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Sniper_y
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IP属地:北京
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Sniper_y
2022-03-01
$蛋壳公寓(DNK)$
还有300股,有要的吗?
Sniper_y
2021-03-04
已阅
@何安迪:股市平安经
Sniper_y
2021-01-14
$切萨皮克能源(CHKAQ)$
今晚冲涨50%。
Sniper_y
2020-12-28
跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。”
@纳普ETF永远坚守:
$一起教育科技(YQ)$
来一起看看在线教育K12的“头部公司”们.作业帮完成新一轮超 16 亿美元融资,K12 在线教育今年融资额超过去十年总和竞争激烈时,平均需要 4000 元才能拉到一个正价班学员。在线教育公司作业帮完成新一轮融资,金额超 16 亿美元。阿里巴巴、老虎基金、红杉、软银、方源资本等新老股东参与本轮投资。 根据胡润榜单,全球前 10 大投资机构,至此已有 5 家投资作业帮,分别是红杉、软银、老虎、高盛、阿里。这已经是作业帮今年拿到的第二笔融资,上一轮发生在 6 月,由方源资本、Tiger Global 领投,融资额度为 7.5 亿美元。 加上这一笔,中国 K-12 在线教育行业 2020 年融资额超过 500 亿元——超过这个行业此前十年融资总和。数亿美元的融资消息几乎每个月都有,腾讯、阿里、百度、字节跳动等互联网大公司,和软银、老虎基金、DST Global 等一众国际大基金均入场。 即使相比最烧钱的几场中国互联网大战,一年 500 亿也是个惊人的数字:滴滴从 2012 年开始参与网约车大战,六年后,CEO 程维在内部信中说,累计亏损 370 亿元;腾讯视频、爱奇艺、优酷视频三家跨越十年的长视频战争,耗资 1000 亿元。 据 Fastdata 数据,500 亿元仅仅是一级市场风险融资规模——还不包括新东方、好未来等传统教育公司在 K12 教育的投资,不包括已上市公司的募资,也没算上字节跳动在 20 多个自营教育项目上的投入——今年上半年,字节教育项目招人已经超过一万人。 跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。” 一位接近本轮融资人士表示,作业帮本轮投资先后分三次交割,初期募资额在 10 亿美元以内,多位投资
Sniper_y
2020-12-19
写的很好,有感触
@板上之云阿龙:投资路上慢慢,我们一起走过
Sniper_y
2020-12-18
Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。
SEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote>
Sniper_y
2020-12-05
$一起教育科技(YQ)$
劝有缘人:拿住3个月,稳赢。
Sniper_y
2020-11-21
$跟谁学(GSX)$
这一波不错,只是钱少🤑
Sniper_y
2020-11-18
$通用电气(GE)$
突破10块,继续努力!
Sniper_y
2020-10-07
$瑞幸咖啡(LKNCY)$
纪念第一个翻倍的持仓
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/DNK\">$蛋壳公寓(DNK)$</a>还有300股,有要的吗?","text":"$蛋壳公寓(DNK)$还有300股,有要的吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/636703569","isVote":1,"tweetType":1,"viewCount":5132,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507616714311210","authorId":"3507616714311210","name":"MrSloth","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3507616714311210","idStr":"3507616714311210"},"content":"有啊,我刚好有-300","text":"有啊,我刚好有-300","html":"有啊,我刚好有-300"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364823447,"gmtCreate":1614836167789,"gmtModify":1703481763091,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364823447","repostId":"364805464","repostType":1,"repost":{"id":364805464,"gmtCreate":1614829691056,"gmtModify":1714075451135,"author":{"id":"3568081734360099","authorId":"3568081734360099","name":"何安迪","avatar":"https://static.tigerbbs.com/02c7061d02e3c72d7ce21a375ae80cb6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568081734360099","idStr":"3568081734360099"},"themes":[],"title":"股市平安经","htmlText":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","listText":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 <a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 $苹果(AAPL)$ $特斯拉(TSLA)$ $蔚来(NIO)$ $小米集团-W(01810)$","images":[{"img":"https://static.tigerbbs.com/68467296959a4f2b60c95b758c85e873","width":"440","height":"458"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364805464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335550170,"gmtCreate":1610628814590,"gmtModify":1703745727440,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHKAQ\">$切萨皮克能源(CHKAQ)$</a>今晚冲涨50%。","listText":"<a href=\"https://laohu8.com/S/CHKAQ\">$切萨皮克能源(CHKAQ)$</a>今晚冲涨50%。","text":"$切萨皮克能源(CHKAQ)$今晚冲涨50%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/335550170","isVote":1,"tweetType":1,"viewCount":6322,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505958409226552","authorId":"3505958409226552","name":"xdf","avatar":"https://static.tigerbbs.com/1dce5df70e944d8586808455765a6e7b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3505958409226552","idStr":"3505958409226552"},"content":"现在还能买卖吗","text":"现在还能买卖吗","html":"现在还能买卖吗"},{"author":{"id":"3479178159889102","authorId":"3479178159889102","name":"加德纳富饶","avatar":"https://static.tigerbbs.com/6e01a70dfa8f7a41a532f1327f59e414","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3479178159889102","idStr":"3479178159889102"},"content":"有什么依据","text":"有什么依据","html":"有什么依据"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333900051,"gmtCreate":1609153680473,"gmtModify":1703737858077,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"themes":[],"htmlText":"跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。”","listText":"跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。”","text":"跟谁学董事长、CEO 陈向东说,“2020 年全球教育投资大概 80% 都流向了中国,这在世界历史上都难以想象。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/333900051","repostId":"333063527","repostType":1,"repost":{"id":333063527,"gmtCreate":1609143987969,"gmtModify":1703737791458,"author":{"id":"3548486272218926","authorId":"3548486272218926","name":"纳普ETF永远坚守","avatar":"https://static.tigerbbs.com/1384bf2bcd3fe02ddb6549e5cb9a8033","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548486272218926","idStr":"3548486272218926"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>来一起看看在线教育K12的“头部公司”们.作业帮完成新一轮超 16 亿美元融资,K12 在线教育今年融资额超过去十年总和竞争激烈时,平均需要 4000 元才能拉到一个正价班学员。在线教育公司作业帮完成新一轮融资,金额超 16 亿美元。阿里巴巴、老虎基金、红杉、软银、方源资本等新老股东参与本轮投资。 