a****7
发帖数: 93 | 1 If somebody really has the oversea M&A experience and is good at US GAAP,
his/her compensation should be way above the RMB 400k. With this money, you
probably end up with some unqualified people. |
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p******u
发帖数: 105 | 2 The salary may not limited to RMB400k per year.
GAAP,
you |
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u***************r
发帖数: 11227 | 3 发信人： feixin( 馨飞儿), 信区： Returnee
标题： 德勤牛人泄密：四大到底喜欢哪种留学生？
发信站： BBS未名空间站(Thu Aug 17 10:49:07 2017,GMT)
又是一年毕业季，很多财会类毕业生都想知道如何能进入四大工作，或者去四大实习。
这位DTT牛人根据自己在德勤的实际工作体会，和在四大的朋友了解，其中包括与HR的
交流，分享给有意或正在准备奔向四大怀抱的童鞋们。
1 四大喜欢什么专业的人？
关于专业问题，很多童鞋都想知道。四大官方的口径是不限专业，实际也确实是这样，
学什么的都有。但是，如果两个人同等优秀的话，会计金融财管类的会比其他专业有优
势，当然如果两个人差距比较大，则专业不再是问题。四大比较看重的是会计相关专业
，会计专业的一个优势是平时他们多在事务所实习过，所以更容易得到四大的青睐，这
也就是为什么会计专业来四大的还是比较多的缘故。
2 不是学会计的人是否能进四大？ 不是学会计的人进四大干什么？
不是学会计的当然可以进四大。金融专业，法律专业，学计算机和信息专业等很多其他
专业都可以进来。
别的专业进四大能干什么？其实学什么的进来干... 阅读全帖 |
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u***************r
发帖数: 11227 | 4 发信人： GYCS(天空之城), 信区： Returnee
标题： 失落的海归：留学花费超过100万，月薪不到6000元
发信站： BBS未名空间站(Thu Aug 24 09:30:52 2017,GMT)
在面试一家外资银行的时候，赖凯颖发现和她一组进入最终面试的五个应聘者中， 只
有自己一个本科毕业生，其余四人均是研究生学历。
赖凯颖从来没有想到，回国之后的求职之路竟然会如此曲折。
在面试一家外资银行的时候，赖凯颖发现和她一组进入最终面试的五个应聘者中， 只
有自己一个本科毕业生，其余四人均是研究生学历。在这四人当中，有两位本科和研究
生均就读于国内“985”大学，一位本科和研究生均就读于悉尼大学，另外一位本科就
读于国内“985”大学，硕士就读于美国宾夕法尼亚州立大学。
“以前大家会觉得海归很厉害，但随着海归人数的增加和国内高校的发展，海归的竞争
力已经被大大削弱了。”她感慨道，国内竞争的激烈程度超过了她的想象。
最终，她还是被刷了下来。
赖凯颖意识到，笼罩在“海归”头上的光环开始渐渐褪色，大多数海归和她一样，现在
不得不面对“骨感”的现实：他们并未收获理想中的高收入，就连留学... 阅读全帖 |
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k*n
发帖数: 1203 | 5 【 以下文字转载自 ChinaNews 讨论区 】
发信人: xian (海底核爆掀巨浪, 倒海翻江找扶桑), 信区: ChinaNews
标 题: OCEF 可否公布一下2006年以来近三年美国的财务报表？
发信站: BBS 未名空间站 (Sun Nov 1 14:58:53 2009, 美东)
捐款是好事，但大家捐了也想知道花在什么地方。可现在你们只公布了从2002年到2005
年美国的Unaudited Financial Statement, 按照这个statement，知道到2005年12月31
日，账面存款有 $317,958.88美元，其中，在美国银行存款有$295,507.25美元，在中国
境内存款有$22,451.63美元。而就在这一年，你们收到的捐款以及利息等收入是$243,
411.00美元，但支出，或者称回馈用于资助的金额为$107,354.51美元，只占到当年收
入的 44.10%；占到全部账面可用资金的33.76%。
然而，从2006年开始的 2007，2008 三年期间，你们至今没有空开公布你们按美国GAAP
prepare的那个 Unaudited |
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s****7
发帖数: 180 | 6 刚刚读到了这条Announcement, 大家觉得 SEED 近期会不会再涨啊?
