发布于: 雪球转发:21回复:41喜欢:12

$InMode(INMD)$ 

这个公司的动态PE只有10倍,18年营业额87%的增长,净利100%增长;19Q1营收46%增长,净利58%增长,貌似在激光美容领域有较高技术含量,毛利85%左右,预计19年化净利4500万-5000万美金左右,目前销售区域主要在欧美,中国市场进来的话估计营收还有较大的飞跃,下半年还有新产品推出,对比同行业的美股上市公司,很多亏损中,HOLX营收30亿左右(INMD 1.5亿),年化净利貌似在4亿美金左右,目前市值145亿,35PE的估值;INMD要是在科创板,至少得100PE啊

$微美云息(WIMI)$ 

$中微公司(SH688012)$

全部讨论

烟雨苗江2019-09-27 15:20

看个人简介

一心u7j2019-09-27 15:01

星上是哪里啊老师

烟雨苗江2019-09-27 14:40

这些细节和自己的调仓都比较隐私,只记录在星上,见谅

飞哥阳光投资2019-09-27 12:15

请问怎么看9月20日的公告

烟雨苗江2019-09-27 01:32

INMD我还是一股未卖,你们呢?$InMode(INMD)$ $阿里巴巴(BABA)$

飞著名反指2019-09-25 10:20

请问楼主,星球里怎么空空如野?像知道另外一只十什么,谢谢

飞著名反指2019-09-24 23:11

确实是高手

烟雨苗江2019-09-23 11:07

兄弟这话实在!每个人看待或者适应公司的角度和能力都是不一样的,与个人的性格和价值观取向不同而相异,所以较好理解为什么你列举的INMODE离职员工A对公司贬损有加,而选择留在INMODE的在职员工B和C则对公司褒奖有加,投资有的时候common sense很重要,譬如有的人就很适应不了华为的企业文化,有的人却甘之若怡,员工的个人观感和公司的发展其实是两码事$InMode(INMD)$ $卓胜微(SZ300782)$

不是每分钱都要赚2019-09-21 12:45

股票论坛, 大家本来就是 在谈论股票,畅所欲言。      根据别人的分析,不假思索的 买卖操作,就叫无脑, 操作失败了骂骂咧咧 就叫无心,如果牙没刷干净就来骂人,算是无耻,也许很快无齿。 
回归论坛的主角:股票, 而不是人。  研究公司 得从各个角度去看, 比如:看看Glassdoor上员工的吐槽。  
"Avoid this company like the plague!"StarStarStarStarStar
Former Employee - Marketing
Doesn't Recommend
Negative Outlook
Disapproves of CEO
I worked at InMode full-time for more than 3 years
Pros
Absolutely no pros this company is garbage. Garbage people, garbage products, garbage practices. Toxic and septic. DO NOT APPLY
Cons
If you want a successful career, DO NOT WORK HERE. The Marketing department is filled with unethical practices. You will be forced to create misleading false ads to fool consumers into thinking their invasive cosmetic tools actually work, when in reality they ruin people's lives every day. Management is filled with insecure control freaks with no talent and will try to make your life a living hell. Very cliquey...


当然也有正面的:
"Challenging But Rewarding"StarStarStarStarStar
Current Employee - ASM
Recommends
Positive Outlook
I have been working at InMode full-time for less than a year
Pros
It's been a fun ride since I started and the company is growing like crazy. You can make a lot of money and the products are awesome. Fun, fast paced culture.
Cons
Love the job but it definitely took a good 8 weeks of hard work and learning to figure things out. Not a sales job for someone looking to make a quick buck, but in my experience the money is insane if you put in the time and effort.


或者:
"Fast Pace Sales"StarStarStarStarStar
Current Employee - Territory Manager
Recommends
Positive Outlook
I have been working at InMode full-time for more than a year
Pros
1)The culture is really fun and success is celebrated daily. I get consistent feed back from all of my managers. Its nice to have a direct line to the VP of sales and talk with him consistently. 2) They have new products that are consistently getting better or breaking into new markets. This makes the job fun and exciting. 3) The best feeling in the world is getting a deal!
Cons
They told me it would be difficult but it was actually a longer learning curve than I thought it would be. I do a ton of driving. Thank God for the Audible App lol. It can be an emotional roller coaster, but once I got some traction it has kept me going.


从中多少可以嗅到一些公司的味道吧?   还有很多渠道可以研究甚至可以找个诊所 去咨询一下,没准用盈利的钱顺便消个油呢。 
最最简单的定律是 : 自己不懂的不碰,自己又疑惑的不碰,      看别人贴子买了,套住的,如果心里懊恼,就给自己一巴掌。  如果忍不住割肉回头涨了 懊恼 乘二的, 给自己一拳, 如果没割肉结果继续大跌,懊恼的平方的, 来这里发个帖子吧,不过不要骂人,骂骂股票吧。  

周末愉快。

烟雨苗江2019-09-21 03:48