$拼多多(PDD)$_老虎社区_美港股上老虎

思念悠悠在远方

2020-04-17

$拼多多(PDD)$ 3月11号公布的截止2019年12月年报：

现金57.68亿，短期投资352.89亿（人民币）

营收301.42亿，

有效GMV 5547亿（只要贡献了平台佣金的都算，刷单当然也包括在内）

最新消息是20Q1（实际2个月）补贴50亿，也就是说截止3月底现金只有7.68亿。

然而4月3号从腾讯融资10亿美元，这样现金又有77.68亿。

按这个速度，最迟今年9月需要再次融资至少10亿美元。

下面这个带阴谋论了[贱笑] [贱笑]

19Q3财报中短期投资有245.61亿，当天$拼多多(PDD)$收盘31.58美元/股。

19年Q4全年财报中短期投资有352.89亿，而截止昨日$拼多多(PDD)$收盘45.12美元。

众所周知，短期投资，无非就是购买国债，政卷，有没有一种可能…………[可爱]

还一个问题，腾讯到底对拼多多投了多少真金白银？

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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

金金金牛
2020-04-19
金金金牛
你是说pdd在悄悄回购股票？（我不想装作我看懂了[可爱]）
- 思念悠悠在远方:
  那是不可能的。
  最多是投资的证卷基金持仓拼多多而已。
度度度
2020-04-18
度度度
补贴50亿，就亏50亿吗，它其他地方不赚钱了吗，你是小学生吗
- 思念悠悠在远方:
  拼多多的营销费大于营业额，已经5年了
虎皮兰
2020-04-20
虎皮兰
谢谢请回复
- 思念悠悠在远方:
 3月31号定向增发11亿美元，包括腾讯认购的5000万美元在内，总认购只有1.1亿美元（<330万股）
冠男Sam
2020-04-17
冠男Sam
PDD会不会做假
- 思念悠悠在远方:
  不算作假，取巧而已。
思念悠悠在远方
2020-04-17
思念悠悠在远方
看空，目标价36
熊市比牛市好
2020-04-17
熊市比牛市好
数字游戏，市场不一定看

发表看法

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