发布于: 雪球转发:2回复:3喜欢:1
回复@水松:I think that number is not true and will prove it in future reports//@水松:@CitronResearch What's your point of view about Qihoo's web game business after Qihoo claimed ARPU is RMB380?
引用:
2011-12-08 11:27
Citron,中文媒体翻译为“香橼”,是2011年做空猎杀中国概念股的主力之一,此前因“狙击”东南融通而名声大震。
$东南融通(LFT)$之后,Citron盯上斯凯,发布报告给予其3美元目标价,4个月后斯凯股价跌破3美元。尽管对于$斯凯(MOBI)$股价下跌,许多人认为并非Citron质疑所致。
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雪球访谈2011-12-08 22:37

CitronResearch:I think that number is not true and will prove it in future reports//@水松:What's your point of view about Qihoo's web game business after Qihoo claimed ARPU is RMB380?

包凡2011-12-08 22:29

Obviously you use the wrong basis to calculate ARPU //@CitronResearch: 回复@水松:I think that number is not true and will prove it in future reports//@水松:@CitronResearch What's your point of view about Qihoo's web game business after Qihoo claimed ARPU is RMB380?

水松2011-12-08 22:27

@CitronResearch You THINK it's not true or You already have solid evidence against this number?