l**********y
发帖数: 2050 | 1 2月9日
CCE Coca-Cola Enterprises Inc
Q4 2011 Coca-Cola Enterprises Inc Earnings Release
$ 0.36 n/a $ 0.28 9-Feb BMO
EXPE Expedia Inc
Q4 2011 Expedia Inc Earnings Release
$ 0.61 n/a $ 0.32 9-Feb 4:00 PM
IFF International Flavors & Fragrances Inc
Q4 2011 International Flavors & Fragrances Inc Earnings Release
$ 0.71 n/a $ 0.69 9-Feb
LO Lorillard Inc
Q4 2011 Lorillard Inc Earnings Release
$ 1.... 阅读全帖 |
|
l**********y
发帖数: 2050 | 2 2月17日
CPB Campbell Soup Co
Q2 2012 Campbell Soup Co Earnings Release
$ 0.62 n/a $ 0.71 17-Feb
EOG Eog Resources Inc
Q4 2011 Eog Resources Inc Earnings Release
$ 0.87 n/a $ 0.36 17-Feb
VTR Ventas Inc
Q4 2011 Ventas Inc Earnings Release
$ 0.89 n/a $ 0.77 17-Feb BMO
2月20日
COG Cabot Oil and Gas Corp
Q4 2011 Cabot Oil and Gas Corp Earnings Release
$ 0.15 n/a $ 0.19 20-Feb AMC
OK... 阅读全帖 |
|
l**********y
发帖数: 2050 | 3 Source: www.earnings.com (S&P 500 Company only)
Earnings Releases - Confirmed:
SYMBOL COMPANY
EVENT TITLE
EPS ESTIMATE EPS ACTUAL PREV. YEAR ACTUAL Date/Time (ET)
1月23日：
HAL Halliburton Co
Q4 2011 Halliburton Co Earnings Release
$ 0.99 n/a $ 0.68 23-Jan
ZION Zions Bancorporation
Q4 2011 Zions Bancorporation Earnings Release
$ 0.33 n/a -$ 0.62 23-Jan AMC
1月24日：
APD Ai... 阅读全帖 |
|
l**********y
发帖数: 2050 | 4 2月3日
AON Aon Corp
Q4 2011 Aon Corp Earnings Release
$ 0.97 n/a $ 0.84 3-Feb BMO
BEAM Beam Inc
Q4 2011 Beam Inc Earnings Release
$ 0.67 n/a $ 0.63 3-Feb BMO
EL Estee Lauder Companies Inc
Q2 2012 The Estée Lauder Companies Inc. Earnings Release
$ 1.01 n/a $ 1.77 3-Feb BMO
SPG Simon Property Group Inc
Q4 2011 Simon Property Group Inc Earnings Release
$ 1.90 n/a $ 1.78 3-Feb BM... 阅读全帖 |
|
l**********y
发帖数: 2050 | 5 Source: www.earnings.com (S&P 500 Company only)
Earnings Releases - Confirmed:
SYMBOL COMPANY
EVENT TITLE
EPS ESTIMATE EPS ACTUAL PREV. YEAR ACTUAL Date/Time (ET)
1月4日：
MOS MOS Holdings Inc
Q2 2012 The Mosaic Company Earnings Release
$ 1.32 n/a $ 1.01 4-Jan AMC
1月5日：
APOL Apollo Group Inc
Q1 2012 Apollo Group Inc Earnings Release
$ 1.18 n/a $ 1.63 5-Jan
STZ Constellati... 阅读全帖 |
|
l**********y
发帖数: 2050 | 6 Source: www.earnings.com (S&P 500 Company only)
Earnings Releases - Proposed:
SYMBOL COMPANY
EVENT TITLE
EPS ESTIMATE EPS ACTUAL PREV. YEAR ACTUAL Date/Time (ET)
CEG Constellation Energy Group Inc
Q4 2011 Constellation Energy Group Inc Earnings Release
$ 0.62 n/a $ 0.42 30-Jan - 1-Feb
VMC Vulcan Materials Co
Q4 2011 Vulcan Materials Co Earnings Release
-$ 0.37 n/a -$ 0.36 30-Jan - 4-Feb
CBG CBRE Grou... 阅读全帖 |
|
o*o
发帖数: 5155 | 7 Warriors @ Grizzlies (Apr 09, 2016)
(CC = Correct Call, IC = Incorrect Call, CNC = Correct Non-Call, INC = Incor
rect Non-Call)
Q4 01:53.0 Foul: Loose Ball Draymond Green Vince Carter INC
Green (GSW) dislodges Carter (MEM) affecting his ability to retrieve the reb
ound.
