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不以股喜,不以股悲。(价值投资笃定者)
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TIME静等花开
2021-02-01
$Property Solutions Acquisition Corp(PSAC)$
北京房子已卖全仓干,一个理由:这种机会人生遇不到几次。
TIME静等花开
2021-02-01
$Property Solutions Acquisition Corp(PSAC)$
央视关于贾跃亭的FF汽车报道,从第14分钟左右开始看。 https://app.cctv.com/special/m/livevod/index.html?guid=3867b1c0e57748199f1e5c94b092289c&vtype=2&vsetId=C10330
TIME静等花开
2021-01-27
这篇文章不错,转发给大家看
抱歉,原内容已删除
TIME静等花开
2021-01-27
$AMC院线(AMC)$
兄弟们下一个爱奇艺搞起来[财迷] [财迷] [财迷]
TIME静等花开
2021-01-27
$AMC院线(AMC)$
兄弟们,转战爱奇艺吧[开心] [开心] [开心] [开心]
TIME静等花开
2020-12-21
$AMC院线(AMC)$
这次立足于AMC财务报表(利润表)来大概分析AMC每月需要消耗的资金,以及未来展望,我们知道财务报表是过去的数据来分析未来有很大的误差但是具备参考意义,分析的不好还需要大家见谅。1.从下面图片中可以看出AMC每季度利息支出大概为: 7290万+8110万+8420万=23820万 那么每月利息为 23820除于9个月=2646万$2.每月其他成本: 1.34亿+4.7亿+4.79亿=10.83亿 10.83除于9个月=1.2亿3.每月大概需要消耗资金为1.2亿+0.2646亿=1.4646亿4大胆预估一下美国疫情在2021年中娱乐场所恢复那么这期间AMC需要6个月X1.4626=8.7876亿$大家注意到没有,AMC在没疫情期间就已经在下跌趋势了,说明就算没有疫情机构投资者2-10年间也不看好线下电影院,而且还是一个连年亏损的企业。
TIME静等花开
2020-12-16
$AMC院线(AMC)$
我对AMC未来看法,近期AMC会击穿2美元价格,极有可能会进入毛票即1美元一下。1.AMC账面现金大约1亿美元左右,除去各种开销租金和人员成本外债利息只够撑到2021年1月底,所以在没有后续融资情况下1月份才是真正股价低洼。2.不要过分对美国和美国疫苗乐观,美国国情和中国极大不通,其中值得怀疑部分美国疫苗大规模生产能力美国民众愿不愿意接受注射疫苗情绪。综合以上美国疫情基本控制主大约在2021年底,那么AMC每月需要消耗1亿美金左右,打折2021年6月份娱乐产业恢复,AMC至少需要6亿美金支撑。3.AMC有没有可能破产,有可能,外债加每月开销,关键在于后续有没有融到大规模资金支撑了,大家不要忘了 赫兹 前车之鉴他是美国最大的租车公司,都用破产来缓解资金压力了
TIME静等花开
2020-11-30
@途牛 申港证券分析:投资建议:预计公司2020-2022年营收同比增速为-74.6%、225.9%和63.2%。每股收益为-0.28元、0.51元和0.93元。2021-2022的PE为26倍和14倍。我们给予公司2021年PE在39-46倍,合理股价范围为19.68-23.62元,给予“买入”评级。[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心]
抱歉,原内容已删除
TIME静等花开
2020-11-23
$途牛(TOUR)$
按照计划本来途牛年前只要不低于1元不退市就行,年后再进行回购因为价格可能比较底,谁知道疫苗好消息一个接一个,没办法只能提前回购了,只是价格再也不会大面积回落了,现在买入就是最低价,大家还有机会上车
TIME静等花开
2020-09-30
$途牛(TOUR)$
我的分析是途牛将在12月内回购1000万美金,这12月之内途牛肯定会发生大事,极有可能被某些大互联网公司收购,比如美团,携程,百度,阿里巴巴等,很有可能现在已经在谈收购中。
TIME静等花开
2020-08-19
$途牛(TOUR)$
这支股票太垃圾了,要么退市,要要么上涨,现在这种半死不活没有一点希望。
TIME静等花开
2020-06-16
哈哈
抱歉,原内容已删除
TIME静等花开
2020-06-16
$跟谁学(GSX)$
他们说炒股票需要研究股票技术我不以为然,我最近在读道德经和周易,感悟颇深,世界万物皆有阴阳,阳极必阴,阴及必阳,物极则反。大家可以多读读中国古典哲学会收益良多。
TIME静等花开
2020-06-15
$跟谁学(GSX)$
他们说炒股票需要研究股票技术我不以为然,我最近在读道德经和周易,感悟颇深,世界万物皆有阴阳,阳极必阴,阴及必阳,物极则反。大家可以多读读中国古典哲学会收益良多。
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Corp(PSAC)$北京房子已卖全仓干,一个理由:这种机会人生遇不到几次。","images":[{"img":"https://static.tigerbbs.com/99ec391c59a4bbcdeec5abc85c76c277","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":48,"repostSize":3,"link":"https://laohu8.com/post/312491945","isVote":1,"tweetType":1,"viewCount":18795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494205446795368","authorId":"3494205446795368","name":"郑郑好","avatar":"https://static.tigerbbs.com/e90bf30a5eac80107d6c0afd5fb776aa","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494205446795368","authorIdStr":"3494205446795368"},"content":"不懂就问。