r*l
2 楼
basically "good" news from sina/alibaba/360/weibo is just helping sohu's
valuation...
valuation...
g*7
3 楼
good point.
how to interpret ntes's ER? Thx.
【在 r***l 的大作中提到】
: basically "good" news from sina/alibaba/360/weibo is just helping sohu's
: valuation...
how to interpret ntes's ER? Thx.
【在 r***l 的大作中提到】
: basically "good" news from sina/alibaba/360/weibo is just helping sohu's
: valuation...
r*l
4 楼
i think it is very good, but wall street is very picky on ntes. Ding Lei
said there is some decline on WOW, then market overreacted yesterday.
Actually, WOW only contributes like 15-20% revenue now and some decline
doesn't matter at all le.
Again, ntes and tencent are my top priority to buy if there is some major
dip. Now just need to wait...it will happen...
【在 g********7 的大作中提到】
: good point.
: how to interpret ntes's ER? Thx.
said there is some decline on WOW, then market overreacted yesterday.
Actually, WOW only contributes like 15-20% revenue now and some decline
doesn't matter at all le.
Again, ntes and tencent are my top priority to buy if there is some major
dip. Now just need to wait...it will happen...
【在 g********7 的大作中提到】
: good point.
: how to interpret ntes's ER? Thx.
l*7
5 楼
今天绿的啊
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