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呀呀呀嗯
2021-06-28
$每日优鲜(MF)$
终于解脱了 再也不见
呀呀呀嗯
2021-06-26
$每日优鲜(MF)$
冲吧,我退不退现金,就看你现在冲不冲
呀呀呀嗯
2021-06-26
$每日优鲜(MF)$
100%中的没好事,就是一个皮包公司吧
呀呀呀嗯
2021-06-26
垃圾倒是装挺厉害
抱歉,原内容已删除
呀呀呀嗯
2021-06-26
这是垃圾吧
抱歉,原内容已删除
呀呀呀嗯
2021-06-24
下单下单,预祝上市成功。好平台啊。肉菜都有,而且还新鲜
$每日优鲜(MF)$
呀呀呀嗯
2021-06-19
现在不知道打不打好
@价值投资为王:奈雪的茶估值贵吗?会不会破发?
去老虎APP查看更多动态
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1. 奶茶品类竞争者众,奈雪不是老大。 高端现制奶茶目前的老大是喜茶,虽未上市,但喜茶主打小店,盈利能力略胜一筹,加上营销力不错,奈雪只能当老二。 除了喜茶和奈雪之外,茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类,但是一个没有门槛的品类,在商业赛道上,奈雪败了一道! 2. 奈雪产品贵,但公司还在亏损。 一杯奶茶要25元+,卖的这么贵,消费者想当然认为这是一个暴利生意,但奈雪却连年亏损。 3. 340亿港币市值有点高! 赛道上的缺陷,加上作为奶茶第一股,奈雪没有可以对标的公司,因此,多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看,奈雪这次引入的多是基金公司,确实没有实力靠前的机构,与喜茶腾讯、IDG和高瓴的阵容相比,确实差了些。 那奈雪的茶到底值不值得打新?首日又会不会破发? 没有同行上市,因此,比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股,PE在上市之后不久达到97倍,资本市场认为咖啡赛道极佳,加上门店快速扩张,估值一路上行。 在2001年,星巴克大举扩张海外,打开市场想象空间,估值最高达到141PE。 金融危机之后,星巴克的快速扩张告一段落,营收增速下滑,估值维持在30倍左右。 从星巴克发展历程看,在高速扩张阶段,公司估值将明显偏高,犹如奈雪的茶当下的定位。 根据奈雪的计划,其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店,且预期在2023年新开设的数量不低于2022年。 也即是说,未来2年,奈雪将处于高速扩张期间,估值恐将保持在高位。 由于奈雪尚未盈利,因此采用PS估值做对比,奈雪假设2021年店铺数量能达到791家,营收粗略估计为50亿人民币,则PS估值为5.","listText":"奈雪今日开始招股,不同于时代天使,网上抵制奈雪的声音较多,主要理由有几个: 1. 奶茶品类竞争者众,奈雪不是老大。 高端现制奶茶目前的老大是喜茶,虽未上市,但喜茶主打小店,盈利能力略胜一筹,加上营销力不错,奈雪只能当老二。 除了喜茶和奈雪之外,茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类,但是一个没有门槛的品类,在商业赛道上,奈雪败了一道! 2. 奈雪产品贵,但公司还在亏损。 一杯奶茶要25元+,卖的这么贵,消费者想当然认为这是一个暴利生意,但奈雪却连年亏损。 3. 340亿港币市值有点高! 赛道上的缺陷,加上作为奶茶第一股,奈雪没有可以对标的公司,因此,多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看,奈雪这次引入的多是基金公司,确实没有实力靠前的机构,与喜茶腾讯、IDG和高瓴的阵容相比,确实差了些。 那奈雪的茶到底值不值得打新?首日又会不会破发? 没有同行上市,因此,比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股,PE在上市之后不久达到97倍,资本市场认为咖啡赛道极佳,加上门店快速扩张,估值一路上行。 在2001年,星巴克大举扩张海外,打开市场想象空间,估值最高达到141PE。 金融危机之后,星巴克的快速扩张告一段落,营收增速下滑,估值维持在30倍左右。 从星巴克发展历程看,在高速扩张阶段,公司估值将明显偏高,犹如奈雪的茶当下的定位。 根据奈雪的计划,其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店,且预期在2023年新开设的数量不低于2022年。 也即是说,未来2年,奈雪将处于高速扩张期间,估值恐将保持在高位。 由于奈雪尚未盈利,因此采用PS估值做对比,奈雪假设2021年店铺数量能达到791家,营收粗略估计为50亿人民币,则PS估值为5.","text":"奈雪今日开始招股,不同于时代天使,网上抵制奈雪的声音较多,主要理由有几个: 1. 奶茶品类竞争者众,奈雪不是老大。 高端现制奶茶目前的老大是喜茶,虽未上市,但喜茶主打小店,盈利能力略胜一筹,加上营销力不错,奈雪只能当老二。 除了喜茶和奈雪之外,茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类,但是一个没有门槛的品类,在商业赛道上,奈雪败了一道! 2. 奈雪产品贵,但公司还在亏损。 一杯奶茶要25元+,卖的这么贵,消费者想当然认为这是一个暴利生意,但奈雪却连年亏损。 3. 340亿港币市值有点高! 赛道上的缺陷,加上作为奶茶第一股,奈雪没有可以对标的公司,因此,多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看,奈雪这次引入的多是基金公司,确实没有实力靠前的机构,与喜茶腾讯、IDG和高瓴的阵容相比,确实差了些。 