现在价格20,那么合并后价格是10块钱,那么合并完后我就损失50%?","text":"不懂就问。现在价格20,那么合并后价格是10块钱,那么合并完后我就损失50%?","html":"不懂就问。现在价格20,那么合并后价格是10块钱,那么合并完后我就损失50%?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":312402646,"gmtCreate":1612172026985,"gmtModify":1703758219849,"author":{"id":"3479080366358724","authorId":"3479080366358724","name":"TIME静等花开","avatar":"https://static.tigerbbs.com/4afcbb8bae0265df3cd867afd4858447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479080366358724","authorIdStr":"3479080366358724"},"themes":[],"htmlText":"<a 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23820除于9个月=2646万$2.每月其他成本: 1.34亿+4.7亿+4.79亿=10.83亿 10.83除于9个月=1.2亿3.每月大概需要消耗资金为1.2亿+0.2646亿=1.4646亿4大胆预估一下美国疫情在2021年中娱乐场所恢复那么这期间AMC需要6个月X1.4626=8.7876亿$大家注意到没有,AMC在没疫情期间就已经在下跌趋势了,说明就算没有疫情机构投资者2-10年间也不看好线下电影院,而且还是一个连年亏损的企业。","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>这次立足于AMC财务报表(利润表)来大概分析AMC每月需要消耗的资金,以及未来展望,我们知道财务报表是过去的数据来分析未来有很大的误差但是具备参考意义,分析的不好还需要大家见谅。1.从下面图片中可以看出AMC每季度利息支出大概为: 7290万+8110万+8420万=23820万 那么每月利息为 23820除于9个月=2646万$2.每月其他成本: 1.34亿+4.7亿+4.79亿=10.83亿 10.83除于9个月=1.2亿3.每月大概需要消耗资金为1.2亿+0.2646亿=1.4646亿4大胆预估一下美国疫情在2021年中娱乐场所恢复那么这期间AMC需要6个月X1.4626=8.7876亿$大家注意到没有,AMC在没疫情期间就已经在下跌趋势了,说明就算没有疫情机构投资者2-10年间也不看好线下电影院,而且还是一个连年亏损的企业。","text":"$AMC院线(AMC)$这次立足于AMC财务报表(利润表)来大概分析AMC每月需要消耗的资金,以及未来展望,我们知道财务报表是过去的数据来分析未来有很大的误差但是具备参考意义,分析的不好还需要大家见谅。1.从下面图片中可以看出AMC每季度利息支出大概为: 7290万+8110万+8420万=23820万 那么每月利息为 23820除于9个月=2646万$2.每月其他成本: 1.34亿+4.7亿+4.79亿=10.83亿 10.83除于9个月=1.2亿3.每月大概需要消耗资金为1.2亿+0.2646亿=1.4646亿4大胆预估一下美国疫情在2021年中娱乐场所恢复那么这期间AMC需要6个月X1.4626=8.7876亿$大家注意到没有,AMC在没疫情期间就已经在下跌趋势了,说明就算没有疫情机构投资者2-10年间也不看好线下电影院,而且还是一个连年亏损的企业。","images":[{"img":"https://static.tigerbbs.com/2a623ddae6375a5b1b4ca06a56d305b5","width":"1080","height":"1048"},{"img":"https://static.tigerbbs.com/ac5accbec9eecc7777ba66635f6df09a","width":"1080","height":"1205"},{"img":"https://static.tigerbbs.com/37924700d04911939a4bdb1f2b57cf84","width":"1080","height":"1131"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/330302108","isVote":1,"tweetType":1,"viewCount":14553,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437823132777527","authorId":"3437823132777527","name":"寡人心好痛","avatar":"https://static.tigerbbs.com/6ea7de71be473c3e6cf1f29270397492","crmLevel":4,"crmLevelSwitch":0,"idStr":"3437823132777527","authorIdStr":"3437823132777527"},"content":"买这个主要是看涨疫情后的文娱产业复苏,跟它实际利润没啥关系。