Video
Comment:
Q4 01:43.0 Foul: Personal Zach Randolph Stephen Curry CNC
Randolph (MEM) makes incidental contact with Curry (GSW) that does not affec
t his RSBQ.
Video
Comment:
Q4 01:23.0 Foul: Personal Harrison Barnes Lance Step... 阅读全帖 |
|
f***y
发帖数: 4447 | 8 http://tech.sina.com.cn/csj/2019-11-25/doc-iihnzhfz1470637.shtml
来源：宁南山（ID:ningnanshan2017）
中国与美国贸易战自2018年3月份爆发以来，已经持续了20个月的时间，在之前的
多篇文章里面，我们已经提到了中国与美国的竞争核心产业在信息技术产业，这是人类
以后很长一段时间内最赚钱的产业，而从底层的硬件，基础软件到应用软件，美国都占
据绝对优势，而在美国以外，只有中国能与之全面竞争，其他国家和经济体只能在某个
方面相对美国占据优势。
在这20个月的时间里面，中国的半导体产业在危机意识的刺激下，加快了技术和工
艺进步的步伐。
本文关注下制造领域的进展。
1：中芯国际和华虹的进展快速
我们首先看下主力军中芯国际的进展情况，
中芯国际在2018年2月8日发布的2017年的全年财报，并没有提到14nm技术的研发进
展情况，只是提到“我們成功上量 28 納米技術產品組合，在 2017 年四季度收入貢獻
超過10%。”
“同時，我們繼續擴展技術平臺，多樣化收入來源”，这里说的技术平台扩展，是
指在更多的行业获取收入... 阅读全帖 |
|
t**8
发帖数: 4527 | 9 NBA总决赛第1场的最后2分钟裁判报告出炉，报告支持裁判在第四节最后36秒观看录像
回放并改判杜兰特的进攻犯规为詹姆斯的阻挡犯规，但是裁判报告也指出德雷蒙德-格
林在第四节最后时刻的犯规和违例都漏判了。
昨天比赛最具争议的一次吹罚就是杜兰特的突破先被吹进攻犯规，随后裁判因为出
现意见分歧而观看了录像回放，最终改判詹姆斯阻挡犯规。针对这个争议吹罚，裁判报
告支持裁判的吹罚。
“当时裁判并不确定詹姆斯是否站在限制区。”裁判报告里写道，“通过观看录像
回放，显示詹姆斯是站在限制区之外。裁判还需要确认詹姆斯是否处于合理的防守位置
，但回放显示他并没有处于一个合理的防守位置，因为他的身体倾斜而且在发生身体对
抗的时候朝着杜兰特的方向移动。”
不过裁判报告还提到第四节最后时刻德雷蒙德-格林的犯规和违例都漏判了。
第一次发生在第四节最后还剩12秒，格林在防守时抓住了詹姆斯的手臂。如果当时
吹格林犯规，那么站上罚球线的应该是詹姆斯，而不是乔治-希尔。虽然希尔的罚球比
詹姆斯更好，但是他昨天2罚1中，比赛被拖入加时。
第二次发生在希尔的第2次罚球，格林提前进线，但裁判报告指出裁判当时不太可
能及时吹罚，... 阅读全帖 |
|
p*********e
发帖数: 32207 | 10 ☆─────────────────────────────────────☆
umich (luckychen) 于 提到:
想换车,相对Q5来说看中GLK的内饰
最近有人买过么?都大概砍到什么个价钱?
truecar.com上面的数字值得相信么,好像这个网站才开了不久啊,reliability怎么样?
thx
☆─────────────────────────────────────☆
yeemartin (猪头) 于 (Mon Jul 20 23:46:29 2009, 美东) 提到:
最近国内好像奥迪风头很劲。
☆─────────────────────────────────────☆
umich (luckychen) 于 (Tue Jul 21 00:20:47 2009, 美东) 提到:
是啊,Q5是卖的不错,这里dealer手里都没什么车了,要等'10的车
☆─────────────────────────────────────☆
fatboyslim (fatboyslim) 于 (Tue Jul 21 17:16:... 阅读全帖 |
|
l***n
发帖数: 812 | 11 This is the express transcript from Factset.
Operator: Good morning and welcome to the First Quarter 2011 Western
Refining Earnings Conference Call. After the speakers' opening remarks,
there will be a question-and-answer period. [Operator Instructions] As a
reminder, ladies and gentlemen, this conference call is being recorded and
your participation implies consent to our recording of this call. If you do
not agree with these terms, please disconnect at this time. Thank you.
