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标题: [闲谈] 耀眼的明星 [打印本页]

作者: 风吹 时间: 2014-9-7 14:03 标题: 耀眼的明星

MBLY！！！！！！！！！！！！！！

水明善，你如何看？

作者: qzhou3 时间: 2014-9-7 14:43

回复 1# 风吹

Good one!

作者: tianfangye 时间: 2014-9-7 15:05

almost UP 50% from recent low，机构锁利点

作者: tianfangye 时间: 2014-9-7 15:06

没有足够的信息支持目前价位

Revenue (ttm): 105.16M
Revenue Per Share (ttm): 2.97
Qtrly Revenue Growth (yoy): 203.70%
Gross Profit (ttm): N/A
EBITDA (ttm)6: 4.83M
Net Income Avl to Common (ttm): -243.01M
Diluted EPS (ttm): N/A
Qtrly Earnings Growth (yoy): N/A

Balance Sheet
Total Cash (mrq): 129.45M

作者: tianfangye 时间: 2014-9-7 15:15

Mobileye (NYSE:MBLY), a maker of camera-based driver-assistance systems, posted Q2 sales and earnings early Thursday that beat estimates, but just barely, and investors took profits in the white-hot IPO in morning trading.

The Jerusalem-based company earned 5 cents a share excluding items in the June quarter vs. 3 cents a share in the year-earlier quarter and besting Wall Street expectations for 4 cents. Sales soared 91% to $33.7 million, edging analyst views of $33.1 million.

"Our strong revenue growth was driven by continued robust market demand resulting from the ongoing move toward regulating (advanced driver-assistance systems) as well as the value proposition of our innovative solution, which bundles multiple applications into a single package," Mobileye CEO Ziv Aviram said in a statement.

It was the company's first earnings release since going public on Aug. 1. Mobileye's stock priced at 24 and climbed to its all-time high of 49.44 on Wednesday. Mobileye stock, though, was down as much as nearly 4% in early trading on the stock market today, near 45. In morning trading, Mobileye stock was down more than 1%, above 46.

Mobileye jumped 9% on Wednesday, after Morgan Stanley issued a report saying the stock could double. "The path to $100 (a share) does not involve heroic assumptions," analyst Ravi Shanker wrote. "If Mobileye can hold its own and just retain its current position, let alone make further inroads from here, the stock is likely to be closer to our $100 bull case."

For the year, Mobileye forecast earnings per share of 19 cents minus items on sales of $134 million, based on the midpoint of guidance. Analysts polled by Thomson Reuters were expecting 18 cents EPS on sales of $131 million.

Mobileye says it is the global leader in the development of hardware and software for camera-based advanced driver assistance systems, including automatic braking to avoid collisions. Its proprietary software algorithms and EyeQ chips perform detailed interpretations of the visual field to detect vehicles, pedestrians and obstacles.

Read More At Investor's Business Daily: http://news.investors.com/techno ... s.htm#ixzz3CeueNmRi
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作者: 水明善 时间: 2014-9-7 15:15

回复 1# 风吹

yes.

作者: qzhou3 时间: 2014-9-7 15:16

回复 4# tianfangye

So what price does the numbers support?

作者: tianfangye 时间: 2014-9-7 15:19

回复 tianfangye

So what price does the numbers support?
qzhou3 发表于 2014-9-7 15:16

B&H。。。。。。。。。。。。

作者: qzhou3 时间: 2014-9-7 15:36

回复 8# tianfangye

I will buy a bit just in case it flies...
Thanks Feng Da Da for digging this out!

作者: qzhou3 时间: 2014-9-7 15:40

The company website listed the following auto makers using the tech:
"including Ford, GM, Chrysler, BMW, Volvo, Hyundai,Honda and more"
Do any of you have cars using this tech? We need TieNiu Da Da.

作者: qzhou3 时间: 2014-9-7 15:42

This is one of its product:
"Mobileye 560 allows you to receive critical real- time warnings straight to your personal
Smartphone, in addition you receive our patented EyeWatch display. Price $849.00"
This is only useable to people living in busy cities

作者: 风吹 时间: 2014-9-7 15:45

太贵了， 6个月之后再说。

奇贵无比。。。

作者: qzhou3 时间: 2014-9-7 15:47

It is competitors:
PVT1, PVT2, and TRW. Maybe we should add google as google has auto-car without drivers...

作者: qzhou3 时间: 2014-9-7 15:49

回复 12# 风吹

只要货好，５年内能翻番，　就值得。。。

作者: 风吹 时间: 2014-9-7 15:51

goog 早晚把他们都干掉，因为GOOG控制了地图，

但是现在， MBLY实在是太热了，像火山。

作者: qzhou3 时间: 2014-9-7 15:52

回复 15# 风吹

But Google does not sell its tech to the auto-makers.

作者: 风吹 时间: 2014-9-7 15:53

TWTR和SINA必翻。 MBLY不一定。

作者: 风吹 时间: 2014-9-7 15:55

回复 16# qzhou3

未来一定会。

企业先看谁控制核心，至于什么时候开放技术那是庄家控制股价的需要。

作者: qzhou3 时间: 2014-9-7 15:55

回复 17# 风吹

ＳＩＮＡ　有新技术了吗？

作者: tianfangye 时间: 2014-9-7 15:55

先凉一下也好，等3-6个月，按技术（派）观点，近期应是短炒取利时机

作者: 风吹 时间: 2014-9-7 15:56

回复 19# qzhou3

我不会告诉你。。。

作者: qzhou3 时间: 2014-9-7 15:57

回复 21# 风吹

呵呵，　风大风趣

作者: qzhou3 时间: 2014-9-7 16:00

回复 20# tianfangye
ER 过后总要盘整。。。关键是咱多少钱接？

作者: tianfangye 时间: 2014-9-7 16:32

回复 tianfangye
ER 过后总要盘整。。。关键是咱多少钱接？
qzhou3 发表于 2014-9-7 16:00

没有机构信息，在原始股持有者禁售期，这些都给小散估值造成困难，先按短炒做，能空则空，只要你能挣。

作者: qzhou3 时间: 2014-9-7 19:50

回复 24# tianfangye

Thanks for the advice! Will try some when it gets to 45ish...

作者: aimei 时间: 2014-9-7 21:48

看看ＴＷＴＲ　ＩＰＯ后走法
淡定
有机会

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