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Honzell
2021-06-08
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Honzell
2021-05-12
Only matter when it burst. But when it burst?
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Honzell
2021-05-27
Meme!!!
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Honzell
2021-07-13
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Honzell
2021-05-22
Buffett woo
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Honzell
2021-06-01
Miss it. Too Low ball.
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Honzell
2021-04-21
Happy trading
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Honzell
2021-04-12
Commenting
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Honzell
2021-03-27
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Honzell
2021-07-09
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孫文青/文 7月29日,在創業板成功上市不到一年時間,醫美龍頭愛美客向港交所遞交招股書。如果順利通過,愛美客將成爲首個“A+H”股上市的醫美公司。 據多家媒體援引路透社消息稱,愛美客此次募資金額在20-30億美元。但公司方面並未確認這一消息。2020年9月,它在創業板上市時,募資金額不到20億元(最終超募15億元)。 市場對此的反應一般。在隨後7月30日交易日,愛美客下跌4.91%,市值近1404億元,今日繼續下跌。不過目前它仍是國內市值最高的醫美企業,領先直接競對華熙生物近400億元。 愛美客並未對外過多解釋爲何此時赴港上市。從資金用途來看,本輪要比創業板上市時複雜很多。除補充現有產品組合及推進商業化,愛美客還提到收購和投資、全球化佈局以及建立銷售和營銷中心。 去年受疫情影響,因爲產品主要面向線下美容機構銷售,愛美客的增速放緩一半,創下近四年來最低水平,同比增長27.18%。華熙生物則爲39.2%,在C端產品上傾斜了大量資源後,總營收上更是已經接近四個愛美客。 而在疫情爆發的前三年時間,愛美客無疑是國內醫美行業的絕對龍頭。2017-2019年,它的營收增速從58%飆升至73%。同期,華熙生物、華東醫藥等都要遜色不少。 2017年是個重要拐點,國內涌現了大量新獲批的國產玻尿酸、肉毒素等醫美終端產品,價格戰出現,這也直接導致行業出現兩個“新流派”。 華熙生物開始大力佈局化妝品等C端業務,跳出了傳統領域,相當於開闢了一個截然不同的增長極。而新進入者華東醫藥則是資本玩法,完全“買買買”模式,迅速投資和收購海外公司,用了不到3年時間,就完成了近11條產品線的覆蓋,實現了從透明質酸、美白埋線產品,到醫美器械的全覆蓋。 愛美客要“一板一眼”得多。截至2019年的7年時間裏,它一共有4款產品獲批上市,是當時國內取得III類醫療器械證最多的醫美公司。 但這個速度在當下就顯得過於","listText":"經觀大健康 孫文青/文 7月29日,在創業板成功上市不到一年時間,醫美龍頭愛美客向港交所遞交招股書。如果順利通過,愛美客將成爲首個“A+H”股上市的醫美公司。 據多家媒體援引路透社消息稱,愛美客此次募資金額在20-30億美元。但公司方面並未確認這一消息。2020年9月,它在創業板上市時,募資金額不到20億元(最終超募15億元)。 市場對此的反應一般。在隨後7月30日交易日,愛美客下跌4.91%,市值近1404億元,今日繼續下跌。不過目前它仍是國內市值最高的醫美企業,領先直接競對華熙生物近400億元。 愛美客並未對外過多解釋爲何此時赴港上市。從資金用途來看,本輪要比創業板上市時複雜很多。除補充現有產品組合及推進商業化,愛美客還提到收購和投資、全球化佈局以及建立銷售和營銷中心。 去年受疫情影響,因爲產品主要面向線下美容機構銷售,愛美客的增速放緩一半,創下近四年來最低水平,同比增長27.18%。華熙生物則爲39.2%,在C端產品上傾斜了大量資源後,總營收上更是已經接近四個愛美客。 而在疫情爆發的前三年時間,愛美客無疑是國內醫美行業的絕對龍頭。