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N********n
发帖数: 8363 | 2 The Financial Accounting Standards Board has proposed new rules under which
banks and other lenders would be required to use mark-to-market accounting.
Banks would have to report both the fair value and amortized cost of loans
and some other financial assets and liabilities on their balance sheets
under the new rules. Changes in fair value would, in most cases, be
recognized in other comprehensive income and could cause swings of billions
of dollars in the book values for the biggest lenders.
So |
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o*******n
发帖数: 2035 | 3 AMR Corporation Reports Third Quarter Profit of $143 Million
Substantial Improvement Compared to Last Year, Despite Higher Fuel Prices
Recent Highlights Include: Launched Joint Business with British Airways and
Iberia
Received Tentative DOT Approval for Antitrust Immunity with Japan Airlines
Enhancing Strategic Position in Los Angeles
AMR Corporation On Wednesday October 20, 2010, 11:00 am
FORT WORTH, Texas, Oct. 20 /PRNewswire-FirstCall/ -- AMR Corporation, the
parent company of American Airlin... 阅读全帖 |
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k********n
发帖数: 18523 | 4 负面因素：
1油价可能稳重有降
2增发股票，去年增发了70B刀的股票，其中25B再投资收益5亿刀。
35B用做预留资金。2011年还要增发新股。
Share | Recommend PrintEmail Alert By Carla Mozee, MarketWatch
LOS ANGELES (MarketWatch) — International oil prices could drop as far as $
70 a barrel when the North African region and the Middle East see a calming
of the civil unrest that has disrupted oil production in Libya, the chief
financial officer of Brazilian oil giant Petroleo Brasileiro SA said Friday.
The front-month crude contract earlier this week breached t... 阅读全帖 |
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m*********y
发帖数: 10616 | 5 Apr. 27, 2011 (PR Newswire) --
BEIJING, April 27, 2011, /PRNewswire-Asia/ -- Baidu, Inc. (NASDAQ: BIDU),
the leading Chinese language Internet search provider, today announced its
unaudited financial results for the first quarter ended March 31, 2011(1).
First Quarter 2011 Highlights
* Total revenues in the first quarter of 2011 were RMB2.436 billion ($
372.0 million), an 88.3% increase from the corresponding period in 2010.
* Operating profit in the first quarter of 2011 was RMB1.195 bi... 阅读全帖 |
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h****z
发帖数: 2009 | 6 2009年买断，现在又要IPO，但好像过去两年亏钱
Before the controversial buyout of J. Crew, there was Bankrate.
Back in 2009, Bankrate management and two of its directors,
including its chairman, teamed up with the private equity firm Apax
Partners to take the company private. This team ended up buying
Bankrate, a consumer financial information company, but did so
pursuant to a sale process that came under heavy criticism by
Institutional Shareholder Services, among others.
The Bankrate board appeared to abdicate its... 阅读全帖 |
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t*********7
发帖数: 900 | 7 江西赛维LDK太阳能高科技有限公司（NYSE：LDK）于2011年5月2日宣布，已向美国证券
交易委员会提交了包含年度审计财务报表（截至2010年12月31日）的Form 20-F文件。
Form 20- F文件已上传至公司网站http://investor.ldksolar.com ，同时也可通过http://www.sec.gov网站在线查看。一些投资者，分析师和财经记者在仔细查阅这些根据海外上市要求对外公布经审计的年报后，发现有的数据与赛维通过传媒报道，提交给银行，商业伙伴和政府等对内声称的业绩存在相当差异，有的数据则难以解读，引起部分年报读者的疑问。
销售业绩内外有别
2008年，赛维向国内有关方面声称的业绩是实现销售收入突破120亿元。但赛维年
报报告的销售收入业绩(revenue)则仅为16.43亿美元，根据赛维年报确认的兑换率折合
人民币112.09亿元，所以2008年赛维对内对外声称的业绩差异率（discrepancy）超过7
%。
赛维分别在不同场合向商业合作伙伴，银行和政府相关部门提供其2009年的业绩数
据：2009年赛维LDK成为世界上唯一一年销售量突破1000... 阅读全帖 |
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S*******s
发帖数: 13043 | 8 resi mortgage paid in amortization.
bill sold at discount
notes & bond pays coupon |
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c*****r
发帖数: 8227 | 9 Earning 非常滥。
The company forecast adjusted second-quarter revenue, which excludes the
impact of deferred-license revenue, of $126 million to $129 million, just
under estimates of $130 million from analysts polled by Thomson Reuters.
