t*******o
发帖数: 1464 | 1 谁要是发现如下股票4Q和年报ER时间，通报一声吧。前面几个ER看过来，中国汽车4Q很
火爆。
SORL, AUTC, KNDI |
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t********r
发帖数: 853 | 2 【 以下文字转载自 shopping 讨论区 】
发信人: choi (choi), 信区: shopping
标 题: MacBook Air in Late June & iPad 3 in 4Q?
发信站: BBS 未名空间站 (Wed Jun 15 15:27:25 2011, 美东)
(1) 謝艾莉, 新MacBook Air 月底開賣. 經濟日報, June 14, 2011.
http://udn.com/NEWS/FINANCE/FIN3/6397093.shtml
(2) 蕭君暉、曾仁凱, iPad3 將創終極解析度. 經濟日報, June 14, 2011.
http://udn.com/NEWS/FINANCE/FIN1/6397299.shtml
Note: Reuters reports in English, which does not necessarily mean the
originals in Chinese are true, though.
Apple to Sell New Macbook Air Late This Month: Rep... 阅读全帖 |
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g***l
发帖数: 18555 | 4 Kroger 4Q Profit Falls 27% Amid Weaker Margins; View Cautious
看看能不能跌到20,怕大盘跌的可以上 |
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n******n
发帖数: 12088 | 5 【 以下文字转载自 EEInvestor 俱乐部 】
发信人: newgumin (新股民), 信区: EEInvestor
标 题: LDK $12.6M to 4Q 'doubtful recoveries' zz
发信站: BBS 未名空间站 (Thu Jul 1 01:19:51 2010, 美东)
SUNNYVALE, Calif. (AP) -- LDK Solar Co., which makes wafers for solar cells,
said Wednesday it will need to account another $12.6 million for "doubtful
recoveries," in the fourth quarter of 2009, that is, money it may not
receive.
The company said the additional provision for doubtful recoveries was based
on updated information about its cus |
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w*****2
发帖数: 1584 | 6 Sina 4Q Loss/Shr $1.51 >SINA |
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i**y
发帖数: 1170 | 7 you don't know there were dividends for 4Q and SPY today? |
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g******n
发帖数: 53185 | 8 最早是3Q，后来改4Q，现在又改会来了。再跌跌就改成2Q |
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i*******e
发帖数: 1904 | 9 Although the positive seasonality in 4Q, Spanish pig's GDP still drops...
Not a good sign.
It may imply the european economy is far from bottoming. More contraction
will been seen ahead. |
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R***a
发帖数: 2605 | 10 Chipotle 4Q profit grows 24 pct, short of St. view
Chipotle's 4th-quarter profit rises 24 percent, but Wall St. analysts
expected stronger growth
Associated PressAssociated Press – 52 minutes ago
Email
Print
Companies:
Chipotle Mexican Grill, Inc.
RELATED QUOTES
Symbol Price Change
CMG 370.41 +3.12
DENVER (AP) -- Chipotle Mexican Grill Inc.'s fourth-quarter net income
jumped 24 percent on higher prices and new restaurants. But analysts
expected stronger growth, and Chipot... 阅读全帖 |
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b*******e
发帖数: 2 | 11 【 以下文字转载自 ITnews 讨论区,原文如下 】
发信人: BatikBlue (心蓝), 信区: ITnews
标 题: IBM - #1 UNIX vendor in 4Q '01, Finally!
