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肥肥鱼
肥肥鱼
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2021-05-28
👍👍
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肥肥鱼
肥肥鱼
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2021-05-24
一个真正值得尊敬和敬佩的人 一路走好
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肥肥鱼
肥肥鱼
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2021-05-20
赚钱能力棒
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肥肥鱼
肥肥鱼
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2021-05-03
学习学77
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肥肥鱼
肥肥鱼
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2021-04-30
学习啦
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肥肥鱼
肥肥鱼
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2021-04-29
维持买入
瑞银:维持港交所(00388)“买入”评级 目标价降至604港元
智通财经APP获悉,瑞银发布研究报告,维持港交所(00388)“买入”评级,目标价由615港元降至604港元。报告中称,公司首季核收入大致与市场交投量相符,投资收入因低息环境疲弱,A股期货及第二上市纳入港股通仍未有进展,但相信“十四五”规划对香港作为离岸金融及风险管理中心的定位有长期支持作用,为其衍生产品及ESG(环境、社会及管治)业务造就机遇,市场也将关注债券通南向通何时推出。
瑞银:维持港交所(00388)“买入”评级 目标价降至604港元
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肥肥鱼
肥肥鱼
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2021-04-28
还是可以的
中信建投:维持 “买入”评级 预计唯品会今年营收1202亿元
据电商报消息,4月26日消息,中信建投发布“电商行业2020年综述及2021年展望”表示,唯品会的活跃买家数继续保持高速增长,未来ARPU值有望提升。维持唯品会“买入”评级,目标价51.8美元/ADS。此外,唯品会剥离自营快递,未来净利率水平有望继续优化。中信建投预计,唯品会2021、2022、2023年收入分别为1202亿元、1384亿元、1599亿元,Non-GAAP归母净利润分别为77亿元、94亿元、115亿元RMB。
中信建投:维持 “买入”评级 预计唯品会今年营收1202亿元
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href=http://www.zhitongcaijing.com/content/detail/463350.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,瑞银发布研究报告,维持港交所(00388)“买入”评级,目标价由615港元降至604港元。报告中称,公司首季核收入大致与市场交投量相符,投资收入因低息环境疲弱,A股期货及第二上市纳入港股通仍未有进展,但相信“十四五”规划对香港作为离岸金融及风险管理中心的定位有长期支持作用,为其衍生产品及ESG(环境、社会及管治)业务造就机遇,市场也将关注债券通南向通何时推出。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/463350.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/87ef4dae3512ff217ecc4be6b484930e","relate_stocks":{"00388":"香港交易所"},"source_url":"http://www.zhitongcaijing.com/content/detail/463350.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131306254","content_text":"智通财经APP获悉,瑞银发布研究报告,维持港交所(00388)“买入”评级,目标价由615港元降至604港元。报告中称,公司首季核收入大致与市场交投量相符,投资收入因低息环境疲弱,A股期货及第二上市纳入港股通仍未有进展,但相信“十四五”规划对香港作为离岸金融及风险管理中心的定位有长期支持作用,为其衍生产品及ESG(环境、社会及管治)业务造就机遇,市场也将关注债券通南向通何时推出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100949131,"gmtCreate":1619576334223,"gmtModify":1619576334223,"author":{"id":"3578612494816357","authorId":"3578612494816357","name":"肥肥鱼","avatar":"https://static.tigerbbs.com/91a26baf83d453cfffbb4a14d63ab20d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578612494816357","authorIdStr":"3578612494816357"},"themes":[],"htmlText":"还是可以的","listText":"还是可以的","text":"还是可以的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100949131","repostId":"2130197390","repostType":2,"repost":{"id":"2130197390","kind":"news","pubTimestamp":1619424839,"share":"https://www.laohu8.com/m/news/2130197390?lang=&edition=full","pubTime":"2021-04-26 16:13","market":"us","language":"zh","title":"中信建投:维持 “买入”评级 预计唯品会今年营收1202亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2130197390","media":"和讯网","summary":"据电商报消息,4月26日消息,中信建投发布“电商行业2020年综述及2021年展望”表示,唯品会的活跃买家数继续保持高速增长,未来ARPU值有望提升。