合一 - 股票
By Una
at 2020-07-10T10:59
at 2020-07-10T10:59
Table of Contents
趁合一跌停
趕快來回一篇讓酸民沸騰的情緒有個出口
→ Tosca : 所以他最好就是完全取代市面上已經有的市場阿07/09 17:17
→ Tosca : aquacel營業額多少 查一下阿 這就是合一的天花板07/09 17:17
→ Tosca : 我只是提醒一下 要我來估 那就是看aquacel營業額07/09 17:18
→ Tosca : 你頂多取代現有的第一名 你不可能創造更多營業額07/09 17:19
這是我們的Dr.T在講合一ON101
按這個邏輯
平面電視取代映像管電視
市場天花板就是映像管電視的市場
你頂多取代現有的第一名 你不可能創造更多營業額
智慧手機取代智障手機
市場天花板就是智障手機的市場
你頂多取代現有的第一名 你不可能創造更多營業額
幹笑破我內褲
現在醫生都這麼幽默?
不知道您在哪科高就 希望不是腦科啦
最簡單估法就像towe77這篇
一年賣2500萬條可以賺多少?
按酸民標準
產品推出沒有馬上賣光 算合一輸
股價上升沒有一波到位 算合一輸
就像今天漲十根跌一根 還是合一輸
沒關係你就繼續嘴
不要哪天發現自己酸的東西一一實現再來懊悔早知道
希望合一今天就收跌停
給酸民一個快樂周末好嗎
引述《towe77 (安)》之銘言:
: 我在6/17其實就有寫文推估合一應該怎算了,只是沒帶入實際金額
: 還有那堆酸老謝的,你們知道老謝手上幾張票? 騙了幾個下車?
: 誰笑誰還說不一定哦
: 好啦好啦,不要算得太過豪小
: 第一個問題: 怎麼一年淨賺20億美金?
: 太多了吧? 給他減半取10億美金好了。
: 美金對台幣一律取 1:30 方便計算,管他會不會升值到 1:25 ,鬼才知道咧
: 一條產線年產能 2500萬條,每條淨利40美金 (台幣1200)
: 0.25億條*40美金/條 = 10億美金
: 設定授權金+售價的抽成,合一拿 1/3 當淨利為40美金
: 反推一條售價40*3= 120美金 (台幣3600)
: 目前DFU 大陸一個療程算10萬台幣,約10%是買敷料
: 所以拿一萬出來買3條藥膏,聽起來很合理吧
: PS 售價是亂算的,連藥證都沒有,大家一起玩吹牛沒罪吧
: 第二個問題: 潛在利潤 (預估EPS)
: 假設第一條產線產能塞爆,第一個問題達到滿足
: 2500萬條每年賣光、淨利40美金,共獲利 10億美金,換算台幣300億
: EPS = 300億 /4.5億股數 (股數有3.5億+未來的國外1億DR)
: 再打8折(和中天交叉持股,拿2成給中天)
: EPS = 240億 /4.5億股數 = 53.33 ...那個,大立光EPS多少?
: 你以為這樣算完了嗎?
: 主委加碼,吹牛大賽宣布正式開始
: 第三個問題 : 第一條產線只能治療1千萬人左右,不夠用怎麼辦?
: ANS: 廠區有預留第二條產線,可能3個月至半年可開出
: 產能加倍,獲利加倍
: EPS= 53.33*2 = 破百
: 所以合一最後合理的股價應該落在多少?
: 第四個問題 : FB825咧? ON101的其他適應症呢?
: (其他適應症這問題,是我在水管重訊直播聊天室直接問的)
: (結果 ,真的被拿出來回答了...)
: FB704A解盲失敗,轉治療其他的,有沒有搞頭?
: ANS: 我看起來像這麼會吹牛的人嗎?
: 去問公司拉!
: 好了好了
: 底下推文開放各路好手開始比吹牛
: 有在車上的安全帶繫好,不要被亂甩出去
: 還沒進場的歡迎一起抬轎
: 想開酸的也歡迎,大家一起
--
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