Sina's core earnings have continued to deteriorate amid higher product-
development and advertising costs.
In the latest quarter, Sina posted a loss of $13.7 million, or 21 cents a
share, compared with a year-earlier profit of $15 million, or 23 cents a
share. Exclud... 阅读全帖 |
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t******g
发帖数: 252 | 10 Operating cash flow was 1,137M Eur. The major difference between net loss
and operating cash flow are 1,562 M Eur depreciation and amortization, and 1
,338 M Eur write-off of investment/asset. |
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J*K
发帖数: 331 | 11 【 以下文字转载自 Chinook 俱乐部 】
发信人: JFK (John F. Kennedy), 信区: Chinook
标 题: Is the Real-Estate Rebound for Real? zz
发信站: BBS 未名空间站 (Sun Aug 5 16:39:09 2012, 美东)
For investors, "home" is no longer a four-letter word.
The real-estate sector, for the first time in years, is serving as a beacon
of relative strength in an otherwise weak economy. Standard & Poor's on
Tuesday reported that home prices in its S&P/Case-Shiller 20-city index rose
0.9% in May from the prior month, after adjusting for seasonal t... 阅读全帖 |
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k**********4
发帖数: 16092 | 12 Zynga, so recently trumpeted as San Francisco's fastest-growing startup and
a poster child of the social media age, is now a cautionary tale.
In early April, Zynga Chief Executive Officer Mark Pincus dumped 15 percent
of his shares for about $198 million, in an unusual secondary stock offering
that came almost two months before the official selling lockup for insiders
ended. It turned out to be spectacular timing - at least for Pincus and
other executives and early investors. They unloaded big p... 阅读全帖 |
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c*******o
发帖数: 5387 | 13 EMC Corp. (EMC) hedged its stronger quarterly results with a cautious
outlook for 2013, warning of macroeconomic challenges that have made many
customers put off hardware upgrades for longer than expected.
The Hopkinton, Mass., company also said it plans to lay off an undisclosed
number of employees this year, which will lead to a roughly $80 million
charge.
EMC's fourth-quarter earnings grew 4.6% as stronger sales of both high-end
and mid-tier storage drove better-than-expected results. Its ful... 阅读全帖 |
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V*****2
发帖数: 7930 | 14 Cybersecurity is "much broader than people think," says Mike Steed of
Paladin Capital Group, a PE firm putting money in national security-
focused startups. It used to mean information theft, he says, but today "it
means preventing the destruction and disruption of everything from databases
to the power grid."
In a realm of startups, there are few public companies for retail folks to
invest in. One promising pure play is KEYW Holding (KEYW), a small company (
with a market cap of about $45... 阅读全帖 |
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m*****u
发帖数: 5534 | 15 中国如果大量增加进口，那么澳大利亚那点产量根本不够，还得靠美国本土，那么ANR
就有希望
目前美国东部煤矿根本都在亏钱卖。ANR第一季度的季报说，2013年的预期：
Guidance (in millions, except per-ton and percentage amounts)
2013
Average per Ton Sales Realization on Committed and Priced Coal Shipments
West $12.84
Eastern Steam $62.71
Eastern Metallurgical $113.25
Coal Shipments (million tons) 81 — 92
West 37 — 40
Eastern Steam 25 — 30
Eastern Metallurgical 19 — 22
West — Cost ... 阅读全帖 |
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m*****u
发帖数: 5534 | 16 再看一下ACI的2013年预期：
Average per Ton Sales Realization on Committed and Priced Coal Shipments
West $13.37
Eastern Steam $64.72
Eastern Metallurgical $93.37
Coal Shipments (million tons) 133 - 144
Steam 125 - 135
Eastern Metallurgical 8 - 9
West — Cost $10.75 — $11.50
East — Cost $66.00 — $72.00
Selling, General & Administrative Expense
(excluding merger-related expenses)
$130 — $140
Depletion, Depreciat... 阅读全帖 |
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m*****u
发帖数: 5534 | 17 再看一下BTU的2013年预期：
Coal Shipments (million tons) 230 - 250
US 180 - 190
Australia 33 - 36
•Stable 2013 costs per ton in the United States with expected U.S.
