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davi

IP属地：山东

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- davidavi
  ·2021-01-26
  $Ozon Holdings PLC(OZON)$俄罗斯电商。亚马逊，或者天猫。不过大牛不可能，被美国禁止美国人投资的可能性也存在俄罗斯电商增速或许会有所下滑，但我们保守预计2021年营收有望突破20亿美元，目前2021年PS仅不到4倍，处于电商行业低估状态，OZON有自建物流亚马逊的直营模式，也有第三方卖家参与，疫情下众多中小商家加盟，已从重资产模式加速像阿里拼多多模式进军，第三方卖家GMV已经从去年的15%发展到第三季度的45%，物流速度一流，40%俄罗斯人口地区可实现1日达。也有俄罗斯国资参与，政治风险大概率可以排除。
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- davidavi
  ·2021-01-22
  $Jumia Technologies AG(JMIA)$Jumia非洲亚马逊，值得关注。
  2,595 评论
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- davidavi
  ·2021-01-21
  拜登上台，股市感觉没行情了
  2,924 评论
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- davidavi
  ·2020-09-30
  买，买，买
  非常抱歉，此主贴已删除
  3,291 评论
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- davidavi
  ·2019-05-03
  $云集(YJ)$ 那也不能重新抽签啊？只能同比例减少，才合理。现在可好，把散户的都回收了，牛逼！
  2,511 评论
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- davidavi
  ·2019-05-03
  $云集(YJ)$ 不怕被告？
  2,386 评论
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