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Redcup

价值投资严守纪律

IP属地：新疆

帖子 · 12帖子 · 12
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- RedcupRedcup
  ·03-11
  $美光科技(MU)$ 小试牛刀
  432 评论
  2
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- RedcupRedcup
  ·03-09
  haha
  521 评论
  2
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- RedcupRedcup
  ·02-23
  $诺和诺德(NVO)$ 1. 当前估值水平： · PE（TTM）：约12.8倍，处于历史极低分位。作为对比，2024年初高峰时有30多倍。 · 分析师目标价：分歧很大。BMO给57美元，高盛目标价约57美元，花旗约48.5美元。说明在这个位置，多空博弈非常激烈。 2. 现金流与资产负债表的健康度：这一点特别提一下，也是咱们价投的底气。诺和诺德的现金流非常稳健。2026年2月已经启动了38亿丹麦克朗的回购，还有150亿的新回购计划。这说明公司觉得自家股价便宜了，而且手里有钱。财务结构没问题，不是那种会破产的公司。 3. 估值与安全边际判断（DCF内在价值区间）： · 悲观情景：假设2026年营收下滑13%，长期增长3%。内在价值约45-50美元。现在盘前价格已经进入这个区间。 · 中性情景：口服药放量超预期，2027年恢复增长。内在价值约65-70美元。 · 乐观情景：CagriSema数据优异，市场份额回升。内在价值85-90美元。
  7,755 评论
  3
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- RedcupRedcup
  ·01-24
  $Rocket Lab USA, Inc.(RKLB)$ 小试牛刀
  1,646 评论
  3
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- RedcupRedcup
  ·01-15
  hi
  781 评论
  1
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- RedcupRedcup
  ·01-14
  $纳斯达克(.IXIC)$ 需要一场酣畅淋漓的洗盘
  861 评论
  3
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- RedcupRedcup
  ·01-14
  $Palantir Technologies Inc.(PLTR)$
  1,532 评论
  1
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- RedcupRedcup
  ·01-13
  $特斯拉(TSLA)$ 小试牛刀
  1,441 评论
  2
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- RedcupRedcup
  ·01-08
  $特斯拉(TSLA)$ 帮忙倒车385，我要上车。
  797 评论
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- RedcupRedcup
  ·01-07
  一季度是最亮的仔，二季度还有好戏。
  727 评论
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乐观情景：CagriSema数据优异，市场份额回升。内在价值85-90美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535858941952152","isVote":1,"tweetType":1,"viewCount":7755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525160770142832,"gmtCreate":1769189442722,"gmtModify":1769189454883,"author":{"id":"4229257383238212","authorId":"4229257383238212","name":"Redcup","avatar":"https://static.tigerbbs.com/ddb414ee2ceae05eb298c1d940998e0a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4229257383238212","authorIdStr":"4229257383238212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 小试牛刀","listText":"<a href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$&nbsp;</a> 小试牛刀","text":"$Rocket Lab USA, Inc.(RKLB)$ 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