revenues per ton 5 percent to 10 percent below 2012 levels;
•Australian costs in the low $80 per ton range as cost containment
actions and productivity improvements partly mitigate external cost
pressures and a higher-cost metallurgical coal mix;
•Full-year depreciation, depletion... 阅读全帖 |
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B*******n
发帖数: 20645 | 18 一、 前言
从人类天性来讲，男女的需求是高度统一的：即都是好色又好财，物质为基础，精
神为追求。社会观念与社会规则改变了成年后的男女，使其向不同的方向发展：即，男
求色，女求财。
中国发达城市，包括韩国，日本全亚州的国际大都市，即使男女比例不失调的前提
下，"剩女"现象极其普遍。除了个别是真正不想结婚外，大部分都是想结却找不到合适
的对象。究其缘由，本质上是有一种观念在起作用，即男女经济收入要达到一个怎样的
平衡，大家才认为：“男可娶，女可嫁”。说得好听点，就是男要达到怎么样的价值，
女方才会认为是可以嫁，嫁得不亏。因此女性选老公，正如同风险投资者选择收购企业
，是风险于收益的平衡。
注意，女性这笔风险投资绝对属于战略投资，除极特别的情况，通常不能实现普
通财务投资人的套现退出，一锤子的买卖，实属高危投资的典范。
分大类讲，女性分三种主要投资模式。
1、绝大部分女性属于较成熟的VC投资人，即：投资目标是具有基本盈利能力且具有高
度成长性的男人。这类男人在生命周期中属于发展期，前景广阔且目前价值低估。
2、当然，不排除有部分女性作为天使投资人去选择一个一穷二白看不到未来的男人，
但是罕有... 阅读全帖 |
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o********n
发帖数: 1329 | 19 你是不是没有把 short-term investments 算进去.
RENN有那么多钱,当然不能空放着让钱贬值啊.
Q2 loss from operations was $34.7 million
Q2 net loss was $9.3 million
The difference in net loss versus the operating loss was the earnings pick-
up through equity method investments in the second quarter of 2013.
按我的理解就是说用这些闲钱去投资赚了 25.5million (34.7-9.3)
836 - 207 = 629 million
也就是说 629 million 用来投资了, 在 Q2 赚了 25.5million
25.5 / 629 = 4.05%
Not bad!
"Next, loss from operations in the second quarter was $34.7 million compared
to a loss ... 阅读全帖 |
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d*****d
发帖数: 10658 | 20 Renren Announces Unaudited Third Quarter 2013 Financial Results
BEIJING, Nov. 27, 2013 /PRNewswire/ -- Renren Inc. (NYSE: RENN) ("Renren" or
the "Company"), a leading real-name social networking internet platform in
China, today announced its unaudited financial results for the third quarter
ended September 30, 2013.
Third Quarter 2013 Highlights
Total net revenues were US$47.6 million, a 5.6% decrease from the
corresponding period in 2012. Renren net revenues were US$41.1 million, a 9.
9% decre... 阅读全帖 |
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W******r
发帖数: 789 | 21 发布分红消息之后股价也不会骤升，有一个amortize的过程，而且大家都知道拿到分红
之后股价会下调，没有人会bid up. |
|
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r*****b
发帖数: 310 | 23 I saw that in the past quarters, the "Selling/General/Admin" expenses is way
higher than the "Research & Development" part. Wondering whether the
employee compensation includes in "R&D" or "selling/general/admin". Could
anyone help to answer this question?
(In million $)
Gross Profit 56.90 51.01 42.79 38.16
Selling/General/Admin. Expenses, Total 46.37 41.99 37.77 33.36
Research & Development 9.50 6.96 6.42 6.24
Depreciation/Amortization 2.82 2.64 2.48... 阅读全帖 |
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t***u
发帖数: 2057 | 24 看看下面从John Maultin本周news letter中摘的一段。如果是我，我会5/1ARM，然后
择机re-finance。他的最后rate 2.75%，比你每10万每年少付1875。当然，我会做好5
年内利率大涨的准备。——那个是小概率事件，一旦发生，说明这个投资根本就是失败
，现在就不该买。
你只是Lock，还有机会反悔。——既然赌1、2年内有refinance机会，何不赌大点。前
提是worst case结果能接受。
An ARM and a Leg
But then came the time to get a takeout mortgage. Joe had lent me the total
amount at 3.75% for one year.
It soon became apparent I would get only a 70% loan, which would basically
take me out of the construction loans. I got lucky in that the appraisals
turned out... 阅读全帖 |
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w**k
发帖数: 6722 | 25 YAHOO news or broker news
Illumina Reports Strong Start to Fiscal Year 2015
Business Wire Illumina, Inc.