根据胡润榜单,全球前 10 大投资机构,至此已有 5 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你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","text":"26岁,你看着身边的人都结了婚婚礼的份子钱逐年递增春节回家,父母从带你串亲戚变成了带你去见相亲对象见了十几个姑娘你每次都觉得和那个她比差了一点28岁那年,你遇到了一个和你遭遇差不多的姑娘你们有一搭没一搭的聊着她说:你还不错你喝了一口可乐说:你也是你还不确定喜不喜欢她双方家长就已经摆好了订婚宴结婚的前一周,你和朋友出去喝酒你说,不想结婚朋友说,你啊,就是想太多。谁不是这么过来的?这辈子。29岁,你们终于结了婚婚礼办的不大不小,朋友来的不多不少攒了几年想要去实现理想的钱搭在了这一场百人的私人庙会上婚礼结束后,并没有你想象的浪漫你听着外屋的新娘一笔一笔的算着份子钱想着不过才两年,怎么就变成这样了想着想着,洞房夜就睡着了30岁,她怀孕了每次加班电话那头都是抱怨与委屈但你不能争辩什么谁让她怀了你的孩子在这一刻不论是她的父母还是你的父母都无条件的站在这一边31岁,孩子落地了前前后后连孕检带住院费花了10万块钱不过无所谓你看着你的孩子,怎么看怎么喜欢高兴的仿佛这是你的新生32岁,这是人生最不愿意重复的一年平均睡眠3小时孩子每一个小时都要闹腾一次第二天拖着睡不醒的眼睛去上班老板说你上班不干活回家媳妇说你不干活你想了半天不明白,那谁干活呢?那辆开了3年的车成为了你真正的家你不在抱怨路上拥堵的交通你甚至开始希望再多堵一会回到家,你关了发动机在车上点了一根烟这是你每天最幸福的十分钟车前是功名利禄,车尾是柴米油盐35岁 你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","images":[{"img":"https://static.tigerbbs.com/7462f6a7d09146f4275052f64c4c5d9d","width":"1242","height":"2208"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397743216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397491885,"gmtCreate":1608305057047,"gmtModify":1703852403909,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"themes":[],"htmlText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","listText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","text":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397491885","repostId":"2092236659","repostType":2,"repost":{"id":"2092236659","kind":"news","pubTimestamp":1608220831,"share":"https://www.laohu8.com/m/news/2092236659?lang=zh_CN&edition=full","pubTime":"2020-12-18 00:00","market":"us","language":"en","title":"SEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2092236659","media":"MSN","summary":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the c","content":"<p><html><body><article>Shares of disgraced Chinese coffee chain<strong> Luckin Coffee </strong>(OTCMKTS:<strong> LKNCY </strong>) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.</p><p><blockquote><html><body><article>名誉扫地的中国咖啡连锁店的股票<strong>瑞星咖啡</strong>(OTCMKTS:<strong>LKNCY</strong>)周四飙升,此前该公司报告称已与美国证券交易委员会就捏造其2019年销售额的很大一部分达成和解。截至撰写本文时,LKNCY股价受此消息影响上涨了40%以上。</article></body></html></blockquote></p><p>This settlement is big news for LKNCY stock for two reasons:</p><p><blockquote>此次和解对LKNCY股票来说是个大新闻,原因有二:</blockquote></p><p>First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.</p><p><blockquote>首先,它证实了瑞星咖啡将在其捏造的销售丑闻中幸存下来。美国证券交易委员会的罚款只是一记耳光。中国九月份的罚款也是如此。总的来说,瑞星咖啡将不得不支付不到2亿美元的惩罚性赔偿——这一数额使这家咖啡连锁店运营商的资产负债表上仍有大量现金可以活到新的一天。</blockquote></p><p>Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.</p><p><blockquote>第二,这为瑞星咖啡恢复正常业务扫清了障碍。美国和中国都征收了罚款。重组已经发生。退市已经发生了。一切都完成了。是时候合上这本丑闻的书,翻开一本关于瑞星咖啡变成一个更新、更好的以前的自己的新书了。</blockquote></p><p>Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletter</p><p><blockquote>因此,瑞星咖啡已经准备好利用其仍然满载的资产负债表,并将这些资源投资于为这种高速增长的叙事充电。随着公司高速增长叙事的恢复,瑞幸股价将飙升至20美元。注册卢克的免费超增长投资时事通讯</blockquote></p><p>Here’s why.<strong> Luckin Coffee Will Survive </strong></p><p><blockquote>原因如下。<strong>瑞星咖啡会活下来</strong></blockquote></p><p>One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.</p><p><blockquote>LKNCY最大的担忧之一是该公司将无法在捏造的销售丑闻中幸存下来。也就是说,许多人担心中美两国的巨额罚款会耗尽瑞星咖啡的资源,并迫使这家曾经风光无限的咖啡连锁店宣布破产。</blockquote></p><p>Those fears are proving to be dramatically overstated.</p><p><blockquote>事实证明,这些担忧被大大夸大了。</blockquote></p><p>As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.</p><p><blockquote>事实证明,美国和中国都没有对瑞幸采取行动。中国国家市场监督管理总局对瑞星咖啡罚款约1000万美元。SEC与该公司达成1.8亿美元和解。因此,瑞星咖啡总共只为其捏造的销售丑闻支付了1.9亿美元。</blockquote></p><p>The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.</p><p><blockquote>该公司报告称,截至6月底,其资产负债表上有7.8亿美元现金。拿出1.9亿美元用于罚款和处罚。这使得该公司拥有5.9亿美元现金。</blockquote></p><p>Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.</p><p><blockquote>2019年第三季度(我们有数据的最后一个季度)的现金消耗约为2000万美元,这意味着瑞星咖啡资产负债表上剩余的5.9亿美元足以让这家咖啡连锁店继续营业更长时间。</blockquote></p><p>This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally.<strong> Luckin Stock: Ready to Charge Back Into Hypergrowth Mode </strong></p><p><blockquote>瑞幸将再战一天的现实很可能是瑞幸股价大幅上涨的原因。<strong>瑞幸股票:准备好重新进入高速增长模式</strong></blockquote></p><p>Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.</p><p><blockquote>尽管今天的生存正在提振LKNCY股价,但瑞星咖啡在未来几个季度蓬勃发展的机会将推动LKNCY走得更高。</blockquote></p><p>With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.</p><p><blockquote>瑞星咖啡的现金余额约相当于其季度现金消耗的29倍,因此有充足的资源重新投资于公司。这包括开设新店、升级现有商店、充实物流网络、创新菜单,甚至推进其新颖的自动售货机概念,该概念在2020年初就让投资者垂涎三尺。</blockquote></p><p>In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.</p><p><blockquote>换句话说,瑞星咖啡还有足够的火力让自己重新进入高速增长模式。</blockquote></p><p>It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.</p><p><blockquote>这似乎已经发生了。浏览中国流行的社交媒体平台微博,中国消费者似乎比以往任何时候都更频繁地发布和饮用瑞星咖啡产品。</blockquote></p><p>Luckin Coffee is back.</p><p><blockquote>瑞星咖啡回来了。</blockquote></p><p>The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.</p><p><blockquote>该公司现在准备诚实地执行其巨大的增长机会,将中国变成一个喝咖啡的国家,鉴于人口结构和全球化的变化使中国的年轻人口越来越“西方化”,这是必然会发生的。瑞星咖啡在引领这一巨大转变方面也具有吸引力,因为该公司拥有技术优先、以移动为重点的小型商店,这些商店旨在放置在城市地区并供年轻消费者使用。</blockquote></p><p>If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous.<strong> Huge Upside for Luckin Coffee Stock </strong></p><p><blockquote>如果管理层抓住这个巨大的机会,LKNCY股票的长期潜在上涨空间是巨大的。