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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LFTO
11 atoms · 跨 3 天 · 首见 2026-06-05 · 最近 2026-06-30
三色: 🟦 fact 8 · 🟥 take 3 · stance ▲6/▼0/◆1
来源: X 11
时态: fresh:10 · stale:1
标签: 好信源:6 · 好数字:5 · 好观点:2
叙事 (narrative) (2)
- 2026-06-17 · revenue growth estimate
37%-something revenue growth
tags: 好数字 · → daily
value: qty=37%-something
- 2026-06-17 · FCF multiple relative to APP
you pegged $LFTO at half $APP's FCF multiple.
tags: 好观点 · → daily
value: qty=half
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-06-05
[老旧] · FCF倍数对比
$LFTO that IPOed yesterday looks very attractive IMHO. A similar business to $APP at essentially half the fcf multiple.( my imperfect calcs).
tags: 好观点 · → daily
事实 (fact) (8)
- 2026-06-05 · IPO募资用途
The entire $437m fundraise is going to reducing $LFTO debt.
tags: 好数字·好信源 · → daily
value: qty=$437m
- 2026-06-05 · Q1管理费用控制
this Q1 they really held back general & admin expenses while revenue hyper-growth continued, leading to a sharp margin spike.
tags: 好数字·好信源 · → daily
- 2026-06-30 · 获得分析师覆盖
Here comes $LFTO analyst coverage.
tags: 好信源 · → daily
- 2026-06-17 · post IPO quiet period ends
$LFTO's post IPO quiet period ends in early July.
tags: 好信源 · → daily
value: date=early July
- 2026-06-17 · net debt
~$1.4B net debt
tags: 好数字 · → daily
value: qty=~$1.4B
- 2026-06-05 · IPO大股东未出售股份
None of the large shareholders are selling shares in the IPO.
tags: 好信源 · → daily
- 2026-06-05 · 客户集中度
No large-customer concentration, and the $LFTO business is far more diversified than $APP beyond gaming on both supply and demand sides
tags: 好信源 · → daily
- 2026-06-05 · 营收增长率与FCF弹性
A 37% revenue growth produced a +2.5x rise in adjusted (by my calcs) FCF.
tags: 好数字 · → daily
value: qty=37% 营收增长 → 2.5x 调整FCF增长
时间轴 (近 20)
- 2026-06-30 ·
fact · 获得分析师覆盖 · → daily
- 2026-06-17 ·
fact · post IPO quiet period ends · → daily
- 2026-06-17 ·
narrative · FCF multiple relative to APP · → daily
- 2026-06-17 ·
fact · net debt · → daily
- 2026-06-17 ·
narrative · revenue growth estimate · → daily
- 2026-06-05 ·
position · FCF倍数对比 · → daily
- 2026-06-05 ·
fact · IPO大股东未出售股份 · → daily
- 2026-06-05 ·
fact · IPO募资用途 · → daily
- 2026-06-05 ·
fact · 客户集中度 · → daily
- 2026-06-05 ·
fact · Q1管理费用控制 · → daily
- 2026-06-05 ·
fact · 营收增长率与FCF弹性 · → daily
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