c*******9
发帖数: 6411 | 1 close at 11.09, market cap 14.5b, cash 2.5b, no debt.
so the enterprise value of yahoo is 12b
Asian assets 43% alibaba (more than 20b market cap) + 35% of yahoo japan (
more than 20b market cap) > 15.6 b
YAHOO is selling -3.6b today with no debt.
this market is cheap |
g***c
发帖数: 11523 | 2 现在大部分蓝筹股都已经超级便宜了吧
好多都跌倒book value了
但是，谁敢抄底呢？
最牛逼的IBM一天都跌5%+，
(
【在 c*******9 的大作中提到】
: close at 11.09, market cap 14.5b, cash 2.5b, no debt.
: so the enterprise value of yahoo is 12b
: Asian assets 43% alibaba (more than 20b market cap) + 35% of yahoo japan (
: more than 20b market cap) > 15.6 b
: YAHOO is selling -3.6b today with no debt.
: this market is cheap
|
f****s
发帖数: 315 | 3 It can be cheaper...the question how cheap it can go ... |
b***a
发帖数: 6422 | 4 F的book value是多少，我只看到price/book value=16，是一回事吗？
【在 g***c 的大作中提到】
: 现在大部分蓝筹股都已经超级便宜了吧
: 好多都跌倒book value了
: 但是，谁敢抄底呢？
: 最牛逼的IBM一天都跌5%+，
:
: (
|
b*****g
发帖数: 983 | 5 Asian那个asset，既没有market price，雅虎也没有定价权。马云刚刚把alipay弄到手
，现在就剩下淘宝了。小马故技重施一下，yahoo就只剩下壳了。yahoo jp值4.5b大概。
雅虎的价格要这么算
2.5 b cash + 19b (yahoo jp market cap) x 0.35 x 0.7 (tax) + 2b yahoo US
(参
考aol的market cap，算yahoo是1.5倍的aol) + 2-4b Asian asset x 70% (tax) =
10-
12b
所以雅虎还可以再跌20-40%，呵呵
japan
(
【在 c*******9 的大作中提到】
: close at 11.09, market cap 14.5b, cash 2.5b, no debt.
: so the enterprise value of yahoo is 12b
: Asian assets 43% alibaba (more than 20b market cap) + 35% of yahoo japan (
: more than 20b market cap) > 15.6 b
: YAHOO is selling -3.6b today with no debt.
: this market is cheap
|