很多人的逻辑是,拜登任职+全面抗疫策略+刺激计划,1月份大盘能涨一波,带一波行情。这架势,明年年底能不能复苏都是个问题,说不定每年底来个变异","text":"买这个主要是看涨疫情后的文娱产业复苏,跟它实际利润没啥关系。很多人的逻辑是,拜登任职+全面抗疫策略+刺激计划,1月份大盘能涨一波,带一波行情。这架势,明年年底能不能复苏都是个问题,说不定每年底来个变异","html":"买这个主要是看涨疫情后的文娱产业复苏,跟它实际利润没啥关系。很多人的逻辑是,拜登任职+全面抗疫策略+刺激计划,1月份大盘能涨一波,带一波行情。这架势,明年年底能不能复苏都是个问题,说不定每年底来个变异"}],"imageCount":3,"langContent":"CN","totalScore":0},{"id":397060899,"gmtCreate":1608131133811,"gmtModify":1703851359090,"author":{"id":"3479080366358724","authorId":"3479080366358724","name":"TIME静等花开","avatar":"https://static.tigerbbs.com/4afcbb8bae0265df3cd867afd4858447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479080366358724","authorIdStr":"3479080366358724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>我对AMC未来看法,近期AMC会击穿2美元价格,极有可能会进入毛票即1美元一下。1.AMC账面现金大约1亿美元左右,除去各种开销租金和人员成本外债利息只够撑到2021年1月底,所以在没有后续融资情况下1月份才是真正股价低洼。2.不要过分对美国和美国疫苗乐观,美国国情和中国极大不通,其中值得怀疑部分美国疫苗大规模生产能力美国民众愿不愿意接受注射疫苗情绪。综合以上美国疫情基本控制主大约在2021年底,那么AMC每月需要消耗1亿美金左右,打折2021年6月份娱乐产业恢复,AMC至少需要6亿美金支撑。3.AMC有没有可能破产,有可能,外债加每月开销,关键在于后续有没有融到大规模资金支撑了,大家不要忘了 赫兹 前车之鉴他是美国最大的租车公司,都用破产来缓解资金压力了","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>我对AMC未来看法,近期AMC会击穿2美元价格,极有可能会进入毛票即1美元一下。1.AMC账面现金大约1亿美元左右,除去各种开销租金和人员成本外债利息只够撑到2021年1月底,所以在没有后续融资情况下1月份才是真正股价低洼。2.不要过分对美国和美国疫苗乐观,美国国情和中国极大不通,其中值得怀疑部分美国疫苗大规模生产能力美国民众愿不愿意接受注射疫苗情绪。综合以上美国疫情基本控制主大约在2021年底,那么AMC每月需要消耗1亿美金左右,打折2021年6月份娱乐产业恢复,AMC至少需要6亿美金支撑。3.AMC有没有可能破产,有可能,外债加每月开销,关键在于后续有没有融到大规模资金支撑了,大家不要忘了 赫兹 前车之鉴他是美国最大的租车公司,都用破产来缓解资金压力了","text":"$AMC院线(AMC)$我对AMC未来看法,近期AMC会击穿2美元价格,极有可能会进入毛票即1美元一下。1.AMC账面现金大约1亿美元左右,除去各种开销租金和人员成本外债利息只够撑到2021年1月底,所以在没有后续融资情况下1月份才是真正股价低洼。2.不要过分对美国和美国疫苗乐观,美国国情和中国极大不通,其中值得怀疑部分美国疫苗大规模生产能力美国民众愿不愿意接受注射疫苗情绪。综合以上美国疫情基本控制主大约在2021年底,那么AMC每月需要消耗1亿美金左右,打折2021年6月份娱乐产业恢复,AMC至少需要6亿美金支撑。3.AMC有没有可能破产,有可能,外债加每月开销,关键在于后续有没有融到大规模资金支撑了,大家不要忘了 赫兹 前车之鉴他是美国最大的租车公司,都用破产来缓解资金压力了","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":803,"commentSize":175,"repostSize":783,"link":"https://laohu8.com/post/397060899","isVote":1,"tweetType":1,"viewCount":49859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549480766038176","authorIdStr":"3549480766038176"},"content":"你也别忘记了一旦开启观看模式.外国人的消费能力会让你惊呆.而且那么多大牌都等着上映.在电影院看电影的观看感就算你在迪拜7星级的帆船酒店也无法对比.","text":"你也别忘记了一旦开启观看模式.外国人的消费能力会让你惊呆.而且那么多大牌都等着上映.在电影院看电影的观看感就算你在迪拜7星级的帆船酒店也无法对比.","html":"你也别忘记了一旦开启观看模式.外国人的消费能力会让你惊呆.而且那么多大牌都等着上映.在电影院看电影的观看感就算你在迪拜7星级的帆船酒店也无法对比."