Origin Agritech Limited will announce audited financial results for the
fiscal year ended September 30, 2009 on January 14, 2010. These results
reflect the Company's financial statements during the period from October 1,
2008 to September 30, 2009. Origin prepares its financial statements in
accordance with generally accepted accounting principles (GAAP) of the
United States.
As stated earlier, based on the preliminary financial data at the end of
FY2008, |
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i*****n
发帖数: 599 | 7 Intel Fourth-Quarter Net Income $2.3 Billion, Up 875%
Fourth-Quarter Results
* Revenue $10.6 Billion, up $2.3 Billion and 28% Year-over-Year
* Record Gross Margin of 65%, up 12 Points Year-over-Year
* Operating Income $2.5 Billion, up $958 Million and 62% Year-over-Year
* Net Income $2.3 Billion, up $2.0 Billion and 875% Year-over-Year
* EPS 40 Cents, up 36 Cents Year-over-Year
Fourth-Quarter Results, Excluding the Settlement Agreement with AMD
* Non-GAAP Operating Income |
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D**p
发帖数: 293 | 8 先搞清楚 GAAP EARNING 和 GO PRIVATE 的定义后再来讨论吧。 |
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s****l
发帖数: 10462 | 9 strong report for 2009 Q4
no-GAAP 0.04/share actual, beats 0.00/share estimate a lot
not simply reached profitability
0.04/quater x 4 quaters x PE 20 = 3.2/share (PE 20 is low for a growing
bioPharm)
I was not so confident days ago, and I reduced my position. Kao. |
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d******d
发帖数: 1037 | 10 CEO is very positive about the results; $0.19/share non-gaap eps. |
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I*****e
发帖数: 15123 | 11 遇到这里几个神人真是娱乐阿。。。呵呵
有人连unrealized gain都还要一条条跟你掐呢!比美国GAAP里的recognition rule都
来的认真呢。 |
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b******r
发帖数: 16603 | 12 我觉得那些数据是NON-GAAP的吧。。。很多支出没有算。 |
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o*********l
发帖数: 1807 | 13 no way? non GAAP EPS...wow scottrade sucks then |
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w****o
发帖数: 2210 | 14 MBIA Inc. (NYSE: MBI) reports Q2 EPS of $6.32 versus estimates of $0.62 loss
.
MBIA Inc.'s Adjusted Book Value, a non-GAAP measure, was $35.76 per share at
June 30, 2010 compared with $36.01 per share at March 31, 2010.
During the second quarter of 2010, MBI repurchased $2 million par amount of
the preferred shares of MBIA Corp. for approximately $160 thousand and
approximately $17 million of its 9.375% Notes due February 2011 at par.
The company repurchased approximately 3.2 million shares of i |
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L****n
发帖数: 12932 | 15 LCC up 4.5%
US Airways Group, Inc. /quotes/comstock/13*!lcc/quotes/nls/lcc (LCC 10.54,
+0.45, +4.46%) today reported its third quarter financial results. On a
GAAP basis, the Company reported a net profit of $240 million for its third
quarter 2010, or $1.22 per diluted share, compared to a net loss of ($80)
million, or ($0.60) per share, for the same period in 2009. The $240 million
net profit is the highest third quarter net profit in the Company's history
===================================... 阅读全帖 |
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o*******n
发帖数: 2035 | 16 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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i**y
发帖数: 1170 | 17 Non-GAAP is 78c vs 70c!!! |
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w********s
发帖数: 343 | 18 "For the fourth quarter ending in December, Baidu forecast revenue ranging
from $354.2 million to $364.7 million, noting the view represents year-over-
year growth of at least 88%. Wall Street's current consensus estimate is for
revenue of $348 million."
"Baidu so far seems to be justifying its 2011 forward price-to-earnings
ratio of almost 47X."
