a***n
发帖数: 287 | 1 NOK最近比较衰，经常没什么原因就跌跌不休。不知道明天一大早的ER会不会有好消息。
除了正常的revenue、earning和outlook以外，这次ER的一个关注点是Nokia是否会因为
把手机部门卖给了微软而发special dividend或者恢复去年取消的regular dividend。 |
F********g
发帖数: 1390 | |
M********i
发帖数: 4082 | |
A**X
发帖数: 1825 | 4 赌了！
【在 M********i 的大作中提到】
: 大家都什么策略啊？持仓过ER？减仓？空仓？
|
b*****r
发帖数: 2065 | 5 不会有很靓丽的成绩的，但是智能手机的本季度的高增长的credit都给MSFT了，所以现
在就埋伏MSFT明天赚顿buffet |
M********i
发帖数: 4082 | 6 这是一次性的 早price in 了吧？
【在 b*****r 的大作中提到】
: 不会有很靓丽的成绩的，但是智能手机的本季度的高增长的credit都给MSFT了，所以现
: 在就埋伏MSFT明天赚顿buffet
|
M********i
发帖数: 4082 | 7 仓位多大？
【在 A**X 的大作中提到】
: 赌了！
|
b*****r
发帖数: 2065 | 8 前面是估计，明天早晨是实证，应该还有搞头
【在 M********i 的大作中提到】
: 这是一次性的 早price in 了吧？
|
M********i
发帖数: 4082 | 9 我觉得会大涨。不过还是出了一半，换了8C
降低风险 |
A**X
发帖数: 1825 | 10 半仓
【在 M********i 的大作中提到】
: 仓位多大？
|
|
|
a***n
发帖数: 287 | 11 (From TechCrunch.com) Nokia Earnings Preview: The Lumia Question
Nokia sold 8.8 million Lumia devices in the third quarter of 2013. Given
extant growth trends, we would expect Nokia to sell more phones in the
fourth quarter. Add the simple fact that the period includes the holiday
sales cycle, and we expect another bump. This means that Nokia should sell
— easily — more than 10 million Lumia handsets in the quarter.
The stakes here are high for Nokia, given that it’s hard to win in this
context, but very easy to lose. If it sells 11.5 million handsets instead of
11 I doubt people will laud it. But a weak number could cast a pall. The
irony is that the asset in question is what the company is selling, so a
negative result may not have as sharp an impact on its share price as it
otherwise might.
Investors are expecting Nokia to earn around .08 ($0.11) in the quarter on
revenue of .4 billion ($8.671 billion). It will be interesting to parse
the company’s earnings as it intends to mark the assets it is selling as
discontinued businesses. Nokia will dramatically change once it and
Microsoft clear the final regulatory hurdles that sit between their
consummation.
For the full-year period, Nokia is expected to earn .07 ($0.09) (on
aggregate revenue of 3.7 billion ($32.11 billion) in revenue. That latter
figure is a firm decline from its 2012 tally of 0.2 billion ($40.92
billion). And Nokia, selling off another chunk of revenue, is about to slim
again.
息。
【在 a***n 的大作中提到】
: NOK最近比较衰，经常没什么原因就跌跌不休。不知道明天一大早的ER会不会有好消息。
: 除了正常的revenue、earning和outlook以外，这次ER的一个关注点是Nokia是否会因为
: 把手机部门卖给了微软而发special dividend或者恢复去年取消的regular dividend。
|
M********i
发帖数: 4082 | 12 太长了 能不能用一个字总结：涨 还是 跌？
of
【在 a***n 的大作中提到】
: (From TechCrunch.com) Nokia Earnings Preview: The Lumia Question
: Nokia sold 8.8 million Lumia devices in the third quarter of 2013. Given
: extant growth trends, we would expect Nokia to sell more phones in the
: fourth quarter. Add the simple fact that the period includes the holiday
: sales cycle, and we expect another bump. This means that Nokia should sell
: — easily — more than 10 million Lumia handsets in the quarter.
: The stakes here are high for Nokia, given that it’s hard to win in this
: context, but very easy to lose. If it sells 11.5 million handsets instead of
: 11 I doubt people will laud it. But a weak number could cast a pall. The
: irony is that the asset in question is what the company is selling, so a
|
h**********9
发帖数: 3252 | 13
猪
【在 M********i 的大作中提到】
: 太长了 能不能用一个字总结：涨 还是 跌？
:
: of
|
a***n
发帖数: 287 | 14 一个字的总结是: depends :)
我老copy这篇文字的主要意图是记录一下所谓的expectation numbers。我个人对涨或
者跌的猜测就不要说得太明确了吧，因为那只不过是屁股决定脑袋的产物。
【在 M********i 的大作中提到】
: 太长了 能不能用一个字总结：涨 还是 跌？
:
: of
|
D*****i
发帖数: 993 | |
M********i
发帖数: 4082 | |
a***n
发帖数: 287 | 17 This is the most bullish/wishful prediction on NOK I've seen so far :)
Previous champion is that someone on Yahoo message board hopes for $1 up.
【在 M********i 的大作中提到】
: 希望我早上起来看到它暴涨20%以上。
|
