梧:關於譚仔,在下想講的是——
1)在下之前都講咗了,根據發行價,譚仔個historical PE係15.51倍至19.42倍之間。Post money嘅book value係大概每股$1.19至$1.40之間,PB嘅話就係2.79至2.97倍之間,喺同行嚟講真係好撚貴;
如果大家只係關心譚仔應唔應該抽嘅話,下面嘅嘢可以唔撚洗睇。
2)在下喺個網度完全搵唔到關於2017年丸龜(即Toridoll)收購兩壇嘢背後嘅IFA,在下甚至懷疑根本係無IFA團隊,有可能係丸龜自己有條FA team搞。無論如何,19億收購價,最多可以攞谷到56億市值,cap 14億水。4年3倍return,呢個return實在算唔錯。咁丸龜條數都靚啲啦;
3)由2018年到而家,譚仔收入嘅growth CAGR係7.4%,net profit CAGR係20.7%;值得留意嘅係,2018年做15.5億生意,320球係外賣(即20.6%),嚟到2021年,做17.9億生意,890球外賣,即49.6%係外賣。佢2021條頂數頂得住好大程度都係因為有外賣頂住;
4)2021年人均消費$58.4(過去三年都差唔多),屌但係在下真係覺得呢part有水份。如果硬係要問點解嘅話,在下嘅gut feeling覺得應該係關啲小食事,不過就算減少水份之後,high 40s / low 50s應該走唔甩;
5)譚仔三年嘅人工佔收入嘅31-32%,喺餐飲業嚟講算中位數,不過唔好唔記得2021年譚仔攞咗154球政府保就業錢。佢無好似其他公司咁將呢舊數offset人工,所以某程度上佢2021年賺多咗錢都係因為呢舊數,大家唔好俾呢舊數distort咗。扣除政府舊錢嘅話,佢嘅net profit margin其實得7.42%;
6)譚仔一年(2021年)可以收707球operating cashflow,咁點解仲要集資14億?屌佢老味佢兩年都賺到舊錢返嚟啦!如果大家睇Cashflow statement嘅話,佢買嘢嘅Capex都係有限錢(2021年122球),不過公道啲講佢啲租真係交得有小小甘。三年平均數約收入嘅16.5%,唔算特別平;
7)仲有一點值得大家留意,2019至2021年譚仔總共派咗375球股息俾丸龜(未上市之前佢地係佔99.5%股份),仲唔止,2021年3月之後個interim period班架佬再派多咗280球俾自己,即係呢三年幾派咗655球。咦?乜咁撚啱嘅?佢未來三年個expansion plan係估計自己需要675球喎……咦咦咦咦?如果當初架佬唔攞錢咪無撚嘢囉係咪?
8)所以,如果睇佢up to 2021年7月底盤balance sheet數嘅話,其實譚仔係net current liabilities(負156球),屌梗係支不抵債啦,你班HKC都挖撚咗兩百幾球走(佢地係7月21日派股息的),梗係穿窿啦屌你!亦都解釋咗點解exchange會俾佢地上市鳥。
9)Non-compliance方面,有一個位好樣衰,佢地所有舖頭無同勞工署報應呈報工場嘅地址。雖然呢樣真係好雞蛋裡挑骨頭,因為正常開餐廳都係理柒佢的,但係無撚計,佢要上市嘅話就要disclose呢啲19嘅non-compliance;
10)佢地俾董事同高管嘅pre-IPO options嘅terms好順攤(起碼好過當初遵理同林溢欣嗰啲先)。大致terms如下——行駛價$0.85,30%可以上市嗰日就行駛,30%係上市之後1年,剩返40%就係上市之後兩年可以行駛。不過得2球8,唔係好多姐,由佢啦。
其他嘢無乜特別,9up完畢。
同時也有4部Youtube影片,追蹤數超過2,210的網紅DJ Macky Suson,也在其Youtube影片中提到,Behind the Scenes of "Mental Cases" Music Video and Documentary | Singapore Content Creators | Shot on Sony ZV1 Behind the Scenes of Mental Cases Mu...
