e****i
发帖数: 2152 | 1
6500
你能解释以下你上面的话是啥意思吗.我没看懂.
pop kids learning centers不是learning center吗.
下面的那段不知道是什么意思.能不能详细的解释以下.
1.280k在泰兴是谁花的钱啊.哪里来的数据?
2. 1000个小孩.哪里的数据说有一千个小孩啊.还有一千个小孩怎么就肯定能赚钱了呢.
3. 为什么这样的中心至少2-5个?
4.为什么6500个打不住?
我没有EDU的股票,看了报告的前20页. |
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s******v
发帖数: 4495 | 2 你花上20分钟，仔细看看那个report，加上你中国的背景，对中国的了解，就知道，MW
是蒙老外的。
MW和EDU的员工有一段谈话，关于在江苏？泰兴开办POP Kids Center，头三年一次性交
60-80万加盟费，每年交8万年费。平均一年花费是28万，加上其他费用就算60万。1个
小孩1年交600 RMB，就是1000个小孩就可以赚钱了。对于泰兴，1000个小孩不是问题吧
。怎么也要2-3个学校把。
就是说，如果EDU是靠这种franchises去开学校，全中国不可能只有650 centers。6500
是夸张，就是那个意思。
而且，report就是自相矛盾，录音里说，EDU只收franchises年费，不管业务，连老师
都不派，那么如何把这些franchise收入加到自己的报表里面？
呢. |
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L***m
发帖数: 4594 | 4 加盟费当然是要算进总收入的,你的意思是说新东方少算了毛收入?
MW
6500 |
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p********n
发帖数: 2046 | 5 o..泰兴，好多BUDDY是泰兴的，不稀饭去上（海走）的。
6500 |
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L***m
发帖数: 4594 | 6 你要赶紧教育老外啊,别让浑水得逞!!!!
6500 |
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U********f
发帖数: 2482 | 7 市场不光是关注MW报告，还关注VIE结构。
6500 |
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m********7
发帖数: 841 | 8 老俞的反驳，反正我是信了。
http://www.21cbh.com/HTML/2012-7-20/3NNDA3XzQ3ODM3Nw.html
“如果投资者是因为我的原因而损失，我自杀的心都有了，但他们不是，他们的损失是
因为浑水的报告”，面对18日浑水公司（Muddy Waters Research）长达100页的做空报
告，“俞校长”语调平静。
浑水公司的指责重点包括：1，新东方未披露加盟及加盟店信息；2加盟及加盟店营收并
表不合理，存在财务欺诈；3，税收减免不合理；4，业绩增长问题；5，审计及审计费
问题。
在俞敏洪看来，浑水的指责大多断章取义，都是可以解释清楚的。在7月19日下午接受
《21世纪经济报道》的专访时，俞敏洪对浑水的指责一一回应。
在中概股眼中，浑水早已不陌生，从2009年开始，包括分众传媒在内的不少中概股都遭
受过浑水的做空袭击。而这一次对新东方的报告发布时间，也显示了浑水的“成熟”：
选择了新东方受SEC（美国证券交易委员会）调查的第二天。
7月18日，新东方（NYSE：EDU）宣布收到SEC关于VIE结构调整的调查函件，当日股价下
跌近35%。
新东方在7月1... 阅读全帖 |
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P**6
发帖数: 4699 | 9 赚了钱的赶快跑吧
Muddy Waters Research tweeted that New Oriental Education management told a
number of "big lies" on its call last night and they will expose per its
schedule. |
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k******r
发帖数: 4011 | 10 持有这种股票的人
怎么才能及时知道 sec 调查了 或者第二天 muddy water 出报告了 ？
第一天是跌的很瞬间
看第二天的下跌很缓慢，及时指导报告，还是能快点走啊 |
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j****y
发帖数: 123 | 11 Glancy Binkow & Goldberg LLP Announces Class Action Lawsuit Against New
Oriental Education & Technology Group Inc.
