可口可乐:早已过气?不妨碍” 稳稳的幸福”

海豚投研
27 Dec 2024

可口可乐下:可口可乐早已过气?不妨碍” 稳稳的幸福”上篇咱们把可口可乐的商业模式从头到尾捋了个透彻,还从消费品三因素视角深挖了它成功背后的经营 “密码”,本篇海豚君换个视角,拿着公司实打实的财务数据当 “放大镜”,从定量角度出发解答下这些关键问题:1、可口可乐的高 ROE 源自何处?2、可口可乐每个阶段估值的变化&驱动因素何在?3、当前可口可乐仍是指的投资的好标的么?一、可口可乐高 ROE 源自...

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