SAN DIEGO--(BUSINESS WIRE)--
Illumina, Inc. (ILMN) today announced its financial results for the first
quarter of fiscal year 2015.
First quarter 2015 results:
Revenue of $539 million, a 28% increase compared to $421 million in the
first quarter of 2014, and an increase of 33% on a constant currency basis
GAAP net income for the quarter of $137 million, or $0.92 per diluted share,
compared to... 阅读全帖 |
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a*****e
发帖数: 182 | 26 我觉得boshiho的逻辑没错啊。
非金融高手来基础剖析一下。
EBITA高就是说在tax和amortization之前赚了很多钱。
但是这些钱要交tax, 再算上折旧，就成了earning.
EPS就是每股的earning.
楼主说EPS/EBITA接近0，就是赚了很多钱，但是这些钱大部分交成税了，或者有很多折
旧费，所以earning很小了？
对不？
为啥这样好呢？
俺觉得这样不但没逃税，反正交了很多税也！ |
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a*******g
发帖数: 3500 | 27 摘录了几个重点
Inventory ended at $839 million compared to $751 million at year end in
support of the ramp of new products and increased semi-custom SoC sales in
the second quarter. (新gpu cpu 游戏机cpu 使库存提高)
The principal debt amount was $1.73 billion, down $34 million from the prior
quarter as a result of debt reduction actions. （削减了34米的债务）
CapEx to be approximately $140 million, including the capitalization of
production mask sets beginning in Q1 2017.（新产品的掩模支出增加了资本支出，
包括7nm的掩模支出？apu的掩模支出？）
I think the... 阅读全帖 |
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a*******g
发帖数: 3500 | 28 From a geographic standpoint, the mask costs, whereas they would have been
in R&D previously, would be sitting on the COGS side of the P&L and
therefore amortized in the COGS side related to the production of the units.
这段话你看啥意思？
straight
assets
。除非这个掩模使用寿命就只有一年。 |
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y*********u
发帖数: 3664 | 29 员工股票
On a per-share basis, the San Francisco-based company said it had a loss of
4 cents. Earnings, adjusted for stock option expense and amortization costs,
came to 7 cents per share |
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c******a
发帖数: 4400 | 30 成本贵是因为生产线都是新的，研发也是新的，要amortize到成本。另外contractor过
多，很多东西都在摸索，确实走了弯路，但上道就会好很多。比如model S, model X现
在profit margin就好多了。 |
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s***e
发帖数: 2795 | 31 没什么特别的影响。如果你买了points,那是可以amortize的。
mortgage interest 照样在Schedule A上deduct. |
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s***e
发帖数: 2795 | 32 是的。如果你的mortgage不是refinancing,你可以在贷款的那一年全数deduct.
如果是refinancing, 你需要amortize the points over the life of the loan. |
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s******g
发帖数: 654 | 33 You should be able to see most of the tax planning items in accounting 101.
Deferred tax assets/liabilities, AR/AP, Inventory, allowance, write off,
fair market valuation, related parties transaction, parent/subs transactions
, gift/estate, lease/rent, capitalization, amortization/depreciation, income
/expense allocation...
If you are interested, IRC is also a better place to go. Our tax strategy is
following the revenue code/rule/case and tax lawyer's opion legally. |
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s******g
发帖数: 654 | 34 If you cannot handle it by yourself or you want best scenario/analysis
results, contact me every year from November 1 ~ December 15. The review of
your case will be free. The custom tax planning/projection to minimize/
eliminate your AMT will be $400 for 2011. You will get what you pay for.
============================================================================
====
How can I escape the AMT?
One of the best things that can be said about the AMT is that Congress was
successful in making it d... 阅读全帖 |
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e*******l
发帖数: 55 | 35 2010用 LLC 买了个房子，做了些 rehab, 没有出租，想把它卖掉。在form 4526
(Depreciation and Amortization) 的 Asset Entry Worksheet item 4 "Type of
Asset" 里面，好像相关的只有 "I. Residential Rental Real Estate" 和
"Nonresidential real estate". 应该选什么呢？谢过了。 |
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h***b
发帖数: 1233 | 36 only if you paid "points"--for purchase, can deduct 100%. for refi,
amortize over the term of the loan.
other closing costs count toward the cost basis of your house. ie. purchase
price $100k, closing cost $2k. base = $102k. |
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h*********d
发帖数: 1054 | 37 可以抵税的。这些都是expense。
rent income - expense - amortization - ... = taxable income |
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h****3
发帖数: 187 | 38 if you're referring to "point", it's deductible on purchase loan. point
charge on refi loan has to be amortized over the "term" of the loan. e.g.