那奈雪的茶到底值不值得打新?首日又会不会破发? 没有同行上市,因此,比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股,PE在上市之后不久达到97倍,资本市场认为咖啡赛道极佳,加上门店快速扩张,估值一路上行。 在2001年,星巴克大举扩张海外,打开市场想象空间,估值最高达到141PE。 金融危机之后,星巴克的快速扩张告一段落,营收增速下滑,估值维持在30倍左右。 从星巴克发展历程看,在高速扩张阶段,公司估值将明显偏高,犹如奈雪的茶当下的定位。 根据奈雪的计划,其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店,且预期在2023年新开设的数量不低于2022年。 也即是说,未来2年,奈雪将处于高速扩张期间,估值恐将保持在高位。 由于奈雪尚未盈利,因此采用PS估值做对比,奈雪假设2021年店铺数量能达到791家,营收粗略估计为50亿人民币,则PS估值为5.","images":[{"img":"https://static.tigerbbs.com/0602f9b0b131c3f485964c48175e2be5","width":"945","height":"525"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166832841","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":125332763,"gmtCreate":1624650744452,"gmtModify":1624650744452,"author":{"id":"3585302104912740","authorId":"3585302104912740","authorIdStr":"3585302104912740","name":"呀呀呀嗯","avatar":"https://static.tigerbbs.com/97d07c96482d630abcca808bd372aa69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585302104912740"},"themes":[],"htmlText":"<a 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再也不见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150872926","isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125957778,"gmtCreate":1624643625194,"gmtModify":1624643625194,"author":{"id":"3585302104912740","authorId":"3585302104912740","authorIdStr":"3585302104912740","name":"呀呀呀嗯","avatar":"https://static.tigerbbs.com/97d07c96482d630abcca808bd372aa69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585302104912740"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>100%中的没好事,就是一个皮包公司吧","listText":"<a 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\n6月25日晚间,每日优鲜在纳斯达克挂牌上市,证券代码为“MF”。\n每日优鲜在本次IPO中总计发行2100万股(含绿鞋2415万股)美国存托股票(ADS),发行价为每股ADS 13美元。以此发行价计算,每日优鲜IPO募资额约为3亿美元,IPO市值为32亿美元。\n在6月9日,每日优鲜与另一家生鲜电商叮咚买菜同时向美国...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2021-06-25/detail-ikqciyzk1864956.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20210625/54d4-krwipar5791432.jpg/w120h90l50t15f3.jpg","relate_stocks":{"QQQ":"纳指100ETF","MF":"每日优鲜","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","03086":"华夏纳指","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF"},"source_url":"https://tech.sina.cn/i/gn/2021-06-25/detail-ikqciyzk1864956.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146077697","content_text":"每日优鲜IPO在即,估值38亿美元,生鲜电商的未来在哪?WOW·热点\n作者/陆涵之 \n6月25日晚间,每日优鲜在纳斯达克挂牌上市,证券代码为“MF”。\n每日优鲜在本次IPO中总计发行2100万股(含绿鞋2415万股)美国存托股票(ADS),发行价为每股ADS 13美元。以此发行价计算,每日优鲜IPO募资额约为3亿美元,IPO市值为32亿美元。