率，相反康师傅市盈率仅16倍。 \n　　原因之一是农夫山泉的毛利率远较康师傅理想，农夫山泉毛利率达59%，康师傅饮品业务毛利率达35.9%，农夫山泉毛利率较康师傅出高23个百分点。 \n　　两者毛利率出现巨大差异原因是农夫山泉营业额主要以瓶装水为主，成本主要是水及苯二甲酸乙二酯（PET），再没有白糖或果汁的开支。 \n　　反观康师傅饮品业务收入，瓶装水销售为32.8亿元人民币，占比为8.8%。碳酸饮料及其他销售占35.8%，果汁销售占13.1%，即饮茶销售占43.7%，生产过程中须采购糖、果汁及茶叶。 \n　　换言之，康师傅现有产品组合的毛利率必然较农夫山泉为高。由于农夫山泉的产品组合导致毛利率长期偏高，形成其纯利率持续高于康师傅的原因。 \n　　农夫山泉营销售不升反跌 \n　　然而，投资者给予农夫山泉估值溢价的最大假设是，农夫山泉在瓶装水市场出现长期保持领先地位。 \n　　然而，农夫山泉上市后首份业绩显示，其瓶装水品牌「农夫山泉」去年销售额按年下跌2.6%，即饮茶、功能饮品及果汁的销售额均录得下跌。去年农夫山泉营业额按年下跌4.8%，至228.8亿元人民币。 \n　　相反，康师傅饮品业务营业额录得按年4.7%增长。即使是康师傅的弱项，瓶装水销售仍录得5.1%增长。 \n　　此消彼长下，康师傅投资价值较农夫山泉高，前者股价有机会获得价值重估的可能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119245931,"gmtCreate":1622552500023,"gmtModify":1622552500023,"author":{"id":"3583554433905659","authorId":"3583554433905659","name":"莱布尼兹","avatar":"https://static.tigerbbs.com/6d1e6f3808502f2a780a1e2efc455e72","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583554433905659","authorIdStr":"3583554433905659"},"themes":[],"htmlText":"<a 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