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shi yai
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乐_0966
乐_0966
·
2021-07-06
$国美零售(00493)$
what??? Super drama
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乐_0966
乐_0966
·
2021-06-14
Amazing guy
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乐_0966
乐_0966
·
2021-06-14
Great
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乐_0966
乐_0966
·
2021-06-13
$Provention Bio, Inc(PRVB)$
surge upp
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乐_0966
乐_0966
·
2021-06-03
写的不错,涨的不够啊
中芯国际(00981)先进及成熟制程皆超预期,全年业绩或超指引
先进制程经过波谷后环比增长,成熟制程供不应求将持续到年底。二季度指引积极,全年业绩或好于预期。投资建议:本季度公司先进与成熟制程表现皆超指引,同时公司21年资本开支规划维持高位反映行业景气度延续以及公司获得成熟制程设备许可的确定提升,我们判断公司全年业绩有望超指引。
中芯国际(00981)先进及成熟制程皆超预期,全年业绩或超指引
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乐_0966
乐_0966
·
2021-05-27
不怎么那么看好这间公司,股价太泡沫了
美团盘中跳水跌5%,将于明日放榜一季度业绩
5月27日讯,美团盘中跳水,现跌超5%,报265.4港元。美团将于明日公布一季度业绩。中信证券发表报告表示,预测美团(3690.HK)今年首季核心指标为外卖日均订单量按年增长112%、变现率14.4%
美团盘中跳水跌5%,将于明日放榜一季度业绩
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乐_0966
乐_0966
·
2021-05-23
伟大的人
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乐_0966
乐_0966
·
2021-05-21
阿弥托佛,施主醒个好吧,善哉善哉
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乐_0966
乐_0966
·
2021-05-19
什么是做空啊
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乐_0966
乐_0966
·
2021-05-19
$新加坡航空公司(C6L.SI)$
come on
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16:18","market":"hk","language":"zh","title":"中芯国际(00981)先进及成熟制程皆超预期,全年业绩或超指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2139432634","media":"兴业证券","summary":"先进制程经过波谷后环比增长,成熟制程供不应求将持续到年底。二季度指引积极,全年业绩或好于预期。投资建议:本季度公司先进与成熟制程表现皆超指引,同时公司21年资本开支规划维持高位反映行业景气度延续以及公司获得成熟制程设备许可的确定提升,我们判断公司全年业绩有望超指引。","content":"<html><body><article><p>营收与毛利率均超指引,利用率及ASP提升助推公司业绩强劲增长。21Q1业绩:收入11.0亿美元,环比+12.5%(指引+7%-9%),同比+22.0%,主要由于晶圆付运量增加及平均售价上升所致。月产能达54万片/月(8寸当量),环比+3.8%。产能利用率达98.7%,环比+3.2ppts。毛利率22.7%(指引17%-19%),环比+4.7ppts,同比-3.1ppts。经营开支环比-21.3%,主要因研发活动、政府税金和计提雇员奖金减少。</p><p>先进制程经过波谷后环比增长,成熟制程供不应求将持续到年底。14/28nm先进制程本季营收占比6.9%(同比-0.9ppts,环比+1.9ppts),NTO稳步导入,但先进制程对盈利压力仍长期存在。成熟制程需求旺盛,本季摄像头、特殊存储、电源管理芯片合计营收环比+20%,150nm/180nm的高压驱动芯片营收环比翻倍。本季北美及欧亚地区营收同比+24%/+47.7%,反映出行业产能紧俏下公司仍持续收到海外大客户投片。公司预计成熟制程到年底持续满载,维持今年1万片12寸扩产及不低于4.5万片的8寸扩产目标。此外公司3月在深圳签署合作协议,4万片12寸产线可能受实体清单影响设备就位延迟,预计22年量产。</p><p>二季度指引积极,全年业绩或好于预期。2Q21指引:收入环比增长17%-19%,指引中值为13亿美元;毛利率25%-27%,中值环比+3.3ppts。2021年指引:公司预计全年收入和毛利率将超过2月的预期,但谨慎起见并不修正指引,预计21H1收入24亿美元,全年收入中到高个位数增长,全年毛利率目标10%-20%的中部。资本开支预计为43亿,其中大部分用于成熟制程的扩产,小部分用于先进工艺、北京合资项目土建及其他,预计全年折旧20亿美元,<span>EBITDA</span>23亿美元。