马后炮：MOMO季报好， 但跌了# Stock
s*r
1 楼
我明白为何大家都不事先说了：怕给自己找麻烦，你说对了，别人认为你是内幕，甚至
怀疑你就是为庄家打工的马甲， 说错了会骂你。 所以，大家评论的股票都不是自己买
卖的股票， 之所以评论，只是为了娱乐。
怀疑你就是为庄家打工的马甲， 说错了会骂你。 所以，大家评论的股票都不是自己买
卖的股票， 之所以评论，只是为了娱乐。
d*s
2 楼
Good call. Too bad i have a sizable position in this loser, avg cost $33-34.
Guess short term pressure likely, given the weaker than normal chart + Ali's
exit.
Guess short term pressure likely, given the weaker than normal chart + Ali's
exit.
d*s
3 楼
MOMO better value now than when it was 33 :)
100% YoY growth, nearly 1B cash, only selling for 5B? This is a good price
to buy and hold for 1 year.
YMYD of course.
Can't imagine, 100% YoY growth, 1B cash,
34.
's
【在 d***s 的大作中提到】
: Good call. Too bad i have a sizable position in this loser, avg cost $33-34.
: Guess short term pressure likely, given the weaker than normal chart + Ali's
: exit.
100% YoY growth, nearly 1B cash, only selling for 5B? This is a good price
to buy and hold for 1 year.
YMYD of course.
Can't imagine, 100% YoY growth, 1B cash,
34.
's
【在 d***s 的大作中提到】
: Good call. Too bad i have a sizable position in this loser, avg cost $33-34.
: Guess short term pressure likely, given the weaker than normal chart + Ali's
: exit.
r*l
4 楼
i don't think it is 100% growth now. The next quarter growth is about 50%,
but still it is on fast track. I think it is oversold. The PE is under 20
now with 50% growth, pretty cheap. But i don't know a lot about momo, so
dare not scream a big buy here.
【在 d***s 的大作中提到】
: MOMO better value now than when it was 33 :)
: 100% YoY growth, nearly 1B cash, only selling for 5B? This is a good price
: to buy and hold for 1 year.
: YMYD of course.
: Can't imagine, 100% YoY growth, 1B cash,
:
: 34.
: 's
but still it is on fast track. I think it is oversold. The PE is under 20
now with 50% growth, pretty cheap. But i don't know a lot about momo, so
dare not scream a big buy here.
【在 d***s 的大作中提到】
: MOMO better value now than when it was 33 :)
: 100% YoY growth, nearly 1B cash, only selling for 5B? This is a good price
: to buy and hold for 1 year.
: YMYD of course.
: Can't imagine, 100% YoY growth, 1B cash,
:
: 34.
: 's
d*s
5 楼
Right. If it can keep 50% growth for a year it'll reach 50 easy. On the flip
side, if growth flattens it can hit 20. So it's a risky bet with good bias
towards upside.
【在 r***l 的大作中提到】
: i don't think it is 100% growth now. The next quarter growth is about 50%,
: but still it is on fast track. I think it is oversold. The PE is under 20
: now with 50% growth, pretty cheap. But i don't know a lot about momo, so
: dare not scream a big buy here.
side, if growth flattens it can hit 20. So it's a risky bet with good bias
towards upside.
【在 r***l 的大作中提到】
: i don't think it is 100% growth now. The next quarter growth is about 50%,
: but still it is on fast track. I think it is oversold. The PE is under 20
: now with 50% growth, pretty cheap. But i don't know a lot about momo, so
: dare not scream a big buy here.
d*s
6 楼
Table below is quarterly revenue -- it is still growing like a virus :)
Latest YoY is 354 over 157, for 125% growth. Market apparently chose to
disregard this information and only respond to Ali's exit from MOMO board,
and interpret that as 20% of shares hold by ALI would be dumped in the
market.
