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开心点嘛
07-17 09:22
$诺亚财富(NOAH)$
交易量开始逐步增加,买单逐步流入市场,缺口还是会补完的
$诺亚控股(06686)$
开心点嘛
07-16 21:50
$叮咚买菜(DDL)$
在所有8家参与叮咚买菜评级的机构中,75%的券商给予买入建议,13%的券商给予持有建议,12%的券商给予卖出建议
开心点嘛
07-16 21:49
$万物新生(RERE)$
开盘冲起来了,继续走出上升趋势来?
开心点嘛
07-16 21:49
$雾麻科技(ISPR)$
今晚再涨一涨,就又到了关键价位这里了
开心点嘛
07-08
$诺亚财富(NOAH)$
$诺亚控股(06686)$
中期财报不知道还会不会有分红,数据不错的话,应该也会有吧
开心点嘛
07-05
$万物新生(RERE)$
果然回购是最有效的推动股价上涨的方式,提高回购额度的万物新生股价涨回来了
开心点嘛
07-05
$叮咚买菜(DDL)$
整数位是很关键的,必然也是会被反复横跳的
开心点嘛
07-05
$雾麻科技(ISPR)$
短期均线已经是发散向上了,现在唯一的障碍就是上方的压力位了
开心点嘛
06-26
$诺亚财富(NOAH)$
盘后价格小涨一点,今天估计能收回10.40
$诺亚控股(06686)$
开心点嘛
06-25
$雾麻科技(ISPR)$
这不是又冲回来了?企稳8块才有望重回巅峰
开心点嘛
06-25
$万物新生(RERE)$
回购额度提升到5000万之后,股价明显是止住跌势了,会慢慢涨回去的
开心点嘛
06-25
$叮咚买菜(DDL)$
今天也该重新回到2块吧,开盘势头还可以
开心点嘛
06-14
$雾麻科技(ISPR)$
CBD雾化器主要针对的是麻类提取物,如CBD、THC、HHC、Delta-8等,现在都趋于合法化了
开心点嘛
06-14
$叮咚买菜(DDL)$
随着市民出行意愿的高涨,平台将继续在重点节假日推出各类食材专题和相关优惠活动,让消费者可以快速、一站式地购齐更方便食用、更新鲜的商品
开心点嘛
06-14
$万物新生(RERE)$
大盘指数天天新高,之前爱回收上涨速度是跑赢大盘的,现在开始有点落后了
开心点嘛
06-06
$诺亚财富(NOAH)$
诺亚持续推动运营效率提升和海外市场拓展,伴随着重要的领导层调整,第一季度财务表现透露出积极信
$诺亚控股(06686)$
开心点嘛
06-05
$万物新生(RERE)$
三大指数开门红,爱回收小小跟进一波,今晚能上2.5就可以了
开心点嘛
06-05
$叮咚买菜(DDL)$
叮咚买菜通过“源头采购—生产加工—仓储—履约配送”的完善链路,结合严格品控标准与自主研发的中台各管理系统,综合形成业内先进的供应链能力,以确保商品供给的稳定性,同时提升端到端的效率与毛利率水平,最终实现规模增长
开心点嘛
06-05
$雾麻科技(ISPR)$
越来越多的公司选择雾麻科技作为ODM供应商,说明雾麻科技是雾化产品设备设计和制造领域的全球领导者
开心点嘛
05-27
$诺亚财富(NOAH)$
$诺亚控股(06686)$
今天美股休市诺亚港股的交易额可以冲起来了
去老虎APP查看更多动态
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开盘冲起来了,继续走出上升趋势来?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328121321353424","isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549961257478316","authorId":"3549961257478316","name":"小火车嘟嘟嘟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"万物挺稳当的,基本面也不错,上升的力度可以的","text":"万物挺稳当的,基本面也不错,上升的力度可以的","html":"万物挺稳当的,基本面也不错,上升的力度可以的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328121435615336,"gmtCreate":1721137755459,"gmtModify":1721137756753,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>今晚再涨一涨,就又到了关键价位这里了","listText":"<a 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果然回购是最有效的推动股价上涨的方式,提高回购额度的万物新生股价涨回来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324233435680952","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324233096822896,"gmtCreate":1720187525786,"gmtModify":1720187528830,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>整数位是很关键的,必然也是会被反复横跳的","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>整数位是很关键的,必然也是会被反复横跳的","text":"$叮咚买菜(DDL)$ 整数位是很关键的,必然也是会被反复横跳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324233096822896","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324231136284896,"gmtCreate":1720187183493,"gmtModify":1720187185175,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>短期均线已经是发散向上了,现在唯一的障碍就是上方的压力位了","listText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>短期均线已经是发散向上了,现在唯一的障碍就是上方的压力位了","text":"$雾麻科技(ISPR)$ 短期均线已经是发散向上了,现在唯一的障碍就是上方的压力位了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324231136284896","isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320839343353952,"gmtCreate":1719365564544,"gmtModify":1719365582987,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>盘后价格小涨一点,今天估计能收回10.40<a href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","listText":"<a href=\"https://laohu8.com/S/NOAH\">$诺亚财富(NOAH)$ </a>盘后价格小涨一点,今天估计能收回10.40<a href=\"https://laohu8.com/S/06686\">$诺亚控股(06686)$ </a>","text":"$诺亚财富(NOAH)$ 盘后价格小涨一点,今天估计能收回10.40$诺亚控股(06686)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320839343353952","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320664836415496,"gmtCreate":1719322956358,"gmtModify":1719322957826,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>这不是又冲回来了?企稳8块才有望重回巅峰","listText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>这不是又冲回来了?企稳8块才有望重回巅峰","text":"$雾麻科技(ISPR)$ 这不是又冲回来了?