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AMD为什么每次ER后都跌
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AMD为什么每次ER后都跌# Stock
N*d
1
尽管ER都beat了
很可能跟option有关:option/warrant dilution.
因为盘子小,option所占的分量就相对比较重
别看现在market cap是2B,考虑option之后就不止了
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l*l
2
问题是,为啥每次跌了之后,股版都有一群不怕死的还要去买?
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i*t
3
LAST 5 QUARTERLY EARNING:
-0.14 - -0.13 - -0.09 - +0.04 - +0.12
YOU DON'T NEED A PHD IQ TO SEE THE TREND!
AMD IS UNDER HEAVY ACCUMULATION. BUY THE FUCKING DIP!!!

【在 l*****l 的大作中提到】
: 问题是,为啥每次跌了之后,股版都有一群不怕死的还要去买?
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J*J
4
因为每次又涨回来了

【在 l*****l 的大作中提到】
: 问题是,为啥每次跌了之后,股版都有一群不怕死的还要去买?
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l*l
5
算不算蛊惑人心,坑人钱财?

【在 i**t 的大作中提到】
: LAST 5 QUARTERLY EARNING:
: -0.14 - -0.13 - -0.09 - +0.04 - +0.12
: YOU DON'T NEED A PHD IQ TO SEE THE TREND!
: AMD IS UNDER HEAVY ACCUMULATION. BUY THE FUCKING DIP!!!

avatar
s*m
6
Roger that!
BTFD!

【在 i**t 的大作中提到】
: LAST 5 QUARTERLY EARNING:
: -0.14 - -0.13 - -0.09 - +0.04 - +0.12
: YOU DON'T NEED A PHD IQ TO SEE THE TREND!
: AMD IS UNDER HEAVY ACCUMULATION. BUY THE FUCKING DIP!!!

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N*d
7
ding!

【在 i**t 的大作中提到】
: LAST 5 QUARTERLY EARNING:
: -0.14 - -0.13 - -0.09 - +0.04 - +0.12
: YOU DON'T NEED A PHD IQ TO SEE THE TREND!
: AMD IS UNDER HEAVY ACCUMULATION. BUY THE FUCKING DIP!!!

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l*l
8
你们加油!
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i*t
9
last ER i advise caution before ER, buy dip after ER, most importantly sell
just before correction. a very sharp operation by any measure. stock would
return 33% in 3 month. my JAN3C post at the time of entry return 300%. maybe
you can show something that actually indicate you have a clue beside all
the 马后 bullshit.

【在 l*****l 的大作中提到】
: 算不算蛊惑人心,坑人钱财?
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l*l
10
我老把巴掌都拍烂了,哈哈哈。

sell
maybe

【在 i**t 的大作中提到】
: last ER i advise caution before ER, buy dip after ER, most importantly sell
: just before correction. a very sharp operation by any measure. stock would
: return 33% in 3 month. my JAN3C post at the time of entry return 300%. maybe
: you can show something that actually indicate you have a clue beside all
: the 马后 bullshit.

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s*m
11
赞~在大夫身上学到了很多东西

sell
maybe

【在 i**t 的大作中提到】
: last ER i advise caution before ER, buy dip after ER, most importantly sell
: just before correction. a very sharp operation by any measure. stock would
: return 33% in 3 month. my JAN3C post at the time of entry return 300%. maybe
: you can show something that actually indicate you have a clue beside all
: the 马后 bullshit.

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i*t
12
don't get too excited, nobody care what you think.

【在 l*****l 的大作中提到】
: 我老把巴掌都拍烂了,哈哈哈。
:
: sell
: maybe

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l*l
13
让我想到丁春秋和身后一帮小徒。
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l*l
14
那当然,赚到钱就成。
你想什么也是个屁。

【在 i**t 的大作中提到】
: don't get too excited, nobody care what you think.
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i*t
15
我放屁也放马前屁。 马后屎的砖家就别凑热闹了。

