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2021-08-31

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2021-08-25

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2021-08-13

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2021-07-05

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@秋木林:長期價值投資組合-尋求年化收益50%-100%穩定增長

2021-07-02

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2021-06-19

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2021-05-23

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@捷克Jack:《創造營》大獲全勝，騰訊在反壟斷下“讓利求生”

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target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 在二級市場的股價幾乎被“封印”。投資者擔憂的是不確定性，所以等待財報指引可能是唯一能做的。 碰巧，騰訊的這份財報信息量是挺大的。 總得來看，三個核心的基本指標： 單季總營收1353億元，同比增長25%； 期內盈利490億元，同比增長67%； 調整後的EBITDA529億元，同比增長17%。 感嘆股價太高沒上車，心裏又有些酸溜溜的投資者，可能會着重看1——天花板式的營收，以及增速能否突破疫情帶來的影響，就是非常關鍵的點。很顯然，25%的同比增速讓幾乎所有非壟斷非資源型的公司汗顏。 已經在船上的投資者，第一眼會看淨利潤，同比高增長也反映了其卓越的投資能力，類似<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 上市等事件帶來的賬面利潤。 但真正應該拿來分析其真實利潤的，應該是它的調整後EBITDA，簡而言之，就是更接近現金角度的真實運營利潤。而這個值同比增長17%，其實是低於收入增速的。主要原因，是因爲毛利率的下降。 騰訊的利潤真的下降了嗎？ 顯然不是。 2020年Q1是比較特殊的一季，因爲疫情的緣故，利潤率較高的遊戲業務增長較快，在整體收入中的佔比也更高，因此很大程度上拉昇公司的利潤率（毛利潤和淨利潤）。從公平的角度上來說，更接近21年Q1經營環境的反而是20年Q4。環比下，無論是淨利潤還是毛利潤都提高了。 當然這也有一定季節性因素，畢竟寒暑假往往是遊戲行業的巔峯。 而在運營支出方面，除了行政開支同比增加的34%超過了收入增速以外，其他的市場營銷開支、財務開支均是收縮的狀態。而騰訊行政開支增大的原因，也是另所有非鵝廠員工眼紅的——陽光普照","listText":"3月以來，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 在二級市場的股價幾乎被“封印”。投資者擔憂的是不確定性，所以等待財報指引可能是唯一能做的。 碰巧，騰訊的這份財報信息量是挺大的。 總得來看，三個核心的基本指標： 單季總營收1353億元，同比增長25%； 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target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 在二級市場的股價幾乎被“封印”。投資者擔憂的是不確定性，所以等待財報指引可能是唯一能做的。 碰巧，騰訊的這份財報信息量是挺大的。 總得來看，三個核心的基本指標： 單季總營收1353億元，同比增長25%； 期內盈利490億元，同比增長67%； 調整後的EBITDA529億元，同比增長17%。 感嘆股價太高沒上車，心裏又有些酸溜溜的投資者，可能會着重看1——天花板式的營收，以及增速能否突破疫情帶來的影響，就是非常關鍵的點。很顯然，25%的同比增速讓幾乎所有非壟斷非資源型的公司汗顏。 已經在船上的投資者，第一眼會看淨利潤，同比高增長也反映了其卓越的投資能力，類似<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 上市等事件帶來的賬面利潤。 但真正應該拿來分析其真實利潤的，應該是它的調整後EBITDA，簡而言之，就是更接近現金角度的真實運營利潤。而這個值同比增長17%，其實是低於收入增速的。主要原因，是因爲毛利率的下降。 騰訊的利潤真的下降了嗎？ 顯然不是。 2020年Q1是比較特殊的一季，因爲疫情的緣故，利潤率較高的遊戲業務增長較快，在整體收入中的佔比也更高，因此很大程度上拉昇公司的利潤率（毛利潤和淨利潤）。從公平的角度上來說，更接近21年Q1經營環境的反而是20年Q4。環比下，無論是淨利潤還是毛利潤都提高了。 當然這也有一定季節性因素，畢竟寒暑假往往是遊戲行業的巔峯。 而在運營支出方面，除了行政開支同比增加的34%超過了收入增速以外，其他的市場營銷開支、財務開支均是收縮的狀態。