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y**y
发帖数: 1261 | 8 油工知道您心切，别着急，er是27号，星期四还没有到呢 |
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k********n
发帖数: 18523 | 10
恩，果然是假的。。。不过这个假的看着不错阿。 |
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d******s
发帖数: 228 | 12 2010 Q3 Nokia 居然占了全球手机市场的28.2%.
MMI居然只占2.1%，俺真是缺根筋，institute们都不理睬它，俺买它做甚。
以后不擅自作主了，还是得老老实实跟着大牛们的建议走。 |
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l**n
发帖数: 7272 | 13 is this true?
苹果拉诺基亚下马 谁拉苹果下马
2011年01月25日20:43:46 [科技新闻]
编者按：1月20日，苹果发布2010年第四季度的财报，财报显示iPhone手机及其配件销
售额达到104.7亿美元，使得苹果超越诺基亚，成为全球收入最高的手机厂商。保持手
机业“一哥”桂冠多年的诺基亚不得不面临一个尴尬：重夺宝座。Mitbbs.com
滚滚长江东逝水，浪花淘尽英雄。 是非成败转头空，青山依旧在，几度夕阳红。如果
苹果和诺基亚的高层懂得杨慎的这首《临江仙》，一定会奉为知音。手机业城头变幻大
王旗，苹果iPhone单挑机群得手，却也不得不防：将苹果拉下马的会是谁？21世纪的第
二个十年，手机通信市场开始了新的“混战”。Mitbbs.com
iPhone疯狂诺基亚宝座不保Mitbbs.com
疯狂的iPhone成就了苹果的霸业。据苹果2010年第四季度财报显示，1620万部iPhone被
销售，一年前仅为870万部，同比增长达到86%。而同期全球智能手机市场增速则为70%
。苹果CFO彼得·奥本海默（Peter Oppenheimer）透露，iPhone在... 阅读全帖 |
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k********n
发帖数: 18523 | 14 写的好，这就是为啥2011我要拥有诺基亚.
兔年不上诺基亚，操遍股票也枉然。
最新数据分析得出结论：苹果爱疯已经接近尾声，强弩之末了。不再会构成威胁，ipad 倒是很好很强大
诺基亚领导班子最近两年有问题，他妈的美国媒体这么封杀打击诺基亚，居然装孙子一点反应都没有，不知道长没长ball..把研发那帮吃白食的干掉若干，拿钱去请模特，名媛等做广告啊。我看lady gaga代言的诺基亚广告很给力。。。继续整啊，在美国广告界使劲忽悠啊。 |
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t****g
发帖数: 3434 | 15 美国贸易保护主义。。。。
ipad 倒是很好很强大
一点反应都没有，不知道长没长ball..把研发那帮吃白食的干掉若干，拿钱去请模特，
名媛等做广告啊。我看lady gaga代言的诺基亚广告很给力。。。继续整啊，在美国广
告界使劲忽悠啊。 |
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a****p
发帖数: 6155 | 16 why amr & amd? They have posted 4Q ER already |
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i******w
发帖数: 407 | 17 Acceleration in 4Q reflected a downturn in imports, higher consumer spending
, and an upturn in residential investment. |
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E**********e
发帖数: 1736 | 18 i don't know. it bounces back 7.10. if you want to cut, just do right now.
The 4Q said that Book Value has been lowered to 6.3 (not exactly, check the
report).
I checked the history of its reports and bought 10 calls yesterday to bet it
would beat the estimate. 200$ lost. damn.
his |
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b******r
发帖数: 16603 | 19 BRCM这次ER让我比较难过。不过看来希望还是有的。
http://www.benzinga.com/analyst-ratings/analyst-color/11/02/828
J.P. Morgan is out with its report today on Broadcom (NASDAQ: BRCM), raising
its price target from $49 to $55.
