L****n
发帖数: 12932 | |
r***e
发帖数: 1840 | 2 我来抛砖引玉 :P
sohu今年的主要卖点应该是revenue up by 73%。但是margin下降，return下降，说明
他们现在还是在粗狂式发展。只要revenue up,我估计margin的问题还是能解决的，而
且这种internet公司，revenue=market share.
还有一个特点是，他们今年举债了，这是个利好。初步看一下就是这样。
师傅，今年他们这么涨了，流量好像不大阿。 |
L****n
发帖数: 12932 | 3 它跟其他的web portal有什么不同呢？ 这几个我看都一样呀， 可能我用的也不多。
新浪有微博， 瘦狐有什么？
【在 r***e 的大作中提到】
: 我来抛砖引玉 :P
: sohu今年的主要卖点应该是revenue up by 73%。但是margin下降，return下降，说明
: 他们现在还是在粗狂式发展。只要revenue up,我估计margin的问题还是能解决的，而
: 且这种internet公司，revenue=market share.
: 还有一个特点是，他们今年举债了，这是个利好。初步看一下就是这样。
: 师傅，今年他们这么涨了，流量好像不大阿。
|
b**u
发帖数: 1206 | 4 视频
【在 L****n 的大作中提到】
: 它跟其他的web portal有什么不同呢？ 这几个我看都一样呀， 可能我用的也不多。
: 新浪有微博， 瘦狐有什么？
|
m******c
发帖数: 2440 | |
L****n
发帖数: 12932 | 6 那个不是优酷最牛吗？
【在 b**u 的大作中提到】
: 视频
|
m******c
发帖数: 2440 | 7 SOHU有卫视直播版权吧
【在 L****n 的大作中提到】
: 那个不是优酷最牛吗？
|
r***e
发帖数: 1840 | 8 2个增长点一个是叫changeyou的online游戏，另一个是sohu engine,这两个up了很多。
我觉得sohu engine可能是重点，具体怎么好法我没有具体研究过。关键是这两个带动
了revenue up by 74%. this is huge. |
L****n
发帖数: 12932 | 9 i c. Thanks a lot.
【在 r***e 的大作中提到】
: 2个增长点一个是叫changeyou的online游戏，另一个是sohu engine,这两个up了很多。
: 我觉得sohu engine可能是重点，具体怎么好法我没有具体研究过。关键是这两个带动
: 了revenue up by 74%. this is huge.
|
r***e
发帖数: 1840 | |
|
|
m******c
发帖数: 2440 | 11 sohu engine是什么东东？
【在 r***e 的大作中提到】
: 2个增长点一个是叫changeyou的online游戏，另一个是sohu engine,这两个up了很多。
: 我觉得sohu engine可能是重点，具体怎么好法我没有具体研究过。关键是这两个带动
: 了revenue up by 74%. this is huge.
|
v*****k
发帖数: 7798 | 12 sohu的问题是他啥都有啥都是老二
【在 L****n 的大作中提到】
: i c. Thanks a lot.
|
r***e
发帖数: 1840 | 13 师傅太客气了。可惜没赌他家er否则发了。师傅觉得这个有戏？我没具体算过，不过涨
这么多恐怕已经price in了。他家的关键是现在margin太低，这个要具体看business
model，看他们可不可能提高efficiency。
【在 L****n 的大作中提到】
: i c. Thanks a lot.
|
m******c
发帖数: 2440 | |
v*****k
发帖数: 7798 | 15 靠，他家可是有名的ER暴跌专业户....
【在 r***e 的大作中提到】
: 师傅太客气了。可惜没赌他家er否则发了。师傅觉得这个有戏？我没具体算过，不过涨
: 这么多恐怕已经price in了。他家的关键是现在margin太低，这个要具体看business
: model，看他们可不可能提高efficiency。
|
L****n
发帖数: 12932 | 16 明显街上不是这么看。 we are missing something.