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391278824,"gmtCreate":1606724441168,"gmtModify":1703843961108,"author":{"id":"3479080366358724","authorId":"3479080366358724","name":"TIME静等花开","avatar":"https://static.tigerbbs.com/4afcbb8bae0265df3cd867afd4858447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479080366358724","authorIdStr":"3479080366358724"},"themes":[],"htmlText":"@途牛 申港证券分析:投资建议:预计公司2020-2022年营收同比增速为-74.6%、225.9%和63.2%。每股收益为-0.28元、0.51元和0.93元。2021-2022的PE为26倍和14倍。我们给予公司2021年PE在39-46倍,合理股价范围为19.68-23.62元,给予“买入”评级。[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] ","listText":"@途牛 申港证券分析:投资建议:预计公司2020-2022年营收同比增速为-74.6%、225.9%和63.2%。每股收益为-0.28元、0.51元和0.93元。2021-2022的PE为26倍和14倍。我们给予公司2021年PE在39-46倍,合理股价范围为19.68-23.62元,给予“买入”评级。[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] ","text":"@途牛 申港证券分析:投资建议:预计公司2020-2022年营收同比增速为-74.6%、225.9%和63.2%。每股收益为-0.28元、0.51元和0.93元。2021-2022的PE为26倍和14倍。我们给予公司2021年PE在39-46倍,合理股价范围为19.68-23.62元,给予“买入”评级。[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] 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href=\"https://laohu8.com/S/TOUR\">$途牛(TOUR)$</a>按照计划本来途牛年前只要不低于1元不退市就行,年后再进行回购因为价格可能比较底,谁知道疫苗好消息一个接一个,没办法只能提前回购了,只是价格再也不会大面积回落了,现在买入就是最低价,大家还有机会上车","text":"$途牛(TOUR)$按照计划本来途牛年前只要不低于1元不退市就行,年后再进行回购因为价格可能比较底,谁知道疫苗好消息一个接一个,没办法只能提前回购了,只是价格再也不会大面积回落了,现在买入就是最低价,大家还有机会上车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399682427","isVote":1,"tweetType":1,"viewCount":5676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977167125,"gmtCreate":1601478348067,"gmtModify":1703824498986,"author":{"id":"3479080366358724","authorId":"3479080366358724","name":"TIME静等花开","avatar":"https://static.tigerbbs.com/4afcbb8bae0265df3cd867afd4858447","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3479080366358724","authorIdStr":"3479080366358724"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TOUR\">$途牛(TOUR)$</a>我的分析是途牛将在12月内回购1000万美金,这12月之内途牛肯定会发生大事,极有可能被某些大互联网公司收购,比如美团,携程,百度,阿里巴巴等,很有可能现在已经在谈收购中。","listText":"<a 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href=\"https://laohu8.com/S/TOUR\">$途牛(TOUR)$</a>这支股票太垃圾了,要么退市,要要么上涨,现在这种半死不活没有一点希望。","listText":"<a 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前车之鉴他是美国最大的租车公司,都用破产来缓解资金压力了","text":"$AMC院线(AMC)$我对AMC未来看法,近期AMC会击穿2美元价格,极有可能会进入毛票即1美元一下。1.AMC账面现金大约1亿美元左右,除去各种开销租金和人员成本外债利息只够撑到2021年1月底,所以在没有后续融资情况下1月份才是真正股价低洼。2.不要过分对美国和美国疫苗乐观,美国国情和中国极大不通,其中值得怀疑部分美国疫苗大规模生产能力美国民众愿不愿意接受注射疫苗情绪。综合以上美国疫情基本控制主大约在2021年底,那么AMC每月需要消耗1亿美金左右,打折2021年6月份娱乐产业恢复,AMC至少需要6亿美金支撑。3.AMC有没有可能破产,有可能,外债加每月开销,关键在于后续有没有融到大规模资金支撑了,大家不要忘了 赫兹 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7290万+8110万+8420万=23820万 那么每月利息为 23820除于9个月=2646万$2.每月其他成本: 1.34亿+4.7亿+4.79亿=10.83亿 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