<strong>瑞星咖啡股票上涨空间巨大</strong></blockquote></p><p>My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.</p><p><blockquote>我对瑞星咖啡的长期想法在最近几个月没有改变。随着欺诈阻力的过去,我对公司抓住机会的能力越来越有信心。</blockquote></p><p></p><p>This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of<strong> Starbucks </strong>(NASDAQ:<strong> SBUX </strong>).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.</p><p><blockquote>这种长期思维基于几个基本假设:随着年轻、西方化的中国消费者成为该国的大手笔,中国的咖啡市场将在未来几年蓬勃发展。瑞幸咖啡将利用其小型门店,广泛分布在亚洲所有主要城市,我认为规模约为30,000家门店。瑞幸咖啡将同时利用其移动优先的销售模式,让这些门店保持相当繁忙,并将每平方英尺净销售额提高到<strong>星巴克</strong>(纳斯达克:<strong>SBUX</strong>)。瑞星咖啡的营业利润率最终将与星巴克一样,在15%至20%之间。</blockquote></p><p>Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.</p><p><blockquote>在这些假设下,我的模型表明,到2030年,瑞星咖啡的每股收益将达到约3美元。基于16倍的预期市盈率和10%的年贴现率,这意味着LKNCY股票2020年的目标价为20美元。</blockquote></p><p>Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done.<strong> Bottom Line on LKNCY Stock </strong></p><p><blockquote>因此,以今天的5美元价格,我认为瑞星咖啡股价在这次反弹结束之前还有很长的路要走。<strong>LKNCY股票的底线</strong></blockquote></p><p>I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.</p><p><blockquote>我明白你为什么不想用九英尺长的杆子碰瑞星咖啡的股票。但是——正如伟大的沃伦·巴菲特曾经说过的——有时当别人恐惧时,贪婪是值得的。</blockquote></p><p>This is <a href=\"https://laohu8.com/S/AONE\">one</a> of those situations.</p><p><blockquote>这是<a href=\"https://laohu8.com/S/AONE\">一</a>那些情况。</blockquote></p><p>The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.</p><p><blockquote>围绕瑞幸股票的光学很难看。基本面不是。基本面永远胜过光学。从长远来看,瑞幸将证明这一点。</blockquote></p><p>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</p><p><blockquote>截至本文发表之日,Luke Lango没有(直接或间接)持有本文提及的证券的任何头寸。</blockquote></p><p>The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers <a href=\"https://laohu8.com/S/AONE.U\">one</a> breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19.<strong> Click here to find out how. </strong></p><p><blockquote>新的每日10倍股票报告:数十个三位数的赢家,峰值涨幅高达926%…1326%…和1392%。InvestorPlace的大胆新举措带来了<a href=\"https://laohu8.com/S/AONE.U\">一</a>每个交易日都有突破性的股票推荐,目标涨幅为5倍…10倍…甚至15倍以上。现在,在有限的时间内,你只需花19美元就能进去。<strong>单击此处了解如何操作。</strong></blockquote></p><p>In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter.<strong> Click here to sign up now. </strong></p><p><blockquote>此外,您还可以注册Luke的免费Hypergrowth Investing时事通讯。<strong>单击此处立即注册。</strong></blockquote></p><p></article></body></html></p><p><blockquote></blockquote></p><p></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MSN</strong><span class=\"h-time small\">2020-12-18 00:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Shares of disgraced Chinese coffee chain<strong> Luckin Coffee </strong>(OTCMKTS:<strong> LKNCY </strong>) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.</p><p><blockquote><html><body><article>名誉扫地的中国咖啡连锁店的股票<strong>瑞星咖啡</strong>(OTCMKTS:<strong>LKNCY</strong>)周四飙升,此前该公司报告称已与美国证券交易委员会就捏造其2019年销售额的很大一部分达成和解。截至撰写本文时,LKNCY股价受此消息影响上涨了40%以上。</article></body></html></blockquote></p><p>This settlement is big news for LKNCY stock for two reasons:</p><p><blockquote>此次和解对LKNCY股票来说是个大新闻,原因有二:</blockquote></p><p>First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.</p><p><blockquote>首先,它证实了瑞星咖啡将在其捏造的销售丑闻中幸存下来。美国证券交易委员会的罚款只是一记耳光。中国九月份的罚款也是如此。总的来说,瑞星咖啡将不得不支付不到2亿美元的惩罚性赔偿——这一数额使这家咖啡连锁店运营商的资产负债表上仍有大量现金可以活到新的一天。</blockquote></p><p>Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.</p><p><blockquote>第二,这为瑞星咖啡恢复正常业务扫清了障碍。美国和中国都征收了罚款。重组已经发生。退市已经发生了。一切都完成了。是时候合上这本丑闻的书,翻开一本关于瑞星咖啡变成一个更新、更好的以前的自己的新书了。</blockquote></p><p>Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletter</p><p><blockquote>因此,瑞星咖啡已经准备好利用其仍然满载的资产负债表,并将这些资源投资于为这种高速增长的叙事充电。随着公司高速增长叙事的恢复,瑞幸股价将飙升至20美元。注册卢克的免费超增长投资时事通讯</blockquote></p><p>Here’s why.<strong> Luckin Coffee Will Survive </strong></p><p><blockquote>原因如下。<strong>瑞星咖啡会活下来</strong></blockquote></p><p>One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.</p><p><blockquote>LKNCY最大的担忧之一是该公司将无法在捏造的销售丑闻中幸存下来。也就是说,许多人担心中美两国的巨额罚款会耗尽瑞星咖啡的资源,并迫使这家曾经风光无限的咖啡连锁店宣布破产。</blockquote></p><p>Those fears are proving to be dramatically overstated.</p><p><blockquote>事实证明,这些担忧被大大夸大了。</blockquote></p><p>As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.</p><p><blockquote>事实证明,美国和中国都没有对瑞幸采取行动。中国国家市场监督管理总局对瑞星咖啡罚款约1000万美元。SEC与该公司达成1.8亿美元和解。因此,瑞星咖啡总共只为其捏造的销售丑闻支付了1.9亿美元。</blockquote></p><p>The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.</p><p><blockquote>该公司报告称,截至6月底,其资产负债表上有7.8亿美元现金。拿出1.9亿美元用于罚款和处罚。这使得该公司拥有5.9亿美元现金。</blockquote></p><p>Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.</p><p><blockquote>2019年第三季度(我们有数据的最后一个季度)的现金消耗约为2000万美元,这意味着瑞星咖啡资产负债表上剩余的5.9亿美元足以让这家咖啡连锁店继续营业更长时间。</blockquote></p><p>This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally.<strong> Luckin Stock: Ready to Charge Back Into Hypergrowth Mode </strong></p><p><blockquote>瑞幸将再战一天的现实很可能是瑞幸股价大幅上涨的原因。<strong>瑞幸股票:准备好重新进入高速增长模式</strong></blockquote></p><p>Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.</p><p><blockquote>尽管今天的生存正在提振LKNCY股价,但瑞星咖啡在未来几个季度蓬勃发展的机会将推动LKNCY走得更高。</blockquote></p><p>With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.</p><p><blockquote>瑞星咖啡的现金余额约相当于其季度现金消耗的29倍,因此有充足的资源重新投资于公司。这包括开设新店、升级现有商店、充实物流网络、创新菜单,甚至推进其新颖的自动售货机概念,该概念在2020年初就让投资者垂涎三尺。</blockquote></p><p>In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.