【在 l*****l 的大作中提到】
: 那当然,赚到钱就成。
: 你想什么也是个屁。

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N*d
16
从wikipedia抄的一段话:
if the options outstanding equals 5% of the issued shares and the P/E=20,
then 95% (= 5/105*20) of any increase in earnings goes, not to the
shareholders, but to the options holders.
意思好像是,option如果占一定比重以后,ER的增长都跑到option上去了。AMD会不会
属于这种情况?
Impact of options and warrants dilution
Options and warrants are converted at pre-defined rates. As the stock price
increases, their value increases dollar-for-dollar. If the stock is valued
at a stable price-to-earnings ratio (P/E) it can be predicted that the
options' rate of increase in value will be 20 times (when P/E=20) the rate
of increase in earnings. The calculation of "what percentage share of future
earnings increases goes to the holders of options instead of shareholders?"
is[1]
(in-the-money options outstanding as % total) * (P/E ratio) = % future
earnings accrue to option holders
For example if the options outstanding equals 5% of the issued shares and
the P/E=20, then 95% (= 5/105*20) of any increase in earnings goes, not to
the shareholders, but to the options holders.
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i*t
17
good point. play the post ER rather than ER.

price

【在 N*****d 的大作中提到】
: 从wikipedia抄的一段话:
: if the options outstanding equals 5% of the issued shares and the P/E=20,
: then 95% (= 5/105*20) of any increase in earnings goes, not to the
: shareholders, but to the options holders.
: 意思好像是,option如果占一定比重以后,ER的增长都跑到option上去了。AMD会不会
: 属于这种情况?
: Impact of options and warrants dilution
: Options and warrants are converted at pre-defined rates. As the stock price
: increases, their value increases dollar-for-dollar. If the stock is valued
: at a stable price-to-earnings ratio (P/E) it can be predicted that the

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N*d
18
corrected price of common = price of common + value of warrant per share of
common (?)
应该想办法知道value of warrant per share of common
一般大盘股应该没这个问题
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T*r
19
这就是用来TRADE的股票。没有带头大哥,几帮人在里面胡搞。

【在 N*****d 的大作中提到】
: 尽管ER都beat了
: 很可能跟option有关:option/warrant dilution.
: 因为盘子小,option所占的分量就相对比较重
: 别看现在market cap是2B,考虑option之后就不止了

avatar
s*m
20
所以mm要压价让一些options过期吗?

price

【在 N*****d 的大作中提到】
: 从wikipedia抄的一段话:
: if the options outstanding equals 5% of the issued shares and the P/E=20,
: then 95% (= 5/105*20) of any increase in earnings goes, not to the
: shareholders, but to the options holders.
: 意思好像是,option如果占一定比重以后,ER的增长都跑到option上去了。AMD会不会
: 属于这种情况?
: Impact of options and warrants dilution
: Options and warrants are converted at pre-defined rates. As the stock price
: increases, their value increases dollar-for-dollar. If the stock is valued
: at a stable price-to-earnings ratio (P/E) it can be predicted that the

avatar
r*s
21
赞,道理就是这么浅显
明天加仓

【在 i**t 的大作中提到】
: LAST 5 QUARTERLY EARNING:
: -0.14 - -0.13 - -0.09 - +0.04 - +0.12
: YOU DON'T NEED A PHD IQ TO SEE THE TREND!
: AMD IS UNDER HEAVY ACCUMULATION. BUY THE FUCKING DIP!!!

avatar
T*r
22
问题是现在是跌。相当于ER的增长全被预支了。这AMD的ER日,就是MM的PAY DAY.

price

【在 N*****d 的大作中提到】
: 从wikipedia抄的一段话:
: if the options outstanding equals 5% of the issued shares and the P/E=20,
: then 95% (= 5/105*20) of any increase in earnings goes, not to the
: shareholders, but to the options holders.
: 意思好像是,option如果占一定比重以后,ER的增长都跑到option上去了。AMD会不会
: 属于这种情况?
: Impact of options and warrants dilution
: Options and warrants are converted at pre-defined rates. As the stock price
: increases, their value increases dollar-for-dollar. If the stock is valued
: at a stable price-to-earnings ratio (P/E) it can be predicted that the