"For reference, Google's(GOOG) 2011 forward PE ratio is 19.5X, but the
company's non-GAAP earnings in the third quarter only rose 30% from year-ago
lev... 阅读全帖 |
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s****l
发帖数: 10462 | 19 比如说 F
http://finance.yahoo.com/q?s=f
EPS ttm 1.68
我查到的数字是
2009 Q3 0.26
2009 Q4 0.43
2010 Q1 0.46
2010 Q2 0.68
2010 Q3 0.48
这无论是2009Q3 加到 2010Q2 还是 2009Q4 加到 2010Q3，都不是1.68
是不是用的GAAP EPS？ |
|
|
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w******s
发帖数: 16209 | 22 NVIDIA Earnings Preview (12.54 -0.20)
Computer graphics card maker, Nvidia (NVDA) is set to report its 3Q11
earnings after the close (last quarter at 20 minutes after the bell) with a
conference call scheduled to begin at 5 PM ET. Consensus calls for EPS of $0
.14 (down from $0.19 in the year ago quarter) and revenues to fall 6% YoY to
$844 mln. The Q3 consensus for non-GAAP gross margins is 46.8% (+6% YoY).
The company traditionally guides for the next quarter on the press release.
The Street e... 阅读全帖 |
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b******r
发帖数: 16603 | 23 NON-GAAP miss了2c， 多大的事儿啊。。。
我也要好好研究下，看起来挺不错一公司啊。 |
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M*********r
发帖数: 50 | 24 Book value is the original cost less the impairment and amortization. I don'
t trust this number at all. What is the book value when Worldcom, GM
liquidates its company? GAAP is not well defined as to what is qualified to
a good will, what is the proper amortization rate, etc. Typically ratio is
not good enough, P/E, P/B, PEG give you only some sense of that company you
want to invest. You still need to look at the balance sheet, cashflow,
income sheet to make the final judgement.
In terms of ea... 阅读全帖 |
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s********u
发帖数: 1054 | 25 发信人: stocksguru (guru), 信区: Investment
标 题: 有效市场理论和价值投资 (抛砖引玉)
发信站: BBS 未名空间站 (Mon Dec 13 12:21:08 2010, 美东)
我在如下意义下接受有效市场理论：
对绝大多数股票而言，市场在相当长一段时间内给出的股票平均价格是合理的。
但是， 在某个特定的时间点上， 即使对很多分析师FOLLOW 的大公司而言，股票的价
格仍然可能和它的内在价值出现相当大的差异。
为了回答这个问题， 必须首先回答什么是股票的内在价值。 我个人认为， 股票的内
在价值在任何时间点上大概很难给出一个精准的数字。因为投资最困难的是，
we live in the present, and we invest for the future. 而未来， 总是充满很多
不确定的因素。我们买一个公司的股票， 不仅仅是购买这个公司现在账面上的PER
SHARE 的资产，更是购买对这个公司未来的PER SHARE 的 EARNING POWER，所以如果一
定要我大概的描述股票的内在价值的话， 我觉得这样描述比较合理：
一个公司股... 阅读全帖 |
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m******1
发帖数: 86 | 26 P/E ratio is not applicable to Sina because of Gain on CRIC IPO. The company
reported $411.9 million GAAP net income in FY 2009, However, $375.1 Million
is related to gain on disposal of equity investment (CRIC IPO) and
operating net income is just $35 million. Since CRIC IPO is a one time event
, the trailing PE is already more than 100, which is a little bit too high.
As to Baidu, the company's revenue growed at 110% in 2010, but Sina only
grow at 11% as reported in its Q3 ER.
Still don't thin... 阅读全帖 |
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b******r
发帖数: 16603 | 27 bloomberg's explanation:
Update: Even though it’s not disclosed in the press release, Broadcom’s
non-GAAP EPS was a penny ahead of the average 74-cent estimate, not actually
below estimates, as indicated previously.
