发布于: 修改于: 雪球转发:11回复:39喜欢:7

汽车之家Q2营收增69.9%,利润3.2亿元rmb ,还不错哦。



$汽车之家(ATHM)$  Second Quarter 2015 Financial Highlights[1]

Net Revenues increased 69.9% year-over-year to RMB861.0 million ($138.9 million) for the second quarter of 2015, exceeding the Company's original guidance of RMB811 million ($  130.8 million) to RMB848 million ($136.8 million).
Adjusted Net Income increased 47.9% year-over-year to RMB324.8 million ($  52.4 million) for the second quarter of 2015.
Net Cash Provided by Operating Activities was RMB194.8 million ($31.4 million) in the second quarter of 2015, an increase of 19.5% year-over-year.

Business Outlook
Autohome currently expects to generate net revenues in the range of RMB850 million ($ 137.1 million) to RMB884 million ($ 142.6 million) in the third quarter of fiscal year 2015, representing a 55.9% to 62.2% year-over-year increase.

网页链接

全部讨论

2015-08-06 14:41

行业不行了,不能和大趋势做斗争

2015-08-06 12:21

市场告诉你了,这业绩不行

2015-08-06 11:51

这季报是反映3月到6月的成绩, 3月到6月a股不断高走至峰值, 一批股民获利, 轻松买车或换车。但a股是是由6月中才开始跌, 这报告还没反映财富蒸发的影响。6月后, 股民输钱, 那有心情和闲钱买车。市场料定未来7月到9月的季报一定差。今日的价位只不过是提早反映这因素。

2015-08-05 23:34

现在汽车之家的员工都变成汽车销售员的,疯狂的在跟品牌4s店搞优惠,非常拼!这么拼,业绩不好都不行

2015-08-05 22:44

车子卖不动车子广告越贵;房子卖不动房屋平台生意越好

2015-08-05 20:24

盈利模式短期看有风险,因为汽车销售和GDP周期性正相关强。万一经济了汽车经销先承受压力,然后来年砍预算会砍得比较大。好处是没什么大竞争对手目前。

2015-08-05 19:53

forward pe不高于20,我觉得不贵。汽车之家有自有流量,比易车业务稳定型更强,这个价值的拥有

2015-08-05 19:45

今天涨就做空吧

2015-08-05 19:01

一会要仔细看看秦致在电话会议里说什么,应该有些关键的内容。

2015-08-05 18:59

很好的业绩,和预想的差不多,不过汽车之家目前的估值不低,没有非常好的投资价值,如果有机会跌到35亿美元的市值,可以考虑买入。