耐克NIKE 最新FY23Q2财报分析：力挽狂澜，逆流而上

飞鲸投资笔记

2022-12-22

$耐克(NKE)$ 最新FY23Q2财报之视频分析，链接 https://youtu.be/mjWHYR5z05M

视频内容摘要：

1）耐克之前面临的窘境：上次财报爆雷，美国经济衰退，同板块$Lululemon Athletica(LULU.US)$最新财报同样爆雷，财报前股价连续下跌，期权数据显示看空者居多

2）查找耐克本次财报数字中的亮点，重点是与投行分析师的预期进行逐项细致对比，耐克能够大大超出，让人喜出望外，扭转了市场情绪

3）进行深入挖掘，对大家关注问题进行一一追踪，涉及对产品的需求力度，库存，中国疫情影响，全球宏观经济影响等焦点所在，总体来说耐克这次给我的印象用八个字形容就是力挽狂澜，逆流而上

4）探讨耐克潜在的风险：库存压低利润率，经济衰退或持续或加重，中国疫情管控放开短期内将带来混乱

5）讨论其最新估值，并提供投行分析师的最新判断以供参考

老虎财报季Q3

欢迎各位虎友参与活动，分享财报点评，就有机会赢取至高50美元股票代金券、虎币、还有虎友们最喜欢的限量老虎周边。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

大米饭00
2022-12-22
大米饭00
总市值 1,811.5亿成交量 3,277.73万市盈率TTM 32.72 流通市值 1,439.6亿股息 1.255 市盈率LYR 30.23 总股本 15.65亿股息收益率 1.08% 每股收益TTM 3.54 流通股本 12.43亿 ROA 10.15% 每股收益LYR 3.83 52周最高 170.12 ROE 37.32% 市净率 11.86，财务数据不错
德迈metro
2022-12-22
德迈metro
库存压低利润率，经济衰退或持续或加重，中国疫情管控放开短期内将带来混乱，我不敢买
家有猛犬
2022-12-22
家有猛犬
你敢作空$Lululemon Athletica(LULU.US)$不？
黄老怪
2022-12-22
黄老怪
这个时候还能有这样的表现，耐克是真的不错
勇敢小飞猪
2022-12-23
勇敢小飞猪
这篇文章不错，转发给大家看
低买高卖谁不会
2022-12-22
低买高卖谁不会
30多倍的估值已经有点不便宜了

发表看法

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