w*a
2 楼
目标60
e*m
5 楼
baba 100-> yhoo 55 -60. ( 1dollar baba increase = yhoo 0.4 dollar)
if yahoo did some financial engineering. if it bought back when it reached
32 2weeks ago already.
yhoo -> 60-65.
if yhoo would have had excellent earning report or a sale out to baba/
softbank yhoo ->70~80
the reason why baba priced low and softbank sells nothing and jack ma sells
very few (compare to all other founders of other tech companies) is they
all know it is low priced and the only loser seller is yhoo again. baba
should reach 100. $66 should be low balled price unless a broad makert
crash, you would not see it again.
if yahoo did some financial engineering. if it bought back when it reached
32 2weeks ago already.
yhoo -> 60-65.
if yhoo would have had excellent earning report or a sale out to baba/
softbank yhoo ->70~80
the reason why baba priced low and softbank sells nothing and jack ma sells
very few (compare to all other founders of other tech companies) is they
all know it is low priced and the only loser seller is yhoo again. baba
should reach 100. $66 should be low balled price unless a broad makert
crash, you would not see it again.
e*m
7 楼
after 15 years, nasdq should break top as well for sure before really pull
back. just 10% more. just need
big guys like goog, aapl, msft, fb, baba and so on a run.
it just means any chance to buy in is a good chance.
back. just 10% more. just need
big guys like goog, aapl, msft, fb, baba and so on a run.
it just means any chance to buy in is a good chance.
o*r
8 楼
这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
按照目前的分析, 看了很多乱七八糟的消息, BABA貌似很短时间就可以到$80, 所以
YHOO 19号前到$45, 然后月底到$50-$52是没问题的咯?
花街的剧本这么简单吗? LOL,怎么感觉白痴也可以赚钱.
sells
they
【在 e****m 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: baba 100-> yhoo 55 -60. ( 1dollar baba increase = yhoo 0.4 dollar)
: if yahoo did some financial engineering. if it bought back when it reached
: 32 2weeks ago already.
: yhoo -> 60-65.
: if yhoo would have had excellent earning report or a sale out to baba/
: softbank yhoo ->70~80
: the reason why baba priced low and softbank sells nothing and jack ma sells
: very few (compare to all other founders of other tech companies) is they
: all know it is low priced and the only loser seller is yhoo again. baba
: should reach 100. $66 should be low balled price unless a broad makert
按照目前的分析, 看了很多乱七八糟的消息, BABA貌似很短时间就可以到$80, 所以
YHOO 19号前到$45, 然后月底到$50-$52是没问题的咯?
花街的剧本这么简单吗? LOL,怎么感觉白痴也可以赚钱.
sells
they
【在 e****m 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: baba 100-> yhoo 55 -60. ( 1dollar baba increase = yhoo 0.4 dollar)
: if yahoo did some financial engineering. if it bought back when it reached
: 32 2weeks ago already.
: yhoo -> 60-65.
: if yhoo would have had excellent earning report or a sale out to baba/
: softbank yhoo ->70~80
: the reason why baba priced low and softbank sells nothing and jack ma sells
: very few (compare to all other founders of other tech companies) is they
: all know it is low priced and the only loser seller is yhoo again. baba
: should reach 100. $66 should be low balled price unless a broad makert
m*h
10 楼
BABA 每股价值在40美元以下。
[在 oldcenter (老中) 的大作中提到:]
:这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
:
:...........
[在 oldcenter (老中) 的大作中提到:]
:这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
:
:...........
m*h
11 楼
很明显雅虎更缺钱。马云自己只要买豪宅买飞机就够了花不了什么钱。你让马云卖的跟
雅虎一样多,他拎着那么多钱干啥?软银更不缺钱。
[在 oldcenter (老中) 的大作中提到:]
:这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
:
:...........
雅虎一样多,他拎着那么多钱干啥?软银更不缺钱。
[在 oldcenter (老中) 的大作中提到:]
:这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
:
:...........
e*m
14 楼
总得有个傻瓜,没能力,没ownership的做冤大头吧。这就是low ball 的 ipo 价格的
原因。而且一鸟在手,总比两鸟在林好吧。
当然yahoo也不是完全傻子,不是negotiate才从260M 股,到 150M ,再cut 到120M 吗?
yahoo两年前7B 卖掉的500M股呵呵。
【在 m*********h 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 很明显雅虎更缺钱。马云自己只要买豪宅买飞机就够了花不了什么钱。你让马云卖的跟
: 雅虎一样多,他拎着那么多钱干啥?软银更不缺钱。
: [在 oldcenter (老中) 的大作中提到:]
: :这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
: :
: :...........
原因。而且一鸟在手,总比两鸟在林好吧。
当然yahoo也不是完全傻子,不是negotiate才从260M 股,到 150M ,再cut 到120M 吗?
yahoo两年前7B 卖掉的500M股呵呵。
【在 m*********h 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 很明显雅虎更缺钱。马云自己只要买豪宅买飞机就够了花不了什么钱。你让马云卖的跟
: 雅虎一样多,他拎着那么多钱干啥?软银更不缺钱。
: [在 oldcenter (老中) 的大作中提到:]
: :这么说有点道理, 但是Softbank/BABA为什么要等YHOO卖掉stake以后再买入呢?
: :
: :...........
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