Chinesisches Starbucks
Ich beachte dies nicht und freue mich über die guten Zahlen.
Einfach halten ist meine devise,keine empfehlung.
Keiner verkauft das heutige handelsvolumen (ca.400000i bis 500000 stck)ist eingefroren
Erwarte jeden moment eine gegenbewegung
Grus
Umsatz im letzten Quartal um 20 % höher als im Vorquartal p.A. 80 %;
Das KGV basierend auf dem annualisierten letzten Quartal beträgt 18.
KGV / annualisierte Wachstumsrate = 18/80 = PEG 0,225 
An den Facts hat sich nichts geändert, unterdessen sollten wir wahrscheinlich schon 10'000 Shops erreicht haben und Luckin ist wohl auf guten Wegen.
Hier noch ein interessanter Vergleich mit 2 Konkurrenten ( das Wachstum ist Spitze und auch die anderen Zahlen)
luckin_vergleich_original_527045107.png (verkleinert auf 56%)
LNW, PENN und LKNCY führen ihre Mitbewerber in Bezug auf Wert, Wachstum bzw. Dynamik an.
https://www.investopedia.com/consumer-discretionary-stocks-7496172
May 9, 2022
Luckin Coffee’s management is focused on delivering outstanding products and services to our customers by executing on our business strategies. We remain committed to the US capital markets and strive to enhance long-term value for our shareholders. The Company will continue to monitor capital markets developments and evaluate all avenues to deliver value to its stakeholders, but is not currently pursuing a Hong Kong listing.
Luckin Coffee
Bei Luckin hat sich weder bei der Strategie noch bei der zu erwartenden Geschäftstätigkeit etwas geändert. Die Firma nach bekannten Meldungen bestens aufgestellt (Schuldenfrei).
Auch Shorties müssen sich bald mal wieder eindecken.
https://www.sixthtone.com/news/1013037
Am Freitag ist der HSIndex extrem gestiegen und LK um den selben betrag,aber geringes volumen und bei jedem versuch auszubrechen wurde es wieder zurückgestemt
Bei kleinem rückgang des HSIndex z.b. um 1% kommt LK 5% runter
Gute Nachrichten,egal wie gut,werden ignoriert und mit rückgang des Kurses belohnt.
Alles deutet auf extreme manipulation und kontrolle des Kurses.Irgen wer hat genug anteile und kann den Kurs gut kontrolieren um mehr anteile zu bekommen.
Was meint Ihr ?
Recently, with the opening of its flagship store on Zhongshan Road in Xiamen, the number of Luckin Coffee's stores in the Chinese market has exceeded 10,000, making it the first chain coffee brand in China with such a large scale. This news has aroused widespread concern and discussion.
Ruixing Coffee completed the feat from zero to 10,000 in less than three years, and its rapid development and expansion have had a major impact on the entire coffee industry. Luckin Coffee is popular among young people and consumers for its low price, high quality, and high convenience, and has gradually become a leading brand in the Chinese market.
Ruixing Coffee breaks through the scale of 10,000 stores, which will further expand its leading position in the industry and enhance brand awareness and influence. At the same time, this will also bring more high-quality products and services to consumers, and push the Chinese coffee market into the "high-quality coffee 9.9 yuan era". Luckin Coffee hopes to bring consumers a better coffee experience and further enhance its brand value and revenue level through its scale advantages.
So, what impact will this news have on the trend of A shares? In the short term, the growth and expansion of Ruixing Coffee may put pressure on other competitors and cause fluctuations in the market. In the long run, with the continuous development and growth of China's coffee market, Luckin Coffee's position and role in it will become more and more important. This is conducive to promoting the progress and improvement of the entire industry, and bringing more opportunities and profit margins to investors.
To sum up, Luckin Coffee broke through the scale of 10,000 stores, and the Chinese coffee market ushered in new opportunities. As one of the leading brands, Luckin Coffee will continue to strengthen its scale advantage and brand influence, bring better products and services to consumers, and make positive contributions to the development of the entire industry. We need to pay close attention to the development of the market and the company, formulate an investment strategy that suits our own characteristics and risk tolerance based on market fundamentals and technical factors, and seek value and opportunities in the long run to realize our own value investment.
Therefore, we need to pay close attention to market and policy changes, combine our own investment characteristics and risk tolerance, formulate investment strategies and operational plans that conform to the actual situation, and look for opportunities in fluctuations and risks to realize our own value investment.
With the rapid development and expansion of Luckin Coffee, the competition in the Chinese coffee market has become increasingly fierce. There are not only international brands like Starbucks, but also many domestic brands competing fiercely in the market.
In response to this situation, Ruixing Coffee has continued to improve its product quality and service level in addition to its scale advantages, further strengthening its brand competitiveness. At the same time, Luckin Coffee is also actively exploring new business models and growth points, such as launching unmanned coffee shops and launching coffee delivery services to meet the increasingly rich needs and expectations of consumers.
In addition, Ruixing Coffee is also strengthening cooperation with other industries, such as cooperating with Baidu, Huawei and other companies to launch AI smart coffee machines, and cooperating with Sinopec to launch highway cafes. These measures will help enhance Luckin Coffee's brand image and influence, and create more commercial value and profits.
Hoffen wir, dass dies die Trendwende ist, auch wenn sie morgen etwas schwächeln sollte.
auf 37,5 US-Dollar (36x KGV im Jahr 2024)
Quelle: https://www.smartkarma.com/insights/...d-expansion-are-the-main-theme
Im Moment verbreiten die Auguren wieder, die beiden Länder seien aufeinander angewiesen, so dass China keinen Konflikt lostreten werde.
Aus der Geschichte weiss man jedoch......
wäre immerhin möglich und sehr wünschbar.
Mein 1. Ziel wäre dann 50$ :-)
Wahnsinn wenn man liest, dass LK 14 Shops täglich in Q1 in China eröffnet hat!
Optionen
| Boardmail an "Tom1313" |
Wertpapier: Luckin Coffee Inc. ADR |
https://www.worldcoffeeportal.com/Latest/News/...10,000-store-milesto
In March 2023, Luckin Coffee began international expansion with two pick-up stores in Singapore. The coffee chain currently operates seven stores across the Southeast Asian country and has cited Indonesia and Thailand as potential new markets
July 25, 2023 8:00 AM EDT
Luckin Coffee to Announce Second Quarter 2023 Financial Results on August 1, 2023