</p><p><blockquote>换句话说,瑞星咖啡还有足够的火力让自己重新进入高速增长模式。</blockquote></p><p>It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.</p><p><blockquote>这似乎已经发生了。浏览中国流行的社交媒体平台微博,中国消费者似乎比以往任何时候都更频繁地发布和饮用瑞星咖啡产品。</blockquote></p><p>Luckin Coffee is back.</p><p><blockquote>瑞星咖啡回来了。</blockquote></p><p>The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.</p><p><blockquote>该公司现在准备诚实地执行其巨大的增长机会,将中国变成一个喝咖啡的国家,鉴于人口结构和全球化的变化使中国的年轻人口越来越“西方化”,这是必然会发生的。瑞星咖啡在引领这一巨大转变方面也具有吸引力,因为该公司拥有技术优先、以移动为重点的小型商店,这些商店旨在放置在城市地区并供年轻消费者使用。</blockquote></p><p>If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous.<strong> Huge Upside for Luckin Coffee Stock </strong></p><p><blockquote>如果管理层抓住这个巨大的机会,LKNCY股票的长期潜在上涨空间是巨大的。<strong>瑞星咖啡股票上涨空间巨大</strong></blockquote></p><p>My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.</p><p><blockquote>我对瑞星咖啡的长期想法在最近几个月没有改变。随着欺诈阻力的过去,我对公司抓住机会的能力越来越有信心。</blockquote></p><p></p><p>This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of<strong> Starbucks </strong>(NASDAQ:<strong> SBUX </strong>).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.</p><p><blockquote>这种长期思维基于几个基本假设:随着年轻、西方化的中国消费者成为该国的大手笔,中国的咖啡市场将在未来几年蓬勃发展。瑞幸咖啡将利用其小型门店,广泛分布在亚洲所有主要城市,我认为规模约为30,000家门店。瑞幸咖啡将同时利用其移动优先的销售模式,让这些门店保持相当繁忙,并将每平方英尺净销售额提高到<strong>星巴克</strong>(纳斯达克:<strong>SBUX</strong>)。瑞星咖啡的营业利润率最终将与星巴克一样,在15%至20%之间。</blockquote></p><p>Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.</p><p><blockquote>在这些假设下,我的模型表明,到2030年,瑞星咖啡的每股收益将达到约3美元。基于16倍的预期市盈率和10%的年贴现率,这意味着LKNCY股票2020年的目标价为20美元。</blockquote></p><p>Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done.<strong> Bottom Line on LKNCY Stock </strong></p><p><blockquote>因此,以今天的5美元价格,我认为瑞星咖啡股价在这次反弹结束之前还有很长的路要走。<strong>LKNCY股票的底线</strong></blockquote></p><p>I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.</p><p><blockquote>我明白你为什么不想用九英尺长的杆子碰瑞星咖啡的股票。但是——正如伟大的沃伦·巴菲特曾经说过的——有时当别人恐惧时,贪婪是值得的。</blockquote></p><p>This is <a href=\"https://laohu8.com/S/AONE\">one</a> of those situations.</p><p><blockquote>这是<a href=\"https://laohu8.com/S/AONE\">一</a>那些情况。</blockquote></p><p>The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.</p><p><blockquote>围绕瑞幸股票的光学很难看。基本面不是。基本面永远胜过光学。从长远来看,瑞幸将证明这一点。</blockquote></p><p>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</p><p><blockquote>截至本文发表之日,Luke Lango没有(直接或间接)持有本文提及的证券的任何头寸。</blockquote></p><p>The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers <a href=\"https://laohu8.com/S/AONE.U\">one</a> breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19.<strong> Click here to find out how. </strong></p><p><blockquote>新的每日10倍股票报告:数十个三位数的赢家,峰值涨幅高达926%…1326%…和1392%。InvestorPlace的大胆新举措带来了<a href=\"https://laohu8.com/S/AONE.U\">一</a>每个交易日都有突破性的股票推荐,目标涨幅为5倍…10倍…甚至15倍以上。现在,在有限的时间内,你只需花19美元就能进去。<strong>单击此处了解如何操作。</strong></blockquote></p><p>In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter.<strong> Click here to sign up now. </strong></p><p><blockquote>此外,您还可以注册Luke的免费Hypergrowth Investing时事通讯。<strong>单击此处立即注册。</strong></blockquote></p><p></article></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b\">MSN</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b","is_english":true,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092236659","content_text":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.This settlement is big news for LKNCY stock for two reasons:First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletterHere’s why. Luckin Coffee Will Survive One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.Those fears are proving to be dramatically overstated.As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally. Luckin Stock: Ready to Charge Back Into Hypergrowth Mode Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.Luckin Coffee is back.The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous. Huge Upside for Luckin Coffee Stock My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of Starbucks (NASDAQ: SBUX ).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done. Bottom Line on LKNCY Stock I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.This is one of those situations.The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers one breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19. Click here to find out how. In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter. Click here to sign up now.","news_type":1,"symbols_score_info":{"WB":0.9,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":4286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396299811,"gmtCreate":1607105277933,"gmtModify":1703846587004,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YQ\">$一起教育科技(YQ)$</a>劝有缘人:拿住3个月,稳赢。","listText":"<a 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href=\"https://laohu8.com/S/CHKAQ\">$切萨皮克能源(CHKAQ)$</a>今晚冲涨50%。","listText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>","text":"<美股平安> 苹果平安,谷歌平安;Zoom平安,奈飞平安;老虎平安,贝壳平安;小鹏平安,理想平安,蔚来平安;特斯拉平安,亚马逊平安;阿里平安,拼多多平安,百度平安,道琼斯平安,纳斯达克平安,标普平安 <港股平安> 小米平安,快手平安;美团平安,腾讯平安,比亚迪平安;泡泡玛特平安,海底捞平安 <股民平安> 眼睛平安,耳朵平安,嘴巴平安,脸蛋平安,心脏平安,胃平安,痛觉平安,心情平安,账户平安,钱包平安,抄底平安,割肉平安,重仓平安,减仓平安,众生平安 $苹果(AAPL)$ $特斯拉(TSLA)$ $蔚来(NIO)$ 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你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","text":"26岁,你看着身边的人都结了婚婚礼的份子钱逐年递增春节回家,父母从带你串亲戚变成了带你去见相亲对象见了十几个姑娘你每次都觉得和那个她比差了一点28岁那年,你遇到了一个和你遭遇差不多的姑娘你们有一搭没一搭的聊着她说:你还不错你喝了一口可乐说:你也是你还不确定喜不喜欢她双方家长就已经摆好了订婚宴结婚的前一周,你和朋友出去喝酒你说,不想结婚朋友说,你啊,就是想太多。