</p><p>投资建议:本季度公司先进与成熟制程表现皆超指引,同时公司21年资本开支规划维持高位反映行业景气度延续以及公司获得成熟制程设备许可的确定提升,我们判断公司全年业绩有望超指引。我们预测公司21/22年的净资产将达到每股2.02/2.06美元。我们根据2021年预测<span>每股净资产</span>给予2倍PB,维持目标价31.37港元,维持“审慎增持”评级。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-05-31 16:18 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105311630277c0e35b7&s=b><strong>兴业证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>营收与毛利率均超指引,利用率及ASP提升助推公司业绩强劲增长。21Q1业绩:收入11.0亿美元,环比+12.5%(指引+7%-9%),同比+22.0%,主要由于晶圆付运量增加及平均售价上升所致。月产能达54万片/月(8寸当量),环比+3.8%。产能利用率达98.7%,环比+3.2ppts。毛利率22.7%(指引17%-19%),环比+4.7ppts,同比-3.1ppts。经营开支环比-21.3%,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105311630277c0e35b7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95a52bac654e212de5e6a737e01fc5ff","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202105311630277c0e35b7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2139432634","content_text":"营收与毛利率均超指引,利用率及ASP提升助推公司业绩强劲增长。21Q1业绩:收入11.0亿美元,环比+12.5%(指引+7%-9%),同比+22.0%,主要由于晶圆付运量增加及平均售价上升所致。月产能达54万片/月(8寸当量),环比+3.8%。产能利用率达98.7%,环比+3.2ppts。毛利率22.7%(指引17%-19%),环比+4.7ppts,同比-3.1ppts。经营开支环比-21.3%,主要因研发活动、政府税金和计提雇员奖金减少。先进制程经过波谷后环比增长,成熟制程供不应求将持续到年底。14/28nm先进制程本季营收占比6.9%(同比-0.9ppts,环比+1.9ppts),NTO稳步导入,但先进制程对盈利压力仍长期存在。成熟制程需求旺盛,本季摄像头、特殊存储、电源管理芯片合计营收环比+20%,150nm/180nm的高压驱动芯片营收环比翻倍。本季北美及欧亚地区营收同比+24%/+47.7%,反映出行业产能紧俏下公司仍持续收到海外大客户投片。公司预计成熟制程到年底持续满载,维持今年1万片12寸扩产及不低于4.5万片的8寸扩产目标。此外公司3月在深圳签署合作协议,4万片12寸产线可能受实体清单影响设备就位延迟,预计22年量产。二季度指引积极,全年业绩或好于预期。2Q21指引:收入环比增长17%-19%,指引中值为13亿美元;毛利率25%-27%,中值环比+3.3ppts。2021年指引:公司预计全年收入和毛利率将超过2月的预期,但谨慎起见并不修正指引,预计21H1收入24亿美元,全年收入中到高个位数增长,全年毛利率目标10%-20%的中部。资本开支预计为43亿,其中大部分用于成熟制程的扩产,小部分用于先进工艺、北京合资项目土建及其他,预计全年折旧20亿美元,EBITDA23亿美元。投资建议:本季度公司先进与成熟制程表现皆超指引,同时公司21年资本开支规划维持高位反映行业景气度延续以及公司获得成熟制程设备许可的确定提升,我们判断公司全年业绩有望超指引。我们预测公司21/22年的净资产将达到每股2.02/2.06美元。我们根据2021年预测每股净资产给予2倍PB,维持目标价31.37港元,维持“审慎增持”评级。","news_type":1,"symbols_score_info":{"48654":0.6,"688981":1,"00981":1,"SMI":1}},"isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132273096,"gmtCreate":1622095307815,"gmtModify":1631885394394,"author":{"id":"3576788794749777","authorId":"3576788794749777","name":"乐_0966","avatar":"https://static.tigerbbs.com/cb3170d3f962d89ccf7eaf81f69dce1b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576788794749777","authorIdStr":"3576788794749777"},"themes":[],"htmlText":"不怎么那么看好这间公司,股价太泡沫了","listText":"不怎么那么看好这间公司,股价太泡沫了","text":"不怎么那么看好这间公司,股价太泡沫了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132273096","repostId":"1188434377","repostType":4,"repost":{"id":"1188434377","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1622083378,"share":"https://www.laohu8.com/m/news/1188434377?lang=&edition=full","pubTime":"2021-05-27 10:42","market":"hk","language":"zh","title":"美团盘中跳水跌5%,将于明日放榜一季度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1188434377","media":"老虎资讯综合","summary":"5月27日讯,美团盘中跳水,现跌超5%,报265.4港元。