维持唯品会“买入”评级,目标价51.8美元/ADS。此外,唯品会剥离自营快递,未来净利率水平有望继续优化。中信建投预计,唯品会2021、2022、2023年收入分别为1202亿元、1384亿元、1599亿元,Non-GAAP归母净利润分别为77亿元、94亿元、115亿元RMB。","content":"<html><body><article><p>据电商报消息,4月26日消息,<a href=\"https://laohu8.com/S/601066\">中信建投</a>发布“电商行业2020年综述及2021年展望”表示,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>的活跃买家数继续保持高速增长,未来ARPU值有望提升。维持唯品会“买入”评级,目标价51.8美元/ADS。</p><p>中信建投指出,在积极的获客策略下公司的活跃买家数有望继续保持高速增长,长期看公司所处赛道用户数天花板超过3亿,未来增长空间广阔。近几个季度公司活跃买家数增速持续高于GMV增速,新客的ARPU值在第一年一般较低,但随着用户购买习惯的养成以及忠诚度提升,预计未来公司ARPU值有望持续提升。</p><p>中信建投认为,唯品会目前已建立从线上到线下完整的商业体系,在特卖零售市场没有很强的竞争对手,相比阿里以<a href=\"https://laohu8.com/S/300959\">线上线下</a>一体化为核心的新零售商业模式,唯品会自身对于所聚焦的领域差异化能力、精细化能力充足。</p><p>此外,唯品会剥离自营快递,未来净<span>利率</span>水平有望继续优化。受期间费用率同比下降带动,4Q2020公司净利率同比提升至6.84%,未来在公司用户数稳健增长的同时,净利率水平有望继续优化。</p><p>中信建投预计,唯品会2021、2022、2023年收入分别为1202亿元、1384亿元、1599亿元,Non-GAAP归母<span>净利润</span>分别为77亿元、94亿元、115亿元RMB。</p></article></body></html>","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>中信建投:维持 “买入”评级 预计唯品会今年营收1202亿元</title>\n<style 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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中信建投:维持 “买入”评级 预计唯品会今年营收1202亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-26 16:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104261615287c0b466e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据电商报消息,4月26日消息,中信建投发布“电商行业2020年综述及2021年展望”表示,唯品会的活跃买家数继续保持高速增长,未来ARPU值有望提升。维持唯品会“买入”评级,目标价51.8美元/ADS。中信建投指出,在积极的获客策略下公司的活跃买家数有望继续保持高速增长,长期看公司所处赛道用户数天花板超过3亿,未来增长空间广阔。近几个季度公司活跃买家数增速持续高于GMV增速,新客的ARPU值在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104261615287c0b466e&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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"VIPS":"唯品会"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104261615287c0b466e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2130197390","content_text":"据电商报消息,4月26日消息,中信建投发布“电商行业2020年综述及2021年展望”表示,唯品会的活跃买家数继续保持高速增长,未来ARPU值有望提升。维持唯品会“买入”评级,目标价51.8美元/ADS。中信建投指出,在积极的获客策略下公司的活跃买家数有望继续保持高速增长,长期看公司所处赛道用户数天花板超过3亿,未来增长空间广阔。近几个季度公司活跃买家数增速持续高于GMV增速,新客的ARPU值在第一年一般较低,但随着用户购买习惯的养成以及忠诚度提升,预计未来公司ARPU值有望持续提升。中信建投认为,唯品会目前已建立从线上到线下完整的商业体系,在特卖零售市场没有很强的竞争对手,相比阿里以线上线下一体化为核心的新零售商业模式,唯品会自身对于所聚焦的领域差异化能力、精细化能力充足。此外,唯品会剥离自营快递,未来净利率水平有望继续优化。受期间费用率同比下降带动,4Q2020公司净利率同比提升至6.84%,未来在公司用户数稳健增长的同时,净利率水平有望继续优化。中信建投预计,唯品会2021、2022、2023年收入分别为1202亿元、1384亿元、1599亿元,Non-GAAP归母净利润分别为77亿元、94亿元、115亿元RMB。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}