汉人蒙人井水不犯河水 (转载)# Joke - 肚皮舞运动
i*y
1 楼
Bullish side:
1. Sales should be strong given the 3-month free prime trial for everybody
starting from late December. Heavy snow in February and Early easter should
help sales too. The street estimate of 6.87B is too light to me. I would say
7-7.1B is a good estimate, though a real upside surprise would exceed 7.3B
(50% year over year).
2. Operating margin should continue to rise. They did pretty good during the
discounting holiday season. Managed to reach 4% net margin. I would expect
this marg
1. Sales should be strong given the 3-month free prime trial for everybody
starting from late December. Heavy snow in February and Early easter should
help sales too. The street estimate of 6.87B is too light to me. I would say
7-7.1B is a good estimate, though a real upside surprise would exceed 7.3B
(50% year over year).
2. Operating margin should continue to rise. They did pretty good during the
discounting holiday season. Managed to reach 4% net margin. I would expect
this marg