2017-2019年,它的營收增速從58%飆升至73%。同期,華熙生物、華東醫藥等都要遜色不少。 2017年是個重要拐點,國內涌現了大量新獲批的國產玻尿酸、肉毒素等醫美終端產品,價格戰出現,這也直接導致行業出現兩個“新流派”。 華熙生物開始大力佈局化妝品等C端業務,跳出了傳統領域,相當於開闢了一個截然不同的增長極。而新進入者華東醫藥則是資本玩法,完全“買買買”模式,迅速投資和收購海外公司,用了不到3年時間,就完成了近11條產品線的覆蓋,實現了從透明質酸、美白埋線產品,到醫美器械的全覆蓋。 愛美客要“一板一眼”得多。截至2019年的7年時間裏,它一共有4款產品獲批上市,是當時國內取得III類醫療器械證最多的醫美公司。 但這個速度在當下就顯得過於","text":"經觀大健康 孫文青/文 7月29日,在創業板成功上市不到一年時間,醫美龍頭愛美客向港交所遞交招股書。如果順利通過,愛美客將成爲首個“A+H”股上市的醫美公司。 據多家媒體援引路透社消息稱,愛美客此次募資金額在20-30億美元。但公司方面並未確認這一消息。2020年9月,它在創業板上市時,募資金額不到20億元(最終超募15億元)。 市場對此的反應一般。在隨後7月30日交易日,愛美客下跌4.91%,市值近1404億元,今日繼續下跌。不過目前它仍是國內市值最高的醫美企業,領先直接競對華熙生物近400億元。 愛美客並未對外過多解釋爲何此時赴港上市。從資金用途來看,本輪要比創業板上市時複雜很多。除補充現有產品組合及推進商業化,愛美客還提到收購和投資、全球化佈局以及建立銷售和營銷中心。 去年受疫情影響,因爲產品主要面向線下美容機構銷售,愛美客的增速放緩一半,創下近四年來最低水平,同比增長27.18%。華熙生物則爲39.2%,在C端產品上傾斜了大量資源後,總營收上更是已經接近四個愛美客。 而在疫情爆發的前三年時間,愛美客無疑是國內醫美行業的絕對龍頭。2017-2019年,它的營收增速從58%飆升至73%。同期,華熙生物、華東醫藥等都要遜色不少。 2017年是個重要拐點,國內涌現了大量新獲批的國產玻尿酸、肉毒素等醫美終端產品,價格戰出現,這也直接導致行業出現兩個“新流派”。 華熙生物開始大力佈局化妝品等C端業務,跳出了傳統領域,相當於開闢了一個截然不同的增長極。而新進入者華東醫藥則是資本玩法,完全“買買買”模式,迅速投資和收購海外公司,用了不到3年時間,就完成了近11條產品線的覆蓋,實現了從透明質酸、美白埋線產品,到醫美器械的全覆蓋。 愛美客要“一板一眼”得多。截至2019年的7年時間裏,它一共有4款產品獲批上市,是當時國內取得III類醫療器械證最多的醫美公司。 但這個速度在當下就顯得過於","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805791535","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177806256,"gmtCreate":1627192062975,"gmtModify":1703485387501,"author":{"id":"3568931847727391","authorId":"3568931847727391","name":"Honzell","avatar":"https://static.tigerbbs.com/c5e4223c2b23e2d2eefa7ae157cf5c19","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568931847727391","authorIdStr":"3568931847727391"},"themes":[],"htmlText":"Loke","listText":"Loke","text":"Loke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177806256","repostId":"174098701","repostType":1,"repost":{"id":174098701,"gmtCreate":1627051581603,"gmtModify":1703483426309,"author":{"id":"3452938437060827","authorId":"3452938437060827","name":"牛唐","avatar":"https://static.tigerbbs.com/de2e2f2e2676bc8463b050f4e3ff17d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452938437060827","authorIdStr":"3452938437060827"},"themes":[],"title":"一週60%+的收益","htmlText":"<a 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