s***y
发帖数: 357 | 1 1. mobile DAU 33mil in total 72mil DAU
2. ads revenue 41mil this quarter, up 100%+ over last year
3. outlook is shitty 2012 EBITDA is only $250mil now from ($480mil)
4. international revenue up
5. "ville" style game engagement is down a lot.
to be continued... |
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s***y
发帖数: 357 | 2 Q2 EBITDA 65.3mil down 10% from Q1 |
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l**********o
发帖数: 1573 | 3 3. outlook is shitty 2012 EBITDA is only $250mil now from ($480mil)
这个事致命伤啊 广告收入再多 都是小打小闹的 没人买游戏币充值 就废了 活跃用户
啥的 增长再多也没用 很多都是免费用户 都白扯 |
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a********t
发帖数: 4508 | 4 中国公司普遍负债率就是很高的。一般大家估计都知道注册公司的程序。先有注册资金
，注册公司，然后把资金移走。所以实际上的D/E Ratio都是很高。
实际上D/E ratio对中国企业不适用。横向和美国企业比没有可比性。
对高负债经营要看D/S或D/EBITDA。 |
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f*x
发帖数: 440 | 5 I am glad somebody paid attention to the stock. However, I cannot see the
upside of the stock due to the following reasons:
over the last 5-10 years, DF, at its peak, earned about 1.00ish per share.
A commodity type company without pricing leverage, why you think it should
trade a multiple of above 15x? to me, that price indicates a bottomline
growth of 10% at least.
Although the spin-off is exiting as the company finally can capture the
growth potential of the organic/soymilk biz, what is le... 阅读全帖 |
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k**********4
发帖数: 16092 | 6 Zynga, so recently trumpeted as San Francisco's fastest-growing startup and
a poster child of the social media age, is now a cautionary tale.
In early April, Zynga Chief Executive Officer Mark Pincus dumped 15 percent
of his shares for about $198 million, in an unusual secondary stock offering
that came almost two months before the official selling lockup for insiders
ended. It turned out to be spectacular timing - at least for Pincus and
other executives and early investors. They unloaded big p... 阅读全帖 |
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k******r
发帖数: 4011 | 7 zynga expects to report revenue in the range of $300 million to $305 million
, versus the consensus of $275.9 million. Zynga expects non-GAAP EPS between
$0.00 and ($0.01) for the third quarter, versus the consensus of $0.00.
For the year, Zynga sees adjusted EBITDA projected to be in the range of $
147 million to $162 million (compared to previous expectations of between $
180 million to $250 million). |
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a********t
发帖数: 4508 | 8 0.5b里面还有扣除各色成本，对于EBITDA的贡献起码要再减去7成。
NOK一年的目标是起码要卖出20个mm的手机。 |
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v**********m
发帖数: 5516 | 9 At this price, I will stay away from this company.
From its income sheets during 2010-2012, it does not look like a promising
stock, though it may be a promising company.
===================================================
FROM SEEKING ALPHA
http://seekingalpha.com/article/1319051-1-software-1-biotech-an
Insider selling by insider (last 30 days)
Gajus Worthington sold 10,000 shares on April 1 pursuant to a Rule 10b5-
1 trading plan. Gajus Worthington currently controls 185,159 shares or 0.7%... 阅读全帖 |
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t*********e
发帖数: 630 | 10 好歹也是 S&P 四颗星的，股价这么萎靡。
We view the ADSs as undervalued vs. our $17 target price. We cut our '13
earnings per ADS estimate $0.05 to $0.81, due only to currency changes. '12
results were in line and EBITDA margin expanded, a key trend reversal.
Positive margin trajectory, coupled with capex likely having peaked in '12,
should drive growth in earnings per ADS and free cash flow and regain
investor confidence in its turnaround story. Regulatory and competitive
risks remain, but we think the valuation... 阅读全帖 |
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H******i
发帖数: 4704 | 11 Youssef Squali, Cantor Fitzgerald:
Reiterates a Buy rating, and raises his price target to $315 from $300.
