这样做投资分析，大概_老虎社区_美港股上老虎 - 老虎社区

鳄鱼式投资

这样做投资分析，大概率误入呆会计的陷阱，并不是拿几个财务数据就能把公司分析好，分析的客观。关于去对照这几家上市眼科公司，由于扩张模式不一样（体内培育和体外培育），导致财务数据出现不同步。去看看这张图：

@黑刀投资日记：朝聚眼科vs爱尔眼科vs希玛眼科简单对比图 | 黑刀投资日记

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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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692476842,"tweetId":"692476842","gmtCreate":1641197751686,"gmtModify":1641197751686,"author":{"id":3541042522727471,"idStr":"3541042522727471","authorId":3541042522727471,"authorIdStr":"3541042522727471","name":"鳄鱼式投资","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n这样做投资分析，大概率误入呆会计的陷阱，并不是拿几个财务数据就能把公司分析好，分析的客观。关于去对照这几家上市眼科公司，由于扩张模式不一样（体内培育和体外培育），导致财务数据出现不同步。去看看这张图：<br><br></body></html>","htmlText":"<html><head></head><body>\n这样做投资分析，大概率误入呆会计的陷阱，并不是拿几个财务数据就能把公司分析好，分析的客观。关于去对照这几家上市眼科公司，由于扩张模式不一样（体内培育和体外培育），导致财务数据出现不同步。去看看这张图：<br><br></body></html>","text":"这样做投资分析，大概率误入呆会计的陷阱，并不是拿几个财务数据就能把公司分析好，分析的客观。关于去对照这几家上市眼科公司，由于扩张模式不一样（体内培育和体外培育），导致财务数据出现不同步。去看看这张图：","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692476842","repostId":122922708,"repostType":1,"repost":{"magic":2,"id":122922708,"tweetId":"122922708","gmtCreate":1624594146804,"gmtModify":1624594146804,"author":{"id":3434426652820762,"idStr":"3434426652820762","authorId":3434426652820762,"authorIdStr":"3434426652820762","name":"黑刀投资日记","avatar":"https://static.tigerbbs.com/f6ec54203663e53bf9bb47792dff4458","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":222,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0","width":"714","height":"392"},{"img":"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067","width":"600","height":"211"},{"img":"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f","width":"586","height":"256"}],"coverImages":[{"img":"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0","width":"714","height":"392"},{"img":"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067","width":"600","height":"211"},{"img":"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f","width":"586","height":"256"}],"title":"朝聚眼科vs爱尔眼科vs希玛眼科简单对比图 | 黑刀投资日记","extraTitle":"","html":"<html><head></head><body><p><b>前言：</b>这公司仔细写的意愿不大，就简单找了一下同类公司的数据对比一下，反正自己也是要看的，分享一波吧。</p><h3>朝聚眼科：</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0\" tg-width=\"714\" tg-height=\"392\"><span></span></p><h3>爱尔眼科：<br></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f\" tg-width=\"586\" tg-height=\"256\"><span></span></p><p><b>希玛眼科：</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067\" tg-width=\"600\" tg-height=\"211\"><span></span></p><p><b>由图可见：爱尔眼科的收入规模是其它两兄弟的十几倍，这种大体量下，增速、盈利能力继续完成全方位碾压，商业上基本不具可比性。</b></p><p><br></p><h3>估值：</h3><p><br></p><p><b>爱尔眼科2020年对应223倍pe。</b></p><p><b>希玛眼科2020年对应158倍pe。</b></p><p><b>我们的主角朝聚眼科2020年对应50倍pe。</b></p><p><br></p><h3>结论：</h3><p><br></p><p><b>商业不够，估值来凑！近期港股市场眼科牙科类公司情绪高涨，同行希玛眼科天天飞，所以，打吧，值得一博。</b></p><p><b>既然打了，最好能保中。如果中了，涨幅超预期可以落袋。</b></p><p><b>随手一写，内容粗陋，欢迎拍砖。</b></p><p><a href=\"https://laohu8.com/S/03309\">$希玛眼科(03309)$</a><a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a><a href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a></p></body></html>","htmlText":"<html><head></head><body><p><b>前言：</b>这公司仔细写的意愿不大，就简单找了一下同类公司的数据对比一下，反正自己也是要看的，分享一波吧。</p><h3>朝聚眼科：</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1eaafdac895884d38a23e8aab571be0\" tg-width=\"714\" tg-height=\"392\"><span></span></p><h3>爱尔眼科：<br></h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/399a961e7aa1a1790a2a35e135091a1f\" tg-width=\"586\" tg-height=\"256\"><span></span></p><p><b>希玛眼科：</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd3bcefb6ae467338475252e98964067\" tg-width=\"600\" tg-height=\"211\"><span></span></p><p><b>由图可见：爱尔眼科的收入规模是其它两兄弟的十几倍，这种大体量下，增速、盈利能力继续完成全方位碾压，商业上基本不具可比性。</b></p><p><br></p><h3>估值：</h3><p><br></p><p><b>爱尔眼科2020年对应223倍pe。</b></p><p><b>希玛眼科2020年对应158倍pe。</b></p><p><b>我们的主角朝聚眼科2020年对应50倍pe。</b></p><p><br></p><h3>结论：</h3><p><br></p><p><b>商业不够，估值来凑！近期港股市场眼科牙科类公司情绪高涨，同行希玛眼科天天飞，所以，打吧，值得一博。</b></p><p><b>既然打了，最好能保中。如果中了，涨幅超预期可以落袋。</b></p><p><b>随手一写，内容粗陋，欢迎拍砖。</b></p><p><a href=\"https://laohu8.com/S/03309\">$希玛眼科(03309)$</a><a href=\"https://laohu8.com/S/02219\">$朝聚眼科(02219)$</a><a href=\"https://laohu8.com/S/06699\">$时代天使(06699)$</a></p></body></html>","text":"前言：这公司仔细写的意愿不大，就简单找了一下同类公司的数据对比一下，反正自己也是要看的，分享一波吧。 朝聚眼科： 爱尔眼科： 希玛眼科： 由图可见：爱尔眼科的收入规模是其它两兄弟的十几倍，这种大体量下，增速、盈利能力继续完成全方位碾压，商业上基本不具可比性。 估值： 爱尔眼科2020年对应223倍pe。 希玛眼科2020年对应158倍pe。 我们的主角朝聚眼科2020年对应50倍pe。 结论： 商业不够，估值来凑！近期港股市场眼科牙科类公司情绪高涨，同行希玛眼科天天飞，所以，打吧，值得一博。 既然打了，最好能保中。如果中了，涨幅超预期可以落袋。 随手一写，内容粗陋，欢迎拍砖。 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