谁不是这么过来的?这辈子。29岁,你们终于结了婚婚礼办的不大不小,朋友来的不多不少攒了几年想要去实现理想的钱搭在了这一场百人的私人庙会上婚礼结束后,并没有你想象的浪漫你听着外屋的新娘一笔一笔的算着份子钱想着不过才两年,怎么就变成这样了想着想着,洞房夜就睡着了30岁,她怀孕了每次加班电话那头都是抱怨与委屈但你不能争辩什么谁让她怀了你的孩子在这一刻不论是她的父母还是你的父母都无条件的站在这一边31岁,孩子落地了前前后后连孕检带住院费花了10万块钱不过无所谓你看着你的孩子,怎么看怎么喜欢高兴的仿佛这是你的新生32岁,这是人生最不愿意重复的一年平均睡眠3小时孩子每一个小时都要闹腾一次第二天拖着睡不醒的眼睛去上班老板说你上班不干活回家媳妇说你不干活你想了半天不明白,那谁干活呢?那辆开了3年的车成为了你真正的家你不在抱怨路上拥堵的交通你甚至开始希望再多堵一会回到家,你关了发动机在车上点了一根烟这是你每天最幸福的十分钟车前是功名利禄,车尾是柴米油盐35岁 你因为身体越来越差加班越来越少晋升的速度也越来越缓慢那天下班,媳妇告诉你孩子要上幼儿园了双语的一个月3000你皱了皱眉头,那边就已经不耐烦了“四单元的老王家孩子,一个月6000”“你已经这样了,你想让孩子也输?”你没说话,回屋给媳妇转了6000块钱这笔钱,你原本打算给自己过个生日,买个新电脑38岁,孩子上了一年级老师说一年级最关键,打好基础很重要你笑着说,是是是,老师您多照顾新生接","images":[{"img":"https://static.tigerbbs.com/7462f6a7d09146f4275052f64c4c5d9d","width":"1242","height":"2208"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397743216","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397491885,"gmtCreate":1608305057047,"gmtModify":1703852403909,"author":{"id":"3555588886356241","authorId":"3555588886356241","name":"Sniper_y","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555588886356241","idStr":"3555588886356241"},"themes":[],"htmlText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","listText":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","text":"Those fears are proving to be dramatically overstated.事实证明,这些担忧被严重夸大了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397491885","repostId":"2092236659","repostType":2,"repost":{"id":"2092236659","kind":"news","pubTimestamp":1608220831,"share":"https://www.laohu8.com/m/news/2092236659?lang=zh_CN&edition=full","pubTime":"2020-12-18 00:00","market":"us","language":"en","title":"SEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2092236659","media":"MSN","summary":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the c","content":"<p><html><body><article>Shares of disgraced Chinese coffee chain<strong> Luckin Coffee </strong>(OTCMKTS:<strong> LKNCY </strong>) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.</p><p><blockquote><html><body><article>名誉扫地的中国咖啡连锁店的股票<strong>瑞星咖啡</strong>(OTCMKTS:<strong>LKNCY</strong>)周四飙升,此前该公司报告称已与美国证券交易委员会就捏造其2019年销售额的很大一部分达成和解。截至撰写本文时,LKNCY股价受此消息影响上涨了40%以上。</article></body></html></blockquote></p><p>This settlement is big news for LKNCY stock for two reasons:</p><p><blockquote>此次和解对LKNCY股票来说是个大新闻,原因有二:</blockquote></p><p>First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.</p><p><blockquote>首先,它证实了瑞星咖啡将在其捏造的销售丑闻中幸存下来。美国证券交易委员会的罚款只是一记耳光。中国九月份的罚款也是如此。总的来说,瑞星咖啡将不得不支付不到2亿美元的惩罚性赔偿——这一数额使这家咖啡连锁店运营商的资产负债表上仍有大量现金可以活到新的一天。</blockquote></p><p>Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.</p><p><blockquote>第二,这为瑞星咖啡恢复正常业务扫清了障碍。美国和中国都征收了罚款。重组已经发生。退市已经发生了。一切都完成了。是时候合上这本丑闻的书,翻开一本关于瑞星咖啡变成一个更新、更好的以前的自己的新书了。</blockquote></p><p>Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletter</p><p><blockquote>因此,瑞星咖啡已经准备好利用其仍然满载的资产负债表,并将这些资源投资于为这种高速增长的叙事充电。随着公司高速增长叙事的恢复,瑞幸股价将飙升至20美元。注册卢克的免费超增长投资时事通讯</blockquote></p><p>Here’s why.<strong> Luckin Coffee Will Survive </strong></p><p><blockquote>原因如下。<strong>瑞星咖啡会活下来</strong></blockquote></p><p>One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.</p><p><blockquote>LKNCY最大的担忧之一是该公司将无法在捏造的销售丑闻中幸存下来。也就是说,许多人担心中美两国的巨额罚款会耗尽瑞星咖啡的资源,并迫使这家曾经风光无限的咖啡连锁店宣布破产。</blockquote></p><p>Those fears are proving to be dramatically overstated.</p><p><blockquote>事实证明,这些担忧被大大夸大了。</blockquote></p><p>As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.</p><p><blockquote>事实证明,美国和中国都没有对瑞幸采取行动。中国国家市场监督管理总局对瑞星咖啡罚款约1000万美元。SEC与该公司达成1.8亿美元和解。因此,瑞星咖啡总共只为其捏造的销售丑闻支付了1.9亿美元。</blockquote></p><p>The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.</p><p><blockquote>该公司报告称,截至6月底,其资产负债表上有7.8亿美元现金。拿出1.9亿美元用于罚款和处罚。这使得该公司拥有5.9亿美元现金。</blockquote></p><p>Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.</p><p><blockquote>2019年第三季度(我们有数据的最后一个季度)的现金消耗约为2000万美元,这意味着瑞星咖啡资产负债表上剩余的5.9亿美元足以让这家咖啡连锁店继续营业更长时间。</blockquote></p><p>This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally.<strong> Luckin Stock: Ready to Charge Back Into Hypergrowth Mode </strong></p><p><blockquote>瑞幸将再战一天的现实很可能是瑞幸股价大幅上涨的原因。<strong>瑞幸股票:准备好重新进入高速增长模式</strong></blockquote></p><p>Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.</p><p><blockquote>尽管今天的生存正在提振LKNCY股价,但瑞星咖啡在未来几个季度蓬勃发展的机会将推动LKNCY走得更高。</blockquote></p><p>With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.</p><p><blockquote>瑞星咖啡的现金余额约相当于其季度现金消耗的29倍,因此有充足的资源重新投资于公司。这包括开设新店、升级现有商店、充实物流网络、创新菜单,甚至推进其新颖的自动售货机概念,该概念在2020年初就让投资者垂涎三尺。</blockquote></p><p>In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.</p><p><blockquote>换句话说,瑞星咖啡还有足够的火力让自己重新进入高速增长模式。</blockquote></p><p>It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.</p><p><blockquote>这似乎已经发生了。浏览中国流行的社交媒体平台微博,中国消费者似乎比以往任何时候都更频繁地发布和饮用瑞星咖啡产品。</blockquote></p><p>Luckin Coffee is back.</p><p><blockquote>瑞星咖啡回来了。</blockquote></p><p>The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.</p><p><blockquote>该公司现在准备诚实地执行其巨大的增长机会,将中国变成一个喝咖啡的国家,鉴于人口结构和全球化的变化使中国的年轻人口越来越“西方化”,这是必然会发生的。