H******i
发帖数: 4704 | 1 大侠请指教有何区别？
(1) 15%的ZNGA股票，
(2) ZNGA 15%的股票 |
|
b******r
发帖数: 16603 | 2 I traded ATPG ZNGA MCP as well...
Let's be fair to unlinc.
unlinc's fault only lies with MCP for long term suggestion and pumped it
when MCP dangerously fall through support.
ATPG ZNGA were short term tradings... |
|
k**********i
发帖数: 8706 | 3 几个问题考虑一下ZNGA的现有target customer：
How old are they?
What do they do for a living?
How much money do they make?
Online gambling很诱人，但是适合ZNGA么？ |
|
s******e
发帖数: 696 | 4 Znga
It's director recently spent half a million his own money and bought znga
From its financial statement, it's also trading at near liquidation value.
It's hard to lose money from here |
|
m******u
发帖数: 12400 | 5 rumor said FB 弯头 to buy znga， is that possible for ZNGA board to sell the
company at $10 per share？ |
|
m******u
发帖数: 12400 | 6 maybe not。it seems to me znga is very weak。
发信人: USAsheriff (badge), 信区: Stock
标 题: Re: 哪个大牛说znga会涨？
发信站: BBS 未名空间站 (Fri Sep 21 13:43:52 2012, 美东)
back to 3.2 by the end of day |
|
r***l
发帖数: 9084 | 7 你没有odd赢啊，这次即使赢了，以后（用不了多久）迟早输回去。
er前类似znga这种股票option都会贼贵，er后马上time value消失,起码要有5%的move
才能打平.
再说了，straddle一般用在价格贵的股票，起码要有个几十刀吧，比较理想对象是aapl
/goog/bidu/cmg/pcln等等，znga就3刀怎么搞straddle啊 |
|
b******r
发帖数: 16603 | 8 我没有查ZNGA，照你描述的看，ZNGA quaterly是按3, 6, 9, 12来循环的。
另外它会keep 2 front monthly open，所以等今天9月结束，下周开始，应该
有10，11月open。 |
|
c**********e
发帖数: 2007 | 9 From thestreet.com
Zynga (ZNGA)
Background: Zynga is the world's largest social game developer. Games
include CityVille, FarmVille and many others on which I receive daily
requests to join in. Zynga games are available on a number of global
platforms including Facebook(FB), MySpace, Yahoo!(YHOO), the iPad, the
iPhone and Android devices. Zynga trades an average of 18 million shares per
day with a market cap of $2 billion.
52-Week Range: $2.66 to $15.91
Price To Book: 1.11
Wall Street isn't expec... 阅读全帖 |
|
e****t
发帖数: 17914 | 10 FB和ZNGA还是有些 positive的消息的，不仅仅是loss比预期少。。。
可惜美国不让online gambling啊，要是可以的话我看好ZNGA上200 |
|
k**o
发帖数: 15334 | 11 你把poker的FB user去掉，然后FB找另一个公司提供poker，那么znga这个
产品立即就会变成鬼城，没什么人玩了。这就是为什么ZNGA 100%靠FB。 |
|
s******e
发帖数: 696 | 12 you are right. znga is a long, and fb grpn and lnkd are shorts.
znga is trading at liquidaion value if u include the office building they
just bought, also a director just spent half a million to buy stock. it will
not go bankrupcy given half of is mktcap is in cash, and at 2 dollar there
is not much room to go down and is too dangerous for shorts to keep shorting. |
|
d*****n
发帖数: 365 | 13 LZ，你买ZNGA的股票，真是委屈了；你何不带领众人全部All in ZNGA的call？ |
|
t****9
发帖数: 4491 | 14 你要与时并进啊，股版现在买FB的比ZNGA多了去了，ZNGA是这两天才开始火起来 |
|
b*****p
发帖数: 9649 | 15 lz的思路是新颖的。但作为FB的立场看，为何不让znga再跌一跌，那样不是更便宜？
而且znga已经裁了员，估计不少都到了FB. 买个空壳？ |
|
p*****t
发帖数: 3824 | 16
有非官方的ZNGA的一些数据 (pls treat it as unverified information)
22mil的 mobile 用户（independent of FB），某个游戏一天收入在1m左右
感觉ZNGA ditch FB 搞自己的是迟早的事儿，被吃下30% 谁都不愿意干啊
关键是如何建立好一个network，让朋友一起玩游戏。
另外一块untapped virgin soil 是 real money game，这个起来之后前途无量啊 （据
说是Q4 上线，应该快了。。。）
黄赌毒的股票，一个都不能少。。。 |
|
E*C
发帖数: 126 | 17
I think ZNGA will soar to ~5 after launch of the real money gamble site. I
hear it is in the making. ZNGA is recruiting ppl for that cause.