企稳8块才有望重回巅峰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320664836415496","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320663947055312,"gmtCreate":1719322888382,"gmtModify":1719322889775,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>回购额度提升到5000万之后,股价明显是止住跌势了,会慢慢涨回去的","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>回购额度提升到5000万之后,股价明显是止住跌势了,会慢慢涨回去的","text":"$万物新生(RERE)$ 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今天也该重新回到2块吧,开盘势头还可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320663482122328","isVote":1,"tweetType":1,"viewCount":358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316760271577392,"gmtCreate":1718373102574,"gmtModify":1718373279312,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>CBD雾化器主要针对的是麻类提取物,如CBD、THC、HHC、Delta-8等,现在都趋于合法化了","listText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>CBD雾化器主要针对的是麻类提取物,如CBD、THC、HHC、Delta-8等,现在都趋于合法化了","text":"$雾麻科技(ISPR)$ 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这个不提前公布配售信息还真有点不习惯,anyway,还是希望能多涨一点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/257156001698064","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502681733491899","authorId":"3502681733491899","name":"wink夏","avatar":"https://static.tigerbbs.com/d325978729468886f62adb9aec9697e6","crmLevel":2,"crmLevelSwitch":1},"content":"现在中签日都没有配售信息?","text":"现在中签日都没有配售信息?","html":"现在中签日都没有配售信息?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209973753376832,"gmtCreate":1692284557530,"gmtModify":1692284558504,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ISPR\">$雾麻科技(ISPR)$ </a>冲起来啦,顺利上10块,坚持总会有回报的,目标15块","listText":"<a 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叮咚买菜定制桂花鲜米露斩获第六届PLF卓越商品奖,自有品牌的产品今年会持续爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653639813","isVote":1,"tweetType":1,"viewCount":2374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316759004934368,"gmtCreate":1718372874263,"gmtModify":1718372875688,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>大盘指数天天新高,之前爱回收上涨速度是跑赢大盘的,现在开始有点落后了","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>大盘指数天天新高,之前爱回收上涨速度是跑赢大盘的,现在开始有点落后了","text":"$万物新生(RERE)$ 大盘指数天天新高,之前爱回收上涨速度是跑赢大盘的,现在开始有点落后了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/316759004934368","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4119142612662340","authorId":"4119142612662340","name":"罗里吧嗦乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"今天是啥情况呢,这会下来不少,感觉它好久没有这么反常了","text":"今天是啥情况呢,这会下来不少,感觉它好久没有这么反常了","html":"今天是啥情况呢,这会下来不少,感觉它好久没有这么反常了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313575102968120,"gmtCreate":1717594853335,"gmtModify":1717594854577,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>三大指数开门红,爱回收小小跟进一波,今晚能上2.5就可以了","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>三大指数开门红,爱回收小小跟进一波,今晚能上2.5就可以了","text":"$万物新生(RERE)$ 三大指数开门红,爱回收小小跟进一波,今晚能上2.5就可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/313575102968120","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118472521748070","authorId":"4118472521748070","name":"神的指引","avatar":"https://static.tigerbbs.com/8f8c49ebfe9f476de44416d3bea7da3c","crmLevel":1,"crmLevelSwitch":0},"content":"目标已经达成了,这个K线路图走得也挺红火的","text":"目标已经达成了,这个K线路图走得也挺红火的","html":"目标已经达成了,这个K线路图走得也挺红火的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303000217862248,"gmtCreate":1715009941921,"gmtModify":1715009943364,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>这波涨势喜人啊,技术形态已经是完全破位啦,3块有望","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>这波涨势喜人啊,技术形态已经是完全破位啦,3块有望","text":"$万物新生(RERE)$ 这波涨势喜人啊,技术形态已经是完全破位啦,3块有望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303000217862248","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299120562872320,"gmtCreate":1714052811200,"gmtModify":1714052812684,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>文章认为,考虑到公司对股票回购的立场和进一步优化成本的潜力,丁咚的现金流预计将在2024年改善","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$ </a>文章认为,考虑到公司对股票回购的立场和进一步优化成本的潜力,丁咚的现金流预计将在2024年改善","text":"$叮咚买菜(DDL)$ 