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- 黑皮大西瓜黑皮大西瓜
  ·2021-06-10
  $1847 Goedeker(GOED)$虽然昨晚的会议没有公布五月份订单量，但是ceo有透露新的预期，他说预计Q1的收入占全年的18%，这意味着在非常亮眼的Q1营收后公司依然预计会保持强劲的增长。这样算下来公司全年营收大概在6.8亿美元，净利可能达到6-7000w美元。按照行业平均PE30来算这都是家市值20亿美元左右的公司，更何况goed主推电商有着优秀的app，有着更加的利润率（Q1毛利率26%），有着更强劲的增长，PE完全可以再高点。6.2合并增发后公司共计普通股1亿股再加9000w的期权，全面稀释下股价也应该在10刀以上，更何况期权的行权往往是在大幅拉升的情况下，新的认购的机构也还要锁仓90天，这只股票股价很有可能会到15刀。唯一的不确定性在于公司承诺的强劲增长是否可以维持，这就意味着Q2的业绩是重中之重。好的Q2业绩加上机构认可再给个评级和Target Price，我们应该会在Q3到达13-15刀。$ContextLogic Inc.(WISH)$$Clover Health Corp(CLOV)$
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