w*j
发帖数: 6104 | 1 SOHU 算小盘股，BIDU算大盘股。大盘股的P／E比小盘股高几倍？ |
r***l
发帖数: 9084 | 2 sohu's growth is about 20-30%, still very good, but can't compare to bidu's
80-100%. When you have higher growth rate, you have higher current PE. |
S********t
发帖数: 1600 | 3 RIVAL 看了你的帖我还真不太想SHORT SOHU了
而且SOHU WEIBO现在长得很快 |
w*j
发帖数: 6104 | 4 Can : 80-100% be sustainable for such a big company? 50B now
s
【在 r***l 的大作中提到】
: sohu's growth is about 20-30%, still very good, but can't compare to bidu's
: 80-100%. When you have higher growth rate, you have higher current PE.
|
l*********n
发帖数: 1410 | 5 sohu is also the only on of those head stocks in internet ZHONGGAI that have
not yet recovered from August 8. Huge potential. MM is loading! |
s*****n
发帖数: 5488 | 6 yes, we can
short it.
bidu = 9 sina = 20 sohu
【在 w*j 的大作中提到】
: Can : 80-100% be sustainable for such a big company? 50B now
:
: s
|
r***l
发帖数: 9084 | 7 people have been asking this question for years now, but bidu just blew
estimates every time and shorts lost their pants completely. Maybe next
monday bidu will finally show some slowdown, but do you dare to bet on that
when previous 10 times of shorting failed?
【在 w*j 的大作中提到】
: Can : 80-100% be sustainable for such a big company? 50B now
:
: s
|
s*****n
发帖数: 5488 | 8 yes. yes yes
that
【在 r***l 的大作中提到】
: people have been asking this question for years now, but bidu just blew
: estimates every time and shorts lost their pants completely. Maybe next
: monday bidu will finally show some slowdown, but do you dare to bet on that
: when previous 10 times of shorting failed?
|
r***l
发帖数: 9084 | 9 短期几天short, 涨跌没人知道，中长期short搜狐还是小心吧。
sohu weibo追上sina挺难了，不过sina想独占市场也没那么容易，sohu四位一体，视频
+门户+游戏+微薄彪一起互相宣传，微薄分个蛋糕总不算过分吧。现在不光是sina,所有
有微薄的公司都面临个问题，微薄到底怎么赚钱。sina的微币也不知道砸样了，要是死
活赚不了大钱， sina估计就回40-50吧。
个人观点，个人观点
【在 S********t 的大作中提到】
: RIVAL 看了你的帖我还真不太想SHORT SOHU了
: 而且SOHU WEIBO现在长得很快
|