\n在6月9日,每日优鲜与另一家生鲜电商叮咚买菜同时向美国证券交易委员会递交了招股书,每日优鲜抢先一步挂牌上市成为生鲜电商第一股。\n根据招股书,每日优鲜2018年、2019年和2020年的营收分别为35.47亿元、60.01亿元和61.3亿元,2021年第一季度营收为15.3亿元。\n净亏损方面,按照美国通用会计准则(GAAP)计量,每日优鲜2018年、2019年和2020年的净亏损分别为22.32 亿元、29.09亿元和16.49亿元,2021年一季度净亏损6.1亿元。\n不按照美国通用会计准则(Non-GAAP)计量,每日优鲜2018年、2019年和2020年的净亏损为22.16亿元、27.77亿元和15.9亿元,2021年一季度净亏损为5.98亿元。\n从支出结构看,每日优鲜的总成本和运营费用以收入成本、履约费用、销售和营销费用、行政费用和技术费用为主。以2020年支出为例,2020年每日优鲜总支出为77.7亿元,其中收入成本为49.4亿元,占总支出的63.6%;履约费用为15.8亿元,占总支出的20.3%;销售费用为5.9亿元,占总支出的7.6%;行政开支和技术费用各占总支出的3.8%和4.7%。\n从业务架构看,每日优鲜以前置仓即时零售业务为主,同时在2020年下半年推出了智慧菜场业务,在今年推出了零售云业务。截至2021年3月31日,每日优鲜共在16个一二线城市开设了631个前置仓。\n每日优鲜的亏损并非个例,同时递交招股书的叮咚买菜也面临亏损问题。对此,中南财经政法大学数字经济研究院执行院长、教授盘和林对第一财经记者表示,目前零售生鲜的盈利难题其实并不是很突出,亏损是如今拓展线下渠道、埋设管线的成本,未来社区生鲜不能走低价模式,而是通过配菜、通过社交、金融来变现,其模式在未来具备一定的盈利弹性。现阶段生鲜电商还在建设阶段,尤其是前置仓建设,消费者习惯还没有完全养成,所以模式的盈利还早,此时依然需要资本市场融资来扶持业态成长。\n博通咨询金融行业资深分析师王蓬博对第一财经记者表示,每日优鲜需要面临的挑战有以下几点:第一如何实现盈利;第二如何处理整条供应链的精细化运;第三是激烈的市场竞争,第四是行业监管政策的不确定性。\n对于智慧菜场是否能成为每日优鲜的第二增长曲线,王蓬博表示菜市场是一个兵家必争之地,因为其用户黏性强、购买频率高。通过为商户做改造能真正打造自己的平台属性,但目前看盈利天花板并不高,受限于多种原因。因此菜市场业务虽然意义很大,但还需要实际验证。\n盘和林表示,每日优鲜的零售云和菜市场改造业务是一个生态布局,聚焦于长线。短线看对平台的帮助不大。平台应先谋求在社区团购竞争中活下来,未来再考虑生态的问题比较合理。当下,行业竞争集中于线下入口,能不能让更多的用户下载APP是关键。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125932596,"gmtCreate":1624640324015,"gmtModify":1624676389727,"author":{"id":"3585302104912740","authorId":"3585302104912740","authorIdStr":"3585302104912740","name":"呀呀呀嗯","avatar":"https://static.tigerbbs.com/97d07c96482d630abcca808bd372aa69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585302104912740"},"themes":[],"htmlText":"这是垃圾吧","listText":"这是垃圾吧","text":"这是垃圾吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125932596","repostId":"2146077173","repostType":2,"repost":{"id":"2146077173","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1624634577,"share":"https://www.laohu8.com/m/news/2146077173?lang=&edition=full","pubTime":"2021-06-25 23:22","market":"hk","language":"zh","title":"每日优鲜(MF)表示开盘价为10美元,IPO定价为13美元,获腾讯(TCEHY)支持的网店","url":"https://stock-news.laohu8.com/highlight/detail?id=2146077173","media":"凤凰网港股","summary":"凤凰网港股|每日优鲜(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。摩根大通和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由腾讯(TCEHY)支持的中国网上杂货店。","content":"<html><body><p>凤凰网港股|<span><a href=\"https://laohu8.com/S/MF\">每日优鲜</a>(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由<a href=\"https://laohu8.com/S/00700\">腾讯</a>(TCEHY)支持的中国网上杂货店。