Date Revenue (MOMO US Equity)
09/30/2017 354.4530M
06/30/2017 312.2240M
03/31/2017 265.2380M
12/31/2016 246.1180M
09/30/2016 157.0460M
06/30/2016 99.0120M
03/31/2016 50.9220M
12/31/2015 39.4620M
09/30/2015 37.4760M
06/30/2015 30.7260M
03/31/2015 26.3240M
12/31/2014 18.5500M
Latest YoY is 354 over 157, for 125% growth. Market apparently chose to
disregard this information and only respond to Ali's exit from MOMO board,
and interpret that as 20% of shares hold by ALI would be dumped in the
market.
Date Revenue (MOMO US Equity)
09/30/2017 354.4530M
06/30/2017 312.2240M
03/31/2017 265.2380M
12/31/2016 246.1180M
09/30/2016 157.0460M
06/30/2016 99.0120M
03/31/2016 50.9220M
12/31/2015 39.4620M
09/30/2015 37.4760M
06/30/2015 30.7260M
03/31/2015 26.3240M
12/31/2014 18.5500M
F*s
7 楼
收了，不要的都卖给我，$25.5.
b*r
8 楼
老马开捞了，难得一见的马前炮。
F*s
9 楼
还没到25.5呢，到那儿谁愿意的话卖给我。
【在 b*****r 的大作中提到】
: 老马开捞了，难得一见的马前炮。
【在 b*****r 的大作中提到】
: 老马开捞了，难得一见的马前炮。
I*a
10 楼
单子都fill了吧？
没动静啊，只买了1股？
【在 F****s 的大作中提到】
: 还没到25.5呢，到那儿谁愿意的话卖给我。
没动静啊，只买了1股？
【在 F****s 的大作中提到】
: 还没到25.5呢，到那儿谁愿意的话卖给我。
f*g
11 楼
难得看见老马操作一次股票，关注一下
F*s
12 楼
下一单16.5，再在下一单6.5。
plan your trade, trade your plan.
【在 f*****g 的大作中提到】
: 难得看见老马操作一次股票，关注一下
plan your trade, trade your plan.
【在 f*****g 的大作中提到】
: 难得看见老马操作一次股票，关注一下
I*a
13 楼
肯定没买，以前不是这样的点，
【在 f*****g 的大作中提到】
: 难得看见老马操作一次股票，关注一下
【在 f*****g 的大作中提到】
: 难得看见老马操作一次股票，关注一下
l*7
14 楼
纸交。。。浪费纸张。。。太恶劣勒！
【在 I***a 的大作中提到】
: 单子都fill了吧？
: 没动静啊，只买了1股？
【在 I***a 的大作中提到】
: 单子都fill了吧？
: 没动静啊，只买了1股？
F*s
15 楼
买了，没拉住盘，回头跌到6.5多加点可以average down到成本13块。
【在 I***a 的大作中提到】
: 单子都fill了吧？
: 没动静啊，只买了1股？
【在 I***a 的大作中提到】
: 单子都fill了吧？
: 没动静啊，只买了1股？
f*g
16 楼
好的，感谢老马的指导
【在 F****s 的大作中提到】
: 下一单16.5，再在下一单6.5。
: plan your trade, trade your plan.
【在 F****s 的大作中提到】
: 下一单16.5，再在下一单6.5。
: plan your trade, trade your plan.
m*r
17 楼
没拉住盘？ 打击庄家的在试图坐庄？
【在 F****s 的大作中提到】
: 买了，没拉住盘，回头跌到6.5多加点可以average down到成本13块。
s*8
18 楼
这么小的盘子，一天跌四分之一，玩心跳吗？
n*s
19 楼
看了眼，这股基本面不错啊，花街这帮2B。。。，我也想这里捞点，跌到18再捞一笔？
明天进场意思一点
明天进场意思一点
n*s
20 楼
不过这鸟图怎么看着可能跌进23。。。
l*7
21 楼
估计他说的是，拉汽车方向盘，没拉住，撞树上了。。。
【在 m****r 的大作中提到】
:
: 没拉住盘？ 打击庄家的在试图坐庄？
【在 m****r 的大作中提到】
:
: 没拉住盘？ 打击庄家的在试图坐庄？
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