I would now li... 阅读全帖 |
|
y*d
发帖数: 2226 | 12 没仔细研究
胡乱看了下过去几个Quarter的ER，去年Q2有一个奇高的income
应该是卖了什么资产之类的一次性收入
之后cash应该比较充足，所以Q3、Q4能够折腾一下
但是12 Q4与11 Q4比增长很有限
如果考虑到12 Q4是一个互联网广告行业表现异常出色的quarter，AOL的Q4 ER应该是
below average了
你可以参考下Google，FB，Yahoo的Q4表现，就知道12 Q4是这个行业里一个怎样神奇
的quarter了（注意yahoo有一个unusual expense记入了Q4，所以拉低了income） |
|
D*****o
发帖数: 387 | 13 我觉得不看好， 建议大家看看gpro的inventory days 和 Q4 的guidance，去年Q4
Gpro大爆发才导致现在有如此好的PE，但是现在按照Gpro财报上来看Q4是很有可能会出
现contraction，因为新品的margin rate降低，旧货产品的库存过高。
这样考虑的话GPRO Q4/2015或者Q1/2016会很惨，所以GPRO反弹的基础不存在了，如果
继续看涨那也会是市场泡沫带来的，如果2016美国大盘出现问题，GPRO有这么多向下的
力量了，肯定会是首当其冲。
如果那样的话 PE就会大幅上涨，现在是15，等Q4/2015财报之后就不是这个数了，所以
大庄家这个时候肯定会把Gpro出掉，然后坐等Q4出来再判断。 如果今年GPRO的Q4的
earning是 0.6(428% of Q3/2015, 75% of Q4/2014)，年earning是 1.1 左右，公司到
时候PE最多就只有15，那么那个时候的股价是 16左右。
所以按照现在的PE来算切入点，我觉得是非常值得商榷的。 |
|
d******5
发帖数: 4273 | 14 Tesla misses by $0.44, misses on revenue
Tesla (NASDAQ:TSLA): Q4 EPS of -$0.13 misses by $0.44.
Revenue of $956.66M (+55.5% Y/Y) misses by $273.34M.
Tesla's Q4 hurt by delayed deliveries; strong 2015 growth expected
Tesla Motors (NASDAQ:TSLA) announces it delivered 9,834 vehicles in
Q4. 11,627 vehicles were produced, leading the company to hit a 2014
production target of 35K Model S units.
Q4 results were hurt by delayed Model S P85D deliveries caused by "a
combination of customers being on vaca... 阅读全帖 |
|
d******5
发帖数: 4273 | 15 Tesla misses by $0.44, misses on revenue
Tesla (NASDAQ:TSLA): Q4 EPS of -$0.13 misses by $0.44.
Revenue of $956.66M (+55.5% Y/Y) misses by $273.34M.
Tesla's Q4 hurt by delayed deliveries; strong 2015 growth expected
Tesla Motors (NASDAQ:TSLA) announces it delivered 9,834 vehicles in
Q4. 11,627 vehicles were produced, leading the company to hit a 2014
production target of 35K Model S units.
Q4 results were hurt by delayed Model S P85D deliveries caused by "a
combination of customers being on vaca... 阅读全帖 |
|
g******0
发帖数: 1165 | 16 After-Hours Movers 7/20: CYT, SABA, VMW, URI, ETH, JAH, AAPL, BSX, TPX, BP
Higher; YHOO, GILD, APA, MDRX, SYK, JNPR Lower
Jul 20, 2010 05:40PM
Cytec (NYSE: CYT) 12.4% HIGHER; reports Q2 EPS of $1.31, 64 cents better
than the analyst estimate of $0.67. Revenue for the quarter was $874 million
, which compares to the estimate of $801.84 million. "We now expect to
achieve 2010 revenues of $3.2 to $3.4 billion versus our prior projection of
$2.7 to $3.0 billion, and as adjusted 2010 diluted earnings... 阅读全帖 |
|
k********n
发帖数: 18523 | 17
Symbian Will Be Smart Phone Leader In Q4 Too! 28
minutes ago
According to the Gartner the smart phone sales were in the Q3 2009 following
in millions of devices:
#1 Symbian 18.3
#2 Research In Motion 8.5
#3 iOS 7.0
#4 Android 1.4
After a year in Q3 2010 the situation changed. RIM dropped to the fourth
place and Android to the second:
#1 Symbian 29.5
#2 Android 20.5
#3 iOS 13.5
#4 Research In Motion 11.9
Symbian sales were increased by 11.2 million... 阅读全帖 |
|
n*******s
发帖数: 149 | 18 Company Name Company Ticker Date Date Type Time Type
Period Domestic Call Num Domestic Call Pin Domestic Replay Num
Domestic Replay Pin International Call Num International Call Pin
International Replay Num International Replay Pin Actual Actual
Source Estimate Surprise Guidance Event Description WebUrl
WebUrl Pin Presentation Presentation Pin Press Release Url
Press Release Pin City State Country
Spectrum Bran... 阅读全帖 |
|
p****a
发帖数: 4829 | 19 我把近40年来SPY季度损失大于10%的例子跳出来，大家看看下一个季度的回报是多少.
