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g********4
发帖数: 4959 | 2 与官司关系不大吧。性价比才是主要原因吧。即使华锐的份额去除，（人们几个季度观
察下来，发现）它还是盈利的，那么在当前这个价位，当然觉得是便宜货咯。 |
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l*****t
发帖数: 8319 | 5 amsc是deadmeat！华锐敢这么搞它是因为山寨的差不多了。伊破产指日可待，更不用说
风电本来就是一个神话！ |
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k********8
发帖数: 7948 | 6 Thu
Jan 12 1:00am EUR Italian Industrial Production m/m -0.2% -0.9%
1:30am GBP Manufacturing Production m/m 0.0% -0.7%
1:30am GBP Industrial Production m/m 0.1% -0.7%
2:00am EUR Industrial Production m/m -0.2% -0.1%
4:00am GBP Asset Purchase Facility 275B 275B
4:00am GBP Official Bank Rate 0.50% 0.50%
Tentative GBP MPC Rate Statement
4:45am EUR Minimum Bid Rate 1.00% 1.00%
5:30am CAD ... 阅读全帖 |
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H******e
发帖数: 4682 | 7 I have peace holding DRI, mainly because:
1. Whenever I go to its Olive Garden
restaurant, it always has very good business.
2. Compare with CMG, CMG operates 1230 fast food restaurant, have market
capitalization of $10.0B, P/E ratio to be 36.3x, dividend rate to be 0; DRI
operates 1961 restaurants fine dine-in restaurants, has market
capitalization of $6.1B, P/E ratio to be 13.5x, dividend rate to be 4.23%.
3. Its stock price just had a big drop on 12/4/2013, mainly it is because
its buying Yar... 阅读全帖 |
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H******e
发帖数: 4682 | 8 I have peace holding DRI, mainly because:
1. Whenever I go to its Olive Garden
restaurant, it always has very good business.
2. Compare with CMG, CMG operates 1230 fast food restaurant, have market
capitalization of $10.0B, P/E ratio to be 36.3x, dividend rate to be 0; DRI
operates 1961 restaurants fine dine-in restaurants, has market
capitalization of $6.1B, P/E ratio to be 13.5x, dividend rate to be 4.23%.
3. Its stock price just had a big drop on 12/4/2013, mainly it is because
its buying Yar... 阅读全帖 |
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H******e
发帖数: 4682 | 9 Thanks.
I have peace holding DRI, mainly because:
1. Whenever I go to its Olive Garden
restaurant, it always has very good business.
2. Compare with CMG, CMG operates 1230 fast food restaurant, have market
capitalization of $10.0B, P/E ratio to be 36.3x, dividend rate to be 0; DRI
operates 1961 restaurants fine dine-in restaurants, has market
capitalization of $6.1B, P/E ratio to be 13.5x, dividend rate to be 4.23%.
3. Its stock price just had a big drop on 12/4/2013, mainly it is because
its bu... 阅读全帖 |
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r***l
发帖数: 9084 | 10 2012年bidu总收入3.4B, tencent 6.4B (真tmd NB..), 阿里巴巴 2012年总收入没有数
据，但根据11年数据推算大概在4.0B左右，介于BT之间。 bidy/tencent的market cap/
annual revenue都基本是10, 参照这个数字，阿里巴巴上市市值的确应该在40-45B左右
. 目前bidu市值33B, tencent 64B。 BAT这三家最近2年的成长都基本在50%以上，打些
折扣，以后两年平均40%,的确再过两年，照这个速度要翻番了. 那alibaba 2年后就是
将近100B, yahoo占20B,基本和本部市值一样了...也该翻番了，yahoo曲线救国了. 就
算alibaba上市后买回来，也得溢价买，起码15B,yhoo发达了...
结论: md,早该买腾讯...bidu是个浑水，ntes就会存钱，sina是个loser, sohu瞎折腾. |
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H******e
发帖数: 4682 | 11 1. Whenever I go to its Olive Garden
restaurant, it always has very good business.
2. Compare with CMG, CMG operates 1230 fast food restaurant, have market
capitalization of $10.0B, P/E ratio to be 36.3x, dividend rate to be 0; DRI
operates 1961 restaurants fine dine-in restaurants, has market
capitalization of $6.1B, P/E ratio to be 13.5x, dividend rate to be 4.23%.