发信站: The unknown SPACE (Mon Mar 11 21:20:29 2002) WWW-POST
据IDC提供的数据，IBM在去年四季度击败老对手Sun和HP，UNIX服务器销售量从第三跃居
第一。再次证明IBM的eServer UNIX系统为客户提供了最强劲，可靠的计算环境。
去年四季度的重要性在于，Sun和IBM都在2001下半年推出了最新的高端UNIX服务器。IBM
的P690和Sun E15000。
除UNIX服务器外，IBM在全球占了32.4%的服务器收入份额，而Sun只有11.8%。 |
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y*****2
发帖数: 2435 | 12 行业内其他公司我不知道，我的客户是暴了，4Q盈利翻倍，生意很好。
纯内部消息，错了不要怪我。 |
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g***t
发帖数: 1279 | 13 American Axle Says It Will Post 4Q Profit; 2009 Sales $1.5B
14 minutes ago - Dow Jones News
Related Companies
Symbol Last %Chg
AXL 9.95 3.64%
As of 9:56 AM ET 1/13/10
DOW JONES NEWSWIRES
American Axle & Manufacturing Holdings Inc. (AXL) said it expects to swing
to a profit in the fourth quarter, the second consecutive quarter in the
black after breaking a two-year string of losses.
The maker of driveline and chassis systems and other forged products for the
automotive industry also said its full |
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c******n
发帖数: 145 | 14 今天的schedule
Company Symbol Quarter Mean Report
Time
ACE Limited (ACE) 4Q 2.02 AMC
Air Products and Chemicals Inc. (APD) 1Q 1.34 BMO
Amgen Inc. (AMGN) 4Q 1.69 AMC
AT&T Inc. (T) 4Q .51 AMC
Boston Ppties Inc. (BXP) 4Q .35 AMC
Comcast Corp. Class A ... 阅读全帖 |
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t******e
发帖数: 2504 | 15 普遍现象，不是华为特例，去年几乎是所有的电子/半导体企业，利润都多多少少地增
加了， 比如：
苹果2017年第4季(4Q）10.7B，2016年4Q 9B， +18.8%.
三星2017年50B，2016年27B， +85%.
sony2017年4Q 3.2B, 2016年4Q 0.92B, +247%. |
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w********u
发帖数: 1815 | 16 4Q没啥问题，就是不知道明年1Q是啥。。。我除了每年4Q和回国基本不动discover了，
就4Q还额度不够买不了大件 |
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s*********k
发帖数: 18 | 17 青蛙流了一天的泪，才发现，原来池塘里也不是只有水牛，也不是只有熊，他们都在一起
裸泳了，很有鸟巢的感觉。
青蛙不牛，只想和大家伙讨论，大牛们大多不屑，那是好事，因为大牛过来咯，青蛙的
脚步
就会乱套。 大牛们都要到曼哈顿去买牛棚，青蛙们如何办？ 还是要建成自己的系统，
因为 无论什么时候，你总要为你为什么赚钱和为什么亏钱而总结一点东西吧？ 大牛们
喜欢BSO,
没有关系，因为他们不BSO就怕他们不是大牛，其实不是这样的。牛就是牛，青蛙就是
青蛙。牛们天天提灯，蛙们天天吃小虫，只要不吃屎就好。 举个例子，有大牛说要把
4Q拉到地下室去强暴，一群青蛙跟上去，也许下到楼梯一半，你看到4Q被脱了一半的衣
服，正想继续
往下跳，也许就会听到背后的一声大喝: I am zollo!! 傻眼了吗？ 所以当大牛们说4Q
要被
强暴，青蛙就应该去问，为什么？
青蛙可以给自己举例子：
1.financial crisis
2.economy slow down
3.High inflation
4.higher oil price
5. higher commodity price
这些就连不炒股的蝌蚪都 |
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t*********t
发帖数: 1058 | 18
Hewlett Packard Q4 profit 12c/share vs $1.10/share
Hewlett-Packard Exited 4Q With $8.1B In Gross Cash >HPQ
Hewlett-Packard 4Q EMEA Rev $11.7B, Down 6%
Hewlett-Packard Inventory Ended The Qtr At $7.5B >HPQ
Hewlett-Packard 4Q Americas Net Rev $14.5B, Down 4%
数据不咋样，为何盘后还涨？ |
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C**********n
发帖数: 76 | 19 ESTIMATES:
* 1Q adj. EPS est. 75c (range 72c-79c)
* 1Q rev. est. $1.16b ($1.13b-$1.19b)
* 1Q N.A. comp sales est. +2.3% (Retail Metrics, Oct. 4) vs 4Q
Y/y comps up 1.7%
WHAT TO WATCH:
* 4Q comp sales of +1.7% was deceleration from avg +9.5% during prior 7
qtrs: Deutsche Bank (hold)
* Softer China, Japan trends not COH-specific; more due to macro concerns:
Stifel (buy)
* FY13 expected to be investment yr: Barclays (overweight)
* Proprietary survey suggests upper-income females a... 阅读全帖 |
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t*******h
发帖数: 409 | 20 4Q 04Feb2014:
For the full quarter, comparable store sales - which exclude the 53rd week
of fiscal 2012 - rose approximately 2.0 percent. For the fourth quarter, jcp
.com sales grew approximately 26.3 percent over last year.