In a note to clients, J.P. Morgan writes, "Broadcom reported 4Q revenues of
$1.95B (+8% Q-Q, +45% Y-Y), which were 2% ahead of ours and consensus
estimates by around $50M, while non-GAAP EPS of $0.75 was $0.03 better than
our estimate and $0.01 better than consensus. Our new December 2011 price
ta... 阅读全帖 |
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h****n
发帖数: 3447 | 20 MetLife 4Q net income falls on derivative losses:
"MetLife uses derivatives -- contracts whose values depend on the financial
performance of underlying assets -- to hedge its exposure to risks, such as
changes in interest rates and fluctuations in foreign currencies. Movements
in those areas cause gains and losses on derivatives for MetLife.
Derivative losses of $1.54 billion deepened from year-ago derivative losses
of $782 million."
用来hedge(买保险)的钱亏了都能影响全局了，不是拿1billion去hedge 1million 吧。 LOL
"Exc... 阅读全帖 |
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P******5
发帖数: 4868 | 21 4Q report good ah. 59 cents/share, with stock price of 7.95? super cheap. |
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u*****e
发帖数: 606 | 22 4Q is good, but not as good as expectation. JASO's cost-base is only medium
compared to LDK and other chinese company. Unless it can successfully
transformed to a full module producer with significant lower price, Jaso
will
be beaten by other low-cost chinese company.
It is sad that chinese companies fight each other by lowing price, but it's
the reality. |
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d***y
发帖数: 2567 | 23 JKS beats estimates from every aspect.
Basher would pick the salt grain that the gross margin in 4Q is narrowed from 33.5% for the
third Q to 28.5%.
From the forecast of 1Q, no slow down can be seen in the produciton of wafer
, cell & module.
We can predict other solars, especially LDK the similar vertically
integrated in much larger scale, will beat estimates greatly. I think WS
Crook analysists have to revise their estimates in the following days.
Let's see how they play out this ER season. |
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w*****2
发帖数: 1584 | 24 Sina 4Q Loss/Shr $1.51 >SINA
sina will buy a company too,
both are bad |
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l***n
发帖数: 812 | 25 WNR ER conf call回顾
有朋友发msg问，于是上来说说。我看过了今天ER的记录，感觉大家主要看好几点：
1，crack spread会持续在高点
2，Wnr用期货的 lock in了一些今年的spread，大约在一年产量的10%
3，继续控制Yorktown的成本，可以预见成本下调。还有一些4q的成本是non-recur的。
4，潜在买家 for both Yorktown plant and some crude oil assets
5, 进一步减少负债，降低利息。
问题：
1 炼油厂downtime：维护和天气
2 当前的spread能持续多久
管理层对为来的crack spread很有信心，他们所在的位置也真是可以让他们享受这些高
margin。
根据这些信息，我认为WNR有上扬至20的潜质，到那时候，我会考虑开始减持。 |
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t******y
发帖数: 6206 | 26 China Lodging Group boosts 4Q profit
March 9, 2011 6:43 PM ET
NEW YORK (AP) - Economy-hotel operator China Lodging Group Ltd. said
Wednesday that its fourth-quarter earnings rose more than 75 percent as it
continued to open new hotels at a rapid pace.
The company said 2011 revenue would grow between 34 and 38 percent, and it
plans to open 200 new hotels to take advantage of growing demand for travel
by Chinese consumers.
