以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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ELS.AX
9 atoms · 跨 6 天 · 首见 2026-04-16 · 最近 2026-06-18
三色: 🟦 fact 5 · 🟥 take 4 · stance ▲3/▼3/◆2
来源: X 9
时态: fresh:5 · aging:2 · stale:2
标签: 好观点:4 · 好数字:4 · 好思考:1
叙事 (narrative) (3)
- 2026-04-18
[老化中] · valuation risk assessment
there are the risks versus valuation. It’s not cheap atm
tags: 好思考 · → daily
- 2026-06-18 · 被推荐为最佳防御股
Best defence cos are international 😉 Some of my favs $ELS.AX
tags: 好观点 · → daily
- 2026-04-16
[老化中] · inflection point
Baffled on how $ELS.AX had one of the craziest inflection points this year and still not being talked about here at all.
tags: 好观点 · → daily
立场 (position) (2)
展开 2 条老旧 / 已过期
- 2026-05-22
[老旧] · position trimmed
$els.ax trimmed a lot also
tags: 好观点 · → daily
value: date=2026-05-22
- 2026-04-16
[老旧] · valuation
i would not buy here
tags: 好观点 · → daily
事实 (fact) (4)
- 2026-06-03 · 市盈率
PE 155
tags: 好数字 · → daily
value: qty=155 · unit=PE
- 2026-05-31 · May 2026 top performer
▪️ $ELS.AX: +19.51%
tags: 好数字 · → daily
value: qty=+19.51% · date=05/2026
- 2026-04-16 · P/E 2027
About 36x 2027 while over 65% of growth + recurring nature of the business
tags: 好数字 · → daily
value: qty=36x · date=2027
- 2026-04-16 · growth nature
over 65% of growth + recurring nature of the business
tags: 好数字 · → daily
value: qty=65%+ · direction=recurring
时间轴 (近 20)
- 2026-06-18 ·
narrative · 被推荐为最佳防御股 · → daily
- 2026-06-03 ·
fact · 市盈率 · → daily
- 2026-05-31 ·
fact · May 2026 top performer · → daily
- 2026-05-22 ·
position · position trimmed · → daily
- 2026-04-18 ·
narrative · valuation risk assessment · → daily
- 2026-04-16 ·
narrative · inflection point · → daily
- 2026-04-16 ·
fact · P/E 2027 · → daily
- 2026-04-16 ·
fact · growth nature · → daily
- 2026-04-16 ·
position · valuation · → daily
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