r**********n
发帖数: 230 | |
r**********n
发帖数: 230 | 2 Fourth Quarter 2013 Highlights
Net revenues increased by 129.5% to RMB612.3 million (US$101.1 million) from
RMB266.8 million in the corresponding period of 2012, primarily driven by a
144.1% increase in revenues from internet value-added services, or IVAS
revenues.
Net income attributable to YY Inc. increased by 477.9% to RMB192.0 million (
US$31.7 million) from RMB33.2 million in the corresponding period of 2012.
Non-GAAP net income attributable to YY Inc.1 increased by 268.7% to RMB216.9
million (US$35.8 million) from RMB58.8 million in the corresponding period
of 2012.
【在 r**********n 的大作中提到】
: http://investors.yy.com/releasedetail.cfm?ReleaseID=830178
|
c******n
发帖数: 170 | |
r**********n
发帖数: 230 | 4 我是蝌蚪而已，且听真大牛分析
【在 c******n 的大作中提到】
: 大牛上看多少
|
m*******a
发帖数: 4507 | 5 Most of revenue growth is from YY Music which grew more than 47% from
previous quarter. Revenue from YY Game and AD are slowing down from previous
quarter (AD revenue is actually down). Gross margin improved due to the
tight control of content cost... |
m*******a
发帖数: 4507 | 6 Their estimate earning for Q4'13 haven't been updated more than 90 days,
that why it was easily beaten. Considering stock price up more than 70% from
last earning release, I think there will be a healthy correction... |
r**********n
发帖数: 230 | 7 多谢分析
from
【在 m*******a 的大作中提到】
: Their estimate earning for Q4'13 haven't been updated more than 90 days,
: that why it was easily beaten. Considering stock price up more than 70% from
: last earning release, I think there will be a healthy correction...
|
h*******1
发帖数: 401 | 8 with this ER, it can easily sustain above 90. Anytime under 95 is good buy
opportunity.
YY will become a $8-$10B company pretty soon. |