1981 Q3 -10%, 1982 Q4 +7%
1990 Q3 -14%, 1990 Q4 +9%
1998 Q3 -10%, 1998 Q4 +21%
2001 Q1 -12%, 2001 Q2 +6%
2001 Q3 -15%, 2001 Q4 +11%
2002 Q2 -13%, 2002 Q3 -17% (2个季度后就升回来了）
2008 Q4 -22%, 2009 Q1 -11% (1个季度后就升回来了）
2010 Q2 -11%, 2010 Q3 +11%
2011 Q3 -14%, 2011 Q4 ?
这8次中继续跌的2次也在1个或者2个季度内涨回来了。
以上数据仅对中长期投资者适用，短线客勿扰。 |
|
l**********y
发帖数: 2050 | 20 Source: www.earnings.com (S&P 500 Company only)
Earnings Releases - Proposed:
SYMBOL COMPANY
EVENT TITLE
EPS ESTIMATE EPS ACTUAL PREV. YEAR ACTUAL Date/Time (ET)
1月9日起：
MTB M&T Bank Corp
Q4 2011 M&T Bank Corp Earnings Release
$ 1.48 n/a $ 1.59 9-Jan - 19-Jan
SVU SUPERVALU INC
Q3 2012 SUPERVALU INC Earnings Release
$ 0.24 n/a $ 0.24 9-Jan - 19-Jan
1月16日起：
ARG Airgas Inc ... 阅读全帖 |
|
t******y
发帖数: 6206 | 21 Here is GOOG
GOOG Q3 2012 Q3 2012 Google Earnings Release $ 10.65 n/a
$ 9.72 18-Oct-12 AMC
GOOG Q2 2012 Q2 2012 Google Earnings Release $ 10.04 $ 10
.12 $ 8.74 19-Jul-12 AMC
GOOG Q1 2012 Q1 2012 Google Earnings Release $ 9.65 $ 10.
08 $ 8.08 12-Apr-12 AMC
GOOG Q4 2011 Q4 2011 Google Earnings Release $ 10.50 $ 9.
50 $ 8.75 19-Jan-12 AMC
GOOG Q3 2011 Q3 2011 Google Inc Earn... 阅读全帖 |
|
t******y
发帖数: 6206 | 22 Here is GOOG
GOOG Q3 2012 Q3 2012 Google Earnings Release $ 10.65 n/a
$ 9.72 18-Oct-12 AMC
GOOG Q2 2012 Q2 2012 Google Earnings Release $ 10.04 $ 10
.12 $ 8.74 19-Jul-12 AMC
GOOG Q1 2012 Q1 2012 Google Earnings Release $ 9.65 $ 10.
08 $ 8.08 12-Apr-12 AMC
GOOG Q4 2011 Q4 2011 Google Earnings Release $ 10.50 $ 9.
50 $ 8.75 19-Jan-12 AMC
GOOG Q3 2011 Q3 2011 Google Inc Earn... 阅读全帖 |
|
r***l
发帖数: 9084 | 23 NTES下周3盘后ER Q4 2013报表,花街平均预测410M收入，大概25亿人民币,同比增加12%
左右。我只根据网易服务器的数量和一些其他因素大概估计总收入
网易目前所有的服务器大概1500个，和Q4 2012相比，Q4 2013主要有一下几个游戏变化
1. 武魂公测。Q4 2012时候武魂在2012年12月中开始，公测是2013年4月。目前武魂120
个服务器左右，考虑到内测也有大概30个服务器开启，保守计算武魂给网易收入相比12
年Q4多贡献了50个服务器
2. 网易点卡涨价50%. 涨价是去年年初执行的，目前看没有导致玩家流失问题。网易游
戏点卡主要是西游系列游戏，一共大概600个服务器。给一个涨价负面影响0.7, 600*0.
5*0.7=210,也就是相比Q42012, 涨价在Q42013给网易相当于增加了200个服务器。
3. WOW, 暴雪昨天的Er不错。高管在回答WOW玩家情况时候说
”Global subscribership in the quarter ended at 7.8 million subscribers
worldwide, and sligh... 阅读全帖 |
|
i*****i
发帖数: 274 | 24 Reports Q4 (Dec) loss of $0.18 per share, excluding non-recurring items, $0.
09 worse than the Capital IQ Consensus Estimate of ($0.09); revenues rose 1.
6% year/year to $130.6 mln vs the $128.63 mln consensus.
