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Deep Sigh.... Lost big!
看看BABA 就知道, 中概被媒体和机构操纵得比本土美股更厉害。
================ER========================
Third Quarter 2014 Highlights
•Total net GMV[1] increased by 31.4% year-over-year to US$273.0 million, primarily due to a 23.8% increase in the number of active customers[2] and a 14.1% increase in total orders[3]
•Net revenues increased 28.0% year-over-year to US$157.7 million
•Gross profit as a percentage of net revenues decreased to 38.0% from 43.7% in the same period of 2013. Gross profit as a percentage of total net GMV decreased to 22.0% from 25.9% in the same period of 2013. The decreases were primarily due to an increase in promotional activities, which led to relatively higher pricing discounts, as well as the higher value-added tax paid as a result of a shift from beauty product marketplace sales to merchandise sales
•Net income attributable to ordinary shareholders increased by 88.6% year-over-year to US$19.5 million
•Non-GAAP net income attributable to ordinary shareholders[4] was US$21.0 million, an increase of 87.4% from the same period of 2013
Deep Sigh.... Lost big!
qzhou3 发表于 2014-11-19 16:22

唉,不好意思,我们几个人说到了,但刚才忘了update 你一下关于jmei 巨量 put 的事了。
忙着别的忘了。
回复 18# oldhorse

No problem. A big lesson
回复  oldhorse

No problem. A big lesson
qzhou3 发表于 2014-11-19 16:37



    我们说到jmei了,因为巨量put,再考虑是否做空,后来没做。
当时我忙着做wsm er,结果给忘了提醒你一下, 盘前可以走一部分。 唉,内疚的很。
回复 20# oldhorse

Will the same thing happen to MBLY tomorrow?
回复  oldhorse

Will the same thing happen to MBLY tomorrow?
qzhou3 发表于 2014-11-19 16:47



    mbly没看到,我赌er 大。
今天买了mbly股票
回复 22# oldhorse

You did? I have some for long as I like the technology..
Some people must have news before ER report for 中概股. I found trends began to show 3-5 days before the ER for several 中概股
回复  oldhorse

You did? I have some for long as I like the technology..
Some people must have n ...
qzhou3 发表于 2014-11-19 16:54



    嗯,我买了。
看yoku, vips等中改被打入地狱了。
Deep Sigh.... Lost big!
qzhou3 发表于 2014-11-19 16:22

Sorry for that.it is hard to pick a good stock
本帖最后由 GreatWallchn 于 2014-11-19 19:08 编辑

回复 24# oldhorse

我愚钝,没看出mbly哪儿big,倒是感觉继续lose,请大师赐教。
回复  oldhorse

我愚钝,没看出mbly哪儿big,倒是感觉继续lose,请大师赐教。
GreatWallchn 发表于 2014-11-19 19:07


这个就是赌一下,option call 多。另外目标价一年是58+
Over the past 10 sessions, specifically, speculators have bought to open 3.59 calls for every put on MBLY. Meanwhile, with uncertainty surrounding the upcoming event, volatility expectations are on the rise. In fact, the stock's SVI of 78% ranks in the lofty 81st percentile of its range.
回复  oldhorse

我愚钝,没看出mbly哪儿big,倒是感觉继续lose,请大师赐教。
GreatWallchn 发表于 2014-11-19 19:07



    http://www.gurufocus.com/stock/MBLY
回复  oldhorse

我愚钝,没看出mbly哪儿big,倒是感觉继续lose,请大师赐教。
GreatWallchn 发表于 2014-11-19 19:07



short 7.38%
希望明天能挤一下
回复 28# oldhorse


    俺咋感觉所有参数都不好,比如ROA, ROE, etc。。。。。。。。不知谁把它拱的这么高。俺继续看跌。
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