f*r
4 楼
新东方在重组,下个季度很可能又要猛跌一下,到时候可以扫货腰斩价
u*n
5 楼
Edu现在的价格折算成sina相同的股数是42块,并不是很便宜。看似便宜是因为股份多
。
。
g*2
6 楼
心想事成,在16.55加了一些。
g*2
8 楼
http://www.businessweek.com/news/2013-02-19/muddy-waters-secret
浑水在介绍他阻击中概的经验,让他继续吹吧。
感谢浑水。
浑水在介绍他阻击中概的经验,让他继续吹吧。
感谢浑水。
g*2
9 楼
Math Problem
EDU, a Muddy Waters target that says it is China’s largest private
education provider, had difficulty calculating its net income initially. One
affiliate supposedly contributed 99 percent of revenue and only 27 percent
of net income. Challenged by the SEC, the company agreed to show in future
filings that almost all of net income came from the affiliate -- if its
various parts were added up.
EDU also had to be told there is a legal form for certifications, and it can
’t be changed to use different words or punctuation in endorsements of its
financial information.
After being scrutinized from 2009 about everything from revenue reporting to
terms of contracts, EDU said last July that the SEC was investigating
whether its Beijing New Oriental Education & Technology entity was
appropriately consolidated in financial statements. The next day, Muddy
Waters posted a “strong sell” recommendation on its website, saying “it
is probable that EDU will have a significant restatement” of results. Block
said he read the SEC letters sent to EDU, and the company’s responses.
‘Fairly Helpful’
“The back and forth between the two was overall fairly helpful to us during
our research,” he said.
In one letter, EDU responded to the SEC query about the affiliate’s net
income contribution. Going through the numbers, Block said he believed EDU
failed to include the effect of certain taxes that could have amounted to
about one-seventh of reported 2008 profit. A later disclosure gave different
results for the same entity, he said.
Sisi Zhao, EDU’s investor-relations director, didn’t respond to e-mails
asking for an update on the SEC probe and comment on Muddy Waters’s report.
Rino Chief Financial Officer Ben Wang didn’t answer e-mails seeking
comment on Rino’s experience with the SEC or Muddy Waters. Byron Roth, Roth
Capital’s chief executive officer, didn’t respond to e-mails seeking
comment on the firm’s bullishness on Chinese shares.
EDU, a Muddy Waters target that says it is China’s largest private
education provider, had difficulty calculating its net income initially. One
affiliate supposedly contributed 99 percent of revenue and only 27 percent
of net income. Challenged by the SEC, the company agreed to show in future
filings that almost all of net income came from the affiliate -- if its
various parts were added up.
EDU also had to be told there is a legal form for certifications, and it can
’t be changed to use different words or punctuation in endorsements of its
financial information.
After being scrutinized from 2009 about everything from revenue reporting to
terms of contracts, EDU said last July that the SEC was investigating
whether its Beijing New Oriental Education & Technology entity was
appropriately consolidated in financial statements. The next day, Muddy
Waters posted a “strong sell” recommendation on its website, saying “it
is probable that EDU will have a significant restatement” of results. Block
said he read the SEC letters sent to EDU, and the company’s responses.
‘Fairly Helpful’
“The back and forth between the two was overall fairly helpful to us during
our research,” he said.
In one letter, EDU responded to the SEC query about the affiliate’s net
income contribution. Going through the numbers, Block said he believed EDU
failed to include the effect of certain taxes that could have amounted to
about one-seventh of reported 2008 profit. A later disclosure gave different
results for the same entity, he said.
Sisi Zhao, EDU’s investor-relations director, didn’t respond to e-mails
asking for an update on the SEC probe and comment on Muddy Waters’s report.
Rino Chief Financial Officer Ben Wang didn’t answer e-mails seeking
comment on Rino’s experience with the SEC or Muddy Waters. Byron Roth, Roth
Capital’s chief executive officer, didn’t respond to e-mails seeking
comment on the firm’s bullishness on Chinese shares.
