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。

精彩评论

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

发表看法

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