MONACO--(Marketwired - Feb 19, 2014) - Navios Maritime Holdings Inc. ( NYSE
Revenue:
$512.3 million for 2013; $130.6 million for Q4
Adjusted EBITDA:
$159.8 million for 2013; $42.0 million for Q4
Acquired 22 vessels in 2013 and YTD 2014
Six vessels to owned fleet; six vessels through Navio... 阅读全帖 |
|
l******o
发帖数: 162 | 25 综合来看，80/100
Free cash flow of $910 million
Q4 operating income stable compared to Q3 at $414M, operating margin of 5.7%
Operating cash flow less capex improved from Q3 to $910M in Q4
Cash and cash equivalents of $3.7B at Q4-end, increased by $718M in Q4
Q4 GAAP net income of $139M impacted by $54M non-cash charge
Model 3 GAAP and non-GAAP gross margin remained stable at >20% in Q4
GAAP EPS of 78 cents a share.
revenue of $7.23 billion vs. analyst expectations of $7.12 billion
non-GAAP EPS of $1... 阅读全帖 |
|
J******n
发帖数: 307 | 26 来自主题: _Stockcafeteria版 - USB3.0 随着USB3.0的应用将在主控端与装置端 （ Device ） 技术逐渐成熟、晶片与连接器等
配套零
件价格因竞争激烈而有效下降、处理器厂商英特尔与超微大力支援的情况下，USB3.0将
在2011年
成为新一代主流的传输介面，预期USB3.0在桌上型电脑与笔记型电脑的渗透率于2011年
将达
60%与50%以上。集邦科技预估USB3.0将在2011年成为新一代主流的传输介面，取代USB2
.0逐
渐发酵。In－Stat预估 2009～2012年，USB3.0市场的年复合成长率将超过100%，2012
年出
货量将超过5亿颗，产值将倍数成长。
目前许多主机板大厂，包括华硕 （ 2357 ） 、技嘉 （ 2376 ） 、微星 （ 2377
）
等，近来已扩大向瑞萨、睿思科技 （ Fresco Logic ） 等USB3.0独立主机端晶片厂
下单，
明年初即将推出的SandyBridge主机板，将会全线支援USB3.0规格，将带动USB3.0市场
真正进
入爆炸性成长期，预计具有USB3.0介面的PC／NB机型2011年Q1起出货量将陆续放大。
鉴于主机板在Sandy Bridge世代将全线... 阅读全帖 |
|
z****e
发帖数: 54598 | 27 【 以下文字转载自 Stock 讨论区 】
发信人: zhaoce (米高蜥蜴), 信区: Stock
标 题: 准备出财报了，google和ibm大涨～5％
发信站: BBS 未名空间站 (Wed Jan 23 15:38:15 2013, 美东)
微软现在市值已经被google拉开，也被ibm超过
沦落到it业市值第四的尴尬地位上
Microsoft Corporation (MSFT) Q4 Earnings Preview: Surface And Windows 8 Not
So Magic?
January 23, 2013 01:26 PM
Stocks: MSFT,
inShare
(By Rich Bieglmeier) Microsoft Corporation (MSFT : 27.5, 0.35) is expected
to report earnings after the market closes on Thursday, January 24, 2013 at
2:30 PM - PT. Wall Street anticipa... 阅读全帖 |
|
E**O
发帖数: 1980 | 28 在圣诞前夕，我的“花街需要新高”平了2007牛市顶峰后，花街果然“高手过招点到即
止”。下一步怎么办？AAPL出乎意料地宣布1/18报业绩，而不是以前估计的24号，由于
在OE前，赌场交易猛增，古板讨论热烈，Pre-ER run呼之欲出。但是EPS不也就4点几吗
，比起利用accounting rule的改变囊括过去和未来revenue，EPS同比double的一年前
，这次ER只会给人一种增长放缓的感觉。所以我说AAPL很可能带领市场调整，时间就在
1/18ER后。这与一年前1/19/2010开始的调整在时间上很巧合。
附08年预测aapl及aapl earning history。
http://www.mitbbs.com/pc/pccon_2159_39616.html
发信人: EVDO (Evolution-Data Optimized), 信区: SanFrancisco
标 题: Re: 看了半天图
发信站: BBS 未名空间站 (Tue Jun 10 04:32:39 2008)
15分钟图，涨
hourly，十字星，可能跌
daily 跌 to 160
weekly... 阅读全帖 |
|
z****e
发帖数: 54598 | 29 微软现在市值已经被google拉开，也被ibm超过
沦落到it业市值第四的尴尬地位上
Microsoft Corporation (MSFT) Q4 Earnings Preview: Surface And Windows 8 Not
So Magic?
