R****r
发帖数: 609 | 1 "share buy back" should boost the share price. Why do you think this is bad
sign for the company? |
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R****r
发帖数: 609 | 3 开始泄了, 开盘两小时的成交量就快超过平时一天的量. |
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k********n
发帖数: 18523 | 5 等着看卸货吧
这种破烂， 廉价劳动力还能持续多久？
如果没有非法廉价劳动力，丫的profit margin打对折 |
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m********0
发帖数: 2717 | 7 你太乐观了，
Germany May Cut Solar Tariffs 20%-35% on April 1, Citigroup Says 91) ☆
By Gelu Sulugiuc
Feb. 14 (Bloomberg) -- Cut in feed-in tariffs would be
greater than 10%-20% avg. mkt expectation, Citi analysts led by
Timothy Arcuri write in note to clients.
• Cut seen larger than expected because key German lawmakers
believe country may
see 4 GW new solar installs in first 4 mths of 2012 vs 4.2 GW in 4Q
2011, Citi
says
• This would reduce project IRR from high s... 阅读全帖 |
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y***y
发帖数: 151 | 8 百度和搜狐给的2012的outlook都很一般，估计sina也不会好哪里去。
4Q的结果可能很平淡，一旦2012outlook 不好，或是weibo挣钱的进展稍慢，至少得5%
down。新浪2011年仍了US$120m在weibo上，如果还不见钱进来，会让人着急的。
百度的outlook给很多mm都提了个醒，中概垄断性的hyper growth阶段已经结束。 |
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f*********8
发帖数: 130 | 9 BREAKING: $AAPL announces $2.65 quarterly dividend in 4Q fiscal 2012 (starts
July 1) board authorizes $10 bln share buyback begin Sept. 30 |
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w********2
发帖数: 16371 | 10 【 以下文字转载自 Apple 讨论区 】
发信人: wavelets02 (消失), 信区: Apple
标 题: Apple: Street Debates iPhone’s Role in U.S. Smartphone ‘C
发信站: BBS 未名空间站 (Tue Apr 24 14:27:28 2012, 美东)
As Apple‘s (AAPL) shares sag $9.30, or 1.6%, to $562.40 following results
from AT&T (T) this morning that saw fewer iPhone activations last quarter
than some expected, and with only hours to go till Cupertino’s fiscal Q2
report tonight, the Street is out in force debating the implications.
AT&T activated 43% fewer iPhones in the quart... 阅读全帖 |
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m******u
发帖数: 12400 | 11 发信人: katcow (猫牛), 信区: Military
标 题: zt: 马岛之战全纪录
发信站: BBS 未名空间站 (Wed Aug 8 15:12:23 2012, 美东)
马岛之战全纪录
1982年4月至7月，日渐没落的大英帝国和穷途末路的阿根廷军政府，为了脸面和未
来，在南大西洋弹丸之地马尔维纳斯群岛使用当时最先进的武器展开了人类第一场现代
战争。战争由阿根廷首先挑起，但74天后英国倾举国之力跨洋反击最后赢回了尊严。阿
根廷军政府则在此后立即倒台。马岛之战中涌现出的经典战例一直为各国反复研究，堪
称后世战争之样板。
马尔维纳斯群岛（Islas Malvinas），英国称福克兰群岛（Falkland Islands），
位于阿根廷南端以东的南大西洋水域，西距阿根廷500多公里。岛上居民97%是英国人后
裔，2/3居住在首府斯坦利港（Port Stanley），马岛属英海外领地，除外交与军事事
务外，由岛民实行"自治"。总督代表英女王行使行政权。英国在马岛派有驻军1700人。
马岛在十六世纪被发现，十八世纪成为西班牙殖民地，十九世纪阿根廷脱离西班牙独立
之后宣布马岛主权... 阅读全帖 |
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T*C
发帖数: 5492 | 12 不着急，4Q的revenue 就会涨，明年到35不是问题 |
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g****e
发帖数: 1426 | 13 DUEXIS EU approval in 4Q. |
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u**********n
发帖数: 8905 | 14 Bank of America profit falls 63 percent in 4Q
可以进点，不是all in的时候。 |
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t*********t
发帖数: 1058 | 15 Netflix, Inc. After Hours Trading
NFLX
$139 * 35.74 34.61%
NETFLIX SHARES SURGE AFTER IT CRUSHES EARNINGS ESTIMATES (NFLX)
etflix's announced its 4Q numbers this afternoon.
The results beat analyst's expectations and the stock is up over 30% after-
hours.