文章认为,考虑到公司对股票回购的立场和进一步优化成本的潜力,丁咚的现金流预计将在2024年改善","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/299120562872320","repostId":"2429139448","repostType":2,"repost":{"id":"2429139448","pubTimestamp":1713843813,"share":"https://www.laohu8.com/m/news/2429139448?lang=&edition=full","pubTime":"2024-04-23 11:43","market":"nz","language":"en","title":"Dingdong: Watch 2024 Cash Flow And Top Line","url":"https://stock-news.laohu8.com/highlight/detail?id=2429139448","media":"seekingalpha","summary":"Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization.But DDL is likely to deliver a low","content":"<html><body><ul><li>Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization.</li><li>But DDL is likely to deliver a low-single digit percentage top line growth rate this year, as the company continues with its business restructuring plans.</li><li>I retain my existing Hold rating for Dingdong after analyzing the company's financial prospects.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"2899px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg?io=getty-c-w240 240w\" width=\"4363px\"/> </picture><figcaption> <p>Andy Feng</p></figcaption></figure></p> <h2>Elevator Pitch</h2> <p>I have a Hold investment rating for <strong>Dingdong (Cayman) Limited</strong> (DDL) shares.</p> <p>My prior February 5, 2024 write-up was focused on the preview of Dingdong's financial performance for the final quarter of 2023. In my early-February<span> article, I had outlined my expectations that DDL's \"fourth quarter financial performance is likely to be weak.\" I turned out to be right, as the company's normalized net profit fell by -86% YoY to RMB16.3 million in Q4 2023.</span></p> <p>In the current update, I turn my attention to Dingdong's expected top line performance and cash flow generation for 2024. DDL's financial health is likely to turn for the better this year, taking into account the company's cash flow outlook. But it is highly probable that Dingdong's 2024 top line growth will be modest. As such, a Hold rating for DDL is maintained following my assessment<span> of the company's revenue and cash flow.</span></p> <h2>Cash Flow Outlook</h2> <p>The company's operating cash flow decreased by -82% from RMB682 million in Q4 2022 to RMB120 million for Q4 2023 as indicated in its Q4 2023 earnings release. It is reasonable to say that Dingdong's cash flow generation was poor last year.</p> <p>But there are signs pointing to a potential improvement in DDL's cash flow generation this year.</p> <p>Firstly, Dingdong is confident that it can generate sufficient cash flow to fund share repurchases for the current year, judging by its recent management comments.</p> <p>DDL stressed at the company's earlier Q4 2023 results briefing in end-February that it is \"in an ideal situation and position to carry out a share buyback\" in 2024 as there is \"zero concern about cash flow.\" Previously,<em> Seeking Alpha News</em> reported on January 29, 2024 that the company has initiated a new one-year \"$20M buyback program\" that is in effect until late-January next year.</p> <p>Secondly, DDL has cost optimization levers to boost its future cash flow.</p> <p>Dingdong's fulfillment costs-to-sales ratio decreased by -50 basis points YoY to 23.6% for Q4 2023. Looking forward, there is room for DDL to reduce its fulfillment expenses. At its fourth quarter earnings call, Dingdong shared that it has plans to \"increase the efficiency of frontline fulfillment stations through further operational refinement such as optimizing transportation capacity.\"</p> <p>The company's general and administrative costs-to-sales metric also declined by -0.5 percentage points YoY to 1.9% in the last quarter of the previous year. Reducing general and administrative expenses is typically a low-hanging fruit for most companies which want to improve their cash flow by becoming leaner and more efficient, and this should be the case with Dingdong as well.