January 23, 2013 01:26 PM
Stocks: MSFT,
inShare
(By Rich Bieglmeier) Microsoft Corporation (MSFT : 27.5, 0.35) is expected
to report earnings after the market closes on Thursday, January 24, 2013 at
2:30 PM - PT. Wall Street anticipates that MSFT will earn $0.75 for its
fiscal 2013 2nd quarter. iStock expects the Dow and NASDAQ 100 member to
report earnings ... 阅读全帖 |
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v****r
发帖数: 353 | 30 熊熊们大多认为，是因为高配版本的需求枯竭。这从某种程度上来说是正确的。毕竟，
在北美范围内（或是其他任何局部市场），六万美元均价的轿车的需求不可能那么高。
尽管Model 3已经抢了不少BBA的份额，但是在Q3发货接近六万辆以后，已经清掉了北美
市场高配订单的backlog，Q4很难收到同样数量的新订单。同时，Model 3的产能已经从
Q3的burst mode五千辆，逐渐提升到目前的每周稳定五千辆。也就是说即便产能在Q4不
再继续增长，也能季产65,000辆。在初期积累的需求被消化以后，如何调配产品的配置
选择，就很有讲究了。T要做的，是在供给、需求和利润之间找到一个最佳平衡。而供
给是由产能决定的。现在的假设是， Q4 Model 3的供给大于北美市场对Long Range（
LR）型号的需求，但是仍远小于对Standard Range（SR）型号的需求。那么仅就Q4来说
，这些超过LR需求的产能用在哪里最好呢？有两个选择是显而易见的，一是用于应付海
外的LR订单，维持高的ASP；二是开始投产SR型号，仍旧在北美销售。然而这两个选择
都有弊端。销往海外的话，运输成本太高，本来本地... 阅读全帖 |
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z****e
发帖数: 54598 | 31 【 以下文字转载自 Stock 讨论区 】
发信人: zhaoce (米高蜥蜴), 信区: Stock
标 题: 准备出财报了，google和ibm大涨～5％
发信站: BBS 未名空间站 (Wed Jan 23 15:38:15 2013, 美东)
微软现在市值已经被google拉开，也被ibm超过
沦落到it业市值第四的尴尬地位上
Microsoft Corporation (MSFT) Q4 Earnings Preview: Surface And Windows 8 Not
So Magic?
January 23, 2013 01:26 PM
Stocks: MSFT,
inShare
(By Rich Bieglmeier) Microsoft Corporation (MSFT : 27.5, 0.35) is expected
to report earnings after the market closes on Thursday, January 24, 2013 at
2:30 PM - PT. Wall Street anticipa... 阅读全帖 |
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d***n
发帖数: 34 | 32 【 以下文字转载自 Stock 讨论区 】
发信人: victor (小王子~~蛇吻余生), 信区: Stock
标 题: 特斯拉为什么要现在推出中程版本的Model 3
发信站: BBS 未名空间站 (Fri Oct 19 20:00:37 2018, 美东)
熊熊们大多认为，是因为高配版本的需求枯竭。这从某种程度上来说是正确的。毕竟，
在北美范围内（或是其他任何局部市场），六万美元均价的轿车的需求不可能那么高。
尽管Model 3已经抢了不少BBA的份额，但是在Q3发货接近六万辆以后，已经清掉了北美
市场高配订单的backlog，Q4很难收到同样数量的新订单。同时，Model 3的产能已经从
Q3的burst mode五千辆，逐渐提升到目前的每周稳定五千辆。也就是说即便产能在Q4不
再继续增长，也能季产65,000辆。在初期积累的需求被消化以后，如何调配产品的配置
选择，就很有讲究了。T要做的，是在供给、需求和利润之间找到一个最佳平衡。而供
给是由产能决定的。现在的假设是， Q4 Model 3的供给大于北美市场对Long Range（
LR）型号的需求，但是仍远小于对Stand... 阅读全帖 |
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w********o
发帖数: 1621 | 33 来自主题: Basketball版 - 哈登犯规。 Why didn't Rockets fans show the complete list of the incorrect calls and
non-calls?
00:43.1 Foul: Shooting James Harden Shaun Livingston
[Observable in enhanced video] RHH shows that Harden (HOU) makes contact
with Livingston's (GSW) arm that affects his driving shot attempt.
Video
[Comment: before the play it's GSW 94-93 Hou. So Livingston should have had
2 free-throws and Rockets should have 5 team fouls, Harden's 4th. I don't
think it's a problem to assume that Livington would have made 2 fr... 阅读全帖 |
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c**i
发帖数: 6973 | 34 Jonathan Sobe. Sony Faces Pressure to Pull Plug on TVs; Technology Hardware;
News analysis; The Japanese group is struggling to tune into a changed
market. Financial Times, Aug 17, 2011.
http://www.ft.com/intl/cms/s/0/309d0d38
-c405-11e0-b302-00144feabdc0.html
Quote:
"The television was bright, elegantly designed and – here was the downside
– damnably tricky to make. But when Sony engineers learnt to finesse the
new Trinitron’s three-cathode tube into place, they created a worldwide hit.