bottom line is that it is trading at book value |
|
i*********n
发帖数: 5465 | 18
总有人认为板上这点钱能拉起来ZNGA
其实拉一分都悬把。。。
大家也就是图个好玩而已
看着ZNGA的图和NOK有点像。ER也快了。 |
|
r***l
发帖数: 9084 | 19 i think this is legitimate. I am thinking about buying some znga, but not a
lot for sure. The only think i am concerned is, i don't trust znga's
management....If management is bad, you can't even catch the pie dropped
from sky...
the |
|
f*****g
发帖数: 15860 | 20 it's a valid concern but for myself, i only care about the huge potentials
for now or at least mid term.
they have a partnership with casino giant bwin.party. partypoker was the #1
poker site before 2006 or when UIGEA act was introduced. they quit U.S.
market right after and pokerstars/fulltilt took over everything "illegally"
until FBI shut them down. partypoker even paid U.S. gov $300 millions in
fine (of course in anticipation of future legal return to the U.S. market).
now pokerstars (the bi... 阅读全帖 |
|
x***n
发帖数: 2658 | 21 加了znga和aapl的仓位，越跌越买，打算长期持有。znga的风险非常小，建议慢慢加，
卖PUT，慢慢耗 |
|
w*b
发帖数: 3001 | 22 znga洗盘洗得真彻底，一年来上下翻飞。早期散户和小机构投资者这一年基本都给洗干
净，以后也不敢玩了。现在搭车的也不敢坐太久。
但znga将来肯定会被热炒起来，犹太人的公司，又是网络赌场。所以底有多长，高有多
高。 |
|
u**********n
发帖数: 8905 | 23 I mean $6 znga can be considered $20 if znga only issue the same shares as
anr. |
|
|
g********4
发帖数: 4959 | 25 you mean a buy of ZNGA here?
发信人: rim (可乐会捂帮帮主), 信区: Stock
标 题: Re: znga halted, 裁员18%
发信站: BBS 未名空间站 (Mon Jun 3 15:10:48 2013, 美东)
good news to people other than those get laid off. |
|
D*****7
发帖数: 766 | 26 FB ER后狂涨，ZNGA小涨
然后今天2：00以后一起攀高峰，是不是ZNGA的ER提前泄漏了，在反馈FB？ |
|
u**********n
发帖数: 8905 | 27 Znga和Grpn这两兄弟，去年年底差一块钱的，（3块和4块）。现在Grpn是Znga的2倍都
不止了。关键是CEO必需是犹太。 |
|
D*****7
发帖数: 766 | 28 ZNGA的这次大跌本来就挺牵强的，Beat了ER还跌成这样的还有其他的案例不？
我觉得关键还是墙街的意愿，MM想你跌就往跌的方向解读，就像昨天的ZNGA，想你涨就
往涨的方向解读，就像两天前的FB。 |
|
C********1
发帖数: 5281 | 29 My god!你真了不起！能找到这种专利！里面居然正大光明地说可以绕过法律进行网络
赌博。ZNGA在使用这项专利吗？
不过我感觉ZNGA误入歧途，做网络游戏一样能挣钱。把精力花到赌博游戏上，把自己名
声搞臭了。 |
|
m******u
发帖数: 12400 | 30 如果还留着那两个仓位的话，还没有出水，大概40-60% off的样子。记着，他是5+-割
得znga和grpn。
发信人: Noktard (小胖), 信区: Stock
标 题: Re: 扒衣老爷推荐12快znga时，
发信站: BBS 未名空间站 (Fri Oct 18 20:10:30 2013, 美东)
花尼姑如果能等到今天，估计浮出水面了 |
|
t******y
发帖数: 6206 | 31 Please read.
发信人: tooearly (郎教授不炒股), 信区: Stock
标 题: Re: 三角架在工作----------ZNGA和NOK都走在康庄大道上。
发信站: BBS 未名空间站 (Thu Nov 21 09:58:25 2013, 美东)
NOK的这波已经基本结束了。All out。
ZNGA还会继续。 |
|
E**********r
发帖数: 2743 | 32 发信人: deer2005 (rd), 信区: Stock
标 题: Re: 大夫，下周可以进ZNGA么？
发信站: BBS 未名空间站 (Sun Feb 2 13:38:22 2014, 美东)
这种gap近期是不会补的。
发信人: deer2005 (rd), 信区: Stock
标 题: Re: 大夫，下周可以进ZNGA么？
发信站: BBS 未名空间站 (Sun Feb 2 14:25:41 2014, 美东)
只是从TA角度来看。
可参照FB,NOK,SPLK等的走势。 |
|
G****a
发帖数: 10208 | 33 【 以下文字转载自 Stock 讨论区 】
发信人: mikeandlily (mike), 信区: Stock
标 题: renn, dang, znga, nok，arna，集中说一下睡觉
发信站: BBS 未名空间站 (Mon Apr 2 10:52:02 2012, 美东)
申明一下，所有的股票都是看图说话。znga很有可能在次高位出货，风险很大；nok在
底部徘徊作箱体运动，缺乏动力；arna前段时间暴力拉伸，有可能是第一阶段上涨，也
有可能拉伸等于出货，在形势不明朗的时候宁可不做也别轻易被套；renn和dang比较好
，但是我最终选择了renn，因为我看好它的潜力，不出意外的话，他的潜力比dang大得
多，炒股不能光看他现在有多风光，应该要能预判他以后可能会有多风光，据我判断，
renn的潜力远远大于dang，所以我选择renn。renn现在第一步要做的就是尽快突破6.8
，这样我就会更加放心。就这样，关电脑睡觉。 |
|
p****r
发帖数: 9164 | 34 最近fb也很强力反弹啊， znga 基本都是基于fb的， 大概跟着沾光了吧。
而且znga 是在赌legalized online gambling会很快实现。 |
|
B******y
发帖数: 2255 | 35 用类似吹沙的算法模拟了下ZNGA的筹码分布状况，1月25日和2月3日的，假定这中间每
天成交量有30%是庄家对倒（包括散户在同一个价位上进出，就是那种没赚钱的状况）。
那么到2月3日有50%的市场仓位是在$12以上建的，如果庄家在1月26日仓位占总流通股
的50%，那么他大概已经赚了$50-75 million.