30 or 15 yrs.
closing costs is to be added to the "cost basis" of your prop.
if
refi |
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j******h
发帖数: 592 | 39 original loan, fully deductible
refi, amortize over the term of the loan
when u refi again, write it off
in |
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j***y
发帖数: 2074 | 40 2014年close了一套投资房出租。请问用啥软件报税好？
主要这套出租房close的费用哪些可以算tax deductible？比如HUD里面的settlement
charges (origination
charge，appraisal fee, title charges, government recording and transfer tax,
survey fee; HOA dues；interest charge等等)，还有房子inspection fee，新冰箱等
等。还有contract sales price包括了从builder买的washer和dryer，可以再expense
里报tax deductible吗？
还有depreciation和amortization，我用taxACT最基本的软件，都没有提示我如何具体
的把这写添表，请问我要用啥软件会提示我更具体的填写这些expense？ |
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k*****3
发帖数: 114 | 41 仪器，车等也可以公司成立之后转为 business use开始计提折。
start up cost 在税法上是capitalize然后慢慢amortize |
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s*******m
发帖数: 160 | 42 refinance or purchase loan fees are all amortization items instead of
depreciation items. |
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t****g
发帖数: 35582 | 43 这个东西我就是自己做了个excel sheet算，一个amortization的formula就搞定了。
然后再加上tax deduction的调整，预期的通胀率，预期的投资收益率等等的。比网上
的帅多了。 |
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t****g
发帖数: 35582 | 44 这是两种不同的保险。
return of premium rate的其实就是他们赚你的利息做保费。和term比的话你用个
excel amortization的公式一算就知道他们
相对于term，premium是多少了。
还有那种到时候不是lump of sum还钱，而是按照annuity还的，费用低点。因为很可能
你term到期了，annuity还没拿回来，就game ove
r了。
反正保险公司就是一大堆作精算的整天算来算去，然后package成不同的产品忽悠你。
我个人的倾向是不喜欢用复杂的玩艺，实现我的要求越简单越好。
不过如果是1M, 30yr的话，一年700-800也不算贵呀。Term的话大概每个月要$35，假设
你30-35岁。一年下来也使400了。 |
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g*******s
发帖数: 2828 | 45 拜托危言耸听的人稍微做点功课好不好。
利率涨了100bps，你的monthly payment真的涨了多少？比起principal amortization
和property tax，interest payment也没那么夸张。
利率是涨了点，但是比起过去几十年还是偏低。
说的极端点，80年代初prime rate 15%的时候，房市崩溃了么？never event went
down on a national basis。
个人看法，美国房子和世界上绝大多数地方比起来，那真是白菜。想来想去比美国便宜
的也就非洲了。
买房子就是刚需，你需要就买，是个消耗品，千万别把这想成是投资。你自住的话5-10
年内涨/跌了又有什么区别。 |
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S*******s
发帖数: 10098 | 46 赞同最后几句，自住的话，涨跌不用去想它。
老中就是有一种“房子情节”， 不光拥有了房子就高兴，还能在数人面前支撑起一个
“富人”的面子。现在很多老中是把房子作为投机/投资哦， 所以班上不少房托说房，
房黑奇缺，嘿嘿！
amortization
10 |
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W*****d
发帖数: 4196 | 47 问题是这波房价涨投资占了很大一部分，2011年底到2013年初很多是hedge fund在投资
，2013年初后很多观望的刚需买房的人急急忙忙上车了。
amortization
10 |
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b***b
发帖数: 13249 | 48 买家都这么想的话，对agent最好，一些agent 就是这么给客户洗脑的，你看来已经被
成功洗脑了。
amortization
10 |
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c*******y
发帖数: 3008 | 49 举例说明，
5 year arm 就是头5年固定低利率， 后25年浮动利率（高度可能性较大）， 但是
amortization是30 年。 |
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c*******y
发帖数: 3008 | 50 你干嘛这么咄咄逼人的？ 我只是好心给Nietschean大叔解释一下什么是ARM program。
选什么program是个人选择， 和别人没有任何关系。
amortization 最最简单的中文解释就是分摊，详细解释可以google，wiki。 |
|