"Sony i... 阅读全帖 |
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t****3
发帖数: 2337 | 35 这个版技术贴沉的快。
关于左右差速，现在轿车里基本都没有，大多都是靠电控刹车。S4那个sport后差也是
新上的。好像老V8有纯机械的中/后Torsen，不是不能上，而是成本高 。
----Center
Alfa Romeo Q4 versions: 156 Crosswagon & Sportwagon, 159, Brera & Spider Q4
quattro versions of Audi:
Audi Quattro (from 1987)
Audi 80 & 90, Audi S2, Audi RS2 Avant
Audi 100 / Audi 200 / Audi 5000
Audi Coupé quattro
Audi A4, Audi S4, Audi RS4, A4 allroad quattro
Audi A5 & S5
Audi A6, Audi S6, Audi RS6
Audi A8, Audi S8
A6 allroad quattro
Audi Q5
Audi Q7
Audi V8 (manual transmission)
Chevrolet Tra... 阅读全帖 |
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t****3
发帖数: 2337 | 36 这个版技术贴沉的快。
关于左右差速，现在轿车里基本都没有，大多都是靠电控刹车。S4那个sport后差也是
新上的。好像老V8有纯机械的中/后Torsen，不是不能上，而是成本高 。
----Center
Alfa Romeo Q4 versions: 156 Crosswagon & Sportwagon, 159, Brera & Spider Q4
quattro versions of Audi:
Audi Quattro (from 1987)
Audi 80 & 90, Audi S2, Audi RS2 Avant
Audi 100 / Audi 200 / Audi 5000
Audi Coupé quattro
Audi A4, Audi S4, Audi RS4, A4 allroad quattro
Audi A5 & S5
Audi A6, Audi S6, Audi RS6
Audi A8, Audi S8
A6 allroad quattro
Audi Q5
Audi Q7
Audi V8 (manual transmission)
Chevrolet Tra... 阅读全帖 |
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k********n
发帖数: 18523 | 38 With our new Symbian family of products, Nokia is addressing an opportunity
to improve our position at the higher end of the market. The
其实CONFERENCE CALL里已经说了，要做多系统，支持不同用户需求。 要引进 第三方
系统，但是引进谁没有具体说。估计会留到2月11号再说了
Nokia N8, the first of our new Symbian devices started shipping at the end
of Q3 and delivered a solid performance in Q4.
Our consumers gave the N8 enthusiastic ratings mentioning its industry
leading capability to capture and share high quality photos and videos. We
then delivered a cad... 阅读全帖 |
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h********r
发帖数: 928 | 39 SYMBOL COMPANY EVENT TITLE EPS ESTIMATE EPS ACTUAL PREV. YEAR ACTUAL DATE/
TIME (ET)
BA Boeing Co Q3 2011 The Boeing Company Earnings Release $ 1.10 n/a $ 1
.12 26-Oct 7:30 AM
CA CA Inc Q2 2012 CA Inc Earnings Release $ 0.49 n/a $ 0.49 26-Oct AMC
SYMC Symantec Corp Q2 2012 Symantec Corp Earnings Release $ 0.39 n/a $
0.34 26-Oct AMC
S Sprint Nextel Corp Q3 2011 Sprint Nextel Corp Earnings Release -$ 0.22
n/a -$ 0.30 26-Oct BMO
F Ford Motor Co Q3 2011 Ford Motor Co Earnings Re... 阅读全帖 |
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g**********2
发帖数: 2408 | 40 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 | 41 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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w*********6
发帖数: 544 | 42 Tile瓦店盘后ER会议
4:19PM Tile Shop misses by $0.02, reports revs in-line; reaffirms FY13 revs
guidance (TTS) 23.90 -0.65 : Reports Q3 (Sep) earnings of $0.08 per share,
excluding non-recurring items, $0.02 worse than the Capital IQ Consensus
Estimate of $0.10; revenues rose 28.2% year/year to $56.8 mln vs the $57.15
mln consensus. Comparable store sales +14.8%. During the quarter co opened
three stores in new markets and two stores in existing markets.
4:18PM SunPower beats by $0.19, beats on revs; g... 阅读全帖 |
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w*********6
发帖数: 544 | 43 Tile瓦店盘后ER会议
4:19PM Tile Shop misses by $0.02, reports revs in-line; reaffirms FY13 revs
guidance (TTS) 23.90 -0.65 : Reports Q3 (Sep) earnings of $0.08 per share,
excluding non-recurring items, $0.02 worse than the Capital IQ Consensus
Estimate of $0.10; revenues rose 28.2% year/year to $56.8 mln vs the $57.15
mln consensus. Comparable store sales +14.8%. During the quarter co opened
three stores in new markets and two stores in existing markets.
