s***d
发帖数: 15421 | 1 赫赫，我们公司40% 出货量yoy 就知道果子完了。我们非果子供应商。 |
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u****n
发帖数: 7521 | 2 Summary Of The Upcoming Week's Key Events
by Tyler Durden
Goldman summarizes the major events in the last 7 days and presents what to
look forward to in the holiday-shortened week.
Monday 16 January
India WPI (Dec): Consensus expects a reading of 7.4%yoy after 9.11%yoy
previously. We expect a reading of 7.3%yoy.
Also of interest: Japanese Machinery orders (Nov), Philippines
remittances (Nov), Swiss producer and import prices (Dec).
Tuesday 17 January
China Q4 GDP: Consensus expects a... 阅读全帖 |
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w********2
发帖数: 16371 | 3 JPM 已经提高了预期，认为beat
citigroup 认为会miss
JP Morgan’s Doug Anmuth, who just started coverage of Google (GOOG) with a
Buy yesterday, this morning opines that the company will beat consensus
estimates tonight when it reports Q2 results and writes that he’s looking
for comments this evening on whether operating expense growth is speeding up
or slowing down, along with other tidbits on Google+, the company’s new
social networking initiative, and on Android and the mobile computing market.
Anmuth projects... 阅读全帖 |
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a***y
发帖数: 19743 | 4 营业额156.8亿美元
纯利润33.8亿美元
去年同期营业额为118.8亿美元
售出Mac 336万台，比去年同期增长33% YOY
(前段时间IDC等估计的苹果出货量比这个低不少，大约是20多一点)
该季度售出iPhone 870万台，增长100% YOY
iPod销售量为两千一百万台，减少8% YOY
iPod touch销售量增长55% YOY
很吃惊，iPod touch增长速度不如iPhone。
iMac销售量增长70% YOY
笔记本增长18% YOY
意大利，法国，瑞士，西班牙的Mac销量增加40%以上
澳大利亚Mac销量增加70%
中国Mac销量增加100%。这些都是iPhone销售不错的国家，应该来自iPhone光环效应。
苹果称在他们认为会增加销售量的国家，允许多个carrier。没有暗示是否会给Verizon。
日本iPhone销售量增加4000% （WTF?!?!?!）
亚洲太平洋地区，Mac增长54%，iPhone增长500%。看来中国100%的增长不算什么。 |
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t*******h
发帖数: 2882 | 5 http://www.atimes.com/atimes/South_Asia/LL18Df01.html
India's growth not all shine
By Kunal Kumar Kundu
BANGALORE - India's gross domestic product (GDP) figures for the second
quarter of its fiscal year surprised on the upside as year-on-year growth
was pegged at 8.9%. While the numbers are confidence boosting, it is
important to realize that there is a statistical element to the latest
number, while being very positive, rather than the data indicating a
substantial improvement in actual perform... 阅读全帖 |
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t**e
发帖数: 2379 | 6 Chinese Retail Sales (YoY)
Act: |Cons: 16.8%|Pre: 17.2%
hobo's ?
Chinese PPI (YoY)
Act: |Cons: 7.3%|Pre: 7.5%
hobo's ?
Chinese Fixed Asset Investment (YoY)
Act: |Cons: 25.3%|Pre: 25.4%
hobo's ?
Chinese Industrial Production (YoY)
Act: |Cons: 14.0%|Pre: 14.0%
hobo's ?
Chinese CPI (YoY)
Act: |Cons: 6.3%|Pre: 6.5%
hobo's ?