Squali slightly trimmed estimates for this year to $74.093 billion in
revenue, $5.09 billion in Ebitda, and 98 cents in EPS, down from a prior $74
.096 billion, $5.31 billion, and $1 per share. “Much of the upside in
operating profit was driven by the 260bps Y/Y increase in gross margin (26.6
% vs. 24.0% in 1Q:12), more than offsetting the increase in operating
expenses (fulfillment, S&M an... 阅读全帖 |
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H******i
发帖数: 4704 | 12 Ben Schachter, Macquarie Equities Research:
Reiterates an Outperform rating and a $305 price target. Schachter raised
his 2013 estimates to $73.53 billion in revenue, $5.53 billion in Ebitda, up
from $73.3 billion, $5.35 billion, while maintaining his estimate for $3.04
per share in adjusted EPS. “AMZN posted another solid quarter. A quarter,
however, that is unlikely to change many opinions about the stock. We remain
bullish given the margin potential, growing market opportunities in
emerging b... 阅读全帖 |
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H******i
发帖数: 4704 | 13 Daniel Kurnos, The Benchmark Company:
Reiterates a Buy rating, and a $330 price target. Kurnos is keeping his
estimate for $77 billion in revenue this year, adjusted Ebitda of $5.3
billion, and $3.30 per share in adjusted EPS. “Although unit growth slowed
200bps q/q to 30%, excluding digital, 3P sales increased by 300bps q/q as a
percentage of physical units, which, combined with the ongoing digital shift
, led to OIBDA of $1.1 billion, up 37% y/y, exceeding our $979 million
estimate. Operating ... 阅读全帖 |
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p****k
发帖数: 722 | 14 Good luck eveyone!
Solar Irrational Exuberance
FYI.......
In comments Tuesday, following yesterday's 70% surge in JA Solar and minimum
12% move higher in other Chinese solar stocks, Raymond James analyst Pavel
Molchanov said checks show there is simply no boom times.
Molchanov met yesterday with management from a privately held "tier 2"
Chinese PV module manufacturer and the message they heard "was in stark
contrast to the altogether excessive bullishness being exhibited by the
stocks."
Based on... 阅读全帖 |
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c******r
发帖数: 422 | 15 2:58PM Zynga (halted) also reaffirms Q2, FY13 guidance; Q2 bookings in the
lower half of previous guidance (ZNGA) 3.41 +0.01 : Co reaffirms Q2 EPS of (
$0.04)-(0.03) on rev of $225-235 mln; consensus ($0.03), $232.6 mln.
Bookings are projected to be in the lower half of the outlook range provided
in April 24, 2013 first quarter earnings release. While Farmville Franchise
continues to perform well, other games are underperforming.
Zynga also re-affirms FY13 adj. EBITDA margin of 0-10%. |
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m*****u
发帖数: 5534 | 16 □本报记者 杨博
评级机构穆迪投资者服务公司日前发布报告，将对美国煤炭业的前景展望从“负面
”上调为“稳定”。穆迪表示，由于行业环境已经触底，美国煤炭业前景稳定，预计行
业基本面在未来12到18个月内不会进一步恶化。受此影响，美国煤炭股近日全线大涨，
沃尔特能源、詹姆斯河煤炭公司、阿尔法自然能源公司8月9日股价涨幅都超过10%。美
股煤炭ETF基金自8月7日以来上涨了6%。
今年以来国际煤炭价格大幅下跌，需求疲软令美国煤炭业股价表现一度十分低迷。
不过美国煤炭业人士分析称，美国国内热能煤需求稳定，库存水平持续下降，一旦美国
发电厂开始重建库存，将推动煤炭价格上升。
美煤炭股稍获喘息
穆迪报告预计，天然气价格维持在现在水平将在2014年中到2015年初刺激热能煤的
需求上升，未来一年煤炭发电占美国总发电量的比例将从2012年的37%上升至40%。到今
年7月，美国煤炭库存已经降至1.64亿短吨(约合1.5亿吨)，预计明年热能煤的产量和价
格都会有温和提升，而供应合理化将令冶金用煤的价格保持稳定。由于美国煤炭行业削
减成本的空间非常有限，穆迪预计2013年煤炭业的息税折旧摊销前利润(EBI... 阅读全帖 |
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r*****b
发帖数: 310 | 17 There is an intersting data in SPWR's Q2 report. The Q2 Tax rate is 1.9%,
while the earlier quaters have >36% tax rate. Does anyone know why there is
such a difference?