</p> <p>Thirdly, the market thinks that Dingdong can generate positive free cash flow beginning in 2024.</p> <p>The company has been free cash flow negative for the past few years between 2019 and 2023. Moving ahead, the sell side analysts forecast that DDL can achieve positive free cash amounting to RMB60 million and RMB291 million for FY 2024 and FY 2025, respectively, as per <em>S&P Capital IQ</em> consensus data.</p> <p>In summary, Dingdong is likely to be in better financial health this year, as evidenced by the favorable expectations regarding the company's 2024 cash flow generation.</p> <h2>Revenue Growth Prospects</h2> <p>In contrast with its cash flow outlook, DDL's top line expansion prospects for the current year are less encouraging.</p> <p>The consensus fiscal 2024 revenue estimate for Dingdong was revised downwards by -6% from RMB21,885 million as of end-February this year (when it reported Q4 results) to RMB20,607 million (source: <em>S&P Capital IQ</em>) now. DDL's top line is projected to increase by just +3% in local currency or RMB terms this year, based on the updated consensus top line forecast.</p> <p>A recent April 16, 2024 <em>Seeking Alpha News</em> article highlighted that \"China's Q1 GDP expands 5.3% Y/Y\" which was above the consensus projection of 5.0%. However, an improvement in the Chinese economic environment might not be sufficient to boost DDL's top line growth for the short term, as the company is still in the process of restructuring its business operations.</p> <p>At the company's Q4 earnings briefing in February 2024, Dingdong emphasized that \"we aim to speed up the operational adjustments\" this year. DDL acknowledged that the \"operational adjustments we undertook\" last year had played a part in the -16% decline in the company's overall GMV (Gross Merchandise Value) for 2023. As such, it is reasonable to think that DDL's revenue growth this year might also be affected by its business restructuring efforts.</p> <p>DDL indicated at its most recent quarterly earnings call that it will \"focus on strengthening our strongest markets, particularly in Jiangsu, Zhejiang and Shanghai\" by \"improving our market penetration in these regions to further expand our reach.\" In the near-term, a greater emphasis on the company's core geographical areas is likely to come at the expense of slower revenue growth or even top line contraction for its operations in other non-core Chinese cities.</p> <p>Dingdong is expected to announce the company's Q1 2024 financial results on May 16. Taking into account DDL's ongoing business restructuring plans, my view is that the company's actual first quarter top line will be in line or lower than the consensus estimate.</p> <h2>Final Thoughts</h2> <div></div> <p>The market currently values Dingdong at a consensus next twelve months' normalized P/E ratio of 11.4 times (source: <em>S&P Capital IQ</em>) which I deem to be reasonably fair as it is close to a low-to-mid teens broader market earnings multiple range. Buybacks supported by an improvement in cash flow generation should limit the downside for DDL's shares. But a lackluster revenue growth outlook suggests that a meaningful re-rating of the stock's valuations is unlikely.</p></body></html>","source":"seekingalpha","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>Dingdong: Watch 2024 Cash Flow And Top Line</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\">\nDingdong: Watch 2024 Cash Flow And Top Line\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-23 11:43 GMT+8 <a href=https://seekingalpha.com/article/4685181-dingdong-stock-watch-2024-cash-flow-and-top-line><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization.But DDL is likely to deliver a low...