H*1
10 楼
15 is coming in days
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
I*6
11 楼
赞木鸡。
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
f*r
12 楼
严重怀疑木鸡是后台黑手啊,哈哈
俺还在等半价清仓
【在 g**********2 的大作中提到】
: http://www.businessweek.com/news/2013-02-19/muddy-waters-secret
: 浑水在介绍他阻击中概的经验,让他继续吹吧。
: 感谢浑水。
俺还在等半价清仓
【在 g**********2 的大作中提到】
: http://www.businessweek.com/news/2013-02-19/muddy-waters-secret
: 浑水在介绍他阻击中概的经验,让他继续吹吧。
: 感谢浑水。
g*2
14 楼
其实对于新东方,我不担心他现在的龙头地位,不担心整个教育培训市场会不会萧条
。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
的利润就要降很多了。
但是今天我想通了, 很多复习备考的人的家里根本就是断网。
回忆我以前国内考试前也是戒网,戒电脑。
教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
的利润就要降很多了。
但是今天我想通了, 很多复习备考的人的家里根本就是断网。
回忆我以前国内考试前也是戒网,戒电脑。
教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
h*n
15 楼
严重怀疑你们系里这位老爷子是以此为借口搞mileage run来着
【在 g**********2 的大作中提到】
: 其实对于新东方,我不担心他现在的龙头地位,不担心整个教育培训市场会不会萧条
: 。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
: 的利润就要降很多了。
: 但是今天我想通了, 很多复习备考的人的家里根本就是断网。
: 回忆我以前国内考试前也是戒网,戒电脑。
: 教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
: 讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
: 多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
【在 g**********2 的大作中提到】
: 其实对于新东方,我不担心他现在的龙头地位,不担心整个教育培训市场会不会萧条
: 。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
: 的利润就要降很多了。
: 但是今天我想通了, 很多复习备考的人的家里根本就是断网。
: 回忆我以前国内考试前也是戒网,戒电脑。
: 教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
: 讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
: 多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
E*5
17 楼
潜水的看母鸡总是新东方,想问一下你现在手里多少股啊?就是好奇,呵呵~
b*p
19 楼
请密切注意 $16.2,
每次sma200的不成功试探就会导致一次sell off
每次sma200的不成功试探就会导致一次sell off
E*5
20 楼
哎~我的average是17.30...不知道啥时候开始赚钱。。
g*2
22 楼
终于在15.68打完了最后一颗子弹。
既然我都捡完了,新东方该升了吧。
既然我都捡完了,新东方该升了吧。
i*n
23 楼
跌成shit了
g*2
31 楼
哪位大师会发功的,赶快出来呀,这里有急用。呵呵
g*2
37 楼
让我们拭目以待吧, 我每周顶一下这个帖子
:)
:)
i*n
38 楼
我的新东方至少拿到今年秋天,除非真的渔民红出了什么妖蛾子。
u*n
39 楼
TA上看有点危险。
Jan 23, 2013 Symmetrical Continuation Triangle (Bearish) Intermediate-
Term Bearish 17.98 10.00 - 11.50 (target)
Jan 23, 2013 Symmetrical Continuation Triangle (Bearish) Intermediate-
Term Bearish 17.98 10.00 - 11.50 (target)
i*n
41 楼
你仔细读读浑水去年的指控,显然是他们声称的问题根本没有,又挑其它小毛病。
b*p
42 楼
今天test $15.5,如果撑不住的话,看到$14.60一线。
今天好在最后一个小时收绿,但不知道能顶多长时间。
不过TA就是预测,准不准谁也没有底。消息来了,什么都砍他个稀巴烂。
今天好在最后一个小时收绿,但不知道能顶多长时间。
不过TA就是预测,准不准谁也没有底。消息来了,什么都砍他个稀巴烂。
i*n
43 楼
其实这两天的跌很搞笑,估计是空头借大盘调整。浑水的这些东西去年夏天就拿出来了
。
。
g*2
47 楼
手里又有了点钱,还想再买一些。
f*r
50 楼
新东方在重组,下个季度很可能又要猛跌一下,到时候可以扫货腰斩价
u*n
51 楼
Edu现在的价格折算成sina相同的股数是42块,并不是很便宜。看似便宜是因为股份多
。
。
g*2
52 楼
心想事成,在16.55加了一些。
g*2
54 楼
http://www.businessweek.com/news/2013-02-19/muddy-waters-secret
浑水在介绍他阻击中概的经验,让他继续吹吧。
感谢浑水。
浑水在介绍他阻击中概的经验,让他继续吹吧。
感谢浑水。
g*2
55 楼
Math Problem
EDU, a Muddy Waters target that says it is China’s largest private
education provider, had difficulty calculating its net income initially. One
affiliate supposedly contributed 99 percent of revenue and only 27 percent
of net income. Challenged by the SEC, the company agreed to show in future
filings that almost all of net income came from the affiliate -- if its
various parts were added up.
