r***l
发帖数: 9084 | 1 先说结论，网易这个价格有些鸡肋，网易基本进入随大盘步伐，相比其他中钙比较抗跌
一些而已。swing trade只好继续等了。
几个要点
1. 网易成为第一个季度regular分红的主要中钙互联网公司。大概yearly yield 2.x%,
达到了sp500的平均水平。 不要小看这2.x%的分红,这决定了股市有大调整时网易会比
其他类似股票抗跌很多。 但另一方面，科技公司开始季度分红也表明公司已经度过了
高速发展期，从这个层面讲，投资者兴趣可能会下降。 综合考虑，网易仍然是我swing
trade的首选.
2. 网易在移动游戏上比较"固执".坚持不用别人的渠道推广。好处是，自己一条龙，钱
都自己赚。不好是，移动游戏火热程度无法达到更高的高度。丁磊每次财报都吐字如金
，网易移动游戏到底怎样要看Q2数据了。但无论如何，现在买点不是很好。
3. 年初网易说要回购1亿刀股票，到现在也没执行，应该是不了了之了。网易起码这已
经是第2次了，说了不做，看着不爽。联想到携程和新浪头些日子说要回购5,6亿美元的
股票，我真是很好奇它们最后会买回来多少。
4. 轻松下，本版有可以打进电话的分析师潜水吗？帮忙问下网易猪的销售情况和对营
收的贡献... |
L****n
发帖数: 12932 | |
w********2
发帖数: 16371 | |
L****n
发帖数: 12932 | 4 How cheap is NetEase? It's a bargain at just 12 times this year's earnings
and 11 times next year's profit forecast. It's even cheaper when you
consider that NetEase has $3.1 billion -- or a little more than $23.70 a
share -- in cash and long-term investments. Back that out and NetEase's
enterprise value multiple drops into the single digits, even based on
trailing earnings.
Perfect World (NASDAQ: PWRD ) reports on Monday afternoon. Like NetEase, it
too has missed analyst profit forecasts twice over the past three quarters.
However, it's trading at a ridiculous seven times next year's estimated
earnings. |
h****2
发帖数: 8042 | 5 大夫回来啦～～
it
quarters.
【在 L****n 的大作中提到】
: How cheap is NetEase? It's a bargain at just 12 times this year's earnings
: and 11 times next year's profit forecast. It's even cheaper when you
: consider that NetEase has $3.1 billion -- or a little more than $23.70 a
: share -- in cash and long-term investments. Back that out and NetEase's
: enterprise value multiple drops into the single digits, even based on
: trailing earnings.
: Perfect World (NASDAQ: PWRD ) reports on Monday afternoon. Like NetEase, it
: too has missed analyst profit forecasts twice over the past three quarters.
: However, it's trading at a ridiculous seven times next year's estimated
: earnings.
|
l***s
发帖数: 841 | 6 PWRD最近被打压得厉害，不知周一之后走势如何。好像没什么下跌空间，估计不会再奔
16去了。 反正我是17之下又加了仓。相比PWRD，网易并没有什么优势，还是贵了点。
it
quarters.
【在 L****n 的大作中提到】
: How cheap is NetEase? It's a bargain at just 12 times this year's earnings
: and 11 times next year's profit forecast. It's even cheaper when you
: consider that NetEase has $3.1 billion -- or a little more than $23.70 a
: share -- in cash and long-term investments. Back that out and NetEase's
: enterprise value multiple drops into the single digits, even based on
: trailing earnings.
: Perfect World (NASDAQ: PWRD ) reports on Monday afternoon. Like NetEase, it
: too has missed analyst profit forecasts twice over the past three quarters.
: However, it's trading at a ridiculous seven times next year's estimated
: earnings.
|
C*********n
发帖数: 1083 | 7 网易从近期底部出来的那个74刀的时候我出了，一直观望，觉得老品牌人们都不是那么
热忠。今天的量很大，你觉得还会回到80以上吗？
我跟rival的感觉类似，觉得挺鸡肋的。
it
quarters.
【在 L****n 的大作中提到】
: How cheap is NetEase? It's a bargain at just 12 times this year's earnings
: and 11 times next year's profit forecast. It's even cheaper when you
: consider that NetEase has $3.1 billion -- or a little more than $23.70 a
: share -- in cash and long-term investments. Back that out and NetEase's
: enterprise value multiple drops into the single digits, even based on
: trailing earnings.
: Perfect World (NASDAQ: PWRD ) reports on Monday afternoon. Like NetEase, it
: too has missed analyst profit forecasts twice over the past three quarters.
: However, it's trading at a ridiculous seven times next year's estimated
: earnings.
|
b*****p
发帖数: 9649 | |
C*********n
发帖数: 1083 | 9 是的，这是我唯一后来捡回来拿到现在没舍得割肉的。但是不知道er会不会涨。眼见着
量一天比一天小，不知道该如何解读。
【在 l***s 的大作中提到】
: PWRD最近被打压得厉害，不知周一之后走势如何。好像没什么下跌空间，估计不会再奔
: 16去了。 反正我是17之下又加了仓。相比PWRD，网易并没有什么优势，还是贵了点。
:
: it
: quarters.
|
x***n
发帖数: 2658 | 10 相信R哥，现在即使有肉，也太薄了，等更低的价格。。。 |
r***l
发帖数: 9084 | 11 网易比pwrd强太多了...
【在 l***s 的大作中提到】
: PWRD最近被打压得厉害，不知周一之后走势如何。好像没什么下跌空间，估计不会再奔
: 16去了。 反正我是17之下又加了仓。相比PWRD，网易并没有什么优势，还是贵了点。
:
: it
: quarters.
|