Non-GAAP (in millions $ except EPS) Non-GAAP
Q2 2013 Q1 2013 Q4 2012 Q3 2012 Q2 2012
Tax rate 1.9% 36.4% 52.0% 386.2% 45.6%
Revenue $650.0 $574.6 $784.6 $606.7 $650.7 Revenue $550 - $600 $2,500 - $2,
600
Gross Margin 19.5% 22.7% 18.7% 14.1% 15.1% Gross Margin 17-19% 18-20%
Operating Income $59.9 $55.4 $58.7 $10.7 $32.1
EPS (dilut... 阅读全帖 |
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w*********6
发帖数: 544 | 18 密切关注Dry Bulks
DRYS EGLE EXMCQ GNK Industry
Market Cap: 1.53B 130.77M 29.83M 194.97M N/A
Employees: 1,403 900 972 1,435 N/A
Qtrly Rev Growth (yoy): 0 -0.09 -0.27 -0.27 0
Revenue (ttm): 1.28B 206.12M 225.06M 189.92M N/A
Gross Margin (ttm): 0.43 0.44 0.37 0.37 0
EBITDA (ttm): 440.54M 65.58M 44.47M 29.48M N/A
Operating Margin (ttm): 0.06 0.02 -0.29 -0.55 0
Net Income (ttm): -31... 阅读全帖 |
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U********f
发帖数: 2482 | 19 I have been watching JCP closely the past few weeks with the most recent
quarter EBITDA margin (-9.5%) improved over the prior quarter (-13.3%)...
However, free cash flow was -$2.1 billion over the past 4 quarters (-$1.1
billion in the most recent quarter)... They're flying through cash (
increasing inventories as well as advertise spend and other store
improvements).. customers have not come running back to JCP yet and it would
seem difficult especially once people started getting used to alter... 阅读全帖 |
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z***e
发帖数: 5600 | 20 加法做成减法了
Enterprise Value = Net Debt + Market Cap = 4.8B + 1.58B = 6.4B
然后考虑EV / Ebitda, EV / Sales等
even |
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C********1
发帖数: 5281 | 21 Q3 2013 revenue of $203 million, down 36% year-over-year, and bookings of $
152 million, down 40% year-over-year
• Q3 2013 net loss of $68 thousand and Adjusted EBITDA of $7 million
• Q3 2013 GAAP EPS of $0.00 and non-GAAP EPS of ($0.02)
这种财务也能暴涨，我还真的看不懂。 |
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r**********8
发帖数: 887 | 22 Zynga第三财季总营收2.02亿美元，同比下滑36%；净亏损6.8万美元，调整后息税折
旧摊销前利润(Adjusted EBITDA)为690万美元。
唯一想買進理由morgan 占有大比例持股,一旦morgan 走了 就玩完 |
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r**********8
发帖数: 887 | 23 Zynga第三财季总营收2.02亿美元，同比下滑36%；净亏损6.8万美元，调整后息税折
旧摊销前利润(Adjusted EBITDA)为690万美元。
唯一想買進理由morgan 占有大比例持股,一旦morgan 走了 就玩完 |
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c****w
发帖数: 2830 | 24 目前这个股票未来两年的eps, revenue 和 ebitda 沽值都出于平稳上不去的状态。。
但是其他各项对比指数都是同行业的discount....，猪盘加曼纽型? |
|
m******u
发帖数: 12400 | 25 BEIJING, Nov. 14, 2013 (GLOBE NEWSWIRE) -- Bona Film Group Limited(Nasdaq:
BONA) ("Bona" or the "Company"), a leading film distributor and vertically
integrated film company in China, today announced its unaudited financial
results for the third quarter ended September 30, 2013.
