Why Sina's stock price can reach $70/share?# Stock
f*y
1 楼
t*d
2 楼
Can I use Apple GC and Target GC @ Target to buy iPad?
Thanks
Thanks
f*x
3 楼
公司在帮我办O1签证，找了几个推荐人，我让他们随便把办EB1A的信也签了，内容和O1
推荐信差不多，只是把一头一尾改了一点。可是公司的律师说我要办EB1A的话得找不同
的人，因为USCIS那边会有我办O1用的哪些推荐人的记录，不能是一样的。我在网上查
了一下，没有发现这个说法。想请教一下有没有人有这个经验的？多谢！
推荐信差不多，只是把一头一尾改了一点。可是公司的律师说我要办EB1A的话得找不同
的人，因为USCIS那边会有我办O1用的哪些推荐人的记录，不能是一样的。我在网上查
了一下，没有发现这个说法。想请教一下有没有人有这个经验的？多谢！
m*1
4 楼
This is any open discussion, please feel free to let me know your comments:
Just did some research to Sina's financial:
2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
The market cap: 4.34 billion, which means P/S ration 11-12.
Normally P/S more than 6 is not sustainable unless for extrodinary high
growth potential. However, if based on the latest financials, the revenue
growth should not be more than 15%. Am I missing anything?
Just did some research to Sina's financial:
2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
The market cap: 4.34 billion, which means P/S ration 11-12.
Normally P/S more than 6 is not sustainable unless for extrodinary high
growth potential. However, if based on the latest financials, the revenue
growth should not be more than 15%. Am I missing anything?
i*8
5 楼
今天店里玩了demo
能火的话还真厉害了
能火的话还真厉害了
c*y
6 楼
no apple gc
【在 t******d 的大作中提到】
: Can I use Apple GC and Target GC @ Target to buy iPad?
: Thanks
【在 t******d 的大作中提到】
: Can I use Apple GC and Target GC @ Target to buy iPad?
: Thanks
r*y
7 楼
same is fine
v*g
8 楼
largely because of sina weibo
comments:
million.
high
revenue
【在 m******1 的大作中提到】
: This is any open discussion, please feel free to let me know your comments:
: Just did some research to Sina's financial:
: 2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
: The market cap: 4.34 billion, which means P/S ration 11-12.
: Normally P/S more than 6 is not sustainable unless for extrodinary high
: growth potential. However, if based on the latest financials, the revenue
: growth should not be more than 15%. Am I missing anything?
comments:
million.
high
revenue
【在 m******1 的大作中提到】
: This is any open discussion, please feel free to let me know your comments:
: Just did some research to Sina's financial:
: 2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
: The market cap: 4.34 billion, which means P/S ration 11-12.
: Normally P/S more than 6 is not sustainable unless for extrodinary high
: growth potential. However, if based on the latest financials, the revenue
: growth should not be more than 15%. Am I missing anything?
c*y
9 楼
神马神器啊
【在 f**y 的大作中提到】
: day 1:
: http://www.youtube.com/watch?v=eIbENDz516s
: day 2:
: http://www.youtube.com/watch?v=5qLPX5y6LiE
: day 3:
: http://www.youtube.com/watch?v=yTTmOAd6b0I
: day 4:
: http://www.youtube.com/watch?v=qhxAka3Orfw
【在 f**y 的大作中提到】
: day 1:
: http://www.youtube.com/watch?v=eIbENDz516s
: day 2:
: http://www.youtube.com/watch?v=5qLPX5y6LiE
: day 3:
: http://www.youtube.com/watch?v=yTTmOAd6b0I
: day 4:
: http://www.youtube.com/watch?v=qhxAka3Orfw
T*y
10 楼
不能。
同理：在美国的一般商店里，你不能用人民币买中国制造的东西。
【在 t******d 的大作中提到】
: Can I use Apple GC and Target GC @ Target to buy iPad?
