合一 - 股票
By Daniel
at 2020-07-09T17:28
at 2020-07-09T17:28
Table of Contents
真的受不了了
ptt股版居然一堆人不會算EPS???
EPS = 稅後淨利潤/在外流通股數
以合一股本為35億來計算
股本=10*在外流通股數
EPS = 稅後淨利潤/(股本/10)
你說的市場全吃
潛在利潤2000E / 3.5 E = 571 EPS
合一潛在的每股股價大約是 8550 ~ 11420 元之間
※ 引述《steven961302 (阿哲)》之銘言:
: 其實我們今天不講那麼多,如果你看好合一,想要投資合一,務必先計算出這隻股票的
潛
: 價值,以今天(7/9)股價450來看,算貴嗎?我來簡單算一下,你們就知道貴不貴了
: 以路總在法說會上提供的數據,on101這款新藥的潛在全球市場,在2026年高達260億美
金
: https://i.imgur.com/p3Urfu8.jpg
: 另外按照合一自己所說的,按照目前的產能來看,On101這款藥膏目前的產能極限為每
年2
: 0萬條:
: https://i.imgur.com/zi0Yt2i.jpg
: 在定價方面,合一有提到目前至於DFU的藥物(但沒有顯著療效)大約在1200美金,最
保?
: 估計,假使合一這款藥膏的定價為其1/4,每條利潤為給他算300美金一條好了,平均一
年
: 以獲得的利潤為 2500萬x300美金 = 75億美金 ,相當於每年淨利潤為2000億台幣:
: https://i.imgur.com/kkUn8LQ.jpg
: 我們都知道EPS = 稅後淨利潤/在外流通股數 以合一股本為35億來計算,潛在利潤20
00
: / 35 E = 57.1 EPS
: 股價大約等於EPSx本益比,以台股本益比平均15~20來看,合一潛在的每股股價大約是
85
: 5 ~ 1142 元之間,而這只是最保守的估計,我還沒有認列FB825的5.3億美元授權金進
去?
: 還有其淺在未來可以獲利的專利技術跟開發中新藥等等,另外更重要的是,按照路總的
說
: ,On101在十年內基本上看不到任何對手,也就是說合一將有十年的可能維持這樣非常
恐?
: 的營收。
: 所以你說長遠來看,今天合一股價450算貴嗎?如果對於短線來看也許過熱了,但長遠
來?
: 現在股價真的便宜到爆炸,更何況合一解盲成功的數據是非常漂亮 ,光癒合率大勝現
在?
: FU敷料aquacel (On101為60.3, aquacel為34.4),這種狀況下你說藥證不會過.....
.?
: 我是覺得應該十拿九穩了啦。
: 以上小弟簡單分析僅供各位參考,還是回到最初的想法,當你投資一家公司,應該是要
去
: 算出其潛在的發展性,股價是會反應未來的。
: 我覺得合一這家公司蠻資訊公開透明的(可以去看他們的法說會跟網站Q&A),更重要
的?
: 台灣有公司跟團隊能夠開發出這種可以造福人類的新藥,真的覺得很驕傲。
--
ptt股版居然一堆人不會算EPS???
EPS = 稅後淨利潤/在外流通股數
以合一股本為35億來計算
股本=10*在外流通股數
EPS = 稅後淨利潤/(股本/10)
你說的市場全吃
潛在利潤2000E / 3.5 E = 571 EPS
合一潛在的每股股價大約是 8550 ~ 11420 元之間
※ 引述《steven961302 (阿哲)》之銘言:
: 其實我們今天不講那麼多,如果你看好合一,想要投資合一,務必先計算出這隻股票的
潛
: 價值,以今天(7/9)股價450來看,算貴嗎?我來簡單算一下,你們就知道貴不貴了
: 以路總在法說會上提供的數據,on101這款新藥的潛在全球市場,在2026年高達260億美
金
: https://i.imgur.com/p3Urfu8.jpg
: 另外按照合一自己所說的,按照目前的產能來看,On101這款藥膏目前的產能極限為每
年2
: 0萬條:
: https://i.imgur.com/zi0Yt2i.jpg
: 在定價方面,合一有提到目前至於DFU的藥物(但沒有顯著療效)大約在1200美金,最
保?
: 估計,假使合一這款藥膏的定價為其1/4,每條利潤為給他算300美金一條好了,平均一
年
: 以獲得的利潤為 2500萬x300美金 = 75億美金 ,相當於每年淨利潤為2000億台幣:
: https://i.imgur.com/kkUn8LQ.jpg
: 我們都知道EPS = 稅後淨利潤/在外流通股數 以合一股本為35億來計算,潛在利潤20
00
: / 35 E = 57.1 EPS
: 股價大約等於EPSx本益比,以台股本益比平均15~20來看,合一潛在的每股股價大約是
85
: 5 ~ 1142 元之間,而這只是最保守的估計,我還沒有認列FB825的5.3億美元授權金進
去?
: 還有其淺在未來可以獲利的專利技術跟開發中新藥等等,另外更重要的是,按照路總的
說
: ,On101在十年內基本上看不到任何對手,也就是說合一將有十年的可能維持這樣非常
恐?
: 的營收。
: 所以你說長遠來看,今天合一股價450算貴嗎?如果對於短線來看也許過熱了,但長遠
來?
: 現在股價真的便宜到爆炸,更何況合一解盲成功的數據是非常漂亮 ,光癒合率大勝現
在?
: FU敷料aquacel (On101為60.3, aquacel為34.4),這種狀況下你說藥證不會過.....
.?
: 我是覺得應該十拿九穩了啦。
: 以上小弟簡單分析僅供各位參考,還是回到最初的想法,當你投資一家公司,應該是要
去
: 算出其潛在的發展性,股價是會反應未來的。
: 我覺得合一這家公司蠻資訊公開透明的(可以去看他們的法說會跟網站Q&A),更重要
的?
: 台灣有公司跟團隊能夠開發出這種可以造福人類的新藥,真的覺得很驕傲。
--
Tags:
股票
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