俺想观察本周ZNGA支撑和压力价位和筹码分布的关系，欢迎各位大牛们分析。 |
|
t******g
发帖数: 462 | 36 IMHO, valuation wise, ZNGA should go lower (if market is rational, not
considering the FB IPO hype).
EA has 5B mcap, why should a social network game company has more?
I could be wrong, but ZNGA's games doesn't look like money maker. |
|
q*********u
发帖数: 9501 | 37 znga是属于网络游戏这块的，中国的GA，game其实走势对它有一定的预示作用，
在这个股票上巨亏的是81，他在古板发帖之前说持有这个股票时，已经压进去
xxxk刀了，他自信满满。
renn还是不同的，是社交网络股票，这个到底怎么样，现在还没有比较成熟的看法，
不过微博巨亏，拖累sina的业绩是不争的事实。
renn目前看来似乎已经有底了，只是现在还在底部漫长的徘徊，znga有一点
aone的味道。 |
|
j*****2
发帖数: 306 | 38 ZNGA, hear my friends said alot of VP level of engineer is already quit to void show insider selling document to the public. this junk company, I
can't believe MITBBS's main board has a fool pumping day and night.
fair value is only 2 to 3buck..maybe less.
nowadays's TECH IPO all shit, since they trade secondary market for few year
already, means they are IPO is suck money, not to make $$$. compare GOOG &
FB is evil. by the time GOOG IPO, GOOG never trade at scondary market, it is
IPO for make m... 阅读全帖 |
|
w********2
发帖数: 16371 | 39 that bad? ZNGA CEO is kinda good, he knew it is important to do secondary
offering to grab more money from the public .. i thinkin long run znga is
still a good company. but the fb hype made all these stocks may overvalued
in some sense.
void show insider selling document to the public. this junk company, I
year
&
is |
|
m*******y
发帖数: 904 | 40 I have a few friends in Znga. Seems they are quite happy there. Never heard
such thing "all want to quit once they are able to sell the stock".
In job market, Znga is still a hot company here in SV.
CEO, |
|
u****c
发帖数: 736 | 41 卖了大赚的WBSN 9.86，9.91全仓买入ZNGA |
|
v****e
发帖数: 19471 | 42 ZNGA has two fatal problems. One, it's too dependent on Facebook. It does
not have independent revenue-generating capabilities, because FB owns the
users. Two, gaming is cyclycal. The game cycle is about 2--3 years for a
additional game and even shorter for smaller online games. Other than those
fundamental problems, one big conconcern is the founders seem to be in a
rush to cash out.
这怎么是垃圾股，2年内肯定翻倍。现在是要把flip的投机者都低价震出去。social是
华尔街吹的下一个大泡泡。等经济一恢复就开吹。google当年取代msft，将来facebo..
......
★ Sent from ... 阅读全帖 |
|
l*********m
发帖数: 16971 | 43 ZNGA offered 100 M shares
GPRN offered ? |
|
u****c
发帖数: 736 | 44 不放巨量对短线操作是好事儿，等着ZNGA上11吧 |
|
u****c
发帖数: 736 | 45 年底前不会有大资金赌ZNGA的，不放量，上11也是可能的，13-15俺觉得没那么乐观。
。。虽然俺全仓它当然也是希望它暴涨 lol :D
題。 |
|
|
|
|
g******n
发帖数: 53185 | 49 我认为花子街在下一盘大棋，现在趁着大势不好先打压social概念。连znga这样的cash
cow都跌破发行价真是可笑，吓得散户不敢买。然后等大基金低价收购好了，等风头一
变就猛拉，然后facebook就高价上市了，然后就继续吹social这个大泡泡到下一次危机 |
|
|