</span></p></body></html>","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\" 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}\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每日优鲜(MF)表示开盘价为10美元,IPO定价为13美元,获腾讯(TCEHY)支持的网店\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-06-25 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|<span><a href=\"https://laohu8.com/S/MF\">每日优鲜</a>(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由<a href=\"https://laohu8.com/S/00700\">腾讯</a>(TCEHY)支持的中国网上杂货店。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73edaf3c9a3e2c8f22359f6d18274d20","relate_stocks":{"MF":"每日优鲜","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ada01f739c8fb0aa0c674c42d75606c0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146077173","content_text":"凤凰网港股|每日优鲜(MF)以13.00美元的价格发行了2100万股,处于13.00-16.00美元范围的低端。摩根大通和花旗银行担任此次发行的联合账簿管理人。MissFresh是一家由腾讯(TCEHY)支持的中国网上杂货店。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128286036,"gmtCreate":1624518659825,"gmtModify":1624518659825,"author":{"id":"3585302104912740","authorId":"3585302104912740","authorIdStr":"3585302104912740","name":"呀呀呀嗯","avatar":"https://static.tigerbbs.com/97d07c96482d630abcca808bd372aa69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585302104912740"},"themes":[],"htmlText":"下单下单,预祝上市成功。好平台啊。肉菜都有,而且还新鲜<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>","listText":"下单下单,预祝上市成功。好平台啊。肉菜都有,而且还新鲜<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>","text":"下单下单,预祝上市成功。好平台啊。肉菜都有,而且还新鲜$每日优鲜(MF)$","images":[{"img":"https://static.tigerbbs.com/5f44e8bb4ad060e8201f2b9cc1ea8668","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128286036","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":162379720,"gmtCreate":1624037248860,"gmtModify":1624037248860,"author":{"id":"3585302104912740","authorId":"3585302104912740","authorIdStr":"3585302104912740","name":"呀呀呀嗯","avatar":"https://static.tigerbbs.com/97d07c96482d630abcca808bd372aa69","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585302104912740"},"themes":[],"htmlText":"现在不知道打不打好","listText":"现在不知道打不打好","text":"现在不知道打不打好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162379720","repostId":"166832841","repostType":1,"repost":{"id":166832841,"gmtCreate":1624000957779,"gmtModify":1624011760435,"author":{"id":"21347731130544","authorId":"21347731130544","authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544"},"themes":[],"title":"奈雪的茶估值贵吗?会不会破发?","htmlText":"奈雪今日开始招股,不同于时代天使,网上抵制奈雪的声音较多,主要理由有几个: 1. 奶茶品类竞争者众,奈雪不是老大。 高端现制奶茶目前的老大是喜茶,虽未上市,但喜茶主打小店,盈利能力略胜一筹,加上营销力不错,奈雪只能当老二。 除了喜茶和奈雪之外,茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类,但是一个没有门槛的品类,在商业赛道上,奈雪败了一道! 