27 minutes ago - BusinessWire via Comtex
Notice is hereby given that Glancy Binkow & Goldberg LLP has filed a class
action lawsuit in the United States District Court for the Central District
of California on behalf of a class consisting of all persons or entities who
purchased the American Depositary Shares ("ADSs") of New Oriental Education
& Technology Group Inc. ("EDU" or the "C... 阅读全帖 |
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s******e
发帖数: 696 | 12 muddy water is shorting them.
i would stay away.
i am also shorting fmcn and svm |
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m******u
发帖数: 12400 | 13 why short svm？
发信人: scarface (人生犹如一场电影), 信区: Stock
标 题: Re: EDU怎么样啊？
发信站: BBS 未名空间站 (Sun Sep 16 23:42:34 2012, 美东)
muddy water is shorting them.
i would stay away.
i am also shorting fmcn and svm |
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c*******9
发帖数: 6411 | 14 all my friends are using EDU
muddy water is jerk.
great company.
worth 30-35 |
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c*******9
发帖数: 6411 | 15 muddy has no credibility.
i think the stock move related to the possible settlement of SEC suit.
that will get it well into 20s
18 |
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c*******9
发帖数: 6411 | 16 I think Muddy has cover their short |
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c*******9
发帖数: 6411 | 17 muddy has no credibility.
i think the stock move related to the possible settlement of SEC suit.
that will get it well into 20s
18 |
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c*******9
发帖数: 6411 | 18 I think Muddy has cover their short |
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T*C
发帖数: 5492 | 21 muddy water is too evil. but there are so many no-brainer followers in the
world |
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s******e
发帖数: 696 | 22 from what i know, muddy water indeed spoke negatively several times about
bidu and robin li. but i dont know if they are working on reports or not. |
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b*****p
发帖数: 9649 | 23 谢谢大侠。目前的EDU价位的确不错。
刚刚看了ER call的记录
http://seekingalpha.com/article/958961-new-oriental-education-a
ER的确不好，但EDU claim这些和MW的攻击都有关系。
１、reputation soften 所以学生少了。
2、significant expenses related to the SEC investigation and defending
ourselves against the Muddy Waters unfounded allegations
between $8 mill and $10 million。花了不少钱啊。下次EDU肯定要加倍小心了，不会
随便回答任何一个问题了。
good news:
1、SEC的调查应该告以段落了。positive to EDU
2、还在高速发展中： representing year-over-year growth in the range of 25%
to 30%
Next, only 元芳 knows. |
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m********7
发帖数: 841 | 24 雪球上看见一个小道消息，
有人能确认一下吗？ 谢谢
$新东方(EDU)$ III. VIE：Basically SEC cleared it upon its 20-F filing.
Muddy Water's accusation is w/o ground at all. But pls be noted that, as a
normal practice, SEC will never issue such a thing called official clearance
announcement. The Co. Has been doing doc for SEC on the issue. One partners
of the Simpson Thacher & Bartlett EDU hires was a formal member of SEC's
enforcement Division. 大摩上周跟CFO谈后的评论 |
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s******e
发帖数: 696 | 25 bidu 是个屁的价值投资。街上都知道muddy water 到处bash ta, 只是没公开report.