net profit 在 Focus Taiwan Facebook 的精選貼文
Hon Hai posts record high net profit for first half of 2021
https://focustaiwan.tw/business/202108120020
net profit 在 Focus Taiwan Facebook 的精選貼文
Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest contract chipmaker, said on Thursday it posted a 3.8 percent quarter-on-quarter decline in net profit in the second quarter of this year, while its sales for the three-month period hit a new high.
https://focustaiwan.tw/business/202107150013
net profit 在 DJ Macky Suson Youtube 的最佳解答
Behind the Scenes of "Mental Cases" Music Video and Documentary | Singapore Content Creators |
Shot on Sony ZV1
Behind the Scenes of Mental Cases Music Video with BenTravisMusic,
Videographer:Troy
Music Producer: Saint
Photographer: Al-Irsyad
Artist: Ben Travis
Singapore's Top Content Creators
DJ Macky Suson
• Content Creator • 10 years as Area Sales Manager at Apple Singapore • Social Media and SEO Enthusiast • Soon, Boracay Island Resident Vlogger • Founder of Model Citizen Magazine
This Year’s Goal:
By August 2021, I will create : 100 videos for Hotels and Restaurants in Boracay Island.
What I Advocate For:
Breaking the Stigma of Mental Health Disorders in Asia
“We don’t create a safe space for someone.
Instead, we create a safe space with someone.”
Watch this space as I am working to creating a safe space with everyone who find it difficult to see hope anymore.
With the help of mental health advocates from all over asia and counsellors from Non-profit organisations, together, we can #breakthestigma.
I worked with brands like CircleDNA, The Dentist @Orchard, SingtelDash, Lazada, UFC Gym Singapore, ClearSk Aesthetic, MBL, MM2 Entertainment Singapore
My socials:
Youtube: @djmackysuson
Pinterest: @djmackysuson
TikTok: @djmackysuson
www.mackysuson.com
Co-Founder of Model Citizen Magazine (www.modelcitizenmag.com)
https://www.tiktok.com/@djmackysuson
YouNow Program Partner: https://www.younow.com/DJMackySuson
Linkedin: https://www.linkedin.com/in/mackysuson/
Instagram: https://www.instagram.com/djmackysuson/
Facebook Page: https://www.facebook.com/djmackysuson
TikTok Educational Content Creator since August 2019. #StudyTips and #LifeHacks TikTok Campaign winner. TikTok Top Live Creator 2021
#Singapore #ContentCreators #Contentmarketing #BehindtheScenes @Sony Pictures Singapore #SonySingapore @Sony Music Singapore #SonyFX3 #SonyZV1
![post-title](https://i.ytimg.com/vi/R49ONy3hUms/hqdefault.jpg)
net profit 在 Happy Kongner Youtube 的最讚貼文
立即購買NBA2K21:
PS4: https://store.playstation.com/zh-hant-hk/product/UP1001-CUSA19447_00-NBA2K21PREORDER1
XBOX One: https://www.xbox.com/zh-HK/games/nba-2k21
Steam: https://store.steampowered.com/app/1225330/NBA_2K21/?l=tchinese
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⇀HappyKongner 香油錢錢箱在此:https://streamlabs.com/happykongner
⇀HappyKongner Facebook: https://www.facebook.com/happykongner
⇀HappyKongner Instagram: https://www.instagram.com/happykongner/
⇀米迦 Instagram: https://www.instagram.com/micahcheng/
(Kongner有關道尼嘅「三不一沒有」原則:不主動要求;不鼓勵追求;不抗拒收受;弟兄姊妹沒有必要道尼的理由,所以大家隨緣樂助,切記係唔收八達通,多謝大家支持)
訂閱 Happy Kongner 快活角落頭:https://www.youtube.com/channel/UCW_n_gfIv4HhRqCk8EnRhJA
同朋友一齊成為Kongner嘅一份子!
