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跟冯总_波
2023-06-14
这个单那很久了吗?行权价100的权利金能这么高?
@OptionS:
$TSLA 20230616 100.0 PUT$
常年sp tsla
跟冯总_波
2022-06-28
这篇文章不错,转发给大家看
@价值星球Planet:泡泡玛特:空洞的灵魂需要故事
去老虎APP查看更多动态
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| 雨辰编辑 | 唐飞“发现Molly设计师Kenny Wong的时候,那种心情就像是找到了在餐厅唱歌的周杰伦。”泡泡玛特创始人王宁回忆2016年在香港发现艺术家玩具设计师时的想法。王宁向Kenny提议,让Molly变成泡泡玛特的“角儿”。Kenny带着团队加入泡泡玛特,泡泡玛特做的就是,把“潮玩周杰伦”Kenny Wong之前只在歌剧院唱的作品做成CD大卖。随后,Molly成为热销单品,最高时占到公司营收近九成。Kenny也凭此获得了泡泡玛特的股权,上市之前,估值就高达5,000万美元。不过,随着越来越多IP的加入,Molly营收占比下滑至14.2%。总营收经历几年的爆发式增长后,也逐渐回归常态。虽然总体而言,泡泡玛特的财务状况依然称得上优异,但公司高层不会满足于现状。6月18日,泡泡玛特在美国开出了首家快闪店。此前,1 月和 4 月,泡泡玛特分别在英国伦敦和新西兰奥克兰开设当地的首个零售店。王宁在业绩沟通会上表示,未来出海业务占比要达到50%。而目前海外营收占比仅为3%。泡泡玛特显然把海外业务视为第二增长曲线。1、MOLLY之外,复制魔力2022 年一季度,泡泡玛特并没有公布详细的数据,粗略估计,营收同比上升了 65%-70%。这个增长水平与去年全年情况基本持平。2021年泡泡玛特实现营收约为44.91亿元,同比增长78.7%;调整后净利润为10.02亿元,同比增长69.6%。对比可以发现,2018年和2019年,公司营收连续两年维持了200%以上的爆炸式增长,公司营收从不到2亿增长至17亿。2020年,增速明显下滑到不足50%,2021年再次回升至80%。与营收增长波动同步,净利润也经历了同步波动。不过泡泡玛特的盈利能力依然强悍,2021财年净利润8.5亿。尽管毛利率略有下降,但始终维持在60%以上。这可以归结于泡泡玛特对消费者的极高粘性,2021年会员贡献了九","listText":"作者 | 雨辰编辑 | 唐飞“发现Molly设计师Kenny Wong的时候,那种心情就像是找到了在餐厅唱歌的周杰伦。”泡泡玛特创始人王宁回忆2016年在香港发现艺术家玩具设计师时的想法。王宁向Kenny提议,让Molly变成泡泡玛特的“角儿”。Kenny带着团队加入泡泡玛特,泡泡玛特做的就是,把“潮玩周杰伦”Kenny Wong之前只在歌剧院唱的作品做成CD大卖。随后,Molly成为热销单品,最高时占到公司营收近九成。Kenny也凭此获得了泡泡玛特的股权,上市之前,估值就高达5,000万美元。不过,随着越来越多IP的加入,Molly营收占比下滑至14.2%。总营收经历几年的爆发式增长后,也逐渐回归常态。虽然总体而言,泡泡玛特的财务状况依然称得上优异,但公司高层不会满足于现状。6月18日,泡泡玛特在美国开出了首家快闪店。此前,1 月和 4 月,泡泡玛特分别在英国伦敦和新西兰奥克兰开设当地的首个零售店。王宁在业绩沟通会上表示,未来出海业务占比要达到50%。而目前海外营收占比仅为3%。泡泡玛特显然把海外业务视为第二增长曲线。1、MOLLY之外,复制魔力2022 年一季度,泡泡玛特并没有公布详细的数据,粗略估计,营收同比上升了 65%-70%。这个增长水平与去年全年情况基本持平。2021年泡泡玛特实现营收约为44.91亿元,同比增长78.7%;调整后净利润为10.02亿元,同比增长69.6%。对比可以发现,2018年和2019年,公司营收连续两年维持了200%以上的爆炸式增长,公司营收从不到2亿增长至17亿。2020年,增速明显下滑到不足50%,2021年再次回升至80%。与营收增长波动同步,净利润也经历了同步波动。不过泡泡玛特的盈利能力依然强悍,2021财年净利润8.5亿。尽管毛利率略有下降,但始终维持在60%以上。这可以归结于泡泡玛特对消费者的极高粘性,2021年会员贡献了九","text":"作者 | 雨辰编辑 | 唐飞“发现Molly设计师Kenny Wong的时候,那种心情就像是找到了在餐厅唱歌的周杰伦。”泡泡玛特创始人王宁回忆2016年在香港发现艺术家玩具设计师时的想法。王宁向Kenny提议,让Molly变成泡泡玛特的“角儿”。Kenny带着团队加入泡泡玛特,泡泡玛特做的就是,把“潮玩周杰伦”Kenny Wong之前只在歌剧院唱的作品做成CD大卖。随后,Molly成为热销单品,最高时占到公司营收近九成。Kenny也凭此获得了泡泡玛特的股权,上市之前,估值就高达5,000万美元。不过,随着越来越多IP的加入,Molly营收占比下滑至14.2%。总营收经历几年的爆发式增长后,也逐渐回归常态。虽然总体而言,泡泡玛特的财务状况依然称得上优异,但公司高层不会满足于现状。