$陌陌(MOMO)$_老虎社区_美港股上老虎 - 老虎社区

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hellostock
2018-03-07

$陌陌(MOMO)$ 同比利润增长很低，很明显刷流水换收入增长了，再加上收购探探的摊销成本，如果陌陌+探探没有协同效应，18年堪忧。

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中概股完犊子
·2018-03-07
所谓的刷流水就是搞优惠活动就好比电商的优惠券和满减并没有啥问题
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- 中概股完犊子回复hellostock:
  阿冷都赶走了陌陌不缺主播一抓一大把什么样的都有
  2018-03-07
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  举报
- hellostock回复中概股完犊子:
  问题是这是给主播返点啊，这意味是在跟市场竞争主播了，以前不需要是因为没竞争，再竞争下去利润率再降一降，扣掉探探的收购摊销成本，19年来个2.5亿美金利润，这股价咋整
  2018-03-07
  回复
  举报
- 中概股完犊子回复hellostock:
  这种打赏本来就是低成本轻资产利润率低点我觉得无所谓？现在还是抢地盘阶段
  2018-03-07
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