幻水 personal page - To The Moon

幻水

充满希望的等待

84Follow

1Followers

1Topic

0Badge

2020-10-28

666666

@FinMelon:火過頭的物業股，已經開始自燃了！

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3436165390901302","uuid":"3436165390901302","gmtCreate":1475644442491,"gmtModify":1603504382655,"name":"幻水","pinyin":"hshuanshui","introduction":"","introductionEn":"","signature":"充满希望的等待","avatar":"https://static.tigerbbs.com/646954eaa420326b346190d535e63e3e","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":84,"tweetSize":39,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":112,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"44212b71d0be4ec88898348dbe882e03-3","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.77%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.69%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":8,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":308960688,"gmtCreate":1603841206444,"gmtModify":1705073426312,"author":{"id":"3436165390901302","authorId":"3436165390901302","name":"幻水","avatar":"https://static.tigerbbs.com/646954eaa420326b346190d535e63e3e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3436165390901302","idStr":"3436165390901302"},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308960688","repostId":"301390992","repostType":1,"repost":{"id":301390992,"gmtCreate":1603357891816,"gmtModify":1705072227744,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494295154959832","idStr":"3494295154959832"},"themes":[],"title":"火過頭的物業股，已經開始自燃了！","htmlText":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","listText":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","text":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","images":[{"img":"https://static.tigerbbs.com/9a2fb03d6833295c6324478fe7167021","width":"688","height":"1489"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301390992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":308960688,"gmtCreate":1603841206444,"gmtModify":1705073426312,"author":{"id":"3436165390901302","authorId":"3436165390901302","name":"幻水","avatar":"https://static.tigerbbs.com/646954eaa420326b346190d535e63e3e","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3436165390901302","authorIdStr":"3436165390901302"},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308960688","repostId":"301390992","repostType":1,"repost":{"id":301390992,"gmtCreate":1603357891816,"gmtModify":1705072227744,"author":{"id":"3494295154959832","authorId":"3494295154959832","name":"FinMelon","avatar":"https://static.tigerbbs.com/eef68a536f68680437ea6627d1d64b6e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494295154959832","authorIdStr":"3494295154959832"},"themes":[],"title":"火過頭的物業股，已經開始自燃了！","htmlText":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","listText":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","text":"近期港股IPO可謂是熱火朝天，大量房企將旗下的物業管理部分進行拆分扎堆港股上市。先有卓越商企服務，上市後首日高開10%後便一路走低，表現平平不盡人意。後有今天上市的第一服務控股，開盤即破發，且盤中一路走低，毫無回頭的意思。截至收盤，收跌-26.67%。這也給那些拿着超高估值赴港上市（QUAN QIAN）的房企帶來了迎頭一棒！數據源自Wind金融終端那麼曾經港股市場的大熱門，股民眼中的香餑餑怎麼突然就不香了呢？今時不同往日，去年開始至今年上半年的物業股確實是可以無腦打新的，像今年5月份上市的建業新生活，開盤首日大漲26%，次日繼續延續漲幅至25.45%,前三日股價最高漲超60%；金融界物業首日大漲36.96%，正榮服務首日大漲26.15%，綠城管理服務，前三日漲幅最高達76%。之前絕大多數的物業股都是帶着巨大的漲幅而開啓一個全新的時代，而近期發行的四支地產物業股（現在是三支）爲什麼都統統不建議打新呢？因爲近期的幾隻物業股都有一個共同的特徵：估值過高！過高的估值分明是在向外界傳遞着某種信息：“快來呀，港股的投資者（JIU CAI MEN）都喜歡地產物業股，我們可以來收割一波了”。然而面對超高的估值，企業是否真的有那麼強的實力去做支撐呢？顯然是沒有的（可以看我上一篇對合景悠活文章的分析）；合景悠活好歹拿出了高瓴作爲基石的背書；世茂服務則是赤膊上陣，要錢的架勢彷彿有了“此山是我開，此路是我開的”的畫面感。400億港元左右的招股市值已經超過了碧桂園。物業前十強，世貿排第三。超高的招股估值，80多倍PE，可以說毫無誠意可言。畢竟作爲老大哥的碧桂園和保利物業，也才60倍左右的PE。看不到什麼上漲空間的股票，所以我爲何要爲你買單呢？數據源自捷利交易寶相較於之前動不動就是上百倍的認購盛況，今天的投資者們也確實優秀了很多，冷靜了很多。從交易寶的數據可以看到，距離世茂服務截止認購已不足24小時，","images":[{"img":"https://static.tigerbbs.com/9a2fb03d6833295c6324478fe7167021","width":"688","height":"1489"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301390992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}