瑞星咖啡在引领这一巨大转变方面也具有吸引力,因为该公司拥有技术优先、以移动为重点的小型商店,这些商店旨在放置在城市地区并供年轻消费者使用。</blockquote></p><p>If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous.<strong> Huge Upside for Luckin Coffee Stock </strong></p><p><blockquote>如果管理层抓住这个巨大的机会,LKNCY股票的长期潜在上涨空间是巨大的。<strong>瑞星咖啡股票上涨空间巨大</strong></blockquote></p><p>My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.</p><p><blockquote>我对瑞星咖啡的长期想法在最近几个月没有改变。随着欺诈阻力的过去,我对公司抓住机会的能力越来越有信心。</blockquote></p><p></p><p>This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of<strong> Starbucks </strong>(NASDAQ:<strong> SBUX </strong>).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.</p><p><blockquote>这种长期思维基于几个基本假设:随着年轻、西方化的中国消费者成为该国的大手笔,中国的咖啡市场将在未来几年蓬勃发展。瑞幸咖啡将利用其小型门店,广泛分布在亚洲所有主要城市,我认为规模约为30,000家门店。瑞幸咖啡将同时利用其移动优先的销售模式,让这些门店保持相当繁忙,并将每平方英尺净销售额提高到<strong>星巴克</strong>(纳斯达克:<strong>SBUX</strong>)。瑞星咖啡的营业利润率最终将与星巴克一样,在15%至20%之间。</blockquote></p><p>Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.</p><p><blockquote>在这些假设下,我的模型表明,到2030年,瑞星咖啡的每股收益将达到约3美元。基于16倍的预期市盈率和10%的年贴现率,这意味着LKNCY股票2020年的目标价为20美元。</blockquote></p><p>Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done.<strong> Bottom Line on LKNCY Stock </strong></p><p><blockquote>因此,以今天的5美元价格,我认为瑞星咖啡股价在这次反弹结束之前还有很长的路要走。<strong>LKNCY股票的底线</strong></blockquote></p><p>I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.</p><p><blockquote>我明白你为什么不想用九英尺长的杆子碰瑞星咖啡的股票。但是——正如伟大的沃伦·巴菲特曾经说过的——有时当别人恐惧时,贪婪是值得的。</blockquote></p><p>This is <a href=\"https://laohu8.com/S/AONE\">one</a> of those situations.</p><p><blockquote>这是<a href=\"https://laohu8.com/S/AONE\">一</a>那些情况。</blockquote></p><p>The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.</p><p><blockquote>围绕瑞幸股票的光学很难看。基本面不是。基本面永远胜过光学。从长远来看,瑞幸将证明这一点。</blockquote></p><p>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</p><p><blockquote>截至本文发表之日,Luke Lango没有(直接或间接)持有本文提及的证券的任何头寸。</blockquote></p><p>The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers <a href=\"https://laohu8.com/S/AONE.U\">one</a> breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19.<strong> Click here to find out how. </strong></p><p><blockquote>新的每日10倍股票报告:数十个三位数的赢家,峰值涨幅高达926%…1326%…和1392%。InvestorPlace的大胆新举措带来了<a href=\"https://laohu8.com/S/AONE.U\">一</a>每个交易日都有突破性的股票推荐,目标涨幅为5倍…10倍…甚至15倍以上。现在,在有限的时间内,你只需花19美元就能进去。<strong>单击此处了解如何操作。</strong></blockquote></p><p>In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter.<strong> Click here to sign up now. </strong></p><p><blockquote>此外,您还可以注册Luke的免费Hypergrowth Investing时事通讯。<strong>单击此处立即注册。</strong></blockquote></p><p></article></body></html></p><p><blockquote></blockquote></p><p></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSEC Settlement Clears the Way for Luckin Stock to Soar to $20<blockquote>SEC和解为瑞幸股价飙升至20美元扫清了道路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MSN</strong><span class=\"h-time small\">2020-12-18 00:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Shares of disgraced Chinese coffee chain<strong> Luckin Coffee </strong>(OTCMKTS:<strong> LKNCY </strong>) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.</p><p><blockquote><html><body><article>名誉扫地的中国咖啡连锁店的股票<strong>瑞星咖啡</strong>(OTCMKTS:<strong>LKNCY</strong>)周四飙升,此前该公司报告称已与美国证券交易委员会就捏造其2019年销售额的很大一部分达成和解。截至撰写本文时,LKNCY股价受此消息影响上涨了40%以上。</article></body></html></blockquote></p><p>This settlement is big news for LKNCY stock for two reasons:</p><p><blockquote>此次和解对LKNCY股票来说是个大新闻,原因有二:</blockquote></p><p>First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.</p><p><blockquote>首先,它证实了瑞星咖啡将在其捏造的销售丑闻中幸存下来。美国证券交易委员会的罚款只是一记耳光。中国九月份的罚款也是如此。总的来说,瑞星咖啡将不得不支付不到2亿美元的惩罚性赔偿——这一数额使这家咖啡连锁店运营商的资产负债表上仍有大量现金可以活到新的一天。</blockquote></p><p>Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.</p><p><blockquote>第二,这为瑞星咖啡恢复正常业务扫清了障碍。美国和中国都征收了罚款。重组已经发生。退市已经发生了。一切都完成了。是时候合上这本丑闻的书,翻开一本关于瑞星咖啡变成一个更新、更好的以前的自己的新书了。</blockquote></p><p>Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletter</p><p><blockquote>因此,瑞星咖啡已经准备好利用其仍然满载的资产负债表,并将这些资源投资于为这种高速增长的叙事充电。随着公司高速增长叙事的恢复,瑞幸股价将飙升至20美元。注册卢克的免费超增长投资时事通讯</blockquote></p><p>Here’s why.<strong> Luckin Coffee Will Survive </strong></p><p><blockquote>原因如下。<strong>瑞星咖啡会活下来</strong></blockquote></p><p>One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.</p><p><blockquote>LKNCY最大的担忧之一是该公司将无法在捏造的销售丑闻中幸存下来。也就是说,许多人担心中美两国的巨额罚款会耗尽瑞星咖啡的资源,并迫使这家曾经风光无限的咖啡连锁店宣布破产。</blockquote></p><p>Those fears are proving to be dramatically overstated.</p><p><blockquote>事实证明,这些担忧被大大夸大了。</blockquote></p><p>As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.</p><p><blockquote>事实证明,美国和中国都没有对瑞幸采取行动。中国国家市场监督管理总局对瑞星咖啡罚款约1000万美元。SEC与该公司达成1.8亿美元和解。因此,瑞星咖啡总共只为其捏造的销售丑闻支付了1.9亿美元。</blockquote></p><p>The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.</p><p><blockquote>该公司报告称,截至6月底,其资产负债表上有7.8亿美元现金。拿出1.9亿美元用于罚款和处罚。这使得该公司拥有5.9亿美元现金。</blockquote></p><p>Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.</p><p><blockquote>2019年第三季度(我们有数据的最后一个季度)的现金消耗约为2000万美元,这意味着瑞星咖啡资产负债表上剩余的5.9亿美元足以让这家咖啡连锁店继续营业更长时间。</blockquote></p><p>This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally.<strong> Luckin Stock: Ready to Charge Back Into Hypergrowth Mode </strong></p><p><blockquote>瑞幸将再战一天的现实很可能是瑞幸股价大幅上涨的原因。