</p>\n\n<a href=\"https://seekingalpha.com/article/4685181-dingdong-stock-watch-2024-cash-flow-and-top-line\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1214626848/image_1214626848.jpg","relate_stocks":{"BK4113":"食品零售","DDL":"叮咚买菜","BK4539":"次新股","BK4551":"寇图资本持仓"},"source_url":"https://seekingalpha.com/article/4685181-dingdong-stock-watch-2024-cash-flow-and-top-line","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429139448","content_text":"Dingdong's cash flow generation is expected to improve in 2024, considering the company's stance on share repurchases and the potential for further cost optimization.But DDL is likely to deliver a low-single digit percentage top line growth rate this year, as the company continues with its business restructuring plans.I retain my existing Hold rating for Dingdong after analyzing the company's financial prospects. Andy Feng Elevator Pitch I have a Hold investment rating for Dingdong (Cayman) Limited (DDL) shares. My prior February 5, 2024 write-up was focused on the preview of Dingdong's financial performance for the final quarter of 2023. In my early-February article, I had outlined my expectations that DDL's \"fourth quarter financial performance is likely to be weak.\" I turned out to be right, as the company's normalized net profit fell by -86% YoY to RMB16.3 million in Q4 2023. In the current update, I turn my attention to Dingdong's expected top line performance and cash flow generation for 2024. DDL's financial health is likely to turn for the better this year, taking into account the company's cash flow outlook. But it is highly probable that Dingdong's 2024 top line growth will be modest. As such, a Hold rating for DDL is maintained following my assessment of the company's revenue and cash flow. Cash Flow Outlook The company's operating cash flow decreased by -82% from RMB682 million in Q4 2022 to RMB120 million for Q4 2023 as indicated in its Q4 2023 earnings release. It is reasonable to say that Dingdong's cash flow generation was poor last year. But there are signs pointing to a potential improvement in DDL's cash flow generation this year. Firstly, Dingdong is confident that it can generate sufficient cash flow to fund share repurchases for the current year, judging by its recent management comments. DDL stressed at the company's earlier Q4 2023 results briefing in end-February that it is \"in an ideal situation and position to carry out a share buyback\" in 2024 as there is \"zero concern about cash flow.\" Previously, Seeking Alpha News reported on January 29, 2024 that the company has initiated a new one-year \"$20M buyback program\" that is in effect until late-January next year. Secondly, DDL has cost optimization levers to boost its future cash flow. Dingdong's fulfillment costs-to-sales ratio decreased by -50 basis points YoY to 23.6% for Q4 2023. Looking forward, there is room for DDL to reduce its fulfillment expenses. At its fourth quarter earnings call, Dingdong shared that it has plans to \"increase the efficiency of frontline fulfillment stations through further operational refinement such as optimizing transportation capacity.\" The company's general and administrative costs-to-sales metric also declined by -0.5 percentage points YoY to 1.9% in the last quarter of the previous year. Reducing general and administrative expenses is typically a low-hanging fruit for most companies which want to improve their cash flow by becoming leaner and more efficient, and this should be the case with Dingdong as well. Thirdly, the market thinks that Dingdong can generate positive free cash flow beginning in 2024. The company has been free cash flow negative for the past few years between 2019 and 2023. Moving ahead, the sell side analysts forecast that DDL can achieve positive free cash amounting to RMB60 million and RMB291 million for FY 2024 and FY 2025, respectively, as per S&P Capital IQ consensus data. In summary, Dingdong is likely to