risklover
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risklover
評論了
risklover
評論了
$Meta Platforms (META.US)$2023.7.19 當前價格313，比去年11月份89塊買進時漲了2倍多，達到復盤標準
新增數據：2022後兩季度及全年報，2023Q1數據。
2022年營收下滑1.1%，營業利潤大幅下滑38.1%，淨利潤下滑41.1%，利潤大幅下滑主要受研發費用暴增影響。
2023Q1營收增長2.6%，營業利潤繼續下滑15.2%，淨利潤下滑23.5%，利潤下滑還是主要受研發費用暴增影響，看起來低利潤率要持續一段時間。
目前市盈率36.5，市盈率TTM 38.9，估值和近幾年增速比已經沒有折扣優勢，可以平倉退出，考慮到是行業龍頭，僅保留少量觀察倉位。
新增數據：2022後兩季度及全年報，2023Q1數據。
2022年營收下滑1.1%，營業利潤大幅下滑38.1%，淨利潤下滑41.1%，利潤大幅下滑主要受研發費用暴增影響。
2023Q1營收增長2.6%，營業利潤繼續下滑15.2%，淨利潤下滑23.5%，利潤下滑還是主要受研發費用暴增影響，看起來低利潤率要持續一段時間。
目前市盈率36.5，市盈率TTM 38.9，估值和近幾年增速比已經沒有折扣優勢，可以平倉退出，考慮到是行業龍頭，僅保留少量觀察倉位。
已翻譯
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risklover : 可以買長期的，目前2026年60call才不到2.2，這個明年至少5以上