As of December 31, 2020, Blink deployed 16,617 charging stations.
As of June 30, 2021 excluding Blue Corner, we sold, deployed or acquired 18,246 chargers.
半年賣左1629支,而Revenue係4,937,737。
Blnk新手都賣緊$3000 / Unit wor...
估值教授
2021-8-14 23:03:12
承上,兩間已上市公司每支都賣緊3000美金,連同依加話2019盤數有可能問題,我就反問緊一條問題係究竟依刻呢盤數、Unit of Sales同Growth rate有幾可信?
你講緊同同行比較係business value model嘅其中一種technique only,叫Fundamental Valuation Measure。
呢行個key point 好大程度基於Growth rate on no of charger sold and revenue,咁樣唔可靠嘅數字將會大大影響佢嘅估值, as mentioned in risk factor 個report。
打算撈底嘅你、或者打算長揸嘅你,做呢個決定之前有無認真睇過8月6號份野先?
一啲人話佢基本面轉差,但係似乎誤以為基本面轉差係因為合併延期到2022年,但係呢個絕對唔係個原因!
其實,Restatement of 2019 Financial Statement 先係基本面大轉差!
簡單兩幅圖講左發生咩事
長揸嘅連登仔要考慮搞到呢個地步,就算俾佢合併到,未來TPG同 Engie 仲點可以係上左市嘅EVB Board of Director 入面可以好好合作呢? 打算撈底嘅你、或者打算長揸嘅你諗下呢隻股又有幾值得長揸十年?
以下呢5幅圖講曬成個計算方法,戴定頭盔只係我推測,呢個未必係問題嘅唯一部分:
歡迎大家入黎講多小小或者反駁一下,如果有咩意見俾我都可以留言講下~