cpi 预测增幅会回落，记得你说过会很惨？ |
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s****d
发帖数: 1830 | 7 一毛钱没有的廊五 狗屁数据没有 在这瞎几把扯淡 真他妈搞
中方要求的贸易战停战是 不加2000亿15%的税 不是退2500亿已经加的关税
天朝默认2500亿已经加的关税合法性 通过买东西换2000亿15%不加
也就是 美国500亿 2000亿现在加的税白加 同时退掉中国现在加的关税
就这样美国干不干两说
跪成这样 居然还认为自己赢了 笑死
美国由于美商囤货没加税和马上加税的物品进口确实在一次性增加
尼玛 你自己去查查已经加过税的商品 哪个不是在20%+yoy的速度下降
现在美国已经加了2500亿+中国商品的税了 中国已经没有反击的手段了
只能被蹂躏
现在Trump想给中国个机会 不战而屈人之兵 tg现在还敢不老实 刀都架在脖子上了
中国国内也不看看都烂成什么样了
11月前三周汽车销量yoy -30%
10月二手房销量 yoy -24%
10月手机销量 yoy -15%
企业11月利润从年初的20%+降到3.6%
11月PMI 50整 中小企业全部衰退
美国
11月 PMI 59
11月制造业工作 +36K
过去20个月制造业工作 +400K
过去24个月总工作 +4.5M
过去半年n... 阅读全帖 |
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w******s
发帖数: 16209 | 8 NVIDIA Earnings Preview (12.54 -0.20)
Computer graphics card maker, Nvidia (NVDA) is set to report its 3Q11
earnings after the close (last quarter at 20 minutes after the bell) with a
conference call scheduled to begin at 5 PM ET. Consensus calls for EPS of $0
.14 (down from $0.19 in the year ago quarter) and revenues to fall 6% YoY to
$844 mln. The Q3 consensus for non-GAAP gross margins is 46.8% (+6% YoY).
The company traditionally guides for the next quarter on the press release.
The Street e... 阅读全帖 |
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n*******s
发帖数: 149 | 9 Date Time Event Survey Actual Prior Revised
05/11/2011 07:00 US 1) MBA Mortgage Applications 6-May -
- - - 4.00% - -
05/11/2011 08:30 US 2) Trade Balance MAR -$47.0B - -
-$45.8B - -
05/11/2011 10:00 US 3) JOLTs Job Openings MAR - - - -
3093 - -
05/11/2011 14:00 US 4) Monthly Budget Statement APR -$41.
0B - - -$82.7B - -
05/12/2011 08:30 US 5) ... 阅读全帖 |
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d******5
发帖数: 4273 | 10 Chinese economic data
Time Event Actual Forecast Previous
22:00 Fixed Asset Investment (YoY) (Sep) 16.1% 16.3% 16.5%
22:00 GDP (YoY) (Q3) 7.3% 7.2% 7.5%
22:00 GDP (QoQ) (Q3) 1.9% 1.8% 2.0%
22:00 Industrial Production (YoY) (Sep) 8.0% 7.5% 6.9%
22:00 Retail Sales (YoY) (Sep) 11.6% 11.8% 11.9% |
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O*****c
发帖数: 679 | 11 Big pharm is in good shape
Pfizer:
Revenue (ttm): 48.84B
Revenue Per Share (ttm): 7.203
Qtrly Revenue Growth (yoy): 9.40%
Gross Profit (ttm): 37.18B
EBITDA (ttm): 20.42B
Net Income Avl to Common (ttm): 9.05B
Diluted EPS (ttm): 1.33
Qtrly Earnings Growth (yoy): 119.10%
JNJ:
Revenue (ttm): 63.57B
Revenue Per Share (ttm): 22.335
Qtrly Revenue Growth (yoy): 8.70%
Gross Profit (ttm): 43.34B
EBITDA (ttm): 19.00B
Net Income Avl to Common (ttm): 11.85B
Diluted EPS (ttm): 4.12
Qtrly Earnings Growth (yoy) |
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a***y
发帖数: 19743 | 12 个人认为两点是：
售出Mac 336万台，比去年同期增长33% YOY
该季度售出iPhone 870万台，增长100% YOY
日本iPhone销售量增加4000% (!!!)
iPod touch销售量增长55% YOY
iMac销售量增长70% YOY
意大利，法国，瑞士，西班牙的Mac销量增加40%以上
澳大利亚Mac销量增加70%
中国Mac销量增加100%
亚洲太平洋地区，Mac增长54%，iPhone增长500% |
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k********n
发帖数: 18523 | 13 这是真的吗？
4/Q/10 earnings blowout 23 minutes ago
Revenue ............................€ 12,200
Operating Expenses
Cost Of Goods Sold..............€ 8,400
Depreciation..........................
Research And Development...€ 1,450
Sales,General & Admin.........€ 1,300
Special Operating Charges.....