Update 2: In a brief story this evening, Bloomberg’s Ian King writes that
this evening’s drop in the share price was related to the 50.9% gross
margin turned in in the quarter, below analysts’ average 51.6% estimate. |
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l******s
发帖数: 1276 | 28 Yes, Non GAAP looks good since it is before the option/RSU expensie.....
actually |
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b******r
发帖数: 16603 | 29 BRCM这次ER让我比较难过。不过看来希望还是有的。
http://www.benzinga.com/analyst-ratings/analyst-color/11/02/828
J.P. Morgan is out with its report today on Broadcom (NASDAQ: BRCM), raising
its price target from $49 to $55.
In a note to clients, J.P. Morgan writes, "Broadcom reported 4Q revenues of
$1.95B (+8% Q-Q, +45% Y-Y), which were 2% ahead of ours and consensus
estimates by around $50M, while non-GAAP EPS of $0.75 was $0.03 better than
our estimate and $0.01 better than consensus. Our new December 2011 price
ta... 阅读全帖 |
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b******r
发帖数: 16603 | 30 looks TSLA beats both on revenue and non-GAAP eps.
Let's see what are MM's readings of its growth story. |
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j*****h
发帖数: 3292 | 31 非专业男人
If over 50% voting right & on the driver's seat, then consolidate financial
statement,
in incoming statement,take all the revenue, Cost of sales, SGA & net income.
in balance sheet, under shareholder's equity section: add one line: minority
interest: substract 50% of earning (it belongs to the opposite party)
if not in control, but can enforce significant influence,
Under Europe IFRS, use proportionate consolidation
Under US GAAP, use equity method. Google "equity method" |
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l***n
发帖数: 812 | 32 consensus 4cent/share
report loss (4cent/share )
gaap basis loss (9 cent/share) |
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h**********9
发帖数: 3252 | 33 Centerbridge 是CQP的note holder, 它说由于LNG/CQP的帐目不符合GAAP的规范，所以
这些note应该default，如果是真的，LNG/CQP就要提早还本，CQP就可能停止分红，所
以昨天LNG大跌35%，LNG/CQP马上否认并起诉Centerbridge，今天LNG又大升30%。 |
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b******r
发帖数: 16603 | 34 BRCM beats as expected. non-GAAP EPS 70c vs 59c estimate. Shares down as
expected... |
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w*****u
发帖数: 4768 | 35 估计今天MM耗了不少精力修改数据，GAAP估计改了很多
CSCO感觉没什么增长点了 |
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w*****u
发帖数: 4768 | 36 没啥搞不懂， revenue和sale，一个持平一个跌，修正后的GAAP eps beat了，说明公
司基本面没什么进步，所谓的beat也不过是账面上的游戏。 |
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i*****1
发帖数: 670 | 37 The company, which operates a website where professionals connect with one
another, now plans to sell shares at $42 to $45 each, up from a previous
range of $32 to $35.
At the middle of that range, the nine-year-old company would be valued at $4
.11 billion.
The new price range values LinkedIn at almost 17 times its 2010 revenue.
