$智勤控股(0991_老虎社区_美港股上老虎

杨超越塔强杀
2021-08-09

$智勤控股(09913)$智勤控股，认知差大于预期差。公司是一家超过30年营运经验的模板工程公司,至今已在香港成为了模板行业内其中一间的知名分包商。行业虽然不是一个新兴的行业，但是是规模赢家通吃的生意。投资不能有偏见，还是要结合行业成长性与持续性来看估值，这个行业受众面广，可以精确计算。总的来说，他的主要逻辑就是：1、模式跑通了（技术积累+海量客户数据+人员积累，龙头优势导致其客户粘性强，示范性的大客户多，比如公司曾参与各种私人及政府的大型项目,当中包括;日出康城第5及第6期住宅项目,荃湾西铁站第5及第6期住宅项目,梅窝及皇后山的政府住宅项目。）2、赛道的可理解性，预期差很大，包含业绩长期向好的原因3模式可全国复制

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。

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独狼王
·2021-08-12
潜力漫漫发酵，实力已被智慧的投资者发现，抓紧上车
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- 金豆豆518:
  你是智者
  2022-05-21
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大喵789
·2021-08-09
每天都有小惊喜，加油＾０＾~
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- 金豆豆518:
  可不是嘛[捂脸][捂脸][捂脸]
  2022-04-29
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舒心宝贝
·2021-08-10
非常好
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- 金豆豆518:
  可不是嘛[捂脸][捂脸][捂脸]
  2022-04-29
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辰利
·2021-08-10
👍✌️✌️
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