s******y
发帖数: 19 | 1 seems that strong funds are supporting it. |
s*****r
发帖数: 2729 | |
h******o
发帖数: 6113 | |
l****u
发帖数: 4594 | 4 确实涨的很无理；
没有好的盈利模式，同质化严重，怎么就这么受追捧？
确实有short的可能；
【在 s******y 的大作中提到】
: seems that strong funds are supporting it.
|
t******t
发帖数: 121 | 5 想 short YOKU, 睁眼看看它的 Trend.
用理性去分析股票, 输多赢少. |
l******g
发帖数: 743 | 6 Youku is the next Bidu
at least for the US stock market, it is
given its 23M quarterly revenue
expectation is that about >200M Y2012 revenue, and about 50M net income
multiple by x200 P/E, you get a 10B market cap
it will be a $100 stock in a year or so, or even faster
now of course in the middle there will be sell offs
but the overall trend will be up, given its unique position and
"perception"
shorts of Youku should make phone calls to the shorts of Baidu
perhaps, they are the same group of people :)
【在 s******y 的大作中提到】
: seems that strong funds are supporting it.
|
s******y
发帖数: 19 | 7 hard to believe
【在 l******g 的大作中提到】
: Youku is the next Bidu
: at least for the US stock market, it is
: given its 23M quarterly revenue
: expectation is that about >200M Y2012 revenue, and about 50M net income
: multiple by x200 P/E, you get a 10B market cap
: it will be a $100 stock in a year or so, or even faster
: now of course in the middle there will be sell offs
: but the overall trend will be up, given its unique position and
: "perception"
: shorts of Youku should make phone calls to the shorts of Baidu
|
l******g
发帖数: 743 | 8 in the stock market
there are two critical things
1. Informed wild imagination
2. Cold-blood realism
if you haven't witnessed some stocks going 10x or more, you haven't
tested
your "informed wild imagination".
if you haven't witnessed some stocks collapsing to the dust, you haven't
tested your "cold-blood realism"
at any given point, you need to make a rational judgement by blending
those two elements.
simply saying "hard to believe" is too naive, as there are many more
things way beyond what I predicted happening every day in the markets
at least I gave out some numbers that could possible be in reach for the
reference
【在 s******y 的大作中提到】
: hard to believe
|
l******g
发帖数: 743 | 9 reiterate my YOKU target: $100 by the end of 2011
【在 l******g 的大作中提到】
: Youku is the next Bidu
: at least for the US stock market, it is
: given its 23M quarterly revenue
: expectation is that about >200M Y2012 revenue, and about 50M net income
: multiple by x200 P/E, you get a 10B market cap
: it will be a $100 stock in a year or so, or even faster
: now of course in the middle there will be sell offs
: but the overall trend will be up, given its unique position and
: "perception"
: shorts of Youku should make phone calls to the shorts of Baidu
|
w***y
发帖数: 2537 | |
K***l
发帖数: 724 | 11 Bidu在中国是行业老大，Yoku又不是，竞争者众多，光论手上可以烧的钱，Yoku也不是
最多的，pplive从软银一家就拿了$250M，比Yoku IPO还多，凭什么Yoku就能迅速一年
挣净利润$50M，超级怀疑中。 |
i********g
发帖数: 479 | |
b*****n
发帖数: 2478 | 13 sohu和yoku哪个会先变成下一个sina？
【在 l******g 的大作中提到】
: reiterate my YOKU target: $100 by the end of 2011
|
l******g
发帖数: 743 | 14 YOKU和MCP吧
sohu差点意思，上面两个今年有望冲百
【在 b*****n 的大作中提到】
: sohu和yoku哪个会先变成下一个sina？
|