<strong>瑞幸股票:准备好重新进入高速增长模式</strong></blockquote></p><p>Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.</p><p><blockquote>尽管今天的生存正在提振LKNCY股价,但瑞星咖啡在未来几个季度蓬勃发展的机会将推动LKNCY走得更高。</blockquote></p><p>With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.</p><p><blockquote>瑞星咖啡的现金余额约相当于其季度现金消耗的29倍,因此有充足的资源重新投资于公司。这包括开设新店、升级现有商店、充实物流网络、创新菜单,甚至推进其新颖的自动售货机概念,该概念在2020年初就让投资者垂涎三尺。</blockquote></p><p>In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.</p><p><blockquote>换句话说,瑞星咖啡还有足够的火力让自己重新进入高速增长模式。</blockquote></p><p>It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.</p><p><blockquote>这似乎已经发生了。浏览中国流行的社交媒体平台微博,中国消费者似乎比以往任何时候都更频繁地发布和饮用瑞星咖啡产品。</blockquote></p><p>Luckin Coffee is back.</p><p><blockquote>瑞星咖啡回来了。</blockquote></p><p>The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.</p><p><blockquote>该公司现在准备诚实地执行其巨大的增长机会,将中国变成一个喝咖啡的国家,鉴于人口结构和全球化的变化使中国的年轻人口越来越“西方化”,这是必然会发生的。瑞星咖啡在引领这一巨大转变方面也具有吸引力,因为该公司拥有技术优先、以移动为重点的小型商店,这些商店旨在放置在城市地区并供年轻消费者使用。</blockquote></p><p>If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous.<strong> Huge Upside for Luckin Coffee Stock </strong></p><p><blockquote>如果管理层抓住这个巨大的机会,LKNCY股票的长期潜在上涨空间是巨大的。<strong>瑞星咖啡股票上涨空间巨大</strong></blockquote></p><p>My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.</p><p><blockquote>我对瑞星咖啡的长期想法在最近几个月没有改变。随着欺诈阻力的过去,我对公司抓住机会的能力越来越有信心。</blockquote></p><p></p><p>This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of<strong> Starbucks </strong>(NASDAQ:<strong> SBUX </strong>).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.</p><p><blockquote>这种长期思维基于几个基本假设:随着年轻、西方化的中国消费者成为该国的大手笔,中国的咖啡市场将在未来几年蓬勃发展。瑞幸咖啡将利用其小型门店,广泛分布在亚洲所有主要城市,我认为规模约为30,000家门店。瑞幸咖啡将同时利用其移动优先的销售模式,让这些门店保持相当繁忙,并将每平方英尺净销售额提高到<strong>星巴克</strong>(纳斯达克:<strong>SBUX</strong>)。瑞星咖啡的营业利润率最终将与星巴克一样,在15%至20%之间。</blockquote></p><p>Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.</p><p><blockquote>在这些假设下,我的模型表明,到2030年,瑞星咖啡的每股收益将达到约3美元。基于16倍的预期市盈率和10%的年贴现率,这意味着LKNCY股票2020年的目标价为20美元。</blockquote></p><p>Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done.<strong> Bottom Line on LKNCY Stock </strong></p><p><blockquote>因此,以今天的5美元价格,我认为瑞星咖啡股价在这次反弹结束之前还有很长的路要走。<strong>LKNCY股票的底线</strong></blockquote></p><p>I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.</p><p><blockquote>我明白你为什么不想用九英尺长的杆子碰瑞星咖啡的股票。但是——正如伟大的沃伦·巴菲特曾经说过的——有时当别人恐惧时,贪婪是值得的。</blockquote></p><p>This is <a href=\"https://laohu8.com/S/AONE\">one</a> of those situations.</p><p><blockquote>这是<a href=\"https://laohu8.com/S/AONE\">一</a>那些情况。</blockquote></p><p>The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.</p><p><blockquote>围绕瑞幸股票的光学很难看。基本面不是。基本面永远胜过光学。从长远来看,瑞幸将证明这一点。</blockquote></p><p>On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.</p><p><blockquote>截至本文发表之日,Luke Lango没有(直接或间接)持有本文提及的证券的任何头寸。</blockquote></p><p>The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers <a href=\"https://laohu8.com/S/AONE.U\">one</a> breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19.<strong> Click here to find out how. </strong></p><p><blockquote>新的每日10倍股票报告:数十个三位数的赢家,峰值涨幅高达926%…1326%…和1392%。InvestorPlace的大胆新举措带来了<a href=\"https://laohu8.com/S/AONE.U\">一</a>每个交易日都有突破性的股票推荐,目标涨幅为5倍…10倍…甚至15倍以上。现在,在有限的时间内,你只需花19美元就能进去。<strong>单击此处了解如何操作。</strong></blockquote></p><p>In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter.<strong> Click here to sign up now. </strong></p><p><blockquote>此外,您还可以注册Luke的免费Hypergrowth Investing时事通讯。<strong>单击此处立即注册。</strong></blockquote></p><p></article></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b\">MSN</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WB":"微博","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20201218034845773c925f&s=b","is_english":true,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2092236659","content_text":"Shares of disgraced Chinese coffee chain Luckin Coffee (OTCMKTS: LKNCY ) soared Thursday after the company reported it had reached a settlement with the SEC for fabricating a big chunk of its 2019 sales. As of this writing, LKNCY stock is up more than 40% on the news.This settlement is big news for LKNCY stock for two reasons:First, it confirms that Luckin Coffee will survive its fabricated sales scandal. The SEC’s fine was a slap on the wrist. So was China’s fine back in September. In total, Luckin Coffee will have to pay less than $200 million in penalty damages — an amount that leaves the coffee chain operator with plenty of cash still left on its balance sheet to live to see another day.Two, it’s clears the skies for Luckin Coffee to get back to business as usual. The U.S. and China have both levied their fines. Restructuring has already happened. Delisting has already happened. All is done. It’s time to close the book on this scandal, and open a new book of Luckin Coffee turning into a newer, better version of its former self.Thus, the stage is set for Luckin Coffee to take its still-loaded balance sheet and invest those resources into recharging this hypergrowth narrative. As the company’s hypergrowth narrative is restored, Luckin stock will soar to $20.Sign Up for Luke’s FreeHypergrowth InvestingNewsletterHere’s why. Luckin