【在 v*****k 的大作中提到】
: sohu的问题是他啥都有啥都是老二
|
r***e
发帖数: 1840 | 17 有可能是，看的太快了，我的台式机又出问题了，在折腾ing
【在 m******c 的大作中提到】
: 莫非你指的是搜狗?
|
r***e
发帖数: 1840 | |
m******c
发帖数: 2440 | 19 Total revenues were US$308 million, up 36% year-over-year and 3% quarter-
over-quarter.
Brand advertising revenues were US$80 million, up 32% year-over-year and
down 2% quarter-over-quarter.
Sogou[1] revenues were US$39 million, up 73% year-over-year and down 4%
quarter-over-quarter.
Online game revenues were US$167 million, up 33% year-over-year and 6%
quarter-over-quarter. |
m******c
发帖数: 2440 | 20 Dr. Charles Zhang, Chairman and CEO of Sohu.com Inc. commented, "I am
pleased to report our Group's three key properties, namely online media,
including portal and online video, Sogou and Changyou are all making strong
starts into 2013.
Read more: http://www.nasdaq.com/article/sohucom-reports-first-quarter-2013-unaudited-financial-results-20130429-00058#ixzz2TK3ZHTxq |
|
|
v*****k
发帖数: 7798 | 21 短线无所谓的，长线这个就致命了。好多次都涨的好好的结果er达不到要求。成为中概
领头羊很难的。
【在 L****n 的大作中提到】
: 明显街上不是这么看。 we are missing something.
|
m******c
发帖数: 2440 | 22 这下就对了,搜狗,网游和正版视频是三大台柱,搜狗好像比上季度衰退了,网游向来是暴
利,不过不会长,正版视频这个有点HULU的意思. |
v*****k
发帖数: 7798 | 23 正好和百度 网易 油库对上
【在 m******c 的大作中提到】
: 这下就对了,搜狗,网游和正版视频是三大台柱,搜狗好像比上季度衰退了,网游向来是暴
: 利,不过不会长,正版视频这个有点HULU的意思.
|
l***s
发帖数: 841 | 24 关于sohu，前不久我们有详尽的FA讨论，如下。 帐户里重仓sohu，短短几个月已涨了+
50%了。
http://www.mitbbs.com/article_t/Stock/34663863.html
【在 L****n 的大作中提到】
: FA高手说说， 下一个白肚皮？？
|
h*****8
发帖数: 4754 | 25 都NM是隐牛啊。发包子吧？
了+
【在 l***s 的大作中提到】
: 关于sohu，前不久我们有详尽的FA讨论，如下。 帐户里重仓sohu，短短几个月已涨了+
: 50%了。
: http://www.mitbbs.com/article_t/Stock/34663863.html
|
L****n
发帖数: 12932 | 26 正说呢， 就泻了。
【在 L****n 的大作中提到】
: FA高手说说， 下一个白肚皮？？
|
r***e
发帖数: 1840 | 27 看来就是消息炒作，不过这个有暴点，就像上次那个tc一样有暴点。 |
r***e
发帖数: 1840 | 28 btw 师傅，到底谁是大师兄，莫名奇妙把我挤到八戒的位置上去了。 |
r***l
发帖数: 9084 | 29 sohu's recent jump mainly is due to all kinds of buyout rumors and alibaba's
buy on weibo.
1. "rumor" that baidu and 360 are bidding on sogou
2. "rumor" that sohu video may buy pptv
3. "rumor" that sohu will get privatized.
4. alibaba labelled 18% of sina weibo at 586M, which help the entire
Zhonggai's valuation, and sohu is one of the big beneficiaries.
Sohu has the business trend of higher and higher revenue, and lower and
lower net income for couple of years. Even Pwrd has higher net income than
sohu in 2012.
Now sohu's trailing PE is already 30 even higher than bidu's PE (20).
Compared to its Zhonggai peers, sohu's reasonable PE is 20, which means sohu
is overpriced now in my point of view.
sohu is still a good company, I wouldn't short, but won't long either. I
still think tencent and ntes are the best trading targets to make money. |
L****n
发帖数: 12932 | 30 THANKS.