2. 奈雪产品贵,但公司还在亏损。 一杯奶茶要25元+,卖的这么贵,消费者想当然认为这是一个暴利生意,但奈雪却连年亏损。 3. 340亿港币市值有点高! 赛道上的缺陷,加上作为奶茶第一股,奈雪没有可以对标的公司,因此,多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看,奈雪这次引入的多是基金公司,确实没有实力靠前的机构,与喜茶腾讯、IDG和高瓴的阵容相比,确实差了些。 那奈雪的茶到底值不值得打新?首日又会不会破发? 没有同行上市,因此,比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股,PE在上市之后不久达到97倍,资本市场认为咖啡赛道极佳,加上门店快速扩张,估值一路上行。 在2001年,星巴克大举扩张海外,打开市场想象空间,估值最高达到141PE。 金融危机之后,星巴克的快速扩张告一段落,营收增速下滑,估值维持在30倍左右。 从星巴克发展历程看,在高速扩张阶段,公司估值将明显偏高,犹如奈雪的茶当下的定位。 根据奈雪的计划,其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店,且预期在2023年新开设的数量不低于2022年。 也即是说,未来2年,奈雪将处于高速扩张期间,估值恐将保持在高位。 由于奈雪尚未盈利,因此采用PS估值做对比,奈雪假设2021年店铺数量能达到791家,营收粗略估计为50亿人民币,则PS估值为5.","listText":"奈雪今日开始招股,不同于时代天使,网上抵制奈雪的声音较多,主要理由有几个: 1. 奶茶品类竞争者众,奈雪不是老大。 高端现制奶茶目前的老大是喜茶,虽未上市,但喜茶主打小店,盈利能力略胜一筹,加上营销力不错,奈雪只能当老二。 除了喜茶和奈雪之外,茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类,但是一个没有门槛的品类,在商业赛道上,奈雪败了一道! 2. 奈雪产品贵,但公司还在亏损。 一杯奶茶要25元+,卖的这么贵,消费者想当然认为这是一个暴利生意,但奈雪却连年亏损。 3. 340亿港币市值有点高! 赛道上的缺陷,加上作为奶茶第一股,奈雪没有可以对标的公司,因此,多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看,奈雪这次引入的多是基金公司,确实没有实力靠前的机构,与喜茶腾讯、IDG和高瓴的阵容相比,确实差了些。 那奈雪的茶到底值不值得打新?首日又会不会破发? 没有同行上市,因此,比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股,PE在上市之后不久达到97倍,资本市场认为咖啡赛道极佳,加上门店快速扩张,估值一路上行。 在2001年,星巴克大举扩张海外,打开市场想象空间,估值最高达到141PE。 金融危机之后,星巴克的快速扩张告一段落,营收增速下滑,估值维持在30倍左右。 从星巴克发展历程看,在高速扩张阶段,公司估值将明显偏高,犹如奈雪的茶当下的定位。 根据奈雪的计划,其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店,且预期在2023年新开设的数量不低于2022年。 也即是说,未来2年,奈雪将处于高速扩张期间,估值恐将保持在高位。 由于奈雪尚未盈利,因此采用PS估值做对比,奈雪假设2021年店铺数量能达到791家,营收粗略估计为50亿人民币,则PS估值为5.","text":"奈雪今日开始招股,不同于时代天使,网上抵制奈雪的声音较多,主要理由有几个: 1. 奶茶品类竞争者众,奈雪不是老大。 高端现制奶茶目前的老大是喜茶,虽未上市,但喜茶主打小店,盈利能力略胜一筹,加上营销力不错,奈雪只能当老二。 除了喜茶和奈雪之外,茶颜悦色、乐乐茶、伏见桃山等品牌紧随其后。 奶茶是个好品类,但是一个没有门槛的品类,在商业赛道上,奈雪败了一道! 2. 奈雪产品贵,但公司还在亏损。 一杯奶茶要25元+,卖的这么贵,消费者想当然认为这是一个暴利生意,但奈雪却连年亏损。 3. 340亿港币市值有点高! 赛道上的缺陷,加上作为奶茶第一股,奈雪没有可以对标的公司,因此,多数抵制奈雪的人认为340亿港币的估值有点太高了。 从基石上看,奈雪这次引入的多是基金公司,确实没有实力靠前的机构,与喜茶腾讯、IDG和高瓴的阵容相比,确实差了些。 那奈雪的茶到底值不值得打新?首日又会不会破发? 没有同行上市,因此,比估值只能拿星巴克来PK。 星巴克1992年6月登陆美股,PE在上市之后不久达到97倍,资本市场认为咖啡赛道极佳,加上门店快速扩张,估值一路上行。 在2001年,星巴克大举扩张海外,打开市场想象空间,估值最高达到141PE。 金融危机之后,星巴克的快速扩张告一段落,营收增速下滑,估值维持在30倍左右。 从星巴克发展历程看,在高速扩张阶段,公司估值将明显偏高,犹如奈雪的茶当下的定位。 根据奈雪的计划,其计划在2021年及2022年分别开设约300间及350间奈雪的茶茶饮店,且预期在2023年新开设的数量不低于2022年。 也即是说,未来2年,奈雪将处于高速扩张期间,估值恐将保持在高位。 由于奈雪尚未盈利,因此采用PS估值做对比,奈雪假设2021年店铺数量能达到791家,营收粗略估计为50亿人民币,则PS估值为5.","images":[{"img":"https://static.tigerbbs.com/0602f9b0b131c3f485964c48175e2be5","width":"945","height":"525"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166832841","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}