中文翻译
承接上文，我想说的是企业价值/收入(EV/Revenue)比率，而非上面的市销率(P/S)。不过我之前也研究过 $PDYN，这是一家有趣的公司。另外，关于 $DPRO 的帖子并没有太多新内容，因为它在 Finx 上已经很流行了。关键在于其基础设施布局+大规模产能爬坡+作为分包商(subcontractor)缺乏亮眼合同这一复杂情况，这往往能触发季度财报(Q reports)中算法可能未定价的因素。很多人忽略了这一点，所以我想分享自己的看法。
· 个股论点
澄清估值指标，分享对PDYN及DPRO作为分包商被算法低估的看法。
英文原文
Pigybacking off of this, meant to say ev/revenue not p/s above. But yeah I looked at $PDYN before too, interesting company. Also there's nothing too new with the $DPRO post since it's already popular on finx. It's just really nuanced with the infrastructure setup + large capacity ramp + no flashy contracts since it's a subcontractor -> hits Q reports that algos might not price in. A lot of people missed that aspect, so just wanted to post my own thoughts about it.