Operating Income...............€ 1,050
Gains On Investments........... 3
Gains On Asset Sales..........€ 75
Net Interest & Other Income..€ 75
Income Before Ta... 阅读全帖 |
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O**l
发帖数: 12923 | 14 按照 goog tencent的pattern
这两年会维持一个高速增长 60-70% yoy
然后下一个台阶 持续几年的 40% yoy 增长
最后在下一个台阶 持续几年的20% yoy
pe随着每个台阶不断降低
到最后一个台阶大概pe 30左右和goog差不多 |
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y***r
发帖数: 16594 | 15 • 52.2 million iPhones (+3% YoY)
• 9.1 million iPads (+2% YoY)
• 4.07 million macs (-3% YoY)
没增长了，就buy back把，Apple just launched a $100 billion buyback. 。
先把钱花了再说。反正tim cook也不知道接下来怎么搞了。 |
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a*******g
发帖数: 3500 | 16 又绕回去了??
还yoy?
: 本季的YOY 和上一季的YOY 比比
|
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r****y
发帖数: 26819 | 17 ok, 先建立一个user defiend function，具体步骤如下：
1.Open up a new workbook.
2.Get into VBA (Press Alt+F11)
3.Insert a new module (Insert -> Module)
4.Copy and Paste the Excel user defined function examples:
Function yoy(cell)
yoy = cell.Value - cell.Offset(-10, 0).Value
End Function
这个用户自定义函数的操作是对一个给定的cell，取该cell的值减去同一列往上数10行的
cell的值。用Offset(-10,0)表示相对位移是同列往上数10行。
5.Get out of VBA (Press Alt+Q)
然后在任何一个cell里使用公式比如：=yoy(D13)即可得到D13-D3的值。 |
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C***J
发帖数: 7594 | 18 November 22, 2011
Worldwide handset shipments reached over 393.96 million units during the
third quarter of 2011, representing a Year-over-Year (YoY) growth rate of 14
.86 %. While shipment volumes declined in developed markets such as North
America and Western Europe, developing markets such as Asia Pacific, Latin &
Central America (LACA), and Middle East & Africa (MEA) region experienced a
thriving growth in shipment volumes, with the MEA region accounting for a
YoY growth rate of 46 %. From a... 阅读全帖 |
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O**l
发帖数: 12923 | 19 fb 最新一个季度的年化revenue 是10b profit是2b 手上cash 11b
yoy 增长70% pe 85 三年之内profit就能达到8b 这个市值不变pe25
而且三年以后保持50%以上的yoy增长可能性很大
高成长的股价就是反应预期 泡沫你个头啊 |
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o****x
发帖数: 287 | 20 我一直不看好BABA, 所以我从来没买它的股票, 也没有空它,
BABA不是新公司, 从90年代到现在, 想在上面开店的都开了, 想在上面注册买东西的都
注册了, 新用户和新商家的增长YOY能有多少呢? 它的1Q revenue YOY增长45%? 尼玛,
这中间有多少是刷单的贡献? 说是mobile用户增长, mobile上销售增长非常快, 尼玛,
中国人有多少真用手机上TAOBAO买东西的? 就算在米国, 大家身边的人去AMAZON买东西
, 有多少是用手机上去买的? 刷单用手机刷倒是挺方便的, 呵呵.
前几天新闻说现在税务开始收卖家的税, 卖家吓尿了, 说自己的销售额很多是刷单刷出
来的, 不是真的, 税务说要BABA做证明哪些销售额是刷出来的, 不然就要照单全部收税
, 呵呵
赶脚马云这人太能吹, 不靠谱. |
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O**l
发帖数: 12923 | 21 恩 美国汽车销量连创历史新高也是造假
construction spending yoy +13.7%也是造假
税收yoy +9%也是造假 |
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c****h
发帖数: 4968 | 22 Q2时就已经超越苹果。Q3果子发布了新机，也没能重夺第二的位置。三星虽然仍然第一
，YoY却是衰退的。Q3发布的Note9销量不佳。而同时华为YoY增长30%。Q4还有华为的
Mate 20系列上市。估计可能拉大和苹果的差距。
https://venturebeat.com/2018/11/01/idc-smartphone-shipments-down-6-in-q3-
2018-huawei-maintains-lead-over-apple/
Huawei gained a whopping 4.2 points, hitting 14.6 percent market share. If
you’re going to stay above Apple, you need the volume. Huawei is still
closer to Apple than it is to Samsung, but if it can keep the momentum going
, the Chinese company will have successfully disma... 阅读全帖 |
|
发帖数: 1 | 23 没有米帝的逆差，兲朝会更难看
据海关总署，2020.1~2月出口-17.2% YoY，1年新低，
其中直接来自米顺差USD 253.7亿，-39.6% YoY。 |
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l****z
发帖数: 29846 | 24 Dismal Retail Sales Numbers Suggest Recession Likely Underway: Overall +0.0%
, YoY +0.9%, Department Stores -2.2%
Economists were surprised by the dismal retail sales report this morning.