EDU also had to be told there is a legal form for certifications, and it can
’t be changed to use different words or punctuation in endorsements of its
financial information.
After being scrutinized from 2009 about everything from revenue reporting to
terms of contracts, EDU said last July that the SEC was investigating
whether its Beijing New Oriental Education & Technology entity was
appropriately consolidated in financial statements. The next day, Muddy
Waters posted a “strong sell” recommendation on its website, saying “it
is probable that EDU will have a significant restatement” of results. Block
said he read the SEC letters sent to EDU, and the company’s responses.
‘Fairly Helpful’
“The back and forth between the two was overall fairly helpful to us during
our research,” he said.
In one letter, EDU responded to the SEC query about the affiliate’s net
income contribution. Going through the numbers, Block said he believed EDU
failed to include the effect of certain taxes that could have amounted to
about one-seventh of reported 2008 profit. A later disclosure gave different
results for the same entity, he said.
Sisi Zhao, EDU’s investor-relations director, didn’t respond to e-mails
asking for an update on the SEC probe and comment on Muddy Waters’s report.
Rino Chief Financial Officer Ben Wang didn’t answer e-mails seeking
comment on Rino’s experience with the SEC or Muddy Waters. Byron Roth, Roth
Capital’s chief executive officer, didn’t respond to e-mails seeking
comment on the firm’s bullishness on Chinese shares.
EDU, a Muddy Waters target that says it is China’s largest private
education provider, had difficulty calculating its net income initially. One
affiliate supposedly contributed 99 percent of revenue and only 27 percent
of net income. Challenged by the SEC, the company agreed to show in future
filings that almost all of net income came from the affiliate -- if its
various parts were added up.
EDU also had to be told there is a legal form for certifications, and it can
’t be changed to use different words or punctuation in endorsements of its
financial information.
After being scrutinized from 2009 about everything from revenue reporting to
terms of contracts, EDU said last July that the SEC was investigating
whether its Beijing New Oriental Education & Technology entity was
appropriately consolidated in financial statements. The next day, Muddy
Waters posted a “strong sell” recommendation on its website, saying “it
is probable that EDU will have a significant restatement” of results. Block
said he read the SEC letters sent to EDU, and the company’s responses.
‘Fairly Helpful’
“The back and forth between the two was overall fairly helpful to us during
our research,” he said.
In one letter, EDU responded to the SEC query about the affiliate’s net
income contribution. Going through the numbers, Block said he believed EDU
failed to include the effect of certain taxes that could have amounted to
about one-seventh of reported 2008 profit. A later disclosure gave different
results for the same entity, he said.
Sisi Zhao, EDU’s investor-relations director, didn’t respond to e-mails
asking for an update on the SEC probe and comment on Muddy Waters’s report.
Rino Chief Financial Officer Ben Wang didn’t answer e-mails seeking
comment on Rino’s experience with the SEC or Muddy Waters. Byron Roth, Roth
Capital’s chief executive officer, didn’t respond to e-mails seeking
comment on the firm’s bullishness on Chinese shares.
H*1
56 楼
15 is coming in days
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
I*6
57 楼
赞木鸡。
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
One
percent
can
its
【在 g**********2 的大作中提到】
: Math Problem
: EDU, a Muddy Waters target that says it is China’s largest private
: education provider, had difficulty calculating its net income initially. One
: affiliate supposedly contributed 99 percent of revenue and only 27 percent
: of net income. Challenged by the SEC, the company agreed to show in future
: filings that almost all of net income came from the affiliate -- if its
: various parts were added up.
: EDU also had to be told there is a legal form for certifications, and it can
: ’t be changed to use different words or punctuation in endorsements of its
: financial information.
