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韭菜割头
2017-08-17
VIPS
$唯品会(VIPS)$这票只剩并购价值,若无并购,扭转不了长期向下的趋势. 利润率、毛利率、都是下滑趋势.
VIPS
韭菜割头
2017-07-03
多么痛的领悟
$唯品会(VIPS)$ 多么痛的领悟
多么痛的领悟
韭菜割头
2017-05-31
有没有美图投资群?
$美图公司(01357)$想加入美图投资群
有没有美图投资群?
韭菜割头
2017-05-23
Update
$宜人贷(YRD)$YRD 1Q2017:YRD 1Q EPS US$0.8超出市场预期US$0.21(29%) 收入US$1.4842亿超出市场预期$1,453万(10%); 管理层预计2Q收入yoy增长46%-49%(10.7~10.9亿人民币),EBTIDA yoy -3.09%~6.94%(2.568-2.834亿元)EBITDA margin 为24%-26%. 预计17全年收入增长35.89%至42.06%(44-46亿元),EBTIDA增长-7.44%至9.38%(10.12-11.96亿元),EBTIDA margin 为23%-26%.1. YRD1Q2017收入RMB10.216亿元(US$1.484亿),yoy增长101%,qoq增长3.7%. Non-GAAP净利润为3.567亿元,yoy 增长167%,qoq下降7.4%;Adjusted EBITDA4.003亿元,yoy增长93.74%, qoq下滑-0.21%. EBITDA margin为39.2%,较去年同期上升2.1pct , 较上一季度提升1.7pct.2. 1Q17A.B.C.D类贷款占比分别3.5%、5.8%、7.4%、83.3%;B.C类贷款环比分别上升81%和57.45%,而D类贷款较上一季度下降了5.13%. 1Q17QAP覆盖了接近98%的贷款总额(包含未到期的), 公司计提8%的贷款总额作为贷款质量的担保金.3. 15-29天逾期率为0.4%维持不变,30-59天逾期率环比上升了0.1pct至0.8%,60-89天逾期率环比不变,仍为0.6%.4. 截至1Q17末,逾期3个月以上A.B.C.D.类贷款的净坏账冲效率分别为0.7%,1.5%2.4%2%,各等级贷款冲效率环比都上升;1季度累计坏账冲销总额为3.95亿元,QAP 余额为17.015亿元. 1季度末,公司净资产总
Update
韭菜割头
2017-05-23
QAP
$宜人贷(YRD)$ 如果从QAP余额和坏账冲销总额来看,其实目前YRD风险控制还是很好的.
QAP
韭菜割头
2017-05-02
$信而富(XRF)$像这种没利润的票,发行是按PB来估值么?
韭菜割头
2017-02-09
这股流通盘有多少?
$中通快递(ZTO)$流通盘有多大?看老虎的好像不太准确
这股流通盘有多少?
韭菜割头
2017-01-25
VIPS
$唯品会(VIPS)$Q4业绩估计也就一般,没了流量红利,没有新业务贡献增长,回头客增长疲软,新客又大部分是低单价一次性消费,咂再多的市场费用也不见效. VIP应该到14左右坚决卖出.
VIPS
韭菜割头
2016-12-09
$VIPS(VIPS)$不知店庆活动会不会有surprise
韭菜割头
2016-11-17
这票流通盘还是700万股?
$宜人贷(YRD)$这票流通盘还是700万股?
这票流通盘还是700万股?
韭菜割头
2016-09-23
最近啥情况呀?
$唯品会(VIPS)$最近什么情况?
最近啥情况呀?
去老虎APP查看更多动态
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