這兩年很多東西都電腦化,黑客也越來越多,你看好Cyber Security股嗎?

Covid-19已經搞亂了世界經濟接近兩年了。這兩年很多公司的員工都是居家工作,生意也搬上網上銷售,學院也開辦了網上課程。很多東西都離不開上網,也就是因爲這樣,黑客也看準時機,入侵用戶、公司電腦然後勒索。

就這些原因,本人也看好接下來三至五年Cyber Security這行業發展。

過去5年業績和增長速度

這一年裏,我研究了6家相關公司,雖然大家都屬於不同網絡安全但大家都同樣因爲黑客關係而營業額增加。這6家公司,業績最出衆的就是CrowdStrike,過去5年每年營業額都是倍增,營業額也增加了20倍。股價估值也是瘋狂的。

六家公司中,有兩家就好像模範生,年年賺錢 - 第一家是Fortinet,Fortinet股價已經在一年裏起了150%,原因是因爲公司營業額增速,市場對它期望很高。令一家是Qualys,估值就比較低,原因是6家公司,業績增速差不多年年最後。

另一個原因爲什麼我喜歡網絡安全股,因爲全部公司都有正自由現金流,而且Current Ratio和Cash Ratio也不錯。Cash Ratio最低的是Tenable,但公司債務並不高公司也離盈利不遠了。

看了之前的數據基本上表現最好的是CrowdStrike,也就是因爲這樣,它的P/S估值也是瘋狂的去到63倍。63倍是什麼概念?就是說投資者願意用63美元去買CrowdStrike 1美元的營業額。高估值並不代表股價會跌,公司需要保持超高速增長,如果業績放緩或暴雷,股價會有很大沖擊。

這6家公司大家覺得哪家值得投呢?

$CrowdStrike Holdings, Inc.(CRWD)$ $飛塔信息(FTNT)$ $科力斯(QLYS)$ 

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • Sweatheart
    ·2021-09-02
    我也有投 $Fortinet(FTNT)$ ,这个企业无可否认是个稳又强的企业但和 $CrowdStrike Holdings, Inc.(CRWD)$ 比我认为它会比较较为安全比较它已经有盈利了而debt也很低。
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    • CY_Ng
      恭喜恭喜。拿个3 5 年,再翻个倍
      2021-09-02
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    • SweatheartReplying toCY_Ng
      ?..希望如此
      2021-09-02
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  • KePohChi
    ·2021-09-01
    我在$200买了FTNT [财迷]
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    • CY_NgReplying toDavidNg123
      长期应该可以达到
      2021-09-02
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    • DavidNg123Replying toCY_Ng
      我等着400元卖出
      2021-09-02
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    • CY_Ng
      哇,恭喜。我也有Fortinet
      2021-09-01
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  • DavidNg123
    ·2021-09-02
    Tenable 好像最便宜
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    • DavidNg123Replying toCY_Ng
      果然有研究,Tenable, Qualys 和 Rapid7 同一条赛道的
      2021-09-02
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    • CY_Ng
      Tenable 在 VM是其中一个领头羊,我也蛮看好的
      2021-09-02
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  • Lulu27
    ·2021-09-12
    thank for your sharing~
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    • CY_Ng
      you're welcome
      2021-09-12
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  • QArmieeQ
    ·2021-09-04
    New contender is coming. lets wait for its quarter report. $SentinelOne, Inc(S)$
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  • tohsiang
    ·2021-09-11
    活来//@tohsiang: 艺术//@tohsiang: 未来更玄
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  • Theme
    ·2021-09-08
    Most internet n tech stocks Is the way to go ling term!
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  • Monching
    ·2021-09-10
    Of course, everyone needs security.
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  • tohsiang
    ·2021-09-10
    艺术//@tohsiang: 未来更玄
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  • min2008
    ·2021-09-09

    唉?
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  • AlfredChan89
    ·2021-09-09
    help me like this please, thank you !
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  • tohsiang
    ·2021-09-09

    未来更玄

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  • 吉吉祥祥
    ·2021-09-09
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  • Helloworldt
    ·2021-09-09
    [微笑] [微笑]
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  • Jon1234
    ·2021-09-09
    please like
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  • 魔鬼王
    ·2021-09-09

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  • 马斯克跟班
    ·2021-09-09
    or您跟1哦1哦1我1用
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  • 玲玲秀秀
    ·2021-09-09
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  • 王大富豪
    ·2021-09-09
    多买btc
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  • Jenjen
    ·2021-09-08
    Nice new contender
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