f*r
58 楼
严重怀疑木鸡是后台黑手啊,哈哈
俺还在等半价清仓
【在 g**********2 的大作中提到】
: http://www.businessweek.com/news/2013-02-19/muddy-waters-secret
: 浑水在介绍他阻击中概的经验,让他继续吹吧。
: 感谢浑水。
俺还在等半价清仓
【在 g**********2 的大作中提到】
: http://www.businessweek.com/news/2013-02-19/muddy-waters-secret
: 浑水在介绍他阻击中概的经验,让他继续吹吧。
: 感谢浑水。
g*2
60 楼
其实对于新东方,我不担心他现在的龙头地位,不担心整个教育培训市场会不会萧条
。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
的利润就要降很多了。
但是今天我想通了, 很多复习备考的人的家里根本就是断网。
回忆我以前国内考试前也是戒网,戒电脑。
教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
的利润就要降很多了。
但是今天我想通了, 很多复习备考的人的家里根本就是断网。
回忆我以前国内考试前也是戒网,戒电脑。
教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
h*n
61 楼
严重怀疑你们系里这位老爷子是以此为借口搞mileage run来着
【在 g**********2 的大作中提到】
: 其实对于新东方,我不担心他现在的龙头地位,不担心整个教育培训市场会不会萧条
: 。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
: 的利润就要降很多了。
: 但是今天我想通了, 很多复习备考的人的家里根本就是断网。
: 回忆我以前国内考试前也是戒网,戒电脑。
: 教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
: 讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
: 多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
【在 g**********2 的大作中提到】
: 其实对于新东方,我不担心他现在的龙头地位,不担心整个教育培训市场会不会萧条
: 。我以前最大的担忧是互联网教育对他的冲击:如果大家都坐在家里上课,那么新东方
: 的利润就要降很多了。
: 但是今天我想通了, 很多复习备考的人的家里根本就是断网。
: 回忆我以前国内考试前也是戒网,戒电脑。
: 教育培训还是得靠线下的课堂教育。线上可能也可以有一些补充。
: 讲一个笑话,以前读书的时候,系里有个超级大牛,让秘书给订飞机票时,要求订转机
: 多的。那时候机场上网不方便,飞机上更不能上网,老爷子觉得工作起来效率特高。
E*5
63 楼
潜水的看母鸡总是新东方,想问一下你现在手里多少股啊?就是好奇,呵呵~
b*p
65 楼
请密切注意 $16.2,
每次sma200的不成功试探就会导致一次sell off
每次sma200的不成功试探就会导致一次sell off
E*5
66 楼
哎~我的average是17.30...不知道啥时候开始赚钱。。
g*2
68 楼
终于在15.68打完了最后一颗子弹。
既然我都捡完了,新东方该升了吧。
既然我都捡完了,新东方该升了吧。
i*n
69 楼
跌成shit了
g*2
77 楼
哪位大师会发功的,赶快出来呀,这里有急用。呵呵
g*2
83 楼
让我们拭目以待吧, 我每周顶一下这个帖子
:)
:)
i*n
84 楼
我的新东方至少拿到今年秋天,除非真的渔民红出了什么妖蛾子。
u*n
85 楼
TA上看有点危险。
Jan 23, 2013 Symmetrical Continuation Triangle (Bearish) Intermediate-
Term Bearish 17.98 10.00 - 11.50 (target)
Jan 23, 2013 Symmetrical Continuation Triangle (Bearish) Intermediate-
Term Bearish 17.98 10.00 - 11.50 (target)
i*n
87 楼
你仔细读读浑水去年的指控,显然是他们声称的问题根本没有,又挑其它小毛病。
b*p
88 楼
今天test $15.5,如果撑不住的话,看到$14.60一线。
今天好在最后一个小时收绿,但不知道能顶多长时间。
不过TA就是预测,准不准谁也没有底。消息来了,什么都砍他个稀巴烂。
今天好在最后一个小时收绿,但不知道能顶多长时间。
不过TA就是预测,准不准谁也没有底。消息来了,什么都砍他个稀巴烂。
i*n
89 楼
其实这两天的跌很搞笑,估计是空头借大盘调整。浑水的这些东西去年夏天就拿出来了
。
。
i*n
99 楼
昨天愣是没敢加,今天15call 10x了
B*o
100 楼
good call
b*p
104 楼
$17.23,量也上了
a*e
106 楼
这个走得不错阿,有望18,当然大盘也许对其有影响,呵呵
S*P
107 楼
sitting tight, hehe...
f*r
109 楼
木鸡为什么变绿了
g*2
110 楼
http://www.mitbbs.com/article_t/Stock/34655413.html
【在 f****r 的大作中提到】
: 木鸡为什么变绿了
【在 f****r 的大作中提到】
: 木鸡为什么变绿了
f*r
111 楼
皮绿了,不要紧,脑袋不要绿了,就行
【在 g**********2 的大作中提到】
: http://www.mitbbs.com/article_t/Stock/34655413.html
【在 g**********2 的大作中提到】
: http://www.mitbbs.com/article_t/Stock/34655413.html
g*a
112 楼
跟了半年多的EDU,看着在14-20之间折腾好几拨,感觉是15以下基本肯定可以入,18以
上就准备卖吧。
上就准备卖吧。
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