而騰訊行政開支增大的原因，也是另所有非鵝廠員工眼紅的——陽光普照","listText":"3月以來，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$騰訊控股(00700)$</a> 在二級市場的股價幾乎被“封印”。投資者擔憂的是不確定性，所以等待財報指引可能是唯一能做的。 碰巧，騰訊的這份財報信息量是挺大的。 總得來看，三個核心的基本指標： 單季總營收1353億元，同比增長25%； 期內盈利490億元，同比增長67%； 調整後的EBITDA529億元，同比增長17%。 感嘆股價太高沒上車，心裏又有些酸溜溜的投資者，可能會着重看1——天花板式的營收，以及增速能否突破疫情帶來的影響，就是非常關鍵的點。很顯然，25%的同比增速讓幾乎所有非壟斷非資源型的公司汗顏。 已經在船上的投資者，第一眼會看淨利潤，同比高增長也反映了其卓越的投資能力，類似<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 上市等事件帶來的賬面利潤。 但真正應該拿來分析其真實利潤的，應該是它的調整後EBITDA，簡而言之，就是更接近現金角度的真實運營利潤。而這個值同比增長17%，其實是低於收入增速的。主要原因，是因爲毛利率的下降。 騰訊的利潤真的下降了嗎？ 顯然不是。 2020年Q1是比較特殊的一季，因爲疫情的緣故，利潤率較高的遊戲業務增長較快，在整體收入中的佔比也更高，因此很大程度上拉昇公司的利潤率（毛利潤和淨利潤）。從公平的角度上來說，更接近21年Q1經營環境的反而是20年Q4。環比下，無論是淨利潤還是毛利潤都提高了。 當然這也有一定季節性因素，畢竟寒暑假往往是遊戲行業的巔峯。 而在運營支出方面，除了行政開支同比增加的34%超過了收入增速以外，其他的市場營銷開支、財務開支均是收縮的狀態。而騰訊行政開支增大的原因，也是另所有非鵝廠員工眼紅的——陽光普照","text":"3月以來，$騰訊控股(00700)$ 在二級市場的股價幾乎被“封印”。投資者擔憂的是不確定性，所以等待財報指引可能是唯一能做的。 碰巧，騰訊的這份財報信息量是挺大的。 總得來看，三個核心的基本指標： 單季總營收1353億元，同比增長25%； 期內盈利490億元，同比增長67%； 調整後的EBITDA529億元，同比增長17%。 感嘆股價太高沒上車，心裏又有些酸溜溜的投資者，可能會着重看1——天花板式的營收，以及增速能否突破疫情帶來的影響，就是非常關鍵的點。很顯然，25%的同比增速讓幾乎所有非壟斷非資源型的公司汗顏。 已經在船上的投資者，第一眼會看淨利潤，同比高增長也反映了其卓越的投資能力，類似$快手-W(01024)$ 上市等事件帶來的賬面利潤。 但真正應該拿來分析其真實利潤的，應該是它的調整後EBITDA，簡而言之，就是更接近現金角度的真實運營利潤。而這個值同比增長17%，其實是低於收入增速的。主要原因，是因爲毛利率的下降。 騰訊的利潤真的下降了嗎？ 顯然不是。 2020年Q1是比較特殊的一季，因爲疫情的緣故，利潤率較高的遊戲業務增長較快，在整體收入中的佔比也更高，因此很大程度上拉昇公司的利潤率（毛利潤和淨利潤）。從公平的角度上來說，更接近21年Q1經營環境的反而是20年Q4。環比下，無論是淨利潤還是毛利潤都提高了。 當然這也有一定季節性因素，畢竟寒暑假往往是遊戲行業的巔峯。 而在運營支出方面，除了行政開支同比增加的34%超過了收入增速以外，其他的市場營銷開支、財務開支均是收縮的狀態。而騰訊行政開支增大的原因，也是另所有非鵝廠員工眼紅的——陽光普照","images":[{"img":"https://static.tigerbbs.com/315d620de412d11359c328c860e463cc","width":"480","height":"288"},{"img":"https://static.tigerbbs.com/aa90e4584a0f78f9a3286cd65e80034e","width":"654","height":"390"},{"img":"https://static.tigerbbs.com/2cdacd965c9e4afa738b12e199f956f8","width":"653","height":"344"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/130331428","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1470,"gmtBegin":1621511241264,"gmtEnd":1622202428947,"type":1,"upper":1,"title":"你覺得騰訊財報超預期嗎？","choices":[{"id":5428,"sort":1,"name":"超預期","userSize":169,"voted":false},{"id":5429,"sort":2,"name":"馬馬虎虎","userSize":119,"voted":false},{"id":5430,"sort":3,"name":"不及預期","userSize":37,"voted":false}]},"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}