z***i
发帖数: 123 | 1 【 以下文字转载自 JQCLUB 俱乐部 】
发信人: zishi (zishi), 信区: JQCLUB
标 题: 看好MOBI 思凯科技 和 ES
发信站: BBS 未名空间站 (Tue Apr 5 11:24:09 2011, 美东)
MOBI
中国销售最大的手机软件平台提供商 最近刚和sohu签订mobile ad deal
http://www.sky-mobi.com/
以前一直想找一个类似的中国公司 觉得前景良好 居然把这个给miss了 从今年年一月
开始这个股已经飚了快300%了 现在的想法是等回调再冲进去
ES
昨天barron给推荐了 目前也是远低于目标价7.5 昨天进了一点
EnergySolutions Isn't a Problem
We are maintaining our Buy rating on EnergySolutions as the commercial and
international businesses stabilize, while new opportunities for shutdowns
and decommissioning arise in the US
The natural disasters that led to the events in Japan may lead to high-level
scrutiny at the aging nuclear reactors in the US, perhaps leading to fewer
license extensions, and therefore more cold-shutdowns and decommissioning.
Revenue in the Federal segment are expected to decline post third-quarter
2011 when stimulus funding runs out, and specific contracts such as Paducah
[scrap yard cleanup in Kentucky] reach completion. We anticipate no revenue
from Japan.
We give EnergySolutions (ticker: ES) the benefit of doubt on the
complexities surrounding the merging of Service Revenue Accounting and Asset
Retirement Obligation Accounting. We are also concerned that returns on the
trust fund accounted from almost $36 million of the $158 million in
earnings before interest, taxes, depreciation and amortization (Ebitda).Any
expected return on the trust fund in fiscal 2012 may be offset by Accretion
Expense, which as yet hasn't been quantified, while profits derived from
Zion [nuclear station decommissioning in Illinois] may only just cover the
significant interest expense the firm incurs, especially the nearly $33
million on the $300 million notes used to collateralize the line of credit.
We are reducing our fiscal 2011 and 2012 earnings-per-share estimates to 45
cents and 55 cents, respectively, from 65 cents and 85 cents, respectively.
Our changes reflect a net-operating loss in the Commercial Segment due to
Accretion Expense, a tax rate of 35% versus 18% previously, Federal revenue
declining 7% versus a 3% increase previously, flat-to-down logistics,
processing and disposal (LP&D) revenue versus 7%, and a tentative $24
million contribution to pretax income from potential appreciation from the
Trust Fund. Our estimates do not include any potential from the East
Tennessee Technology Park $2.6 billion contract bid (third-quarter 2011
decision).
Additionally, the new joint venture with Studsvik [of Sweden] whose
technology can alter the chemical composition of some types of waste, could
potentially drive more class A shipments to Clive [a low-level radioactive
waste disposal facility located 80 miles west of Salt Lake City]. Perhaps
the only positive was the extension at Magnox for a 2012 rebid, and 2014
contract award.
Our six- to 12-month price target of $7.50 ($9.30 previously) is based on
fiscal-2012 EPS of 55 cents and assumes the stock trades at a 10% premium to
the S&P 500, which is currently trading at 12.2 times fiscal 2012 EPS of $
110.62 (13.3 times and $97.78 previously using fiscal 2011). | z***i
发帖数: 123 | |
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