3. Its stock price just had a big drop on 12/4/2013, mainly it is because
its buying Yard House and poor previous k-8 report, I do... 阅读全帖 |
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a**********2
发帖数: 355 | 12 PLEASE Note - This is not research and is not intended as such. This has
been prepared by individuals on the sales/trading desks of the Securities
Division. This material does not represent a formal or official view of
Goldman Sachs as the views expressed herein are solely those of the author(s
), which may differ from those of Global Investment Research. All prices
are indicative only. All references to “we/our” refer to the observations
of the sales and trading desk.
NY ROUNDUP – Tuesday, A... 阅读全帖 |
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a**********2
发帖数: 355 | 13 NY ROUNDUP – Wednesday, April 2, 2014
微信公众平台 USOPTIONS
COMMENTS
· Equities put in another day for the faithful and make new highs
yet again. The bourses came cruising out of the gate following consensus ADP
numbers and positive revisions as investors focused their sights on the end
-of-week employment metrics. The good spirit was almost universally felt as
all but one sector finish in the green (Utilities small -0.16%). SPX and
Nasdaq now +2.5% for the year, while DJIA is back to flat. C... 阅读全帖 |
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v****m
发帖数: 100 | 14 by end of march, net cash大概1.0B, weibo IPO 过程新浪收入0.35B （不知道要不
要交税，假设30%）, long term investment 大概 0.5B，打7折，这样子book value不
算微博的股份大概1.6B，现在微博的股份值3.8B *0.57=2.16B, 7折=1.5B , 即使这样
算，新浪也因该值$48一股。我觉得真正下跌的原因是investor 不看好微博。假设微博
一文不值，新浪的portal值0.5B, 那新浪的股价可以跌倒32，新浪的股价很可能微博解
禁之前不会有大的起色。 |
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J********e
发帖数: 341 | 15 76.3% Biotechnology
14.4% Juno Therapeutics Inc JUNO $60.20 (18.19%) 4.6B --
14.2% Kite Pharma Inc KITE $74.13 (16.70%) 2.7B --
14.0% Celldex Therapeutics Inc. CLDX $32.57 (6.47%) 2.7B 20.7%
7.4% Isis Pharmaceuticals Inc. ISIS $77.19 (7.39%) 8.6B 47.9%
7.2% Incyte Corp. INCY $96.16 (4.24%) 15.9B 42.2%
7.2% Medivation Inc. MDVN $133.93 (1.32%) 10.3B 87.4%
4.5% Halozyme Therapeutics Inc. HALO $... 阅读全帖 |
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m*****n
发帖数: 1631 | 16 Craig Ellis对腾讯deal的评估：
We believe list ASP’s are $5k+ and could approach $10k, though volume
customers like Tencent would get a meaningful discounts. In this case we
suspect AI-based workload appetite spans Tencent’s services including
texting (Wechat 889MM monthly active users (MAU)), on-line gaming (#1 in
country for PC and smartphone), and instant messaging (868MM and 652MM total
and mobile MAU) and exclusive video, gaming, and music content as well as
its enterprise service offerings on the ... 阅读全帖 |
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h****n
发帖数: 3447 | 17 哪里不对？
Q2 4b loss 0.72b
Q3 6b loss 0b
头4b造成0.72b loss。后2b至少需要gross margin赚回这个loss，算的不对吗？ |
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l****d
发帖数: 38 | 19 我参考了置顶贴里面的这个PL格式
https://docs.google.com/viewer?pid=explorer&srcid=0B-
C8zeayUPP7OTc4YjYyMzktOGY3Mi00ZWY0LTk3NmMtNGQ2MzQzMzE3NDM4&docid=
c6046df023a74f7046b33cef7ed1c5de|b92278ab8171a3f018ef2b0b2a620a47&chan=
EgAAAOlr6GceYMk41ncWQ6LJRjPuCeEOSvl68N8l2cuDQrSE&a=v&rel=zip;z74;Petition+
Letter-eb1-a.doc |
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P**********e
发帖数: 543 | 23 In fact, 0b promote the utmost interest for various social welfare parasites
. He took care of lazy ppl really good. Although reps were neither good, at
least they do not advocate communism inside of capitalism. |
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d******n
发帖数: 12850 | 25 p&u
d0#M0Ax
_qM&MN0#&My, WELCOME TO THE GARDEN STATE!
