w********2
发帖数: 16371 | 1 was beating for so many quaters and first time missed..
and use to be down after beating.. |
v*****k
发帖数: 7798 | 2 好像是说只要AA miss，这个ER一般不会好过是吧？ |
s*******d
发帖数: 3786 | 3 MM的心：Profit不重要，revenue不重要，outlook最重要。
AA: Reaffirm projection for 12 percent growth in global aluminum demand for 2011 |
i*u
发帖数: 299 | 4 Income from continuing operations of $326 million, or $0.28 per share, up
138 percent compared to second quarter 2010; excluding negative impact of
special items, income from continuing operations of $364 million, or $0.32
per share
Revenue of $6.6 billion, up 27 percent over second quarter 2010 and 11
percent over first quarter 2011
Record profitability in mid- and down-stream businesses
Cash from operations of $798 million
Free cash flow of $526 million
Debt-to-capital ratio of 32.6 percent and cash on hand of $1.3 billion
Reduced days working capital from 43 in second quarter 2010 to 37
Reaffirm projection for 12 percent growth in global aluminum demand for 2011
they did not miss!
【在 w********2 的大作中提到】
: was beating for so many quaters and first time missed..
: and use to be down after beating..
|
w****k
发帖数: 10542 | 5 这个属于利空尽出就是利好吧，
和中国的CPI 6.3一样吧？
k，不会这么快就反弹吧？
呼唤希腊帮！
【在 w********2 的大作中提到】
: was beating for so many quaters and first time missed..
: and use to be down after beating..
|
U********f
发帖数: 2482 | 6 negative impact of
special items, income from continuing operations of $364 million, or $0.32
这个不是MISS，还是0.32只不过有些非经常营业项目有亏了，实际还是0.32 与
Consensus EPS 还是一样的。说明经济还在向好的方向发展。
【在 w********2 的大作中提到】
: was beating for so many quaters and first time missed..
: and use to be down after beating..
|
a*****e
发帖数: 1717 | 7 前五次beat以后，两涨三叠，一半一半啊？
Per End Ann Date Per C Actual D %Chg Comp D Est
%Surp %Px Chg T12M P/E
03/11 04/11/11 Q1 11 0.280 180.00% 0.280 0.
274 2.19% -6.02% 0.71 24.87
12/10 01/10/11 Q4 10 0.210 0.210 0.187
12.30% -0.97% 0.53 29.04
09/10 10/07/10 Q3 10 0.090 28.57% 0.090 0.
054 66.67% 5.66% 0.10 121.10
06/10 07/12/10 Q2 10 0.130 0.130 0.114
14.04% 1.20% 0.08 125.75
03/10 04/12/10 Q1 10 0.100 0.100 0.092
8.70% -1.58% -0.31
12/09 01/11/10 Q4 09 -0.220 52.17% 0.010 0.
061 -83.61% -11.06% -0.94
【在 w********2 的大作中提到】
: was beating for so many quaters and first time missed..
: and use to be down after beating..
|
w*******o
发帖数: 6125 | 8 AA ER is a chicken indicator(it can go either way)
JPM/INTC is the real deal.
0.
【在 a*****e 的大作中提到】
: 前五次beat以后，两涨三叠，一半一半啊？
: Per End Ann Date Per C Actual D %Chg Comp D Est
: %Surp %Px Chg T12M P/E
: 03/11 04/11/11 Q1 11 0.280 180.00% 0.280 0.
: 274 2.19% -6.02% 0.71 24.87
: 12/10 01/10/11 Q4 10 0.210 0.210 0.187
: 12.30% -0.97% 0.53 29.04
: 09/10 10/07/10 Q3 10 0.090 28.57% 0.090 0.
: 054 66.67% 5.66% 0.10 121.10
: 06/10 07/12/10 Q2 10 0.130 0.130 0.114
|
a*****e
发帖数: 1717 | 9 很快了，周四的万豪，还有YUM,
周五的JPM,GOOGLE。
万豪，我很早买了34C。 水下很久，微利出了，不想赌ER了。不过就我上次住店的感觉看，
生意不错。
【在 w*******o 的大作中提到】
: AA ER is a chicken indicator(it can go either way)
: JPM/INTC is the real deal.
:
:
: 0.
:
:
|
s*******r
发帖数: 3429 | 10 周四是ＪＰＭ和ＧＯＯＧ。周五 Ｃ
觉看，
【在 a*****e 的大作中提到】
: 很快了，周四的万豪，还有YUM,
: 周五的JPM,GOOGLE。
: 万豪，我很早买了34C。 水下很久，微利出了，不想赌ER了。不过就我上次住店的感觉看，
: 生意不错。
|
w*****u
发帖数: 4768 | 11 貌似主要原因是铝的价格涨了25%
如果是这样的话，是不是说明其他以铝为原材料的公司margin会下降呢 |
a*****e
发帖数: 1717 | 12 看错了，那就是周三的万豪
【在 s*******r 的大作中提到】
: 周四是ＪＰＭ和ＧＯＯＧ。周五 Ｃ
:
: 觉看，
|
s*****y
发帖数: 466 | 13 EPS of $0.34 at
http://finance.yahoo.com/q/ae?s=AA+Analyst+Estimates
The lowest EPS mentioned is $0.33.
http://blogs.wsj.com/marketbeat/2011/07/11/alcoa-hits-forecasts
kind of missing in EPS, beating in revenue.
After hour market is mixed.
【在 i*u 的大作中提到】
: Income from continuing operations of $326 million, or $0.28 per share, up
: 138 percent compared to second quarter 2010; excluding negative impact of
: special items, income from continuing operations of $364 million, or $0.32
: per share
: Revenue of $6.6 billion, up 27 percent over second quarter 2010 and 11
: percent over first quarter 2011
: Record profitability in mid- and down-stream businesses
: Cash from operations of $798 million
: Free cash flow of $526 million
: Debt-to-capital ratio of 32.6 percent and cash on hand of $1.3 billion
|
