Rival, your NTES post earning assignement is due :-) - 未名空间MITBBS历史存档

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Rival, your NTES post earning assignement is due :-)

Rival, your NTES post earning assignement is due :-)# Stock

w*32017-08-15 07:08

1 楼

waiting.... online....
Going to buy some on 260-265 level. Rival, you are a real expert on this
stock. What is your read of their earning, any plans?
Thanks.

r*l2017-08-15 07:08

2 楼

er后我发了一个帖子了
网易的游戏这次我觉的是真麻烦来了，去年一天跌15%我都觉的是市场不可理喻，这次
不一样了。q3也肯定环比下降了，市场情绪好不了。起码250再考虑买，我自己是打算
等220了。网易新游戏也值得追踪，但我比较悲观。
ymyd

B*s2017-08-15 07:08

3 楼

http://www.mitbbs.com/article/Stock/37022259_3.html

s*d2017-08-15 07:08

4 楼

网易的二次原手游后劲不足，主要是没有ip支持，崩坏3 现在要成为2次原手游的王者
荣耀，网易当年大话西游，ip就搞得很好，当然那还是pc时代，现在手游进入拼ip 后
劲的时代，不再是一个ip热一段时间，至少要热个3-4年才行。提高用户的游戏黏度。

w*32017-08-15 07:08

5 楼

Thank you, Rival! You are really someone who knows things and like to share.
Their gross margin is trending down and is a big concern to me, but the
company is a rare Chinese company that distributes dividend and has a
reasonable PEG ratio. I will likely follow my buy target and make short term
trade.I'll find out your er post to take a look.Once again, thank you,
Rival.