*80Q0NM8M#4M#0m
MQNN0N#QM0#NA` STATEHOOD: December 18, 1787, the 3rd state
,#B&BM0BQNM8NN
+000#ND0M#&d"` CAPITAL: Trenton
##0MQDHBM`
"40M&0B&B&pmj LARGEST CITY: Newark
*MM#&&0#N0N
8#0N0A0## BIRD: Eastern Goldfinch
_p#MM0Q0#0N'
,nM40N0N0DNB~ FLOWER: Purple Violet
,_#0&N#0MNM&WM
g&ER0000&8N#00N! MOTTO: Liberty and Prosperity
pWBBB00Q0 |
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s*******e
发帖数: 806 | 26 Prime location: 3-5 minutes to I-805 and I-5, 7-10 minutes walk to UCSD, 15
minutes walk to UTC mall. Quiet neighborhood. Across the street from
Eastgate Christian School.
两个卧室均有各自的独立卫生间。Two master bedrooms with own private bathrooms
, modern kitchen with powerful range hood and quartz countertop, attached 2-
car garage with plenty of storage, top of the line front-loading samsung
steam washer and dryer. New water heater. Hardwood floor in both bedrooms as
well as stairs. Enclosed private patio.... 阅读全帖 |
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z****n
发帖数: 589 | 29 我今天也去了，不过点的是外卖。顺手抄了一份菜单，扫描在这里。晚上是挺冷清的，
我去的时候才两桌。这馆子才开一个月。不管怎样打算周末去尝尝。今天点的羊肉串挺
不错的，至少不是炸的，我觉得比京味轩的好吃。
https://docs.google.com/fileview?id=0B-
lVSkuxnVvvYzZhZTc2NjctYzMyNy00ZmZmLWE4Y2QtZGYzOTlkMDY4MGFk&hl=en |
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t**********0
发帖数: 9359 | 30 11 ● 过去100年，道指从66点涨到13300点(20b) 13/117 ljiiuan2
2013-01-03 hwu72
01-03 15:07
12 ● 今天要是真收小绿，请大家(19b) 0/0 Hardworking1
2013-01-03 --
13 ● 股版有三个牛女子！(17b) 6/0 Hardworking1
2013-01-03 allownce
01-03 15:06
14 ● FED minutes说什么了？谁给总结下(19b) 8/19 boylover
2013-01-03 updownlife
01-03 15:05
15 ● 这里有专业炒股的吗？(103b) 13/84 YiY
2013-01-03 ladiesman217
01-03 15:05
16 ● spwr(8b) 10/238 Hardworking1
2013-01-02 xiguazi
01-03 15:05
17 ● 你们不要喊涨了好不好？(17b) 4/0 xiaoxiaoren
2013-01-03 informatio... 阅读全帖 |
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A**d
发帖数: 13310 | 31 dude, you are not a new baseball fan, aren't you? If it was 2 out,
there was no way Molina was IBB, and Napoli wouldn't try to force out
at all. Napoli could simply WALKED back to 1B to get the 3rd out.
More importantly, Harrison would be 3H, 0B over 3.2 innings, very
decent numbers. All those crappy homers Pujols hit were direct outcome
of his hometown umpire buddy. |
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lg
发帖数: 2062 | 32 这几天看了看近3个赛季Clutch time 的统计，挺有意思的，总结一下！
（这个和我的映像差不多，而且和讨论“想得分”也会有一点关系）
“Clutch” is defined as: 4th quarter or overtime, less than 5 minutes
left, neither team ahead by more than 5 points
为了更好地观看，各项数据都折合成 48 分钟的数值。
这个赛季，KB的绝杀命中率大增，是水平提高了，还是运气好了呢？
看看KB本赛季对近3赛季的统计：
本赛季（不知道截至到什么时候，不过总时间和总场数和前两个赛季相差不多了）
36.6FGA 50.1分 43.2%
近3赛季（包括本赛季）
36.5FGA 53.0分 44.6%
其实本赛季的表现还是略有下降。
下面比较一下KB和LBJ近3个赛季Clutch time 的统计
KB： 53.0分 44.6% 8.0R 5.2A 0.2B 1.1Stl 36.5FGA
LBJ：58.5分 50.4% 12.8R 9.0A 2.0B 3.0Stl 35.9FGA
2人比较，K |
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lg
发帖数: 2062 | 33 本月是DW得了。
比较DW和LBJ：
DW： 12胜3负。 26.9 49.1% 5.5R 7.5A 2.3S 1.0B
LBJ: 12胜1负. 28.3 51.0% 7.9R 8.7A 1.9S 1.4B
LBJ当的太多了，有一个和他相差不多的，就可以给了！
大概DW当选的理由就是
1. 他们队伍弱。
2. LBJ缺了2场比赛（1胜1负） |
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lg
发帖数: 2062 | 34 来自主题: Basketball版 - 皇上发威了 40分太难了吧，不过不是不可能，但是绝对对球队不利！
看看LBJ本赛季在Clutch time 的表现 （折合成48分钟）
65.5分 49% 17.2R 7.2A 2.0B 2.8S
"Clutch" is defined as: 4th quarter or overtime, less than 5 minutes left,
neither team ahead by more than 5 points
小皇帝根本没有心
思和老头们打加时。
的话根本不是吹
的。 |
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B*****e
发帖数: 9375 | 35 再来两张
牛仔的主场 造价是$10亿
他们的训练场 造价是$8亿 "We're talkin' about practices, man!"
