m*u
3 楼
Sams是仿costco建的。几乎都在costco店的边上。店面太少是因为amazon杀上来之后,
wmt觉得costco模式不会持久,而且主要竞争对手不再是costco了,就没继续扩建了。
事实上,这个判断是对的。
发信人: sayid (老留 小武), 信区: Stock
标 题: Re: 窝儿马应该把抠死抠给买了
发信站: BBS 未名空间站 (Thu Jun 22 12:16:24 2017, 美东)
店太少 大城市郊区都没有 全在计较戛纳的地方
wmt觉得costco模式不会持久,而且主要竞争对手不再是costco了,就没继续扩建了。
事实上,这个判断是对的。
发信人: sayid (老留 小武), 信区: Stock
标 题: Re: 窝儿马应该把抠死抠给买了
发信站: BBS 未名空间站 (Thu Jun 22 12:16:24 2017, 美东)
店太少 大城市郊区都没有 全在计较戛纳的地方
m*u
4 楼
wmt,店大调头还是蛮快的。主要是不喜欢里面一群半残疾状态的员工。
b*f
5 楼
如果这样, 沃尔玛就牛逼冲天啦!
m*u
6 楼
wmt,当然NB。股价从多年40-50上下徘徊,一路冲上来不是已经证明了么?
m*u
7 楼
许多富人区不让wmt建店面。
m*u
8 楼
wmt早开到其它国家去了,costco连美国国内还没布满呢。
N*d
10 楼
买了以后过几年总市值都未必有现在付出的cash。
参见PFE,BAC的大并购
参见PFE,BAC的大并购
h*s
11 楼
刚好看到这篇文章:
http://realmoney.thestreet.com/articles/06/22/2017/what-if-walmart-bought-costco-not-likely
Costco 目前股价偏高。就算买,也要等COST股价跌到 $90 左右才出手(15-25 个月)
。然后收购价大概是 $125。
大家在 COST $90 的时候抄底吧。 :D
http://realmoney.thestreet.com/articles/06/22/2017/what-if-walmart-bought-costco-not-likely
Costco 目前股价偏高。就算买,也要等COST股价跌到 $90 左右才出手(15-25 个月)
。然后收购价大概是 $125。
大家在 COST $90 的时候抄底吧。 :D
d*1
13 楼
刻舟求剑
$90 is almost impossible unless the whole stock market crashed more than 20%
cost isn't wfm, different biz model, cost membership income will be solid in
next few years, so costco p/e ratio can get some extra premium compare wmt
wmt p/e now is 17, don't think cost p/e will drop below 20, which is about
equal price 120,
in fact, highly doubt it will touch $120, $140 is still possible, which
equals about 24 p/e
just my personal opinion
【在 h*******s 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 刚好看到这篇文章:
: http://realmoney.thestreet.com/articles/06/22/2017/what-if-walmart-bought-costco-not-likely
: Costco 目前股价偏高。就算买,也要等COST股价跌到 $90 左右才出手(15-25 个月)
: 。然后收购价大概是 $125。
: 大家在 COST $90 的时候抄底吧。 :D
$90 is almost impossible unless the whole stock market crashed more than 20%
cost isn't wfm, different biz model, cost membership income will be solid in
next few years, so costco p/e ratio can get some extra premium compare wmt
wmt p/e now is 17, don't think cost p/e will drop below 20, which is about
equal price 120,
in fact, highly doubt it will touch $120, $140 is still possible, which
equals about 24 p/e
just my personal opinion
【在 h*******s 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 刚好看到这篇文章:
: http://realmoney.thestreet.com/articles/06/22/2017/what-if-walmart-bought-costco-not-likely
: Costco 目前股价偏高。就算买,也要等COST股价跌到 $90 左右才出手(15-25 个月)
: 。然后收购价大概是 $125。
: 大家在 COST $90 的时候抄底吧。 :D
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