6月18日,泡泡玛特在美国开出了首家快闪店。此前,1 月和 4 月,泡泡玛特分别在英国伦敦和新西兰奥克兰开设当地的首个零售店。王宁在业绩沟通会上表示,未来出海业务占比要达到50%。而目前海外营收占比仅为3%。泡泡玛特显然把海外业务视为第二增长曲线。1、MOLLY之外,复制魔力2022 年一季度,泡泡玛特并没有公布详细的数据,粗略估计,营收同比上升了 65%-70%。这个增长水平与去年全年情况基本持平。2021年泡泡玛特实现营收约为44.91亿元,同比增长78.7%;调整后净利润为10.02亿元,同比增长69.6%。对比可以发现,2018年和2019年,公司营收连续两年维持了200%以上的爆炸式增长,公司营收从不到2亿增长至17亿。2020年,增速明显下滑到不足50%,2021年再次回升至80%。与营收增长波动同步,净利润也经历了同步波动。不过泡泡玛特的盈利能力依然强悍,2021财年净利润8.5亿。尽管毛利率略有下降,但始终维持在60%以上。这可以归结于泡泡玛特对消费者的极高粘性,2021年会员贡献了九","images":[{"img":"https://static.tigerbbs.com/5915c0772a1a98de67f257bf76fdd332","width":"640","height":"273"},{"img":"https://static.tigerbbs.com/1ce72cab24de2cdb8d4cab4de695bdb3","width":"640","height":"333"},{"img":"https://static.tigerbbs.com/b3e49532e42d4ded0b5a92e97dab27ae","width":"640","height":"431"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683080104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":187229034221616,"gmtCreate":1686736300357,"gmtModify":1686736536836,"author":{"id":"4113458599946030","authorId":"4113458599946030","name":"跟冯总_波","avatar":"https://static.tigerbbs.com/cacc05a7965a37fc9f893d05dd01b10c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这个单那很久了吗?行权价100的权利金能这么高?","listText":"这个单那很久了吗?行权价100的权利金能这么高?","text":"这个单那很久了吗?行权价100的权利金能这么高?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187229034221616","repostId":"186465502138544","repostType":1,"repost":{"id":186465502138544,"gmtCreate":1686563026594,"gmtModify":1686563028440,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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| 雨辰编辑 | 唐飞“发现Molly设计师Kenny Wong的时候,那种心情就像是找到了在餐厅唱歌的周杰伦。”泡泡玛特创始人王宁回忆2016年在香港发现艺术家玩具设计师时的想法。王宁向Kenny提议,让Molly变成泡泡玛特的“角儿”。Kenny带着团队加入泡泡玛特,泡泡玛特做的就是,把“潮玩周杰伦”Kenny Wong之前只在歌剧院唱的作品做成CD大卖。随后,Molly成为热销单品,最高时占到公司营收近九成。Kenny也凭此获得了泡泡玛特的股权,上市之前,估值就高达5,000万美元。不过,随着越来越多IP的加入,Molly营收占比下滑至14.2%。总营收经历几年的爆发式增长后,也逐渐回归常态。虽然总体而言,泡泡玛特的财务状况依然称得上优异,但公司高层不会满足于现状。6月18日,泡泡玛特在美国开出了首家快闪店。此前,1 月和 4 月,泡泡玛特分别在英国伦敦和新西兰奥克兰开设当地的首个零售店。王宁在业绩沟通会上表示,未来出海业务占比要达到50%。而目前海外营收占比仅为3%。泡泡玛特显然把海外业务视为第二增长曲线。1、MOLLY之外,复制魔力2022 年一季度,泡泡玛特并没有公布详细的数据,粗略估计,营收同比上升了 65%-70%。这个增长水平与去年全年情况基本持平。2021年泡泡玛特实现营收约为44.91亿元,同比增长78.7%;调整后净利润为10.02亿元,同比增长69.6%。对比可以发现,2018年和2019年,公司营收连续两年维持了200%以上的爆炸式增长,公司营收从不到2亿增长至17亿。