That's not surprising because economists are nearly always surprised.
The Bloomberg Consensus retail sales estimate was a rise of 0.2%, but sales
came in at 0.0% and the details were ugly, emphasis mine.
Consumer confidence may be strong but it still is not translating to
strength for consumer spending. Ret... 阅读全帖 |
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d*****z
发帖数: 114 | 25 Hmmm...
Until last year, I had got an even better strategy. Leverage my capital at 1
and buy any residential mortgage pool or mortgage-backed securities. I had
backtested to at least 1935. Since no single year of the 70+ year had a YOY
housing price decline (measured as consecutive YOY decline for more than 6
month), my investment's max draw down is <10% (even for leveraged capital).
Given the spread between libor and mortgage rate, the avearge return for
capital should be at least 10%. Does it |
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w****e
发帖数: 586 | 26 你一开始说的连续quarterly revenue下降，没说YoY，后来改口YoY，我也就没跟你争
了。
你自己喷的粪你自己吃不吃？你说aapl pe低是因为revenue下降，裁员减支升pe，现在
还说不说了？你说和2000年峰值比，软件公司里微软拖后腿，我说oracle，emc，yahoo
你也就当没看见了。
大市涨？来，去年7月底SPY多少，今天SPY多少？涨了多少，你说啊？这段时间微软涨
了20%。你喷的粪你自己吃不吃？
还他妈有脸出来，跟你说 revenue下降，说我发神经，现在喷的粪要吃回去不成？至于 |
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w****e
发帖数: 586 | 27 上面那位都说得很清楚了，牛人跳那是工资设定问题，确实是它的问题，但这和股价前
景完全是两码事。
again，我说了你这原贴没写YoY，后来改口说YoY，我也就不追究了。
比16年是你自己来比的。你自己买股票看16年前吗？从一开始我也就是跟你说比16年前
没意义而已。 |
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j*****h
发帖数: 3292 | 28 BIDU
Trailing P/E (ttm, intraday): 90.43
Forward P/E (fye Dec 31, 2011)1: 39.86
Qtrly Revenue Growth (yoy): 74.40%
Qtrly Earnings Growth (yoy): 118.50%
crazy, yet still in reasonable range
(peter lynch, value growth) |
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j*****h
发帖数: 3292 | 29 Qtrly Revenue Growth (yoy): 24.80%
Qtrly Earnings Growth (yoy): -30.40%
most likely the case you mentioned |
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m********0
发帖数: 2717 | 30 Date Time Event
11/24 07:00 MBA Mortgage Applications
11/24 08:30 Durable Goods Orders
11/24 08:30 Durables Ex Transportation
11/24 08:30 Cap Goods Orders Nondef Ex Air
11/24 08:30 Cap Goods Ship Nondef Ex Air
11/24 08:30 Personal Income
11/24 08:30 Personal Spending
11/24 08:30 PCE Deflator (YoY)
11/24 08:30 PCE Core (MoM)
11/24 ... 阅读全帖 |
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m********0
发帖数: 2717 | 31 Event Period Survey Actual Prior Revised
MBA Mortgage Applications NOV 19 - - 2.1% -14.4% -
-
Durable Goods Orders OCT 0.1% -3.3 3.3% 5.0
Durables Ex Transportation OCT 0.6% -2.7 -0.8%
1.3
Cap Goods Orders Nondef Ex Air OCT 1.0% -4.5 -0.6%
1.9
Cap Goods Ship Nondef Ex Air OCT - - -1.5 0.4%
1.0
Personal Income OCT 0.4% .5 -0.1% .0
Personal Spending OCT... 阅读全帖 |
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i**********0
发帖数: 73 | 32 FYI
Despite significant revision, we still see downside to 1Q consensus EPS
estimates
We expect non-GAAP revenue to rise 19% yoy to US$95m, which is in line with
company
guidance (US$93m-96m). This is mainly driven by 34% yoy growth in ad revenue
. We expect
the GAAP gross margin to further decline 2ppt qoq to 56% on higher video
content and
bandwidth costs, and the non-GAAP op margin to narrow 4ppt qoq to 23% on
higher S&M
expenditure on miniblog. We note that Bloomberg consensus estimates for ... 阅读全帖 |
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w*********n
发帖数: 6 | 33 1) A wopping ROE of 30%.