The two big numbers are below:
Revenue: $945 Million versus $934.5 Million
EPS: $0.13 versus -$0.13
Earnings Guidance: sees 1Q EPS $0.00-$0.23, estimated was -$0.07.
Read more: http://www.sfgate.com/technology/businessinsider/article/NETFLIX-... 阅读全帖 |
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B*******n
发帖数: 20645 | 16 It's Time To Buy National Oilwell Varco
For those of you looking to invest in the oil and gas equipment and services
stocks, there are plenty of choices out there for you. The entire industry
seems to be an enticing place to park your cash, especially for those oil
bulls out there. But of all the oil and gas equipment companies out there,
one stands out as the true champion of the group: National Oilwell Varco,
Inc. (NOV).
The company has proven to be the top dog in the industry, strategically
e... 阅读全帖 |
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H******i
发帖数: 4704 | 17 Ben Schachter, Macquarie Equities Research:
Reiterates an Outperform rating and a $305 price target. Schachter raised
his 2013 estimates to $73.53 billion in revenue, $5.53 billion in Ebitda, up
from $73.3 billion, $5.35 billion, while maintaining his estimate for $3.04
per share in adjusted EPS. “AMZN posted another solid quarter. A quarter,
however, that is unlikely to change many opinions about the stock. We remain
bullish given the margin potential, growing market opportunities in
emerging b... 阅读全帖 |
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H******i
发帖数: 4704 | 18 Doug Anmuth, J.P. Morgan:
Reiterates a Neutral rating, and cuts his price target to $285 from $300.
Anmuth cut this year’s estimate to $73.92 billion in revenue, $2.05 billion
in CSOI, and $1.13 per share in GAAP profit, down from $75.54 billion, $2.
12 billion, and $1.63. “Amazon’s 1Q13 results were mixed and overall
support our view that gross profit and other key metrics across the Amazon
platform could continue to slow in upcoming quarters [...] There are clearly
a lot of moving pieces in Am... 阅读全帖 |
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s*******d
发帖数: 3786 | 19 "We expect 3Q and 4Q to be difficult, with comp store sales likely showing a
slower-than-expected improvement," Goldman said in a research note on
Penney's credit. |
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k******a
发帖数: 2436 | 20 DXY drops like a stone. AAPL profit in 2013 4Q would be even higher. We can
expect to hold AAPL till end of year and dump it just before Yellen. |
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s******e
发帖数: 696 | 21 From Merrill:
TSLA reported 3Q13 adj. EPS of $0.12 (ex. lease acct.), below our $0.20
estimate. We note that consensus EPS of $0.11 appears to have been skewed
lower by forecasts including the effect of lease accounting, and therefore
is likely not comparable.
In our view, 3Q highlights the challenging path that lies ahead for Tesla,
particularly given that the bull thesis appears to assume high-teen, luxury-
vehicle EBIT margins by 2020, despite most sales being attributable to the
mass market ... 阅读全帖 |
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b********3
发帖数: 994 | 22 SolarCity Sees 4Q Loss/Shr 55c-Loss 65c
这个要命 |
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a*****b
发帖数: 2789 | 23 等4q吧，现在和tsla飚的前段很像
★ 发自iPhone App: ChineseWeb 7.8 |
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a*****b
发帖数: 2789 | 24 我要hold过4q
胆小的可以现在出，也可以拿到解禁前一天出
★ 发自iPhone App: ChineseWeb 7.8 |
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N*****d
发帖数: 9872 | 26 Show article details.
Nimble Storage reports $13.2 million loss
MARKETWATCH – 4:14 PM ET 02/27/2014
Nimble Storage loss, ex-items, is 14 cents a share
MARKETWATCH – 4:08 PM ET 02/27/2014
Nimble Storage net loss is $13.2 million
MARKETWATCH – 4:08 PM ET 02/27/2014
Nimble Storage reports sales of $41.7 million
MARKETWATCH – 4:08 PM ET 02/27/2014
Nimble Storage 4Q Loss $13.2M >NMBL
DJ REALTIME NEWS – 4:05 PM ET 02/27/2014
亏损的股票，主动权在庄家那里。人家说100块也可以（前景好），5块也可以。 |
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g****e
发帖数: 1426 | 27 Catalyst event: AGS-004 phase IIB result on HIV
Timing: 4Q (09/26日电话录音中明确提到，原话是next quart）
Current MC <$200m, 严重低估，看好原因：
1. 有一个药在三期: AGS-003: phase 3 trial in mRCC under FDA SPA. 在二期时结
果相当好,
median OS 2X greater and long-term survival 4X greater than standard
therapies 。尽管这个三期最终结果要到2016年，但2015有很多data readout
catalysts (25%, 50%, 75% of events interim data analysis. 大家可以看看它公司
的presentation slides:
http://ir.argostherapeutics.com/events.cfm
2. AGS-004 phase IIA结果也不错，看好AGS-004 phase IIB结果.
http://w... 阅读全帖 |
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O**l
发帖数: 12923 | 28 到底是3q miss导致全年下调
还是4q will miss 导致全年下调
区别大了 |
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d******5
发帖数: 4273 | 29 Zillow up 4.8% amid vague buyout rumors
Jun 19 2015, 12:32 ET
Like Twitter, Zillow (NASDAQ:Z) is getting a lift from vague market chatter
that it's a buyout target. 1.45M shares have been traded thus far vs. a 3-
month daily average of 1.78M.
Friday short-covering could be helping out: 16.8M shares (32% of the float)
were shorted as of May 29.
Oppenheimer's Jason Helfstein (Perform rating) issued a cautious note on
Tuesday, arguing slowing traffic growth could put 2016 Street estimates at
risk. ... 阅读全帖 |
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d******5
发帖数: 4273 | 30 Zillow up 4.8% amid vague buyout rumors
Jun 19 2015, 12:32 ET
Like Twitter, Zillow (NASDAQ:Z) is getting a lift from vague market chatter
that it's a buyout target. 1.45M shares have been traded thus far vs. a 3-
month daily average of 1.78M.
Friday short-covering could be helping out: 16.8M shares (32% of the float)
were shorted as of May 29.
Oppenheimer's Jason Helfstein (Perform rating) issued a cautious note on
Tuesday, arguing slowing traffic growth could put 2016 Street estimates at
risk. ... 阅读全帖 |
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u******n
发帖数: 5727 | 32 感觉gpro 4q profit估计不错，就是不知道guideline如何。。 |
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C********1
发帖数: 5281 | 34 谢谢，我看了一下XIN 2014 4Q销售暴涨，看看这趋势是不是能延续。 |
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o****x
发帖数: 287 | 35 我虽然不是会计, 也不是金融专业的, 但我炒股的时间long enough to understand
that大部分公司在topline growth不行的情况下, 就是用所谓的one time expense, 比
如share-based compensation expense来pop-up non-GAAP的revenue的,
你如果仔细看表, 去年4Q也有4313的share-based compensation expense, 都快成常态
了, 还叫one time吗?
LOL!!!
March
the |
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u********3
发帖数: 3785 | 36 数据比我预期的还差些啊，4Q 6.8%。。。其他几个都没beat |
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y***r
发帖数: 16594 | 38 我不信，不过我re一下。
这个股票太surprise人了。多少明星hedge fund的top holding呀。去年4Q paulson还
加持了50% |
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C****s
发帖数: 107 | 39 我看了一下昨天twtr的季报，做了一些很粗糙的分析，觉得有这个可能性，请大家各抒
己见。 |
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k**********i
发帖数: 8706 | 41 肯定被收购，内部人和投行关联做M&A的动力太足了
抬股价很累的 |
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发帖数: 1 | 42 内部人士都在卖。。股市又在高点。。现在没有人愿意当冤大头吧。。。 |
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y***x
发帖数: 85 | 43 请问ttjb1234从哪里了解到的“内部人士都在卖”？ |
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j**********r
发帖数: 3798 | 45 4q科技股跌不下去了，只会year end rally。 |
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e******e
发帖数: 10121 | 46 恭喜。
4Q厉害吧？大家都靠了吗？
：BA我是这里大股东 |
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发帖数: 1 | 47 1）大股东套现
2）4Q17收入和盈利双双低于预期。环比收入增幅很小，盈利其实是下降的（4Q盈利中
投资收益不少，要去掉看核心盈利）
3）最近国内的政治风险不小。 |
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z*****u
发帖数: 3010 | 48 goog 去年4Q的 EPS是
（7.73+5.01+9.57+9.7）=32.01
1050/32.01=32.08
PE 也就是30出头， 如果你1000捞的 就是30左右 |
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发帖数: 1 | 49 是。另外4Q的guidance也低于预期。我本来盘后在206买了点。不过仔细看了财报，低
于预期的东西太多！Mac和iPad销量也同比下降，不见改善！又全卖了！
要捞的明天200 以下有机会。 |
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