美团将于明日公布一季度业绩。中信证券发表报告表示,预测美团(3690.HK)今年首季核心指标为外卖日均订单量按年增长112%、变现率14.4%","content":"<p><img src=\"https://static.tigerbbs.com/03f5455ae1d461b7af843d57961ae7c0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">5月27日讯,美团盘中跳水,现跌超5%,报265.4港元。美团将于明日公布一季度业绩。</p><p>中信证券发表报告表示,预测美团(3690.HK)今年首季核心指标为外卖日均订单量按年增长112%、变现率14.4%,相关业务经调整营运毛利率为4.5%,按年上升5.2个百分点;料美团首季到店、酒旅业务收入按年增长104%、相关业务经调整毛利率为38%,按年上升16个百分点;该行预计美团今年首季新业务经调整营运亏损为85.9亿元人民币,按季亏损加大主因社区团购业务投入期亏损随单量规模提升而扩大。</p><p>该行估预计美团今年首季总体经调整营运亏损56.3亿元人民币,预计公司财报呈现核心业务延续强劲表现+社区团购亏损阶段性加大的总体表现,该行认为内地反垄断审查、社保推进等问题影响可控,维持持续看好观点及“买入”评级,及目标价414.4港元。</p><p>中信证券指,根据草根调研汇总,今年首季重点跟踪的内地7家头部社区团购平台的交易规模约为430亿人民币,整体日均件单量已超过5,600万;其中预计首季美团优选平台GMV约120亿人民币,日均件数超1,850万单,交易规模和市占率方面继续领跑行业;同一梯队的拼多多(PDD.US)旗下多多买菜紧随其後,竞争层面并未拉开太大差距,区域格局继续分化。该行指是竞争虽造成短期资本重投入,但平台积累的规模优势和经营杠杆正在逐步兑现,未来几个季度平台整体履约成本的边际改善值得期待。该行预计美团优选首季业务营运毛利率为负30%,料相关亏损额约60亿元人民币。</p><p>该行指,近期美团和阿里巴巴(9988.HK)旗下饿了么均将原本针对商户的一揽子收费模式进行了佣金和配送费分离,即将原本约20%的商户抽佣率拆分成为技术服务费+履约服务费,技术服务费的佣金比例为5.8%至6%,保底金额1.04元人民币(20元人民币以下订单)。履约服务费按照不同距离、价格和时段进行阶梯式计费。平台费率更趋透明化,长看利好配送效率提升。直观来看,根据该行对单均20至150元人民币不等的订单按照精细化计费方式进行比较,该行认为新佣金模式对外卖整体变现率影响并不大。</p><p>中信证券认为,推行新政策对原本商家的计费方式进行更透明化的处理,一方面明确了美团作为技术驱动的互联网公司,在平台上交易按比率向商户收取固定的技术服务费;同时履约服务费更加清晰地呈现了骑手成本,将配送的选择权交给商家,并帮助骑手多劳多得。从订单趋势上判断,新的佣金政策或鼓励外卖商户缩小配送半径,3公里内的外卖变得更加集中将有助平台整体的配送效率更加优化。</p>","collect":0,"html":"<!DOCTYPE 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n美团盘中跳水跌5%,将于明日放榜一季度业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-27 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/03f5455ae1d461b7af843d57961ae7c0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">5月27日讯,美团盘中跳水,现跌超5%,报265.4港元。美团将于明日公布一季度业绩。</p><p>中信证券发表报告表示,预测美团(3690.HK)今年首季核心指标为外卖日均订单量按年增长112%、变现率14.4%,相关业务经调整营运毛利率为4.5%,按年上升5.2个百分点;料美团首季到店、酒旅业务收入按年增长104%、相关业务经调整毛利率为38%,按年上升16个百分点;该行预计美团今年首季新业务经调整营运亏损为85.9亿元人民币,按季亏损加大主因社区团购业务投入期亏损随单量规模提升而扩大。</p><p>该行估预计美团今年首季总体经调整营运亏损56.3亿元人民币,预计公司财报呈现核心业务延续强劲表现+社区团购亏损阶段性加大的总体表现,该行认为内地反垄断审查、社保推进等问题影响可控,维持持续看好观点及“买入”评级,及目标价414.4港元。</p><p>中信证券指,根据草根调研汇总,今年首季重点跟踪的内地7家头部社区团购平台的交易规模约为430亿人民币,整体日均件单量已超过5,600万;其中预计首季美团优选平台GMV约120亿人民币,日均件数超1,850万单,交易规模和市占率方面继续领跑行业;同一梯队的拼多多(PDD.US)旗下多多买菜紧随其後,竞争层面并未拉开太大差距,区域格局继续分化。该行指是竞争虽造成短期资本重投入,但平台积累的规模优势和经营杠杆正在逐步兑现,未来几个季度平台整体履约成本的边际改善值得期待。该行预计美团优选首季业务营运毛利率为负30%,料相关亏损额约60亿元人民币。