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片中數據都係截自完稿果時嘅數據嚟,可能會同依家嘅數據有些少出入,不過總體趨勢上就唔會有大變動。
資料來源:
https://theathletic.com/1976953/2020/08/05/strauss-will-zion-williamson-win-the-race-against-his-own-body/
https://theathletic.com/1985465/2020/08/10/there-is-no-explanation-pels-uninspired-play-raises-questions-about-future/
https://theathletic.com/2023591/2020/08/26/dunk-shows-logo-shots-and-holdups-how-damian-lillards-bubble-greatness-shone-through/
https://www.espn.com/nba/story/_/id/29750161/blazers-damian-lillard-headed-portland-knee-examined
https://www.espn.com/nba/story/_/id/29769260/nba-playoffs-damian-lillard-remains-portland-trail-blazers-safety-net-rebuild
https://www.espn.com/nba/insider/story/_/id/29741120/next-blazers-creating-contender-damian-lillard
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如果對於呢條片有咩意見,請多多指教。
我哋會竭盡全力做到最好。
如果你哋睇完之後鍾意嘅話,我哋希望你可以同多啲人分享!
我哋嘅圖片同影片大多都係網上搜尋到嘅資源。
如涉及侵權,請聯絡我哋。
All videos on this channel are only used for commentary, criticism, research, scholarship, teaching, comment, and news reporting. Copyright Disclaimer Under Section 107 of the Copyright Act 1976, allowance is made for "fair use" for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.
#NBA2K21 #NBA2K #MambaForever
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![post-title](https://i.ytimg.com/vi/Sg7smKkrzo0/hqdefault.jpg)
net profit 在 ชาญชัย กินให้อ้วนรวย Youtube 的最讚貼文
Longganisa' ไส้กรอกแบบฉบับฟิลิปปินส์
Longaniza เป็นไส้กรอกสเปนคล้ายกับ chorizo และยังมีความเกี่ยวข้องกับโปรตุเกสlinguiça ลักษณะการกำหนดจะถูกตีความแตกต่างกันไปในแต่ละภูมิภาค เป็นที่นิยมในอาหารของภูมิภาคต่างๆของสเปนเปอร์โตริโกสาธารณรัฐโดมินิกันเอลซัลวาดอร์เม็กซิโกชิลีอาร์เจนตินาและอุรุกวัย ในฟิลิปปินส์เรียกว่า longganisa
Total Potential Profit per Pack = ₱ 25.75
Ingredients and Prices
250g Ground Pork (30% fat) = ₱ 42
2 1/2 tbsp Minced Garlic Native = ₱ 3.25
1/2 tsp Iodize Salt = ₱ 0.14
1/2 tsp MSG = ₱ 0.75
1/2 tsp Ground Black Pepper = ₱ 0.80
1/2 tsp Smoked Paprika = ₱ 0.44
2 1/2 tbsp Brown Sugar = ₱ 1.37
1 tbsp Soy Sauce = ₱ 0.5
Total Ingredient Cost = ₱ 49.25
Other Expenses = (portion of transpo, cling film, etc.) = ₱ 5
Total Expenses = ₱ 54.25
SRP base on Market Prize = ₱ 80
Total Revenue Per 350g Pack = ₱ 25.75
This recipe will make 6 pcs Longganisa (350g Net Weight)
Prices of Ingredients are based on mall prices like SM Supermarket, Puregold, etc wich is more expensive. If you can buy this ingredients in wet markets and other chipper groceries you can minimize your ingredients expense and maximize your profit.กดติดตาม ติดต่อกินให้อ้วนตาย ได้ทางเฟสบุ๊ค
http://www.facebook.com/charnchai57
![post-title](https://i.ytimg.com/vi/TeOGvuw2FVA/hqdefault.jpg?sqp=-oaymwEbCKgBEF5IVfKriqkDDggBFQAAiEIYAXABwAEG&rs=AOn4CLD3_vY7XBQ6Vek9niYt4B5GbTkpmg)
net profit 在 Net income - Wikipedia 的相關結果
In business and accounting, net income is an entity's income minus cost of goods sold, expenses, depreciation and amortization, interest, and taxes for an ... ... <看更多>
net profit 在 net profit-淨利 - 經理人 的相關結果
公司在扣除支出與須繳納的稅金之後,所剩下的獲利就是指「淨利」,英文是net profit。而gross profit「毛利」則是指「尚未扣除支出與稅金」的獲利。 相關單字:. ... <看更多>
net profit 在 Net Profit Margin - Investopedia 的相關結果
The net profit margin, or simply net margin, measures how much net income or profit is generated as a percentage of revenue. It is the ratio of net profits ... ... <看更多>