r***l
发帖数: 9084 | 1 a lot of zhonggai IT stocks have a fabulous time this year, sina/sohu/ntes/
bidu/qihu/cyou/yy/dang/ctrp. There are some specific reasons like sina's
weibo bought by alibaba, qihu's potential, sohu's valuation being raised etc
, but the most important reason I think is the entire US market act very
bullish which helps zhonggai's valuation. At the end of last year, Zhonggai
took a major hit due to accounting argument between china and the US, so
this year they come back with full strength under th... 阅读全帖 |
|
r***l
发帖数: 9084 | 2 zhonggai IT stocks are doing a chain reaction.
first, baidu bought pps for 400M and that helps chinese video valuation.
yoku and sohu stock prices benefited from this.
second, this is big. alibaba bough 18% weibo for amazing 586M. This news
basically lifted all IT zhonggai valuation. Sina and sohu are two biggest
gainers.
then, it was rumored that baidu and 360 are bidding sogou with expensive
price. That pushed sohu price to another level.
finally, sohu's PE reached over 30, and investors start... 阅读全帖 |
|
r***l
发帖数: 9084 | 3 forget small IT zhonggai. If you can make money from zhonggai, sina/bidu/
sohu/qihu those big names are more than enough for you. If you can't make
money from zhonggai, playing little boys just make you lose quick. |
|
s******1
发帖数: 4987 | 4 zhonggai has a track record of ripping off investors no matter how much the
growth it boasts. Smart investors will stay away from zhonggai, traders like
zhonggai but not such a huge cap which is difficult to manipulate |
|
r***l
发帖数: 9084 | 5 As a zhonggai lover, I made most of my money from zhonggai in the past
several years. But I only trade ntes/sohu/cyou/bidu (in order of preference
at this point).
Never trade sina/yoku/renn/dang etc because you don't know how much they are
worth. Be honest, I never quite understand what sina's earning report is
talking about, so why I buy/short it. |
|
r***l
发帖数: 9084 | 6 sohu's recent jump mainly is due to all kinds of buyout rumors and alibaba's
buy on weibo.
1. "rumor" that baidu and 360 are bidding on sogou
2. "rumor" that sohu video may buy pptv
3. "rumor" that sohu will get privatized.
4. alibaba labelled 18% of sina weibo at 586M, which help the entire
Zhonggai's valuation, and sohu is one of the big beneficiaries.
Sohu has the business trend of higher and higher revenue, and lower and
lower net income for couple of years. Even Pwrd has higher net income t... 阅读全帖 |
|
r***l
发帖数: 9084 | 7 i don't think it is a good idea to short Zhonggai. It is not that simple
Zhonggai has "willingness" to report bad ERs just because they secretly plan
to go private. A bad ER would also have big bad impact on company. Nobody
is stupid, especially it involves big money.
But of course, you need to buy good names. On my list, tie 1 has bidu/ntes/
baba/tencent. Tie 2: sina/sohu/qunr/ctrp Tie 3: yoku/qihu/jmei etc.
If you want to relax, just buy dips on stocks in tie 1 and forget others.
They all have... 阅读全帖 |
|
|
b******s
发帖数: 589 | 9 touching zhonggai is suicide |
|
k******i
发帖数: 686 | 10 no much deal compared to
zhonggai tai yang neng like jaso,ldk....
they dive as well as guo jingjing.. |
|
g********5
发帖数: 10335 | 11 seems someone on duty for zhonggai
haha |
|
l*********n
发帖数: 1410 | 12 sohu is also the only on of those head stocks in internet ZHONGGAI that have
not yet recovered from August 8. Huge potential. MM is loading! |
|
l*********m
发帖数: 16971 | 13 he he, I forgot zhonggai. He is too bearish. I'm not defending him. He
deserves bash. |
|
l*********n
发帖数: 1410 | 14 most of the ZHONGGAI are |
|
d******4
发帖数: 3451 | 15
I would say 30~~ Lost big on YOKU and will never long any ZHONGGAI in the
future, shorting is much safer |
|
d******4
发帖数: 3451 | 16 LDK is a joke, I will never long ZHONGGAI Trash anymore~ Only short at high,
but this guy is so low~~ lol~~ |
|
d******4
发帖数: 3451 | 17 lol~~~ I won't touch any zhonggai in the future~~
all manipulated by a bunch of Assholes |
|
w*********i
发帖数: 3092 | 18 Stay away from zhonggai
You do not have that level of skill to play with them. |
|
r***l
发帖数: 9084 | 19 for zhonggai, just don't cut meat at this point. They will rebound. |
|
u****d
发帖数: 23938 | 20 of course no connection. just because SINA is a ZhongGai. |
|
a********h
发帖数: 819 | 21 hope sina will go to 70 then I will unload.
zhonggai is so manipulated, I like sina's perspective, but the movement is
just too sickening. |
|
p********y
发帖数: 5044 | 22 first time playing with ZHONGGAI :) |
|
h*******y
发帖数: 1563 | 23 it's the risk of zhonggai, not FA, no TA, just MM |
|
s*********d
发帖数: 1998 | 24 follow the market fluctration?
Likely that I'm the one been shaken out. But again, there are a lot of other
opportunities. I'm out of the Zhonggai game for now. Too disappointed that
they were down on an up day. |
|
d*****d
发帖数: 10658 | 25 this is typical zhonggai, if you are underwater, dont worry, you will be
back and make money in a single crazy day. |
|
f******y
发帖数: 830 | 26 TSL I shorted last Friday and posted in Club, Covered on Monday.