: Thanks
同理：在美国的一般商店里，你不能用人民币买中国制造的东西。
【在 t******d 的大作中提到】
: Can I use Apple GC and Target GC @ Target to buy iPad?
: Thanks
b*y
11 楼
其实开头结尾都不用改的，O-1和EB1A的推荐信可以用同一套。。。。。
t*2
12 楼
为什么bidu可以到100呢？ PE = 85。目前sina的PE不过9.5左右，比很多网络股都要低
吧,比如sohu的19,所以目前sina的股价其实还算是undervalued的
【在 m******1 的大作中提到】
: This is any open discussion, please feel free to let me know your comments:
: Just did some research to Sina's financial:
: 2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
: The market cap: 4.34 billion, which means P/S ration 11-12.
: Normally P/S more than 6 is not sustainable unless for extrodinary high
: growth potential. However, if based on the latest financials, the revenue
: growth should not be more than 15%. Am I missing anything?
吧,比如sohu的19,所以目前sina的股价其实还算是undervalued的
【在 m******1 的大作中提到】
: This is any open discussion, please feel free to let me know your comments:
: Just did some research to Sina's financial:
: 2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
: The market cap: 4.34 billion, which means P/S ration 11-12.
: Normally P/S more than 6 is not sustainable unless for extrodinary high
: growth potential. However, if based on the latest financials, the revenue
: growth should not be more than 15%. Am I missing anything?
c*7
13 楼
牛逼牛逼
p*q
14 楼
My lawyer also suggested me to use different people from my NIW to write my
EB1A RL. I didn't like it but I try to listen.I end up using same 2 people
and add another 6 of new people.
One thing is that you should always listen to your lawyer, if you have a
choice. Every lawyer has their own style that is different from others. If
you can't convince your lawyer, just follow your lawyer.
Otherwise, DIY
EB1A RL. I didn't like it but I try to listen.I end up using same 2 people
and add another 6 of new people.
One thing is that you should always listen to your lawyer, if you have a
choice. Every lawyer has their own style that is different from others. If
you can't convince your lawyer, just follow your lawyer.
Otherwise, DIY
m*1
15 楼
P/E ratio is not applicable to Sina because of Gain on CRIC IPO. The company
reported $411.9 million GAAP net income in FY 2009, However, $375.1 Million
is related to gain on disposal of equity investment (CRIC IPO) and
operating net income is just $35 million. Since CRIC IPO is a one time event
, the trailing PE is already more than 100, which is a little bit too high.
As to Baidu, the company's revenue growed at 110% in 2010, but Sina only
grow at 11% as reported in its Q3 ER.
Still don't think we connected the dots.
reported $411.9 million GAAP net income in FY 2009, However, $375.1 Million
is related to gain on disposal of equity investment (CRIC IPO) and
operating net income is just $35 million. Since CRIC IPO is a one time event
, the trailing PE is already more than 100, which is a little bit too high.
As to Baidu, the company's revenue growed at 110% in 2010, but Sina only
grow at 11% as reported in its Q3 ER.
Still don't think we connected the dots.
n*e
16 楼
靠，现在再去amazon定几个还来的及吗？
【在 f**y 的大作中提到】
: day 1:
: http://www.youtube.com/watch?v=eIbENDz516s
: day 2:
: http://www.youtube.com/watch?v=5qLPX5y6LiE
: day 3:
: http://www.youtube.com/watch?v=yTTmOAd6b0I
: day 4:
: http://www.youtube.com/watch?v=qhxAka3Orfw
【在 f**y 的大作中提到】
: day 1:
: http://www.youtube.com/watch?v=eIbENDz516s
: day 2:
: http://www.youtube.com/watch?v=5qLPX5y6LiE
: day 3:
: http://www.youtube.com/watch?v=yTTmOAd6b0I
: day 4:
: http://www.youtube.com/watch?v=qhxAka3Orfw
o*e
17 楼
DIY
都一样，都通过了
都一样，都通过了
j*h
18 楼
这个行业最重要的relative valuation ratio 是P/S??
