$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

$跟谁学(GSX)$

香橼的恐吓计划没有成功。一季度超预期，二季度指引也不错，上半年收入29亿，全年看至少60亿以上，70亿的可能性很大。这个增长率，从新东方、好未来、新东方在线看，市销率最少在15，市值最少应该在900—1000亿人民币，股价中位数应该在55美元以上。

回购计划是意外之喜，也是对香橼的坚决反击，股票大幅下跌的空间已经被封死。除了公司回购，CEO估计也会用抵押资金增持。

持有至10月看明年指引，个人计划在55—65之间做差价，争取做出点超额利润。

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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点点球球
2020-05-06
点点球球
香橼的第三个报告贴出来了，不过是另外一个公司写的，它只是贴出来了。仔细看了一下，算是花了一些功夫，但没有可信的证据。还是有一些空头在嚷嚷。政府的5000万补贴都给了，跟谁学是敢作假到这个程度，连政府都敢骗？只能说，一出国内、国外一起联合的做空相声大戏要谢幕了。各位珍重，发大财！
塞克西泰戈尔
2020-05-06
塞克西泰戈尔
现在帖子里面你的判断是最有理有据的 [龇牙]
Cozy008
2020-05-06
Cozy008
这个分析很到位，为你点赞。
Arther_li
2020-05-06
Arther_li
你这是做多指南？
Maple_Maple
2020-05-06
Maple_Maple
为你点赞👍
一笑看风云过
2020-05-06
一笑看风云过
老虎里难得的明白人啊

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