g*7
3 楼
声明:I have no position
r*l
4 楼
Q2 is very good, but can help its price very little. Forecast is bad. 110%
to 120% is not enough to sustain Yoku's negative PE.
Considering 2nd IPO unlocking on 8.16 and current market environment, yoku
is going to $10-15 in Aug very possibly.
"For the third quarter of 2011, the Company expects year-on-year growth in
net revenues of 110% to 120%."
【在 S*****y 的大作中提到】
: why? it beat the est...
: however i have put on it...
to 120% is not enough to sustain Yoku's negative PE.
Considering 2nd IPO unlocking on 8.16 and current market environment, yoku
is going to $10-15 in Aug very possibly.
"For the third quarter of 2011, the Company expects year-on-year growth in
net revenues of 110% to 120%."
【在 S*****y 的大作中提到】
: why? it beat the est...
: however i have put on it...
S*y
5 楼
tudou is going ipo too...
【在 r***l 的大作中提到】
: Q2 is very good, but can help its price very little. Forecast is bad. 110%
: to 120% is not enough to sustain Yoku's negative PE.
: Considering 2nd IPO unlocking on 8.16 and current market environment, yoku
: is going to $10-15 in Aug very possibly.
: "For the third quarter of 2011, the Company expects year-on-year growth in
: net revenues of 110% to 120%."
【在 r***l 的大作中提到】
: Q2 is very good, but can help its price very little. Forecast is bad. 110%
: to 120% is not enough to sustain Yoku's negative PE.
: Considering 2nd IPO unlocking on 8.16 and current market environment, yoku
: is going to $10-15 in Aug very possibly.
: "For the third quarter of 2011, the Company expects year-on-year growth in
: net revenues of 110% to 120%."
r*l
6 楼
that is always I have said many many times on this board: competition. Tudou
looks like already no chance to win, but yoku still has sohu/bidu and even
tecent/ntes to deal with. Yoku now has about 3B market cap, still higher
sohu. Well, unless your put expires soon, otherwise, hold it through Aug.
Yoku has another big IPO unlocking on Aug.16...
I have several yoku puts which are already 2X and will hold it at least
through Aug.
【在 S*****y 的大作中提到】
: tudou is going ipo too...
looks like already no chance to win, but yoku still has sohu/bidu and even
tecent/ntes to deal with. Yoku now has about 3B market cap, still higher
sohu. Well, unless your put expires soon, otherwise, hold it through Aug.
Yoku has another big IPO unlocking on Aug.16...
I have several yoku puts which are already 2X and will hold it at least
through Aug.
【在 S*****y 的大作中提到】
: tudou is going ipo too...
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