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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5.6倍","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5.6倍","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。 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