v**b
发帖数: 155 | 1 本来打算赌一把twtr上市的，现在看来没有什么效果。有没有大神对sina发表一下看法
？ |
v**b
发帖数: 155 | |
t****9
发帖数: 4491 | 3 65 then 120
【在 v**b 的大作中提到】
: 本来打算赌一把twtr上市的，现在看来没有什么效果。有没有大神对sina发表一下看法
: ？
|
v**b
发帖数: 155 | |
r********a
发帖数: 4472 | 5 weibo那么厉害，sina没问题
【在 v**b 的大作中提到】
: 楼上大牛说一下大概的时间点？
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p*****l
发帖数: 638 | 6 今天早上dip时候call option巨量买单成交，跟着庄走吧。 |
p*****l
发帖数: 638 | 7 今天早上dip时候call option巨量买单成交，跟着庄走吧。 |
g*****a
发帖数: 1692 | 8 不是马上就ER了么？
【在 p*****l 的大作中提到】
: 今天早上dip时候call option巨量买单成交，跟着庄走吧。
|
p*****l
发帖数: 638 | 9
yes and what's your point?
【在 g*****a 的大作中提到】
: 不是马上就ER了么？
|
h***o
发帖数: 2321 | 10 sigh
【在 v**b 的大作中提到】
: 本来打算赌一把twtr上市的，现在看来没有什么效果。有没有大神对sina发表一下看法
: ？
|
|
|
g*****a
发帖数: 1692 | 11 又到75了
ER后再拉起？
【在 p*****l 的大作中提到】
:
: yes and what's your point?
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S*******i
发帖数: 2018 | 12 一个搜狐亏费者问一下你看到什么相关信息？
其实单从报表看，新浪还不如搜狐。指望微博马上变现基本不可能。当下只能是烧钱。
【在 v**b 的大作中提到】
: 看了一下相关信息，决定捂一下
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M*****t
发帖数: 1842 | 13 weibo is doomed, at least right now.
【在 S*******i 的大作中提到】
: 一个搜狐亏费者问一下你看到什么相关信息？
: 其实单从报表看，新浪还不如搜狐。指望微博马上变现基本不可能。当下只能是烧钱。
|
c*****d
发帖数: 164 | 14 Many people are switching to Weixin.
Weibo is out of favor.
【在 M*****t 的大作中提到】
: weibo is doomed, at least right now.
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r******y
发帖数: 12263 | 15 微博已经火爆过了 现在明显微信超越微博 另外政府政策面也要看 大v会越来越少的 |
h***o
发帖数: 2321 | 16 请教怎么看实时option 交易情况
From the following article, it looks like Sina is killed by frenzy call
buying again. This really sucks.
Sina Bearish Bets Wane on Weibo Outlook: China Overnight
By Belinda Cao - Nov 10, 2013 8:00 AM PT ..Facebook Share Tweet LinkedIn
Google +1 0 Comments
Print QUEUEQ..Options traders are paying the least in two months to protect
against drops in Sina Corp. (SINA), owner of China’s Twitter-like Weibo
service, on speculation the social media platform will become profitable
this year.
Puts protecting against a 10 percent decline in Sina’s shares cost 1.5
points less than calls betting on a rally of the same magnitude last week,
one-month data compiled by Bloomberg showed. The price relationship known as
skew was the lowest since Sept. 13. Sina has rallied 51 percent this year
and reached a two-year high Oct. 18. The Bloomberg China-US Equity Index of
the most-traded Chinese stocks in the U.S. sank 2.1 percent last week.
Sina will probably report tomorrow that adjusted profit jumped 87 percent in
the third quarter, according to the average projection of eight analysts
surveyed by Bloomberg. Weibo’s advertising revenue tripled to $30 million
during the second quarter, the company said on Aug. 12. Twitter Inc.’s $1.
82 billion initial public offering last week signaled investors are willing
to wait for the microblogging service to post a profit.
“Sina’s Weibo should become profitable either in the third or the fourth
quarter,” Ming Zhao, an analyst at Beijing-based 86Research Ltd., said by
phone on Nov. 8. “It would be a huge positive for its stock.”
Alibaba Group Holding Ltd., China’s biggest e-commerce company, bought an
18 percent stake in Weibo in April for $586 million with an option to
increase the holding to 30 percent. Daily active users on Weibo rose 8.3
percent to 54 million in the second quarter, Sina Chief Executive Officer
Charles Chao said on a conference call Aug. 12.
Revenue, Spending
Weibo spending in the second quarter exceeded revenue by $11.6 million, Sina
Chief Financial Officer Herman Yu said. The gap will close in the fourth
quarter as Alibaba helps boost ads on the Weibo platform, Henry Guo, an
analyst at ABR Investment Strategy LLC, said by phone from San Francisco Nov
. 8.
Shanghai-based Sina forecast in August revenue for July-September to be as
much as $180 million, which would represent a 18 percent growth from a year
earlier. Analysts estimate the company to post adjusted net income of 32
cents per share on average for the quarter, from 21 cents per share in the
previous three months.
Andy Yeung, a New York-based analyst at Oppenheimer & Co., said on Nov. 8 he
expects Sina’s third-quarter sales and profit to beat analysts’ estimates
.
Puts, Calls
Sina’s skew, or the difference in put and call implied volatility, fell
from a nine-month high of 5.1 points reached Oct. 15 to a negative 0.4 point
Nov. 8. The stock dropped 7.7 percent last week to $76.04, the lowest level
in three months.
【在 p*****l 的大作中提到】
: 今天早上dip时候call option巨量买单成交，跟着庄走吧。
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