B**********r
发帖数: 7517 | 1 在股版炒热了，可能现在大家以为XIN也是和RIMM/NOK/FB/ZNGA/RENN/PCX/GRPN/...之
类的垃圾股。 |
p*****t
发帖数: 3824 | |
b*******3
发帖数: 8135 | 3 Xin最早是 BullishSolar大牛提出来的，而且一贯操作之。非常好的pick
以后可以到咱们的俱乐部讨论 |
u**********n
发帖数: 8905 | 4 有这种可能，上这个版的的人估计有几千。一个股票在板上热门以后，就算100个人买
，每人5000股，总量就是50万股。对于xin这种日成交量才100多万股的股票，进去5万
股就很有可能被盯上。
成交量100万股，其中50万股可能是MM自买自卖得来的。 |
p*****t
发帖数: 3824 | 5
呵呵
想起了在photogear版，打折20%的时候大家倒 5D3，估计板上就是上千台
那段时间fredmiranda市场上基本上被mit的人喂饱了
【在 u**********n 的大作中提到】
: 有这种可能，上这个版的的人估计有几千。一个股票在板上热门以后，就算100个人买
: ，每人5000股，总量就是50万股。对于xin这种日成交量才100多万股的股票，进去5万
: 股就很有可能被盯上。
: 成交量100万股，其中50万股可能是MM自买自卖得来的。
|
q********g
发帖数: 10694 | 6 大牛别害骚了。没人跟这个pick的。所以也不用自责。 |
l*******a
发帖数: 467 | 7 我觉得这条评论很挺有道理
I don't think XIN is a fraud, but I also think there are some real reasons
why it trades where it does. The first is that they don't recognize revenue
from their projects by sales, they recognize revenue from 'project starts',
I believe. I could have that slightly off, but that's what I seem to
remember from the Q2 conference call. So that's where that P/E comes from.
This is a pretty aggressive accounting method that leaves XIN vulnerable to
a downturn and not being able to sell what they built. The second is that
there's been a big slowdown in the Chinese property market lately. There has
also been the idea floating around among the Chinese property developers
that the kind of 2nd and 3rd tier city development that XIN did was
unsustainable in an economic downturn, and that only the projects in first
tier cities were economically viable. You can see that XIN believes this too
, as lately they have been diversifying out of the 3rd tier cities and into
Beijing and New York. XIN's foothold in the US is a good sign for their
future in my eyes, and I will definitely consider buying their shares again
at a lower price, after the market as a whole has come back down to earth. |
B**********r
发帖数: 7517 | 8 Percentage completion is a common accounting method used by developers. In
China, this method is less accurate because of the volatility of housing
market and policies.
In long-run, the method will smooth out, and should be fine. In fact if
housing price goes up, the method could be conservative.
revenue
,
to
has
【在 l*******a 的大作中提到】
: 我觉得这条评论很挺有道理
: I don't think XIN is a fraud, but I also think there are some real reasons
: why it trades where it does. The first is that they don't recognize revenue
: from their projects by sales, they recognize revenue from 'project starts',
: I believe. I could have that slightly off, but that's what I seem to
: remember from the Q2 conference call. So that's where that P/E comes from.
: This is a pretty aggressive accounting method that leaves XIN vulnerable to
: a downturn and not being able to sell what they built. The second is that
: there's been a big slowdown in the Chinese property market lately. There has
: also been the idea floating around among the Chinese property developers
|
a******1
发帖数: 4654 | 9 穷光蛋，只能买3块以下的股票。你老婆可以去餐馆钻点小钱，把你妈也较上
【在 b*******3 的大作中提到】
: Xin最早是 BullishSolar大牛提出来的，而且一贯操作之。非常好的pick
: 以后可以到咱们的俱乐部讨论
|