"Overall, I am very pleased with the results that we delivered in the third
quarter," said Bona founder, Chairman and CEO Mr. Yu Dong. "We distributed
three strong films - Unbeatable, My Lucky Starand Out of Inferno 3D, ... 阅读全帖 |
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s******v
发帖数: 4495 | 26 我前面说了，egle每个季度有debt covenant - EBITDA ratio, 一旦break了，就是
default，要小心 |
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s******v
发帖数: 4495 | 27 我前面说了，egle每个季度有debt covenant - EBITDA ratio, 一旦break了，就是
default，要小心 |
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m*********a
发帖数: 3299 | 28 GS said(your money your call):
The current valuation of the S&P 500 is lofty by almost any measure, both
for the aggregate market as well as the median stock: (1) The P/E ratio; (2)
the current P/E expansion cycle; (3) EV/Sales; (4) EV/EBITDA; (5) Free Cash
Flow yield; (6) Price/Book as well as the ROE and P/B relationship; and
compared with the levels of (6) inflation; (7) nominal 10-year Treasury
yields; and (8) real interest rates. Furthermore, the cyclically-adjusted P/
E ratio suggests the ... 阅读全帖 |
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i*******e
发帖数: 1904 | 29 最佳的方案就是把所有negative cash flow的store都关了。
不用管top line了，想办法把EBITDA变成正的，然后refinance，把利息支出降低。
其实就是GS说的“rightsizing”。 |
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c****w
发帖数: 2830 | 30 yelp上个月我烧了几次。从83下来的时候每天全是卖盘，一路都是红的，盘中的情况，
比当时还没有完全爆掉的ddd还要惨。反弹的时候都是红的。这种情况持续了很长时间。
yelp昨天的er数据显示，未来一年可能依旧不能盈利。
yelp的 ev/ebitda 目前的价位是fb的3倍，lnkd的2倍。 |
|
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a**********2
发帖数: 355 | 32 Americas : Market Intelligence – Morning Update
微信公众平台 USOPTIONS
by Chris Hussey
Published March 28, 2014
Stocks in Asia were mixed Friday with a somewhat positive tilt as Japan and
Hong Kong saw gains while Shanghai and Taiwan ticked down a hair. Data out
of the region continues to paint a complex picture. In Japan, February
retail sales were strong (+3.6% yoy) but appears to be tied to consumers
buying items ahead of a planned sales tax hike in April since the February
real household spendi... 阅读全帖 |
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s******t
发帖数: 213 | 33 盈利是年产80MW以上可以ebitdas positve。
公司说全球规模（包括棒子自己建的厂）做到210MW 就有可能把成本降到10cents下，
因为美国平均电价是10cents。其实目前0.12~0.15的成本已经比很多州的电价低了，你
可以查查。
fcel 肯定会有大单了，技术好，成本控制的又赞。 |
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s******t
发帖数: 213 | 34 对fcel 谨慎乐观，他们的最大股东是棒子的铺向制铁posco， 是fcel最大的支柱，却
也是最大的不确定因素，就怕棒子玩阴的。
但是我真心觉得fcel的发电技术已经相当成熟，而且他们还有很多新技术我在没提，你
要有兴趣可以把他家2013年的report看一下，六十多页，里面啥都有，在公司网站上。
对于plug和bldp，相当乐观。 我想这板上看不起plug的应该都是大牛吧，手里牛股太
多不屑于一个plug。
燃料电池行业今非昔比，不能用老眼光看。 如果你把plug的财报从2012年一直看现在
，就能感受到汹涌澎湃的行业增长，而今年不出以外的话，bldp和plug都会ebitdas
positive. plug选的市场非常好，眼光很独到。 |
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a**********2
发帖数: 355 | 35 微信公众平台 USOPTIONS
Stocks in Asia were mixed Thursday as markets appear to be treading water
ahead of today's ECB meeting statement and tomorrow's US March Payrolls
report - two important events for gauging the trajectory of growth and
policy in the developed world. Stocks in Japan continue to enjoy a modest
rebound on the back of a steadily weakening yen (now ￥104.0/$). In Europe
this morning, stocks have barely budged and across asset classes we can also
see more of a desire to wait than engage ... 阅读全帖 |
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e******d
发帖数: 840 | 36 ca
Net revenue was $76.4 million in the first quarter of 2014, reflecting 66%
growth from the first quarter of 2013
Cumulative reviews grew 46% year over year to approximately 57 million
Average monthly unique visitors grew 30% year over year to approximately 132
million* and average monthly mobile unique visitors grew 52% year over year
to approximately 61 million**
Active local business accounts grew 65% year over year to approximately 74
thousand
Net loss in the first quarter of 2014 was $(2.... 阅读全帖 |
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m********o
发帖数: 2088 | 37 Q2 adjusted EBITDA of $118-120M versus Street expectations of ~$121M |
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w******g
发帖数: 2047 | 38 Zillow downgraded again, 大家开始烧吧
SunTrust Robinson Humphrey downgraded Zillow (NASDAQ: Z) from Buy to Neutral
with a price target of $110.00 (unchanged). The downgrade is tied to
valuation.
