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Luckin Coffee Inc. (OTCMKTS:LKNCY) Short Interest Down 19.3% in May | news.google.com • |
3 High-Growth Chinese Stocks That Are Massively Underpriced | investorplace.com • |
Luckin Coffee stock still at risk as revenue growth accelerates | invezz.com • |
Luckin Coffee Inc. Announces First Quarter 2024 Financial Results | globenewswire.com • |
Luckin Coffee Files Audited Financial Statements for Fiscal Year 2023 | globenewswire.com • |
Starbucks, Luckin stocks stung as robusta coffee price hits ATH | invezz.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-04-30 | 2024-03 | 0 | -0.01 | N/A | N/A |
2024-02-23 | 2023-12 | 0 | 0.16 | N/A | N/A |
2023-11-01 | 2023-09 | 0 | 0.48 | N/A | N/A |
2023-08-01 | 2023-06 | 0 | 0.48 | N/A | N/A |
2023-05-01 | 2023-03 | 0 | 0.24 | N/A | N/A |
2023-03-02 | 2022-12 | 0 | 0.08 | N/A | N/A |
Again the sacrifice margin to increase market share. Margin is down sharply to low signal digit EBIT. How long this will continue.
I perfectly understand the stock behavior during last 3 months.
Growth strategy with lower margin.
I am disappointed!
10 minutes to go. Good luck to all LT holders.
There is no guidance to compare to… I guess 1.0-1.1 B$ sales and 15% EBIT margin will be great and will result in +20% today.
Let’s hope they start to give guidance for 2024.
Earning release in 45 minutes…
February 23, at last…
$LKNCY Long since 2020, just added more. KWYO
I do not know who is this clown (IAmINzaNE) but he keeps pumping stupid posts.
Focus on fundamentals :
All the noises re China will go away in the long term it is a great investment and will reach 100$ in 2-3 years do your math and ignore the idiot.
We should break the 25$ today.
Next will be the 27.5$ and then back to the 30’s.
We should climb slowly and steady.
2024 is going to be a great year with 5B$ sales and $750-1,000 million operating profit.
2024 P&L:
Q1 sales 1.1B$
Q2 sales 1.2B$
Q3 sales 1.3B$
Q4 sales 1.4B$
Total 2024 5.0B$ sales.
Conservative EBIT 15% (up side could be 20% if they reduce promotion and discounts, selling prices are 40% less than Starbucks!).
Based on that $750 million EBIT (up to 1.0B$) &
Net income $600 million (up to $800 million).
EPS 2.17$ - 2.89 (average 2.53$).
We are traded at less than 10 time! Company is growing 15-20% (2025 onwards) in top line and 30% in bottom line…
Great business, great company, great management the issue is China. All Chinese stock are severely punished.
We are now traded at less than 10 times 2024 EPS. Very cheap for a growth company.
Guys this is a huge opportunity. Stock is traded at 1 times its 2024 sales (ex cash on hand). Insane!
Reversal is coming!!!
Is it normal that a stock is recovering again and again over the last two years going from low single digit to 38.88$? This is the stock and that is how it behaves.
We are reaching the bottom we are probably on the lower range of 24-25$. The reversal is coming very soon. Fasten your seat belt!
Nothing changes.
Growth, high profitability, great FCF the stock will double or even triple in 2024!
Smart buyers are accumulating.
The best Chinese investment for 2024. We will double the price by year end!
We are on the way up. Another 5% today.
75$ end of 2024!
The stock is setting a low base for 2024…
2024 will be a great year with $5 billion sales and 20% EBIT.
4 times $5 billion plus $1 billion cash is $21 billion market cap almost triple from today’s price.
The correction is over we will fly very soon.
Happy new year!
We need to start to behave like NASDAQ company. Management need to give guidance for 2024 and start communicate better with the market.
Next year will be at least 5B$ sales with 15%-20% EBIT margin (depending on how much aggressive promotions will be).
Why they do not give guidance?
The stock is severely undervalued.
2025 should be at least 6.5B with 20% EBIT this will justify 100$!
Today we will go up above 30$.
This is the beginning of the next big round up to 55$.