Coffee Will Survive One of the biggest concerns with respect to LKNCY has been that the company won’t survive its fabricated sales scandal. That is, many feared that huge fines from both the U.S. and China would drain Luckin Coffee of its resources, and force the once high-flying coffee chain to declare bankruptcy.Those fears are proving to be dramatically overstated.As it turns, neither the U.S. nor China brought the hammer down on Luckin. The Chinese State Administration for Market Regulation fined Luckin Coffee about $10 million. The SEC settled with the company for $180 million. Thus, in grand total, Luckin Coffee is shuffling out just $190 million for its fabricated sales scandal.The company reported having $780 million in cash on its balance sheet as of late June. Take out $190 million for fines and penalties. That leaves the company with $590 million in cash.Cash burn in the third quarter of 2019 — the last quarter for which we have numbers — was about $20 million, meaning that the $590 million Luckin Coffee still has left on the balance sheet is more than enough to keep the coffee chain’s doors open for a lot longer.This reality that Luckin will live to fight another day is likely behind Luckin stock’s big rally. Luckin Stock: Ready to Charge Back Into Hypergrowth Mode Although survival is boosting LKNCY stock today, the opportunity for Luckin Coffee to thrive over the next few quarters will drive LKNCY far, far higher.With a cash balance equal to roughly 29X its quarterly cash burn, Luckin Coffee has ample resources to invest back into the company. This includes opening new stores, upgrading existing stores, fleshing out the logistics networks, innovating on the menu and even pushing forward on its novel vending machine concept that had investors drooling back in early 2020.In other words, Luckin Coffee has enough firepower left to charge itself back into hypergrowth mode.It appears this is already happening. Going through China’s popular social media platform Weibo, it appears that Chinese consumers are posting about and drinking Luckin Coffee products more often than they ever have.Luckin Coffee is back.The company is now ready to honestly execute on its huge growth opportunity in turning China into a coffee-drinking nation, something which is bound to happen given demographic and globalization changes increasingly “westernizing” China’s young population. Luckin Coffee is also attractively positioned to lead this enormous pivot, because of the company’s technology-first, mobile-focused, small-format stores, which are designed to be placed in urban areas and to be used by young consumers.If management executes on this huge opportunity, the long-term potential upside in LKNCY stock is enormous. Huge Upside for Luckin Coffee Stock My long-term thinking on Luckin Coffee has not changed in recent months. I’ve just grown more confident on the company’s ability to execute on its opportunity as fraud headwinds have passed.This long-term thinking is predicated on a few basic assumptions:China’s coffee market is going to boom over the next few years as young, westernized Chinese consumers become the country’s big spenders.Luckin Coffee is going to leverage its small-format stores to be prevalently located throughout all major Asian cities, amounting to what I see as ~30,000 stores at scale.Luckin Coffee will simultaneously leverage its mobile-first sales model to keep those stores fairly busy, and will drive net sales per square foot to about half that of Starbucks (NASDAQ: SBUX ).Operating margins will ultimately pan out at Luckin Coffee where they are at Starbucks, which is in the 15% to 20% range.Under those assumptions, my modeling says that Luckin Coffee will do about $3 in earnings per share by 2030. Based on a 16X forward earnings multiple and a 10% annual discount rate, that implies a 2020 price target for LKNCY stock of $20.Thus, at $5 today, I think Luckin Coffee stock still has a long ways to go before this rally is done. Bottom Line on LKNCY Stock I get why you wouldn’t want to touch Luckin Coffee stock with a nine foot pole. But — as the great Warren Buffett once said — sometimes it pays to greedy when others are fearful.This is one of those situations.The optics surrounding Luckin stock are ugly. The fundamentals are not. Fundamentals always trump optics. Long-term, Luckin will emerge as proof of that.On the date of publication, Luke Lango did not have (either directly or indirectly) any positions in the securities mentioned in this article.The New Daily 10X Stock Report: Dozens of triple-digit winners, peak gains as high as 926%… 1,326%… and 1,392%. InvestorPlace’s bold new initiative delivers one breakthrough stock recommendation every trading day, targeting gains of 5X… 10X… even 15X and beyond. Now, for a limited time, you can get in for just $19. Click here to find out how. In addition, you can sign up for Luke’s free Hypergrowth Investing newsletter. Click here to sign up now.","news_type":1,"symbols_score_info":{"WB":0.9,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":4286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}