队主的住家 价值$20M 但这不是亮点
悬挂在这客厅的一幅油画 是Norman Rockwell1950年的作品
JJ在1989年以$135M买下牛仔后 已经弹尽粮绝 没有钱了
正好这副画叫价$1.1M拍卖 他马上意识到这是不可错过的投资
连骗带抢的又凑够了钱 买回来了
今天
牛仔队的估价是$4.0B
这幅画的估价是$18.5M
下图这个chopper 可装九个人
是JJ用来奔走主场--训练场--住家三点的交通工具
全新出厂价$8M 但是AirBus免费给试用 JJ给做广告就行
名字已经内定为"Jerral Force One
话说 本版有没有人成功加入了英哩高俱乐部的 :D
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s****y
发帖数: 1233 | 38 噫，这个好！
我猜我穿7.0b的。看了他家选号的方法，惊奇的发现来美国两年了还一双正经的鞋都没
买过！除了两双便鞋，一双开会前在mall里随便抓得9刀的假皮鞋。。。 |
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S*********i
发帖数: 8614 | 39 77775 * ● re (2b)(0/0) chehu Mar 29
77776 * Re: 77777 (3b)(0/0) piu Mar 29
77777 * ● re (2b)(0/0) chehu Mar 29
77778 * ● 77777 (0b)(0/0) zkjeffrey Mar 29
77779 * Re: 77777 (2b)(0/0) andysun Mar 29
77780 * Re: 77777 (3b)(0/0) piu Mar 29 |
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d*****g
发帖数: 8788 | 40 西门，你这个怎么拍的，是抓屏么
77775 * ● re (2b)(0/0) chehu Mar 29
77776 * Re: 77777 (3b)(0/0) piu Mar 29
77777 * ● re (2b)(0/0) chehu Mar 29
77778 * ● 77777 (0b)(0/0) zkjeffrey Mar 29
77779 * Re: 77777 (2b)(0/0) andysun Mar 29
77780 * Re: 77777 (3b)(0/0) piu Mar 29 |
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S*********i
发帖数: 8614 | 41 79998 * Re: 你们快点呀 (2b)(0/0) Antoine Apr 1
79999 * Re: 我靠。。。卡死了 (2b)(1/0) andysun Apr 1
80000 * ● 我不抢了 (0b)(2/0) zkjeffrey Apr 1
80001 * Re: 80000 (3b)(0/0) piu Apr 1 |
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j**o
发帖数: 6425 | 42 99996 * ● 99999 (0b)(0/0) zkjeffrey Apr 28
99997 * Re: 入个最新ipod (14b)(0/0) applefall Apr 28
99998 * ● qiang (2b)(0/0) sunfish Apr 28
99999 * ● it's mine? (3b)(4/0) SimoneVerdi Apr 28
100000 * Re: qiang (1b)(0/0) juto Apr 28
100001 * Re: 入个最新ipod (25b)(0/0) Uglypig Apr 28
100002 * Re: 你们还不开始抢整？ (6b)(0/0) piu Apr 28
100003 * Re: 你们还不开始抢整？ (2b)(0/0) louadams Apr 28 |
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J********9
发帖数: 36508 | 43 148999 ● 150000 (0b)(0/0) Jingqg1979 May 18
149000 ● 0 (2b)(0/0) wufei May 18
149001 ● 我是青蛙1 (2b)(0/0) lillblues May 18 |
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g*******e
发帖数: 4737 | 45 你没看懂。假设九场同时开打（实际不可能，仅举个例子），按顺序的第５场是最后打
完。
1, A wins
2, A wins
3, A wins
4, A wins
5, not finished yet
6, B wins
7, B wins
8, B wins
9, B wins
if第５场最终是 A wins， 那么结果是A5:0B(min(k)=5)
if B wins, it's A4:5B(min(k)=9)
？ |
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k***9
发帖数: 1213 | 47 14 * ● 荷兰要是输了。。(4b) 0/0 alan
2010-06-24 --
15 * ● 日本不会小组第一吧(0b) 0/0 emsct
2010-06-24 |
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