b*****r
发帖数: 2065 | 1 过2个ER会到27元，4Q13应该非常强劲增长，从9月份到12月alexa的排名上升了30多位
。感恩节发的100M的苦胖应该会在4Q13中有所体现。 |
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s******e
发帖数: 696 | 2 From Merrill:
TSLA reported 3Q13 adj. EPS of $0.12 (ex. lease acct.), below our $0.20
estimate. We note that consensus EPS of $0.11 appears to have been skewed
lower by forecasts including the effect of lease accounting, and therefore
is likely not comparable.
In our view, 3Q highlights the challenging path that lies ahead for Tesla,
particularly given that the bull thesis appears to assume high-teen, luxury-
vehicle EBIT margins by 2020, despite most sales being attributable to the
mass market ... 阅读全帖 |
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t*****9
发帖数: 10416 | 3 Goldman said contacts are reporting increasing mobile budgets and a
significant uptick in CPM which should result in Facebook reporting upside
to consensus mobile forecasts.
For 4Q13, The firm expects Facebook to report ad revenue of $2.16B vs
consensus of $1.99B and mobile ad revenue of $1.14B vs consensus of $984M.
However，For 1Q14, they forecast ad revenue to decline 8% qoq to $2.00bn, vs
. consensus at -6% to $1.88bn； mobile ad revenue of $1.09bn, -4% compared
with consensus of $1.03bn, +4%. |
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G****e
发帖数: 11198 | 4 你们耐心去找找吧，春天来了，等1Q14-2Q14季报出来，可能是个收割的好季节。 |
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