Analyst Robert S. Peck said, "We are lowering our rating today on Zillow to
Neutral from Buy, based on the strong run the stock has had and its
sustained surpassing of our $110 year end 2014 target. While we remain very
bullish on the long term prospects for the company and the large TAMs it is
addressing, we ... 阅读全帖 |
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D***3
发帖数: 12712 | 39 - Currently, Alibaba’s stake owned by Yahoo has a $10 – 20
billion tax bill associated with it, depending on how it trades post-IPO
- The Yahoo Japan (YJ) stake owned by Yahoo has about a $3 billion
tax bill associated with it at current market prices
- Yahoo’s Wall Street analysts all discount the taxes Yahoo would
have to pay on these stake sales in their current price targets for Yahoo
- Let’s assume that Alibaba becomes a $200 billion market cap
company po... 阅读全帖 |
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l**********1
发帖数: 415 | 40 did it beat?
Groupon Announces Second Quarter 2014 Results
Gross billings of $1.82 billion
Revenue of $751.6 million
Adjusted EBITDA of $59.1 million
GAAP loss per share of $0.03; non-GAAP earnings per share of $0.01 |
|
|
a*****1
发帖数: 3134 | 42 Is it possible that Rig is at the early stage of DRYS.
I can imaging that several years ago when DRYS were still at double digit,
the Debt/eq would be similar. I think Rig is quickly deteriorating.
Do you have the historical debt/eq or debt/Ebitda for drys? |
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t**********r
发帖数: 182 | 43 朋友转发过来的; 风险自负.
结论摘要:
1. 阿里巴巴第二季度报表显示极高的增长性.
2. 根据双阶段自由现金流模型预测 (2-STATE FCFF MODEL), 股票价格(12-MONTH
PRICE TARGET) 在$150.35.
3. 11/7股票价格收在$114.56; 上升空间巨大; 建议买入并持有.
具体分析:
1. 第二季度答卷合格, 符合华尔街基本预期.
9月底季度收入比去年同期增长53.7%，达到人民币168.29亿元($2,742 MILLION)，其中
中国零售商务平台（淘宝、天猫及聚划算）的收入达到人民币127.69亿元，比去年同期
的人民币86.45亿元增长了47.7%。按非美国通用会计准则计算，本季度经调整EBITDA为
人民币84.93亿元($1,348 MILLION)，比去年同期增长30.6%，经调整摊薄后每股盈利为
人民币2.79元 ($0.45),增幅9.4%; 自由现金流增长速度53%达到$1,456 MILLION).
亮点是: 移动业务的领先优势得到了进一步强化。9月底结束季度移动收入达人民币37
.19亿元，比去年同期大幅增长10.... 阅读全帖 |
|
d******5
发帖数: 4273 | 44 TripAdvisor misses by $0.02, beats on revenue
TripAdvisor (NASDAQ:TRIP): Q4 EPS of $0.35 misses by $0.02.
Revenue of $288M (+35.2% Y/Y) beats by $2.99M.
TripAdvisor soars to $76 on revenue beat, strong 2015 outlook
In addition to beating Q4 revenue estimates (while missing on
EPS), TripAdvisor (NASDAQ:TRIP) guided on its CC (webcast) for
high-20s 2015 revenue growth, above a 24% consensus. Adjusted
EBITDA is expected to grow at a low-to-mid teens clip.