2020年,增速明显下滑到不足50%,2021年再次回升至80%。与营收增长波动同步,净利润也经历了同步波动。不过泡泡玛特的盈利能力依然强悍,2021财年净利润8.5亿。尽管毛利率略有下降,但始终维持在60%以上。这可以归结于泡泡玛特对消费者的极高粘性,2021年会员贡献了九","listText":"作者 | 雨辰编辑 | 唐飞“发现Molly设计师Kenny Wong的时候,那种心情就像是找到了在餐厅唱歌的周杰伦。”泡泡玛特创始人王宁回忆2016年在香港发现艺术家玩具设计师时的想法。王宁向Kenny提议,让Molly变成泡泡玛特的“角儿”。Kenny带着团队加入泡泡玛特,泡泡玛特做的就是,把“潮玩周杰伦”Kenny Wong之前只在歌剧院唱的作品做成CD大卖。随后,Molly成为热销单品,最高时占到公司营收近九成。Kenny也凭此获得了泡泡玛特的股权,上市之前,估值就高达5,000万美元。不过,随着越来越多IP的加入,Molly营收占比下滑至14.2%。总营收经历几年的爆发式增长后,也逐渐回归常态。虽然总体而言,泡泡玛特的财务状况依然称得上优异,但公司高层不会满足于现状。6月18日,泡泡玛特在美国开出了首家快闪店。此前,1 月和 4 月,泡泡玛特分别在英国伦敦和新西兰奥克兰开设当地的首个零售店。王宁在业绩沟通会上表示,未来出海业务占比要达到50%。而目前海外营收占比仅为3%。泡泡玛特显然把海外业务视为第二增长曲线。1、MOLLY之外,复制魔力2022 年一季度,泡泡玛特并没有公布详细的数据,粗略估计,营收同比上升了 65%-70%。这个增长水平与去年全年情况基本持平。2021年泡泡玛特实现营收约为44.91亿元,同比增长78.7%;调整后净利润为10.02亿元,同比增长69.6%。对比可以发现,2018年和2019年,公司营收连续两年维持了200%以上的爆炸式增长,公司营收从不到2亿增长至17亿。2020年,增速明显下滑到不足50%,2021年再次回升至80%。与营收增长波动同步,净利润也经历了同步波动。不过泡泡玛特的盈利能力依然强悍,2021财年净利润8.5亿。尽管毛利率略有下降,但始终维持在60%以上。这可以归结于泡泡玛特对消费者的极高粘性,2021年会员贡献了九","text":"作者 | 雨辰编辑 | 唐飞“发现Molly设计师Kenny Wong的时候,那种心情就像是找到了在餐厅唱歌的周杰伦。”泡泡玛特创始人王宁回忆2016年在香港发现艺术家玩具设计师时的想法。王宁向Kenny提议,让Molly变成泡泡玛特的“角儿”。Kenny带着团队加入泡泡玛特,泡泡玛特做的就是,把“潮玩周杰伦”Kenny Wong之前只在歌剧院唱的作品做成CD大卖。随后,Molly成为热销单品,最高时占到公司营收近九成。Kenny也凭此获得了泡泡玛特的股权,上市之前,估值就高达5,000万美元。不过,随着越来越多IP的加入,Molly营收占比下滑至14.2%。总营收经历几年的爆发式增长后,也逐渐回归常态。虽然总体而言,泡泡玛特的财务状况依然称得上优异,但公司高层不会满足于现状。6月18日,泡泡玛特在美国开出了首家快闪店。此前,1 月和 4 月,泡泡玛特分别在英国伦敦和新西兰奥克兰开设当地的首个零售店。王宁在业绩沟通会上表示,未来出海业务占比要达到50%。而目前海外营收占比仅为3%。泡泡玛特显然把海外业务视为第二增长曲线。1、MOLLY之外,复制魔力2022 年一季度,泡泡玛特并没有公布详细的数据,粗略估计,营收同比上升了 65%-70%。这个增长水平与去年全年情况基本持平。2021年泡泡玛特实现营收约为44.91亿元,同比增长78.7%;调整后净利润为10.02亿元,同比增长69.6%。对比可以发现,2018年和2019年,公司营收连续两年维持了200%以上的爆炸式增长,公司营收从不到2亿增长至17亿。2020年,增速明显下滑到不足50%,2021年再次回升至80%。与营收增长波动同步,净利润也经历了同步波动。不过泡泡玛特的盈利能力依然强悍,2021财年净利润8.5亿。尽管毛利率略有下降,但始终维持在60%以上。这可以归结于泡泡玛特对消费者的极高粘性,2021年会员贡献了九","images":[{"img":"https://static.tigerbbs.com/5915c0772a1a98de67f257bf76fdd332","width":"640","height":"273"},{"img":"https://static.tigerbbs.com/1ce72cab24de2cdb8d4cab4de695bdb3","width":"640","height":"333"},{"img":"https://static.tigerbbs.com/b3e49532e42d4ded0b5a92e97dab27ae","width":"640","height":"431"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683080104","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}