就算用你选择性的P/S 指标
P/S = (P/E)*(E/S)= P/E * net profit margin
你用的是TTM， P/E (ttm)= 10.19, Net profit margin= 115.90% (肯定有special
gain)
=> P/S= 11.81
如果用forward P/E, P/E=34.79, net profit margin= 21% (5 yr normalized)
=> P/S= 7.3
【在 m******1 的大作中提到】
: This is any open discussion, please feel free to let me know your comments:
: Just did some research to Sina's financial:
: 2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
: The market cap: 4.34 billion, which means P/S ration 11-12.
: Normally P/S more than 6 is not sustainable unless for extrodinary high
: growth potential. However, if based on the latest financials, the revenue
: growth should not be more than 15%. Am I missing anything?
就算用你选择性的P/S 指标
P/S = (P/E)*(E/S)= P/E * net profit margin
你用的是TTM， P/E (ttm)= 10.19, Net profit margin= 115.90% (肯定有special
gain)
=> P/S= 11.81
如果用forward P/E, P/E=34.79, net profit margin= 21% (5 yr normalized)
=> P/S= 7.3
【在 m******1 的大作中提到】
: This is any open discussion, please feel free to let me know your comments:
: Just did some research to Sina's financial:
: 2009 revenue $358.6 million, 2010 YTD (first 3 quarters): 292.7 million.
: The market cap: 4.34 billion, which means P/S ration 11-12.
: Normally P/S more than 6 is not sustainable unless for extrodinary high
: growth potential. However, if based on the latest financials, the revenue
: growth should not be more than 15%. Am I missing anything?
f*x
19 楼
谢谢大家回复~ 这个是帮我办O1的律师给我说法，绿卡还没找律师，在考虑DIY。。。
I*e
20 楼
SINA's PE is over 40.
【在 t***2 的大作中提到】
: 为什么bidu可以到100呢？ PE = 85。目前sina的PE不过9.5左右，比很多网络股都要低
: 吧,比如sohu的19,所以目前sina的股价其实还算是undervalued的
【在 t***2 的大作中提到】
: 为什么bidu可以到100呢？ PE = 85。目前sina的PE不过9.5左右，比很多网络股都要低
: 吧,比如sohu的19,所以目前sina的股价其实还算是undervalued的
x*1
21 楼
微博啊
m*1
22 楼
the issue is how much revenue has Weibo generated?
【在 x*******1 的大作中提到】
: 微博啊
【在 x*******1 的大作中提到】
: 微博啊
t*2
23 楼
新浪的收入结构是不是比搜狐要单一？ 有没有人可以分析比较一下这两家公司，目前
新浪的market cap是要比搜狐大的。但是印象中，感觉搜狐的盈利能力是不是更强一点
如果说单纯从未来的增长率来分析的话，新浪8%,百度110%，两者大概是13倍的关系，
他们目前的market cap也大概是差这么多。但个人觉得，光是从盈利的增长率来分析，
应该是过于简单化了
【在 m******1 的大作中提到】
: the issue is how much revenue has Weibo generated?
新浪的market cap是要比搜狐大的。但是印象中，感觉搜狐的盈利能力是不是更强一点
如果说单纯从未来的增长率来分析的话，新浪8%,百度110%，两者大概是13倍的关系，
他们目前的market cap也大概是差这么多。但个人觉得，光是从盈利的增长率来分析，
应该是过于简单化了
【在 m******1 的大作中提到】
: the issue is how much revenue has Weibo generated?
x*1
24 楼
revenue是很重要，但我觉得投资者是觉得这个微薄idea很innovative，所以投了很多
钱进去
【在 m******1 的大作中提到】
: the issue is how much revenue has Weibo generated?
钱进去
【在 m******1 的大作中提到】
: the issue is how much revenue has Weibo generated?
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