$新东方(EDU)$_老虎社区_美港股上老虎 - 老虎社区

$新东方(EDU)$大家觉得guidance弱其实去年这个时候的guidance更弱今年弱的话和去年有类似的原因就是就是seasonality shift了 K12贡献越多 Q1对整年度收入贡献就会越弱因为K12的peak season是Q2 和Q4 当然 consensus被调高了也是原因

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精彩评论

33_Tiger
2017-07-25
33_Tiger
去年是后面拉回来的，Q1guidance不好，但是后面几个q表现很好
- 研究兔:
  对啊不要太恐慌
Phineas
2017-07-25
Phineas
概率上讲，edu双beat以后当日开盘还没有跌的，看来这次不行了……guidance害死人啊！
研究兔
2017-07-25
研究兔
对啊所以不要太恐慌

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