very good "个人YY" of global and china macro
phymath888
type much faster in English
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回复@老衲念红尘: that is good, I picked up a few NQ today, bear's 18 target done today, hopefully the 50 dma=support for NQ going forward before Nov 8th ER//@老衲念红尘:回复@phymath888:Yep, the Q3 earning will be released on Nov 8th. Based on my studies, NQ's product ...
回复@老衲念红尘: Is NQ's er nov 8? before ER, bears are going to beat up NQ on its coming debt financing deal with its conversion price not known yet, & its CFO working on deals with WS, and articles like this, kind of NQ's teeth cutting stage as QIHU did before; ...
回复@老衲念红尘: any further details? probably have to wait for an another press release from NQ, qihu's case: aug 27=nq's oct 7 release, qihu's sept 5: conversion price =$110 per shares when qihu was at $79, 40% premium, low interest debt bringing in cash into ba...
nq is a good company, still, nobody can escape from the likely 重新洗牌, particularly with its 再融资, a bear's play until ER
回复@phymath888: before Q3 er//@phymath888:回复@yijunprc:well said, as such, NQ has potential, it may not have product-led visibility among retail investors, like qihu or vips, hopefully institutional investors are accumulating the stocks, not sure it can make it to 30 as I t...
well said, as such, NQ has potential, it may not have product-led visibility among retail investors, like qihu or vips, hopefully institutional investors are accumulating the stocks, not sure it can make it to 30 as I thought before
回复@西风投资: yelp, fb all beautiful, z has potential too, if NQ ER beats a couple of quarters with international revenue growth in particular, gaining some visibility, it may achieve at least qihu status. right now, nq is a little cute guy but not sturdy , shorts and market...
回复@西风投资: not sure about 20 at closing, intraday possible, today may be the flush day with a long tail touching 20, then close at 20 day ema, which is about 21, let see//@西风投资:回复@hydream:17的成本不低啊，我最低的成本9.4，最高的22.8，都跑了。等在20，看看是否有机会i
回复@yijunprc: agree, solid fa//@yijunprc:回复@hydream:同意，中概最怕的是黑天鹅，网秦的各条业务线的成绩是相对透明的，google play海外下载量、飞流代理的游戏、国信灵通的客户等，应收帐款和实际用户数等都是技术细节，在网秦这个阶段，即使选择不变现也不是大问题。网秦老板最少有一点很靠...
yy breaking above 50 next week likely, yy's consolidation has been steady and orderly, kind of like qihu, nq breaking above 24 will be more wild, with best potential among Chinese internet stocks, both short and long term, TA & FA
回复@Kevinhu_2013: agree; qihu has proven to market that it is a solid and growing money making machine, you got money, you got wall street, period, NQ will be as good eventually hopefully, but it is not there yet, so far market likes its business model and growing potential,...
回复@西风投资: 75 will be almost miracle, more likely qihu will see 100 soon once resuming its uptrend, it's business is very solid and growing, qihu sees its Q3 revenue $181M-$183M, vs. wall street consensus $162.88M//@西风投资:回复@hydream:45-60 is good buy point
回复@phymath888: stock price/earnings: qihu 178 or < 200 times, NQ 132, a little >100 times
capitalization /sales: qihu, 20 times, nq, about 10 times,//@phymath888:回复@hydream:"奇虎市值百亿而网秦十亿。同样争取1亿市值，奇虎提升1%而网秦提升10%", 网秦 hired a ...
回复@hydream: "奇虎市值百亿而网秦十亿。同样争取1亿市值，奇虎提升1%而网秦提升10%", 网秦 hired a wall street guy as co-ceo, exporting QIHU's business model internationally, using "free" security/virus software to hook up more than 3MM customers into its expa...