看一下增速，和PE倍数，然后买了call_老虎社区_美港股上老虎

看一下增速，和PE倍数，然后买了call

Riccoffee
2018-06-14

$好未来(TAL)$

如果mw是正确的

1. 增速利好：16-18cagr 造假的增速是39%, mw修正过的是87%

2. PE倍数没有太大影响，因为跟进mw报告的数字，造假影响的利润绝大部分在16和17年，18年的造假净利润是198mn, mw修正后是175，加上第一天的股价下跌，pe倍数反而降低了

3. 那么，修正后的增速提高了一倍多，pe倍数反而下跌的情况下，判断股票更值钱了

4. 关于mw报告的第二部分，由于上述数字在mw第一个报告的最前面综述部分，应该不会改变这些关键数据，只会添加更多案例来支撑这些数字

所以，long

如果mw是错的，或被tal和盟友联合“证明”是错的，那一开始的下跌也会反弹

所以，long

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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噪音过滤器
·2018-06-14
什么是mw
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- 噪音过滤器回复哆啦Ella:
  这是什么梗，原来我老虎小白
  2018-06-15
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估参扒肥特
·2018-06-15
我关注你了，等着跟你一起吃肉
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littlestone8
·2018-06-14
会看。。。我也看到了增速实际上放大了
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西瓜挣钱钱
·2018-06-14
大哥买了什么时间价格的call啊
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看一下增速，和PE倍数，然后买了call

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