China Lodging said it earned 34.9 million renminbi ($5.3 million), or 0.57
... 阅读全帖 |
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d***y
发帖数: 2567 | 27 尼玛小黑孩海森博格！！！！！！！
L泥马DK盘后ER！！！
4Q EPS 在$2刀 有木有！！！！！！！！
远高于以前的预测！！！
然后是今年市场形式的好转！！！！！！！
LDK在HK的IPO预期！！！！！！
将极大的打击SHORT的信心！！！！！！！！
股价马上翻番都有可能有木有！！！！！！！！！！！！！！
小黑孩！！！！！！！！！
尼玛你pump 或不pump有木有！！！！！！！
它在那里！！！！！！！！！
尼玛该上还是上有木有！！！！！！！！！
你bash！！！！！！！
或不bash！！！！！！！
它在那里有木有！！！！！亲！！！！！！！！！！
该下还泥马是下！！！！！！
泥马你喊,或是不喊！！！！！！！！！
尼玛劳资在那里啊有木有！！！！！！！！
不会care！！！！！
小黑孩！！！！！
你不会是Yahoo messageboard上的IB泥马CNU吧?！！！！
尼玛你24/7的pump有木有！！！！！！！！！！！！！
不管涨泥马还是跌有木有！！！！亲！！！！！！
从70一直到5累不累有木有！！！！！！！
累不累啊有木有！！！！！！！！！！！！
你伤不起啊啊啊！！！！！！ |
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i**********0
发帖数: 73 | 29 LDK Solar sees FY11 revenue $3.5B-$3.7B vs. consensus $3.06B
For FY11, LDK Solar expects revenue in the range of $3.5B-$3.7B, wafer
shipments
of 2.7 to 2.9 gigawatts, module shipments of 800 MW to 900 MW, in-house
polysilicon production of 10,000 MT and 11,000 MT, in-house cell production
between 500 MW and 600 MW, and gross margin between 24% and 29%. |
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g****5
发帖数: 1184 | 30 zijing, you can only short 4Q, never long it now, tooooooo risky!!!! |
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f******r
发帖数: 437 | 33 以前叫3Q， 后来给改成4Q, 现在又变3Q了，
哪位知道什么原理， 没事把散户搞晕的一种手段？ |
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w******i
发帖数: 1476 | 34 总觉得HDY很hyper, promise very good, it will start to drill around 4Q
我在上面赚了不少钱, 想4.5进 |
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k********n
发帖数: 18523 | 35 no need any news.(might be capacity cut for 4Q)
at this level airline is a screaming buy..
watch and learn... |
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d**u
发帖数: 1065 | 37 应该long。明天苹果店肯定排长队，4Q sales猛增。明年1Q烧最佳。 |
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E**O
发帖数: 1980 | 40 4个Q太沉重飞不起来，3Q轻多了，今年屡创10年新高。 |
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g***l
发帖数: 18555 | 41 MTG op statistics VERY positive-- biggest sequential drop in defaults (-2.3%
) since the seasonally strong month of April. New business is $1.4 bil, so $
2.8 bil through 2 months, already ahead of their low-end forecast for the
quarter.
Unemployment claims drop to 381K, the lowest level in 9 months. (estimate
was 395K).
CSFB raising MTG estimates for 4Q. |
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x********o
发帖数: 2092 | 42 有完没完啊，欧洲危机都叫嚣大半年了。
天要塌了，你们赶快去准备后事吧 |
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i*******e
发帖数: 1904 | 43 Just FYI. Why asked us to prepare the funeral? |
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r****c
发帖数: 2585 | 44 应为他是牛啊，所以说你说可能熊了不管对不对都不高兴 |
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j*****7
发帖数: 4348 | 45 DNDN从FA上面来讲是清楚的的，4q (2011) rev出来好了一点点就涨了一倍， q1 (2012
) 如果能比 q4再好一些的， 看mid 20's没啥问题。
去年爆炸前的rev的预计也就是350m一年吧， 那时对应的股价就是三十几块。 |
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R****r
发帖数: 609 | 46 est. vs act.
$1.82 $1.81
Revenue increased 23.7% to $596.7 million
Comparable restaurant sales increased 11.1%
Restaurant level operating margin was 26.1%, an increase of 20 basis
points
Food costs were 32.2% of sales, an increase of 120 basis points driven
by higher commodity costs
Net income was $57.5 million, an increase of 23.7%
Diluted earnings per share was $1.81, an increase of 23.1%
Highlights for the twelve months ended December 31, 2011 as compa... 阅读全帖 |
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l*********m
发帖数: 16971 | 47 over priced. should be below $100. |
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k********n
发帖数: 18523 | 49 他们要share buy back.
Very bad hint
See ya at sub 300 |
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w******t
发帖数: 1929 | 50 怎么一堆increase, 一个decrease?
earnings per share 1 cent less than estimation |
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