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优刻得181倍IPO市盈率凭什么净资产仅17亿要圈20亿
2020-03-01 15:17   来源:  www.ultrue.cn   评论:0 点击:

优刻得181倍IPO市盈率凭什么净资产仅17亿要圈20亿昨天,科创板新股优刻得进行了网上申购,发行价为元,发行

  昨天,科创板新股优刻得进行了网上申购,发行价为元,发行市盈率高达倍。力场君(微信公号“基本面力场”)特别查看了一下,网显示的行业市盈率为倍,也即优刻得的估值5倍于同行业公司。

Yesterday, the company's new shares have been on the Internet to purchase, the issue price of yuan, the issue price-earnings ratio as high as times. Force field jun (wechat \"fundamental force field \") a special look, the net shows that the industry price-to-earnings ratio, that is, the valuation of five times the same industry companies.

  优刻得,核心业务是云服务,包括公有云、私有云、混合云三种模式服务,说白了就是数据传输、存储和计算等。恕力场君的思维落后,我实在不觉得这样的业务形态有什么核心竞争力,更不觉得能够担得起“科创”这两个字;因为这个行业本身已经是很成熟的行业,竞争很激烈,身处于这个行业的公司大多度日艰难。

The core business is cloud services, including public cloud, private cloud, mixed cloud three-mode services, to put it bluntly, data transmission, storage and computing. I really don't think that such a business form has any core competitiveness, let alone can afford the word \"science creation \"; because the industry itself is a very mature industry, the competition is very fierce, the companies in this industry mostly live hard.

  距离当前上市最近的,还是在2017年2月登陆主板的数据港,也是上述3家公司中业绩表现相对最好的一家:2017年、2018年也即经实现了两位数以上的增长,但是在2019年前三季度扣非后净利润则下滑了%。

The closest to the current listing, or the dataport that landed on the main board in February 2017, is also the relatively best of the three companies: double-digit growth has been achieved in 2017,2018, but net profit has fallen by% in the first three quarters of 2019.

  另一家网宿科技是创业板的老资格了,今年上半年净利润高达亿元,但其实如果剔除掉出售子公司获得的投资收益,业绩就是个渣渣,2017年到2019年前3季度的扣非后净利润同比分别为-%、%、-%

Another gem technology is old-fashioned, with net profit of up to 100 million yuan in the first half of this year, but if the investment gains from the sale of subsidiaries are excluded, the results are scum, and the net profit from the first three quarters of 2017 to 2019 is -%、%、-% year-on-year

  至于高升控股,不提了吧,都准备退市的货。力场君(微信公号“基本面力场”)要是优刻得的保荐机构,都不想把这个同行列在招股书里,嫌丢人。

As for Gaosheng Holdings, not to mention it, are ready to delisting goods. Force field Jun (WeChat \"fundamental force field \") if the sponsor of the company, do not want to list this peer in the prospectus, too humiliating.

  至于优刻得自己的财务数据,也是值得投资者揪心一把的,2017年归母净利润同比还高达%,2018年的业绩增速就已经回落到%;2019年上半年,优刻得归母净利润只有万元,仅相当于2018年全年万元的十分之一。这不值得警惕吗?

As for your own financial data, it is also worth worrying for investors,2017 net profit is as high as% year-on-year,2018 performance growth has fallen to%; in the first half of 2019, the net profit of your mother is only 10,000 yuan, equivalent to only one tenth of the full year 2018. Isn't it worth being vigilant?

  尽管业绩也就是这样,优刻得圈钱的胃口可是不小,招股书里载明的4个募投项目,就需要圈走近20亿资金,总投资额更是高达亿元。

Despite the performance, the appetite for good money was so great that the four projects listed in the prospectus involved nearly 2 billion dollars in capital and a total investment of up to $100 million.

  这是什么概念?截止到上市前、2019年上半年末,优刻得总资产不过才亿元,净资产更是只有亿元,4个募投项目足够再造一个优刻得。这是把科创板当成什么了?

What concept is this? By the end of the first half of 2019, the total assets were only 100 million yuan, and the net assets were only 100 million yuan. What does this make of a science board?

  此外,力场君(微信公号“基本面力场”)还提示一点,关注一下优刻得的股东构成,第一大股东季昕华持股比例只有%,上市之后肯定会更低;季昕华、莫显峰及华琨3位一致行动人合计持股比例还不到27%,剩下大量股权分散在众多专业投资机构手中。

In addition, the force field jun (wechat \"fundamental force field \") also suggested that a focus on the composition of the shareholders, the largest shareholder ji xinhua only%, after the listing will certainly be lower; ji xinhua, mo xianfeng and hua kun three concerted actioners have a total of less than 27%, leaving a large number of shares scattered in the hands of many professional investment institutions.

  这也就意味着,只有季昕华、莫显峰及华琨这3位所持的27%的股份锁定期是三年,其他投资机构的持股锁定期只有一年。到时候,181倍市盈率的优刻得,将面临多大的减持压力,不难想象。

That means that only the 27% of the lock-ins held by ji xinhua, mo xianfeng and hua kun are fixed for three years, and the lock-ins of other investment institutions are only one year. At that time, the price-earnings ratio of 181 times, will face much pressure to reduce holdings, it is not difficult to imagine.


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