Are you kidding? Transportation industry newly listed with a PE of 40 and you still want to buy? 😨
10/10/2024 The story wants to convey in the end:
Today, chatting with stock friends in the group, they asked which stocks to buy, I said I just bought some the other day. $SINKUNG (0305.MY)$
Him: Wow! PE ratio of 40, so expensive?!
Me: $99SMART (5326.MY)$ Just went public, with a PE ratio of 48 and you still bought?
Him: Some people are speculating!
Me: ...
Without reading the prospectus, I roughly...Guess:
In the transportation industry, it is relatively easy for the big to bully the small, and improving business may not require a large additional cost. What do you think?
In the transportation industry, trucks or lorries make approximately a few scheduled trips each day, the difference is the cargo on board.goodsYes. half-truckorFull carThis will completely increase the revenue to a different level, maybe one is50 million.one is1 billion yuanThe difference lies in the proper control of costs.
This company has just been listed for less than half a year, why did it go public? Why raise funds?
Transportation industry is more than just aboutrunning on the road, but can alsodrift on the sea，Flying in the sky.If the company is engaged in transportation between airports, the largest potential is:
1. Related to air transportation, leveraging its own advantages to expand the air transportation business upstream.
2. Business is good, buy trucks, the more frequent the departures, the more advantage.
If you master air transportation, you can expand into overseas markets and establish branch offices in countries with frequent goods exchanges.
4. Derivative businesses can involve buying land to build temporary warehouses (this may already exist, I have not checked) - when goods arrive, store them first, charge storage fees.
5. Import and export business.
There are too many potential possibilities in the logistics industry.
I want to express that:
I suggest not to look at the stock price to buy stocks, because behind the stocks are real companies, they are also really doing business. Use a businessman's mindset to buy and look at the company's business, such as understanding what business it is in. Some logical reasoning will make it clear whether you should buy it or not.
If you see this, it's a good time to give it a like. ![]()
![]()
*If you follow me, you will receive some interesting investment short essays
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
normal use : It's just your bad luck.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
胡空 HuKong OP normal use : No loss.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
What's wrong, feeling mentally uncomfortable?