</p><p>该行指,近期美团和阿里巴巴(9988.HK)旗下饿了么均将原本针对商户的一揽子收费模式进行了佣金和配送费分离,即将原本约20%的商户抽佣率拆分成为技术服务费+履约服务费,技术服务费的佣金比例为5.8%至6%,保底金额1.04元人民币(20元人民币以下订单)。履约服务费按照不同距离、价格和时段进行阶梯式计费。平台费率更趋透明化,长看利好配送效率提升。直观来看,根据该行对单均20至150元人民币不等的订单按照精细化计费方式进行比较,该行认为新佣金模式对外卖整体变现率影响并不大。</p><p>中信证券认为,推行新政策对原本商家的计费方式进行更透明化的处理,一方面明确了美团作为技术驱动的互联网公司,在平台上交易按比率向商户收取固定的技术服务费;同时履约服务费更加清晰地呈现了骑手成本,将配送的选择权交给商家,并帮助骑手多劳多得。从订单趋势上判断,新的佣金政策或鼓励外卖商户缩小配送半径,3公里内的外卖变得更加集中将有助平台整体的配送效率更加优化。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188434377","content_text":"5月27日讯,美团盘中跳水,现跌超5%,报265.4港元。美团将于明日公布一季度业绩。中信证券发表报告表示,预测美团(3690.HK)今年首季核心指标为外卖日均订单量按年增长112%、变现率14.4%,相关业务经调整营运毛利率为4.5%,按年上升5.2个百分点;料美团首季到店、酒旅业务收入按年增长104%、相关业务经调整毛利率为38%,按年上升16个百分点;该行预计美团今年首季新业务经调整营运亏损为85.9亿元人民币,按季亏损加大主因社区团购业务投入期亏损随单量规模提升而扩大。该行估预计美团今年首季总体经调整营运亏损56.3亿元人民币,预计公司财报呈现核心业务延续强劲表现+社区团购亏损阶段性加大的总体表现,该行认为内地反垄断审查、社保推进等问题影响可控,维持持续看好观点及“买入”评级,及目标价414.4港元。中信证券指,根据草根调研汇总,今年首季重点跟踪的内地7家头部社区团购平台的交易规模约为430亿人民币,整体日均件单量已超过5,600万;其中预计首季美团优选平台GMV约120亿人民币,日均件数超1,850万单,交易规模和市占率方面继续领跑行业;同一梯队的拼多多(PDD.US)旗下多多买菜紧随其後,竞争层面并未拉开太大差距,区域格局继续分化。该行指是竞争虽造成短期资本重投入,但平台积累的规模优势和经营杠杆正在逐步兑现,未来几个季度平台整体履约成本的边际改善值得期待。该行预计美团优选首季业务营运毛利率为负30%,料相关亏损额约60亿元人民币。该行指,近期美团和阿里巴巴(9988.HK)旗下饿了么均将原本针对商户的一揽子收费模式进行了佣金和配送费分离,即将原本约20%的商户抽佣率拆分成为技术服务费+履约服务费,技术服务费的佣金比例为5.8%至6%,保底金额1.04元人民币(20元人民币以下订单)。履约服务费按照不同距离、价格和时段进行阶梯式计费。平台费率更趋透明化,长看利好配送效率提升。直观来看,根据该行对单均20至150元人民币不等的订单按照精细化计费方式进行比较,该行认为新佣金模式对外卖整体变现率影响并不大。中信证券认为,推行新政策对原本商家的计费方式进行更透明化的处理,一方面明确了美团作为技术驱动的互联网公司,在平台上交易按比率向商户收取固定的技术服务费;同时履约服务费更加清晰地呈现了骑手成本,将配送的选择权交给商家,并帮助骑手多劳多得。从订单趋势上判断,新的佣金政策或鼓励外卖商户缩小配送半径,3公里内的外卖变得更加集中将有助平台整体的配送效率更加优化。","news_type":1,"symbols_score_info":{"03690":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133490838,"gmtCreate":1621778683124,"gmtModify":1631885394406,"author":{"id":"3576788794749777","authorId":"3576788794749777","name":"乐_0966","avatar":"https://static.tigerbbs.com/cb3170d3f962d89ccf7eaf81f69dce1b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576788794749777","authorIdStr":"3576788794749777"},"themes":[],"htmlText":"伟大的人","listText":"伟大的人","text":"伟大的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133490838","repostId":"1128955452","repostType":4,"isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139092207,"gmtCreate":1621572019509,"gmtModify":1631885394418,"author":{"id":"3576788794749777","authorId":"3576788794749777","name":"乐_0966","avatar":"https://static.tigerbbs.com/cb3170d3f962d89ccf7eaf81f69dce1b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576788794749777","authorIdStr":"3576788794749777"},"themes":[],"htmlText":"阿弥托佛,施主醒个好吧,善哉善哉<a 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