n*******s
发帖数: 149 | | n*******s
发帖数: 149 | | p*****y
发帖数: 1602 | 3 跌，使劲跌
【在 n*******s 的大作中提到】
: 怕怕啊
| n*******s
发帖数: 149 | 4 GS downgrade to sell.
能跑快跑吧。 | n*******s
发帖数: 149 | 5 Applying a 100% weighting to Sina Weibo as a social network, our Sina
valuation would rise to about $165, implying about 16% upside.
On the other hand, our $105 target price implies 26% downside.
Applying a 100% weighting to Sina Weibo as a social media gives a
valuation
of $79 and implies 45% downside.
Our DCF valuation for Weibo (based on standalone financials rather
than
benchmarking its user base against other platforms) implies $1.2bn valuation
($18 per share) for Weibo, or $70 value for Sina (giving 51% downside). | f********n
发帖数: 1560 | 6 lol, they didn't say Facebook's target price based on their model. I guess
the downside will be huge.
rather
valuation
【在 n*******s 的大作中提到】
: Applying a 100% weighting to Sina Weibo as a social network, our Sina
: valuation would rise to about $165, implying about 16% upside.
: On the other hand, our $105 target price implies 26% downside.
: Applying a 100% weighting to Sina Weibo as a social media gives a
: valuation
: of $79 and implies 45% downside.
: Our DCF valuation for Weibo (based on standalone financials rather
: than
: benchmarking its user base against other platforms) implies $1.2bn valuation
: ($18 per share) for Weibo, or $70 value for Sina (giving 51% downside).
| d**********g
发帖数: 5335 | | t****g
发帖数: 35582 | 8 这就是一个扯，SNS咋个盈利模式上帝都不晓得，他们就能弄个model出来来个$165的
valuation。
rather
valuation
【在 n*******s 的大作中提到】
: Applying a 100% weighting to Sina Weibo as a social network, our Sina
: valuation would rise to about $165, implying about 16% upside.
: On the other hand, our $105 target price implies 26% downside.
: Applying a 100% weighting to Sina Weibo as a social media gives a
: valuation
: of $79 and implies 45% downside.
: Our DCF valuation for Weibo (based on standalone financials rather
: than
: benchmarking its user base against other platforms) implies $1.2bn valuation
: ($18 per share) for Weibo, or $70 value for Sina (giving 51% downside).
| b*****2
发帖数: 11103 | 9 砸下去也好，我能捞点，这样每天都飚我的心在滴血啊，lol
【在 t****g 的大作中提到】
: 这就是一个扯，SNS咋个盈利模式上帝都不晓得，他们就能弄个model出来来个$165的
: valuation。
:
: rather
: valuation
|
|