avatar
p*r
23
看不明白,举例说明一下:
股票XYZ,
股价P0=10元,E0=0.5,PE=20,E1=1.10E0=0.55,
股价P1=11元。
股票都被我买了,一共20股,option也是我买的,5%为一股。
20股的earning增长=0.05*20=1元,1元的95%等于0.95。
所以他们无非就是说,in the money call option,股价增加1元的时候,in the
money call option的价格有可能增加0.95。
如此而已。

price

【在 N*****d 的大作中提到】
: 从wikipedia抄的一段话:
: if the options outstanding equals 5% of the issued shares and the P/E=20,
: then 95% (= 5/105*20) of any increase in earnings goes, not to the
: shareholders, but to the options holders.
: 意思好像是,option如果占一定比重以后,ER的增长都跑到option上去了。AMD会不会
: 属于这种情况?
: Impact of options and warrants dilution
: Options and warrants are converted at pre-defined rates. As the stock price
: increases, their value increases dollar-for-dollar. If the stock is valued
: at a stable price-to-earnings ratio (P/E) it can be predicted that the

avatar
h*9
24
i think the options that little fatty mentioned are not the weekly, monthly
trading options. he meant the convertible notes/warrents. if the stock price
is over the strike price, those bond holders will convert the debts to
common shares and create the dilution.
and very possible that those convertible bond holders keep shorting the
common shares fiercely since the convertible bonds are good hedges.

【在 s***m 的大作中提到】
: 所以mm要压价让一些options过期吗?
:
: price

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m*o
25
这次ER不算好。Rev Guidance -16% EPS 0% or worse. 3.5恐hold不住

【在 N*****d 的大作中提到】
: 尽管ER都beat了
: 很可能跟option有关:option/warrant dilution.
: 因为盘子小,option所占的分量就相对比较重
: 别看现在market cap是2B,考虑option之后就不止了

avatar
M*i
26
下看3.15 届时考虑入场

【在 m********o 的大作中提到】
: 这次ER不算好。Rev Guidance -16% EPS 0% or worse. 3.5恐hold不住
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h*9
27
actually this time non gap income is +0.06. there was a one time legal
income of 0.06 to bump it to 0.12.

【在 i**t 的大作中提到】
: LAST 5 QUARTERLY EARNING:
: -0.14 - -0.13 - -0.09 - +0.04 - +0.12
: YOU DON'T NEED A PHD IQ TO SEE THE TREND!
: AMD IS UNDER HEAVY ACCUMULATION. BUY THE FUCKING DIP!!!

avatar
V*2
28
这16%是季节性调整,一季度总比第四季度低。

【在 m********o 的大作中提到】
: 这次ER不算好。Rev Guidance -16% EPS 0% or worse. 3.5恐hold不住
avatar
h*o
29
盘前10 % ,小意思

【在 l*****l 的大作中提到】
: 问题是,为啥每次跌了之后,股版都有一群不怕死的还要去买?
avatar
p*x
30
我的AMD也在3.85盘前出了,看众人炒来吵去心烦。
不过今天如下到~3.6,还是要再买回来的,呵呵。。

【在 h******o 的大作中提到】
: 盘前10 % ,小意思
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s*a
31
赞。吃包子

【在 p*****x 的大作中提到】
: 我的AMD也在3.85盘前出了,看众人炒来吵去心烦。
: 不过今天如下到~3.6,还是要再买回来的,呵呵。。

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L*8
32
你多少进的?

【在 p*****x 的大作中提到】
: 我的AMD也在3.85盘前出了,看众人炒来吵去心烦。
: 不过今天如下到~3.6,还是要再买回来的,呵呵。。

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p*x
33
3.71.
事实上不值得出,只是因为觉得 1)价格应该到~3.6;2)价格未持稳,观察一下今天
的走势为好。

【在 L****8 的大作中提到】
: 你多少进的?
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b*u
34
option也有靠有扑,太imballance了就出现arbitrage,价格自己就修正了。

【在 N*****d 的大作中提到】
: 尽管ER都beat了
: 很可能跟option有关:option/warrant dilution.
: 因为盘子小,option所占的分量就相对比较重
: 别看现在market cap是2B,考虑option之后就不止了

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