be in better financial health this year, as evidenced by the favorable expectations regarding the company's 2024 cash flow generation. Revenue Growth Prospects In contrast with its cash flow outlook, DDL's top line expansion prospects for the current year are less encouraging. The consensus fiscal 2024 revenue estimate for Dingdong was revised downwards by -6% from RMB21,885 million as of end-February this year (when it reported Q4 results) to RMB20,607 million (source: S&P Capital IQ) now. DDL's top line is projected to increase by just +3% in local currency or RMB terms this year, based on the updated consensus top line forecast. A recent April 16, 2024 Seeking Alpha News article highlighted that \"China's Q1 GDP expands 5.3% Y/Y\" which was above the consensus projection of 5.0%. However, an improvement in the Chinese economic environment might not be sufficient to boost DDL's top line growth for the short term, as the company is still in the process of restructuring its business operations. At the company's Q4 earnings briefing in February 2024, Dingdong emphasized that \"we aim to speed up the operational adjustments\" this year. DDL acknowledged that the \"operational adjustments we undertook\" last year had played a part in the -16% decline in the company's overall GMV (Gross Merchandise Value) for 2023. As such, it is reasonable to think that DDL's revenue growth this year might also be affected by its business restructuring efforts. DDL indicated at its most recent quarterly earnings call that it will \"focus on strengthening our strongest markets, particularly in Jiangsu, Zhejiang and Shanghai\" by \"improving our market penetration in these regions to further expand our reach.\" In the near-term, a greater emphasis on the company's core geographical areas is likely to come at the expense of slower revenue growth or even top line contraction for its operations in other non-core Chinese cities. Dingdong is expected to announce the company's Q1 2024 financial results on May 16. Taking into account DDL's ongoing business restructuring plans, my view is that the company's actual first quarter top line will be in line or lower than the consensus estimate. Final Thoughts The market currently values Dingdong at a consensus next twelve months' normalized P/E ratio of 11.4 times (source: S&P Capital IQ) which I deem to be reasonably fair as it is close to a low-to-mid teens broader market earnings multiple range. Buybacks supported by an improvement in cash flow generation should limit the downside for DDL's shares. But a lackluster revenue growth outlook suggests that a meaningful re-rating of the stock's valuations is unlikely.","news_type":1},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549961257478316","authorId":"3549961257478316","name":"小火车嘟嘟嘟","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"优化盈利能力不是太强的门店,叮咚果断地做出决策,现金流状况会越来越好的","text":"优化盈利能力不是太强的门店,叮咚果断地做出决策,现金流状况会越来越好的","html":"优化盈利能力不是太强的门店,叮咚果断地做出决策,现金流状况会越来越好的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296231938424992,"gmtCreate":1713359877902,"gmtModify":1713359879368,"author":{"id":"4142509468484880","authorId":"4142509468484880","name":"开心点嘛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>昨天这根大阴线把目前的技术形态给打乱了,今晚需要修复一下才有机会重回上升行列","listText":"<a href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$ </a>昨天这根大阴线把目前的技术形态给打乱了,今晚需要修复一下才有机会重回上升行列","text":"$万物新生(RERE)$ 昨天这根大阴线把目前的技术形态给打乱了,今晚需要修复一下才有机会重回上升行列","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/296231938424992","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4119142612662340","authorId":"4119142612662340","name":"罗里吧嗦乱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"今天晚上肯定会修复的,白天港股A股的走势就是个明显的示例,不过万物其实也不急在一时","text":"今天晚上肯定会修复的,白天港股A股的走势就是个明显的示例,不过万物其实也不急在一时","html":"今天晚上肯定会修复的,白天港股A股的走势就是个明显的示例,不过万物其实也不急在一时"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}