That is about half the valuation multiple that investors are giving to
Facebook, which is expected to go public in April 2012 and now has a market
value of around $70 b... 阅读全帖 |
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b******r
发帖数: 16603 | 38 Changyou.com sees Q3 non-GAAP ADS 95c-98c vs. consensus 99c
成也CYOU，败也CYOU |
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d**********g
发帖数: 5335 | 39 Outlook
Based on current trends, the Company expects fiscal second quarter 2012
revenues will be in the range of $255 million to $275 million and GAAP net
income per share attributable to OmniVision Technologies, Inc. common
stockholders will be between $0.42 and $0.54 per diluted share. |
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m*******a
发帖数: 4507 | 40 按照现行的GAAP, 多数企业的R&D费用还是无法capitalized. 所以大家对于产品的
gross margin有多大的意义请自行判断.. |
|
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s*****n
发帖数: 5488 | 42 这是因为GAAP的理由是银行可以低价买回债务。你让意大利等主权国家买回债务？？ |
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n****u
发帖数: 62 | 43 GAAP net income per basic and diluted ADS was US$0.84 and US$0.75
Looking ahead, Spreadtrum expects revenue for the fourth quarter of 2011 to
be in the range of US$188 million – US$194 million with a gross margin of
approximately 41%. |
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h**6
发帖数: 25 | 44 http://www.weibo.com/1704191027/xwLDxy7iM
静态：
1）账面净现金3.16亿美元，无负债，按1.56亿股计算，合每股净现金2.02美元；
2）公司以前实现销售未结算的收入$$240M（按GAAP，账面上放入了负债）, 对应成本
为$$210M（账面上放入了资产），对应的利润约为$$30M。
动态：
3）公司大股东SOFTBANK拥有日本第三运营商，对其日本业务相当支持。
4）公司总部迁入了北京亦庄，费用削减相当成功。
5）公司业务定位在三网融合带来的新业务和其押宝最大的IPTV技术公司，这个业务UT
有绝对的优势。后续只是打标的问题，特别是其在去年进入了电力通讯领域，这是一个
比广电要更肥的领域，当然也更有军阀把持。
6）团队：不敢说这个团队有多牛逼，但肯定比之前的鬼子团队更懂中国，更适合中国
，更务实，更节俭。
之所以说以VC心态投资，就是目前看不清IPTV和三网融合中的机会，可是如果真的看清
楚了，恐怕UT的价格就不是现在的价格了。 |
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j*****l
发帖数: 440 | 45 又不是36.78接的，这26.78接的，说不定明天就赚了。
以下是其相关摘要：
Oracle earned $2.2 billion, or 43 cents a share, in its fiscal second
quarter. That was a 17 percent increase from net income of $1.9 billion, or
37 cents a share at the same time last year. Excluding one-time items,
Oracle earned 54 cents a share. That was below the average estimate of 57
cents a share among analysts polled by FactSet.
也就是说，It posted Q2 non-GAAP profit of 54 cents per share, missing the
average analyst forecast of 57 cents, according to T... 阅读全帖 |
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j*****l
发帖数: 440 | 46 google的利润率是26%， 人说它的是27%，符合这类公司的industral profit margin啊
。另外，它是美国公司，有irs，sec，以及gaap，fasb,外加一堆law firm管着它，看
着它，又不象中概，在什么阿曼群岛，维尔京群岛，香港半岛啥的捏一堆公司来回忽悠
天下。对美国公司，我还是比较相信的。再说了，就是假了，我们也饭不着和它较劲，
毕竟天塌下来有大mm顶着嘛。 |
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j*****l
发帖数: 440 | 47 有啥问题，27%的利润率为啥不可能？ 说说你的道理为啥？ 你可以用gaap accounting
standards或者industry practices rulings 来说明, 你还可以用fasb，sec requirment，etc，来讨论。
其实，利润率的问题，在一些行业很低，比方传统产业，但新兴行业比较高，比方说
google一类的IT产业通常比传统产业高很多。
说，如果你的数据是真
境？ |
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m**a
发帖数: 826 | 48 I believe CD has been included in cash in the financial statement. Under US
GAAP, cash = petty cash + bank, term deposit is different, I don't think u
can treat it as cash |
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l**********o
发帖数: 1573 | 49 Zynga Inc (NASDAQ:ZNGA) is a company that’s known for creating social games
for Facebook and mobile web but perhaps they will become more famous for
their CEO who spends far more on security than he should.
According to John Letzing from the Wall Street Journal, Zynga spent $1.37
million to protect the chief executive Marc Pincus and his family. This
included the purchase and maintenance of a home security system.
This wasn’t the only time Zynga’s CEO was involved in some questionable
money prac... 阅读全帖 |
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a***s
发帖数: 5417 | 50 只能看gambling了，其他看点不多了。 active user几乎饱和了，
gaap是负的12c. 买了这么多公司，revenue增加却只有这么点。
如果能online赌博的话，估计营收会迅速增长。但是，难道只有它能
做online 赌博么？其他公司不能么？
business. |
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