I guess I am just lucky, but these zhonggai are more worse...
发信人: fadeaway (fade), 信区: MoneyFriends
标 题: 烧 TSL at 8.15
发信站: BBS 未名空间站 (Fri Mar 23 17:26:13 2012, 美东)
Hedge with YGE long at 3.94.
Plan is to cover TSL when pull back, then wait for YGE break next round. |
|
s*******o
发帖数: 951 | 27 strongly agree, QIHU and BIDU are the only Zhonggai we should consider |
|
l*******a
发帖数: 467 | 28 thing is, do you really trust Chinese companies? We all know most of them
are fraud.
Zhonggai are good for speculation but not good for holding longer than 6
months
★ 发自iPhone App: ChineseWeb 7.7 |
|
|
r***l
发帖数: 9084 | 30 my co-worker, hold bidu since $200 (before split)
he also hold ntes from under $5 until now. He bought some sohu/sina too 10
years ago, and took profit several years ago. Ntes is the major one that
made him millionaire ten years ago.
now his portfolio of zhonggai has about 1/3 of his entire account. he has
about 1/3 position in stocks like pfe/utility companies to eat dividend and
1/3 in bond market. |
|
k******r
发帖数: 4011 | 31 RIAVAL NIU
why many zhonggai plunge today together , any news ? |
|
r***l
发帖数: 9084 | 32 or if you don't care zhonggai's risk, ntes... |
|
r***l
发帖数: 9084 | 33 you learned the lesson. Do you really understand the value of silver? Do you
really understand SLV's price structure? I don't, so I don't touch it, very
simple.
but good news is, silver is silver. It is still very useful. You also don't
worry that SLV has some accounting fraud like zhonggai or SLV gives a very
bad ER...
You can average down if slv goes south another 5%-10% AND you still have
comfortable money. Just wait for your good time coming. Don't sell on panic.
Market can't go high all the... 阅读全帖 |
|
r***l
发帖数: 9084 | 34 no daniu
regarding yoku, I guess I still won't buy it after all because I have no
idea how much yoku is worth of. Even I buy and it jumps right away, I won't
be able to hold it like I hold ntes last time, so profit is very limited
anyway. Recently, I started watching pwrd. I intend to believe its new game
Xiao Ao Jiang Hu has very good chance to prevail this year and that will
push its price big time. But risk is still there, name a few, first, game
can still fail, who knows...second, pwrd is Zh... 阅读全帖 |
|
p****e
发帖数: 3548 | 35 stay away from zhonggai |
|
l***s
发帖数: 841 | 36 说的挺好。 对中概网络股的风险要有清醒的认识。是否有泡沫，是个见仁见智的问题
。 中概市场化并不是很充分。老美较熟悉的领域，价值回归比较完全。 比较典型的是
CTRP，BIDU，已经不比相对应得美股便宜了。 QIHU的泡沫甚至已经很明显了。 相反，
另一些不熟悉的非网络股，还存在较严重的低估。 A股市盈率还很低，因此，中概整体
上还存在不少的价值洼地。 目前还是个投资的好时机。
etc
Zhonggai |
|
f********x
发帖数: 2086 | 37
etc
Zhonggai
well said |
|
r***l
发帖数: 9084 | 38 i think yy is good, but at this price, i have no idea. But YY will grow well
ONLY IF game industry in China grows well or at least stable. But if that
is the case, why not buy ntes and tencent? both have much lower risk.
Others, vips/nq etc. It is not worth of doing homework on them. If I can
make money on Zhonggai, ntes/bidu/sohu/sina are more than enough for me. |
|
r***l
发帖数: 9084 | 39 i agree zhonggai's sentiment changed recently but i won't short. |
|
r***l
发帖数: 9084 | 40 but zhonggai are all pretty expensive now... |
|
r***l
发帖数: 9084 | 41 bid is ok le, at least they are one of the best zhonggais. 140-150 bidu is
still not expensive in the long run although it doesn't look attractive now
either.
almost of all chinese stocks have jumped a lot this year. You can't expect
them to keep rising forever. |
|
s****7
发帖数: 2507 | 42 most of zhonggai stocks are not marginable in IB. this is why I closed my IB
acccount 2 days after I openned it. |
|
r***l
发帖数: 9084 | 43 you should hold sina, with weibo and alibaba ipo, sina and zhonggai can rise
big if the market is ok. bmat least, there will be good chance to get above
water. |
|
r***l
发帖数: 9084 | 44 very early this time which is a good sign, and it will be very interesting
if zhonggai stocks keep bearish until then. |
|
m**y
发帖数: 200 | 45
It has lost the momentum as previous runs.but relatively safe play for
zhonggai. I will wait for opportunities to get in later. |
|
m******e
发帖数: 1399 | 46 Only BABA and JD does not count as ZhongGai. |
|
d******5
发帖数: 4273 | 47 Yes. that is a common concern about big ZHONGGAI stocks. |
|
d******5
发帖数: 4273 | 48 Yes. that is a common concern about big ZHONGGAI stocks. |
|
h*****e
发帖数: 224 | 49 My Zhonggai gained 10% two days agao and I sold near the high point and then
it crushed 15% percent in these two days. |
|
发帖数: 1 | 50 Thanks, but I don't do ZhongGai. |
|