加上focus media, 最popular 的short |
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g**********2
发帖数: 2408 | 26 俞敏洪：感谢SEC脱光式调查 英语进步一大截
中国概念股因SEC指控四大会计师事务所在华业务而再次大跌，如果两国监管制度的鸿
沟依然存在，俞敏洪这样的“中国好人”就不会被SEC排除作恶的可能
俞敏洪称SEC反复调查让自己英语提高
文_本刊记者 马钺 林默 编辑_吴金勇
【《中国企业家》】“你得让对方感觉到，你是一个好人。”回忆今年新东方教育
科技集团(NYSE：EDU)遭遇美国证券交易委员会(SEC)调查的经历，俞敏洪[微博]跷着二
郎腿坐在沙发上，神情轻松。
关于他是否是一个“好人”的重要性，从未像今年7月以来那样显著，它不再是个
人问题，而是关系到新东方能否在美国资本市场继续立足，有人甚至担心这会成为在美
上市中概股遭遇新一轮做空狙击的触发点。
7月17日，新东方宣布其调整VIE结构的动作引来了SEC调查，公司股价下跌34%，第
二天，浑水(Muddy Waters)发布研究报告，给予新东方“强烈卖空”评级，导致新东方
股价再度下跌35%。SEC是代表美国股民和政府对上市公司进行管理和监督的官方机构，
倘若失去它的信任，就可能被停牌或摘牌，这家公司无论在中国还是美国都将名声扫... 阅读全帖 |
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g**********2
发帖数: 2408 | 27 Question-and-Answer Session
Operator
Thank you. Ladies and gentlemen, we will now begin the question-and-answer
session. (Operator Instructions) Your first question now comes from the line
of Philip Wan from Morgan Stanley. Please ask your question.
Philip Wan - Morgan Stanley
Hi, Louis and Sisi, thanks for taking my question. My question is about your
overseas business, as you mentioned you are seeing intensifying competition
, could you elaborate a little bit more on where do you see tougher
c... 阅读全帖 |
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g**********2
发帖数: 2408 | 28 Question-and-Answer Session
Operator
Thank you. Ladies and gentlemen, we will now begin the question-and-answer
session. (Operator Instructions) Your first question now comes from the line
of Philip Wan from Morgan Stanley. Please ask your question.
Philip Wan - Morgan Stanley
Hi, Louis and Sisi, thanks for taking my question. My question is about your
overseas business, as you mentioned you are seeing intensifying competition
, could you elaborate a little bit more on where do you see tougher
c... 阅读全帖 |
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r***l
发帖数: 9084 | 32 none, last year i remember leTV (listed in shanghai) claimed they started
making money, but who knows.
The dilemma for yoku and sohu video is, they are competing with tencent and
baidu. Yes, yoku had early edge because baidu and tencent didn't go into
video market at the very beginning. But now they are serious trying to beat
yoku. Look at ctrp. After baidu joined the party, ctrp was crushed. I won't
bet on yoku if the other side is evil penguin and baidu.
As long as there are 4-5 major players ... 阅读全帖 |
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r***l
发帖数: 9084 | 35 http://news.sh.soufun.com/2013-04-17/9926181.htm
be honest, i don't like it. It does show some signs or at least it is
suspicious that management is trying to dig money out of company. Of course,
xin could still be real and management was just trying to get some free pie
. But it ruined their credibility. I just sold all my shares, still made
some money but really no need to step in muddy water even there is a slight
piece of evidence pointing to fraud on a small chinese company. |
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B*******n
发帖数: 20645 | 37 sell limit order 412, muddy horse |
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B*******n
发帖数: 20645 | 40 一买就亏!!!!!
muddy horse paralyzed |
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B*******n
发帖数: 20645 | 41 PCP是个大路色
muddy horse run @192 |
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B*******n
发帖数: 20645 | 42 muddy horse, not filled yet. |
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B*******n
发帖数: 20645 | 43 cut @77.53
6c loss
seems that MM's don't encourage day-trading, muddy horse. |
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B*******n
发帖数: 20645 | 44 too many bears around, and the number keeps increasing ...
my target of SPX is revised up to 1750
from here straight up through year end.
BXZL, YMYD; muddy horse! |
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B*******n
发帖数: 20645 | 45 HPQ crashed, muddy horse help! |
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D******e
发帖数: 11265 | 46
muddy horse, as long as you yell, the market is up and up...
熊熊恨死你了 |
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D******e
发帖数: 11265 | 47
muddy horse, 六师傅都失态了，我赶劲卖卖卖 |
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