4:18PM SunPower beats by $0.19, beats on revs; g... 阅读全帖 |
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q*****y
发帖数: 470 | 44 most are missed, cry baby cry
http://seekingalpha.com/news/all
Capital One Financial Corporation misses by $0.13, beats on revenue
Capital One Financial Corporation (COF): Q4 EPS of $1.45 misses by $0.13.
Revenue of $5.54B beats by $90M.Shares -1.8%.
People's United Financial, Inc. EPS in-line, misses on revenue
People's United Financial, Inc. (PBCT): Q4 EPS of $0.20 in-line.Revenue of $
309.7M misses by $1.2M.Press Release
American Express Company EPS and revenue in-line
American Express Compan... 阅读全帖 |
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E**********r
发帖数: 2743 | 45 Nimble Storage, Recent Hot IPO, Posts Earnings Beat
By PETE BARLAS, INVESTOR'S BUSINESS DAILY
Posted 11:30 AM ET
Nimble Storage (NMBL), a hot December IPO, had a rocky first quarterly
earnings report as a publicly traded company, with Q4 results beating but
its Q1 EPS guidance missing.
Investors saw good and bad, as the Nimble stock seesawed in morning trading
in the stock market today.
Up as much as 9.4% in early trading Friday, Nimble stock was down 4% in
midmorning trading, near 51. The compa... 阅读全帖 |
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e*********r
发帖数: 337 | 46 APPLE 2015 Q4 EARNINGS REPORT ESTIMATES
Numbers that you should pay attention to:
EPS: $1.88
Revenue: $51 billion
Guidance: $77 billion
Gross margin: 39.7%
Iphone: 48 million
Ipad: 10.5 million
Mac: 5.5 million
China Revenue:
“Other products” category revenue (including Apple watch):
Share buybacks:
MY TAKE:
- EPS will beat. (shares count reduction helps here)
- Revenue will beat. (Note: apple’s own guidance is $49-51 billion, it
almost always beat even the high end of its o... 阅读全帖 |
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r***l
发帖数: 9084 | 47 都是凡人，板上看多了帖子和吵架，就好奇去看看了，谁不想发财呢？买之前得做做功
课，我是不信本版的信息，就是母鸡村长说的，我也得去核实一下，嘿嘿，谁知道是不
是拉我上贼船呢?
用了1个小时看了看gpro的一些press release和conference call transcript. 我只说
我的理由和决定，我可不是想说服谁，也不是想挑战谁，做了些功课写出来，想买的听
听不同声音总是好事吧。
1. Gpro自己给的2015 Q3的guidance是430M-445M，实际是400M，低了不少。注意这个
guidance是gpro自己在Q2财报会议时候给的，不是华街分析师阴谋"强加的",离自己的
guidance差这么远，再加上super weak的Q4 guidance, 投资者对公司基本面和管理层
信任的动摇是无可避免的。
2. Gpro在财报会议上给的2015 Q4 (也就是HOLIDAY season) guidance是500M~550M,
2014 Q4 gpro的收入是634M，同比降低多少自己算吧。
3. $300价值股票回购，我没看错的话，gpro没有债务，gpro... 阅读全帖 |
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g*****1
发帖数: 1121 | 48 呵呵
Twitter Q4 EPS $0.16 Adj. vs. $0.12 Est.; Q4 Revs. $710M vs. $710M Est
Twitter Inc After-hours: 13.40 Price decrease 1.58 (10.55%)
Tesla Q4 Loss ($0.87) vs. $0.10 Est.; Q4 Revs. $1.75B vs. $1.79B Est.
Tesla Motors Inc After-hours: 150.90 Price increase 7.23 (5.03%)
幸好没有赌 |
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d***a
发帖数: 13752 | 50 你要知道，Q3是Tesla产能提升的一个跳跃点。以前Tesla从来没达到过这么大的产能。
Q4的产能还会有大幅的提高。这是为什么Q3/Q4关键：如果Tesla在Q3/Q4盈利了，那就
说明电车时代真的到来了。如果Q3/Q4 Tesla不能盈利，那么它以后也很难盈利。
现在电车的市场占有率是1.x%，Tesla只占了其中的一部分。如果电车时代到来了，电
车的市场占有率有望在十年内增加到50%，也就是说还会有几十倍的增长。
这种几十年一遇的市场变革，你还拿常规的模式来分析，那肯定是不行的。 |
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