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】![](/moin_static193/solenoid/img/up.png) : was beating for so many quaters and first time missed.. : and use to be down after beating..
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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】![](/moin_static193/solenoid/img/up.png) : was beating for so many quaters and first time missed.. : and use to be down after beating..
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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】![](/moin_static193/solenoid/img/up.png) : was beating for so many quaters and first time missed.. : and use to be down after beating..
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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】![](/moin_static193/solenoid/img/up.png) : was beating for so many quaters and first time missed.. : and use to be down after beating..
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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】![](/moin_static193/solenoid/img/up.png) : 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
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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】![](/moin_static193/solenoid/img/up.png) : AA ER is a chicken indicator(it can go either way) : JPM/INTC is the real deal. : : : 0. : :
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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】![](/moin_static193/solenoid/img/up.png) : 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。
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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】![](/moin_static193/solenoid/img/up.png) : 周四是JPM和GOOG。周五 C : : 觉看,
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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】![](/moin_static193/solenoid/img/up.png) : 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
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