A 97% Y/Y increase in subscription, transac... 阅读全帖 |
|
d******5
发帖数: 4273 | 45 Z财报：周五盘后财报，太另类！
Zillow misses by $0.04, beats on revenue
Q4 EPS of $0.24 misses by $0.04.
Revenue of $92.3M (+58.3% Y/Y) beats by $2.29M.
The company says it expects to close its acquisition of Trulia
(NYSE:TRLA) as soon as Tuesday, now that the FTC has wrapped its look
at the deal.
Revenues of $92.3M (up 58%) were made up of: Display Revenue of $14.1M
(up 17%); Marketplace Revenue of $78.2M (up 69%).
Marketplace Revenue comprised Real Estate Revenue of $70.8M (up 73%)
and Mortgages Revenue of $... 阅读全帖 |
|
d******5
发帖数: 4273 | 46 TripAdvisor misses by $0.02, beats on revenue
TripAdvisor (NASDAQ:TRIP): Q4 EPS of $0.35 misses by $0.02.
Revenue of $288M (+35.2% Y/Y) beats by $2.99M.
TripAdvisor soars to $76 on revenue beat, strong 2015 outlook
In addition to beating Q4 revenue estimates (while missing on
EPS), TripAdvisor (NASDAQ:TRIP) guided on its CC (webcast) for
high-20s 2015 revenue growth, above a 24% consensus. Adjusted
EBITDA is expected to grow at a low-to-mid teens clip.
A 97% Y/Y increase in subscription, transac... 阅读全帖 |
|
d******5
发帖数: 4273 | 47 Z财报：周五盘后财报，太另类！
Zillow misses by $0.04, beats on revenue
Q4 EPS of $0.24 misses by $0.04.
Revenue of $92.3M (+58.3% Y/Y) beats by $2.29M.
The company says it expects to close its acquisition of Trulia
(NYSE:TRLA) as soon as Tuesday, now that the FTC has wrapped its look
at the deal.
Revenues of $92.3M (up 58%) were made up of: Display Revenue of $14.1M
(up 17%); Marketplace Revenue of $78.2M (up 69%).
Marketplace Revenue comprised Real Estate Revenue of $70.8M (up 73%)
and Mortgages Revenue of $... 阅读全帖 |
|
p*******g
发帖数: 809 | 48 我不想挑战大牛啊，但是看了这家公司的数据，发现有几点问题：
虽然这家的P/E, price/book，以及EBITDA/EV都还不错，比较有吸引力，但是这家的现
金流不太多（仅仅只有1千多万），此外这家上个季度亏损严重，盈利各方面都是负的
。也许这家以后会翻身，但是近期（3个月）恐怕很难有转机吧？ |
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w**a
发帖数: 3510 | 49 直接从yahoo copy过来的。 我的判断是长期看最终AAL的股价会赶上UAL,近期如果油价
一直低迷可能会回到52/54之间。当然如果出现恐怖袭击这样的突发事件会猛跌一下。
Direct Competitor Comparison
AAL PVT1 DAL UAL Industry
Market Cap: 34.46B N/A 37.21B 25.68B 14.18B
Employees: N/A N/A 79,655 84,000 13.16K
Qtrly Rev Growth (yoy): 0.38 N/A 0.06 -0.00 0.25
Revenue (ttm): 42.65B 35.14B1 40.36B 38.90B 14.79B
Gross Margin (ttm): 0.28 N/A 0.26 0.28 0.21
EBITDA (ttm): 6.33B N/A 6.91... 阅读全帖 |
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r*******l
发帖数: 54 | 50 NEW YORK (TheStreet) -- Shares of TrueCar (TRUE) were falling 6.5% to $15.90
Thursday after B. Riley initiated coverage of the online auto pricing
company with a "sell" rating.
The analyst firm set a price target for $10 for the company. B. Riley
analysts said that "the company's core business - enabling vehicle sales
through dealers - is slowing materially as TRUE achieves peak dealer
penetration and slowdown in units sold per dealer." Riley analysts find a
major acceleration in transaction rev... 阅读全帖 |
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