2) forward P/E 2.4.
3) $99M cash.
4) Qrtly rev growth yoy 121%.
5) Now trading low $5's below book value w/ $20 price target.
6) Tiny $154M market cap easily undervalued by 3 times plus
7) Wopping 25% of float is short.
8) No debt, only $2M.
9) All techincal indicators on LIWA now extremely oversold.
10) Forensic has confirmed financials.
11) Company buyback and insider buying.
12) New smelter to increase capacity and bouble revenues again into 2012.
13) Nothing but good... 阅读全帖 |
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S*******s
发帖数: 10098 | 34 NOV 8th 20:30
Chinese CPI (YoY)
Actual 5.50%
Forecast 5.40%
Previous 6.10%
The Consumer Price Index (CPI) measures the changes in the price of goods
and services.
The CPI measures price change from the perspective of the consumer.
It is a key way to measure changes in purchasing trends and inflation in
China. A higher than expected reading should be taken as positive/bullish
for the CNY (as the common way to fight inflation is raising rates, which
may attract for... 阅读全帖 |
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k**o
发帖数: 15334 | 35 difference is, RENN has massively growing revenue yoy (17M in 2008, 120M
expected this year), ACTS has massively declining revenue yoy (150M in
2006, 37M last year, this company is dying) |
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H******i
发帖数: 4704 | 36 明天analyst发布研究报告，大概十个有六个吵着要买入，同时降低目标价格。说什么
有concern，但是foundamental is solid，等等。
高盛的报告初稿立刻出来了：（注意这只是初稿）
Groupon 2Q First Take: Revenue lower than expected, but lower marketing
spend and better take rate push EPS higher.
Key takeaways:
■Revenue came in at $568mn (+38% yoy), which was below our estimate of $
580mn and consensus of $575mn, but in line with guidance of $550mn to $590mn
. Excluding a $32.4mn unfavorable fx impact, revenue growth would have been
+53% yoy.
■Groupon Goods surpassed the $2... 阅读全帖 |
|
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k*****a
发帖数: 1463 | 38 APPL peaked, in 2 years, iphone which counts as majority of its income won't
be able to deliver, as carriers don't need to subsidize it (with map,
nfc etc. miss there is cooler product soon). iphone without subsidiary
costs 150+ more is not going to sell. Or apple have to cut its 50% profit on
iphone alone.
MSFT junk but value. |
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m********o
发帖数: 2088 | 39 Earning YoY is -15%
Revenue YoY is flat
not very exciting |
|
l******r
发帖数: 4021 | 40 Qtrly Revenue Growth (yoy): 7.00%
Qtrly Earnings Growth (yoy): -14.80%
这是什么原因？ |
|
x**r
发帖数: 2377 | 41 游戏部分增长下降84% yoy，音乐部分虽然164% yoy，基本属于不可持续，yy看来要去
40+。。。
呵呵，当然最主要的原因还是我老上了515+280个Dec 50的 put，外带short了Nov 45
的100个call。。。 |
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h**********9
发帖数: 3252 | 42
actually it's arguably better than amd. both nvda's earning and sales down
YoY. q1 outlook is also -8% vs past q4. amd's earning & sales were up YoY
and guided q1 -16% vs past q4. |
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O**l
发帖数: 12923 | 43 你怎么不说增长 fb的增长是60-80% yoy
qq 只有 30-40% yoy
fb才ipo几年 最保守估计明年无论是revenue还是profit都超超qq |
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a**********2
发帖数: 355 | 44 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 28, 2014
Stocks in Asia were mixed Friday with a somewhat positive tilt as Japan and
Hong Kong saw gains while Shanghai and Taiwan ticked down a hair. Data out
of the region continues to paint a complex picture. In Japan, February
retail sales were strong (+3.6% yoy) but appears to be tied to consumers
buying items ahead of a planned sales tax hike in April since the February
real household spendi... 阅读全帖 |
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a**********2
发帖数: 355 | 45 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 | 46 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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O**l
发帖数: 12923 | 47 这种成长性的股票ta 根本没啥用 想做就应该长期持有
fb现在市值是150b 上个季度年化利润是2b
增长是70% yoy 保持这个市值这个增长今年pe就是40
三年之内利润超过8b
参看goog tencent baidu的成长轨迹 三年之后 增长应该至少在40% yoy 左右
一般这种成长率股票 pe都至少在40以上 也就是三年后至少300b+ |
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