d*8
4 楼
Did Zynga spook investors with talk of more acquisitions?
Zynga Inc.’s shares slipped more than 3% to $10.60 by midday Tuesday,
missing out on an uplift that boosted most other videogame stocks during the
session.
While there was no news from the social game maker, a possible catalyst was
an interview Zynga ZNGA-4.27% executives granted to Bloomberg News, in
which the company essentially broadcast its plans to do “a few” more
acquisition deals around the size of its purchase of OMGPop last month for $
180 million. That deal added the popular mobile game “Draw Something” to
the company’s portfolio that already includes well known Facebook games
such as “FarmVille” and “CityVille.” CEO Mark Pincus did not indicate
that more deals were imminent – just that the company would consider them
in the next 3-5 years.
Zynga’s acquisitions chief Barry Cottle noted the company’s “significant
amount of cash,” which totaled $1.81 billion as of the closing date of its
most recent quarter.
The OMGPop acquisition has proven controversial to some on Wall Street,
giving rise to worries that Zynga may have to buy its way into keeping its
games on the top of the charts. In a note to clients last week, Cowen & Co.
analyst Doug Creutz wrote that while the deal will boost the company’s
daily average users, or DAU, levels in the near term, “we believe that ‘
Draw Something’ will have to deliver long term sustained monetization
growth in order to justify its $200 million price tag.” He kept his rating
on the stock at neutral, saying he sees the shares “as expensive at current
levels.”
Offsetting that sentiment, Scott Devitt of Morgan Stanley maintained his $15
price target and buy rating on the stock on Monday, noting that he views
OMGPop “as an immediate contributor to Zynga’s top-line.” He added that
partnerships with third-party developers for the company’s newly launched
Zynga.com platform “are less likely to supplement bookings in the near-term
.”
Zynga Inc.’s shares slipped more than 3% to $10.60 by midday Tuesday,
missing out on an uplift that boosted most other videogame stocks during the
session.
While there was no news from the social game maker, a possible catalyst was
an interview Zynga ZNGA-4.27% executives granted to Bloomberg News, in
which the company essentially broadcast its plans to do “a few” more
acquisition deals around the size of its purchase of OMGPop last month for $
180 million. That deal added the popular mobile game “Draw Something” to
the company’s portfolio that already includes well known Facebook games
such as “FarmVille” and “CityVille.” CEO Mark Pincus did not indicate
that more deals were imminent – just that the company would consider them
in the next 3-5 years.
Zynga’s acquisitions chief Barry Cottle noted the company’s “significant
amount of cash,” which totaled $1.81 billion as of the closing date of its
most recent quarter.
The OMGPop acquisition has proven controversial to some on Wall Street,
giving rise to worries that Zynga may have to buy its way into keeping its
games on the top of the charts. In a note to clients last week, Cowen & Co.
analyst Doug Creutz wrote that while the deal will boost the company’s
daily average users, or DAU, levels in the near term, “we believe that ‘
Draw Something’ will have to deliver long term sustained monetization
growth in order to justify its $200 million price tag.” He kept his rating
on the stock at neutral, saying he sees the shares “as expensive at current
levels.”
Offsetting that sentiment, Scott Devitt of Morgan Stanley maintained his $15
price target and buy rating on the stock on Monday, noting that he views
OMGPop “as an immediate contributor to Zynga’s top-line.” He added that
partnerships with third-party developers for the company’s newly launched
Zynga.com platform “are less likely to supplement bookings in the near-term
.”
d*8
5 楼
Offsetting that sentiment, Scott Devitt of Morgan Stanley maintained his $15
price target and buy rating on the stock on Monday, noting that he views
OMGPop “as an immediate contributor to Zynga’s top-line.” He added that
partnerships with third-party developers for the company’s newly launched
Zynga.com platform “are less likely to supplement bookings in the near-term
.”
price target and buy rating on the stock on Monday, noting that he views
OMGPop “as an immediate contributor to Zynga’s top-line.” He added that
partnerships with third-party developers for the company’s newly launched
Zynga.com platform “are less likely to supplement bookings in the near-term
.”
i*r
7 楼
看来到8有望。
我觉得这是facebook IPO前的强洗盘。
我觉得这是facebook IPO前的强洗盘。
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