's
【在 r***l 的大作中提到】
: sohu's recent jump mainly is due to all kinds of buyout rumors and alibaba's
: buy on weibo.
: 1. "rumor" that baidu and 360 are bidding on sogou
: 2. "rumor" that sohu video may buy pptv
: 3. "rumor" that sohu will get privatized.
: 4. alibaba labelled 18% of sina weibo at 586M, which help the entire
: Zhonggai's valuation, and sohu is one of the big beneficiaries.
: Sohu has the business trend of higher and higher revenue, and lower and
: lower net income for couple of years. Even Pwrd has higher net income than
: sohu in 2012.
|
|
|
v*****k
发帖数: 7798 | 31 alibaba是不是要在美国上市？显然的中概龙头
's
【在 r***l 的大作中提到】
: sohu's recent jump mainly is due to all kinds of buyout rumors and alibaba's
: buy on weibo.
: 1. "rumor" that baidu and 360 are bidding on sogou
: 2. "rumor" that sohu video may buy pptv
: 3. "rumor" that sohu will get privatized.
: 4. alibaba labelled 18% of sina weibo at 586M, which help the entire
: Zhonggai's valuation, and sohu is one of the big beneficiaries.
: Sohu has the business trend of higher and higher revenue, and lower and
: lower net income for couple of years. Even Pwrd has higher net income than
: sohu in 2012.
|
r***k
发帖数: 13586 | 32 转型期的pe是不能用来比较的，新浪的pe都上百了。
's
【在 r***l 的大作中提到】
: sohu's recent jump mainly is due to all kinds of buyout rumors and alibaba's
: buy on weibo.
: 1. "rumor" that baidu and 360 are bidding on sogou
: 2. "rumor" that sohu video may buy pptv
: 3. "rumor" that sohu will get privatized.
: 4. alibaba labelled 18% of sina weibo at 586M, which help the entire
: Zhonggai's valuation, and sohu is one of the big beneficiaries.
: Sohu has the business trend of higher and higher revenue, and lower and
: lower net income for couple of years. Even Pwrd has higher net income than
: sohu in 2012.
|
l***s
发帖数: 841 | 33 PWRD 有什么问题啊？FA看起来不错，但股价长期低迷。我还想吃进些呢。
's
【在 r***l 的大作中提到】
: sohu's recent jump mainly is due to all kinds of buyout rumors and alibaba's
: buy on weibo.
: 1. "rumor" that baidu and 360 are bidding on sogou
: 2. "rumor" that sohu video may buy pptv
: 3. "rumor" that sohu will get privatized.
: 4. alibaba labelled 18% of sina weibo at 586M, which help the entire
: Zhonggai's valuation, and sohu is one of the big beneficiaries.
: Sohu has the business trend of higher and higher revenue, and lower and
: lower net income for couple of years. Even Pwrd has higher net income than
: sohu in 2012.
|
r***l
发帖数: 9084 | 34 their management is bad...look at tencent, cyou and ntes. They all have
excellent management knowing what to do. but pwrd's management always made
mistakes or they are just simply bad. But they still make money and issue
yearly dividend. Personally, I think pwrd is more attractive than renn at
least.
btw, ntes just announced their Q1 ER. It is very good and ntes announced
their dividend plan too.
【在 l***s 的大作中提到】
: PWRD 有什么问题啊？FA看起来不错，但股价长期低迷。我还想吃进些呢。
:
: 's
|
l***s
发帖数: 841 | 35 NTES appears to be overvalued compared to other China Internet stocks. But I
agree their fundamentals are execellent at least for now.
【在 r***l 的大作中提到】
: their management is bad...look at tencent, cyou and ntes. They all have
: excellent management knowing what to do. but pwrd's management always made
: mistakes or they are just simply bad. But they still make money and issue
: yearly dividend. Personally, I think pwrd is more attractive than renn at
: least.
: btw, ntes just announced their Q1 ER. It is very good and ntes announced
: their dividend plan too.
|