In addition, the Company closed its 2013 fiscal year with total available
liquidity in excess of $2 billion.
3Q Nov2013:
For the third quarter, JCPenney reported net sales of $2.78 billion compared
to $2.93 billion in the fiscal third quarter of 2012. Sales on jcp.com
increa... 阅读全帖 |
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l*****r
发帖数: 2123 | 21 *BERKSHIRE BOOSTS $JPM, $GM, $TRV, $PNC, $BK, $USB, $BAC IN 4Q: 13F
*BERKSHIRE ADDS $RHT, [email protected], $STNE IN 4Q: 13F
*BERKSHIRE REDUCES $AAPL, $WFC, $LUV, $PSX, $UAL, $CHTR IN 4Q: 13F |
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l*******s
发帖数: 26303 | 22 昨天9:3
今天继续搞
phi okc 4q under, 2h under
was orl 3q under
ny cle 3q under
det char 3q under
mem dal 3q under, 2h under
no tor 4q under
uta hou 4q under, 2h under, 2q uta
lal min 1h over, 3q under, 2h under, 2q min |
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i***d
发帖数: 1077 | 23 Auburn拿球进攻落后6分，如果这个drive TD就能反先了。虽然Auburn的进攻已经打开
了，但是Bama的防守却也还不是那么容易打的。几个short play之后，Auburn在中场被
逼到了4th and 3。时间尚早，还有14分钟，再考虑Auburn的防守现在几乎能完全挡住
Bama进攻。解说一致认为Auburn应该punt，主教练Chizik似乎也是这么想的。但是OC
Malzahn却要打。Auburn叫了暂停，先是Malzahn和Chizik讨论了半天。既然叫了暂停，
既然Malzahn这么坚持，我想Auburn是要拿出压箱底的play打成这个4th down了。暂停
结束，Auburn先摆出了short gun 传球的阵型，紧接着变幻成QB 短punt阵型。这个阵
型太眼熟了，虽然之前Newton也punt过一次，但令人印象更深刻的是前两场一次一模一
样的fake。左侧唯一一个WR跑出去过1st线在边线接球。上次的时候，WR完全空了，但
是Newton的传球不准没有接到。这一次果然重演了这个fake punt。和上次不一样，
Bama的CB并没有完全被迷惑还是紧接跟... 阅读全帖 |
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m*****t
发帖数: 3477 | 24 ''So far in the analog/discrete space, Linear guided 4Q revenues to fall 10
percent to 20 percent quarter-over-quarter, Maxim guided 4Q revenues to fall
5 percent quarter-over-quarter, and Fairchild guided 4Q revenues to fall''
16 percent to 21 percent sequentially, said Craig Berger, an analyst from
FBR, in a report.
Texas Instruments Inc.'s Q4 sales are projected to fall 10 percent. In a
recent and separate report, Berger also cut the estimates for National
Semiconductor Corp., which is set to |
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t******g
发帖数: 462 | 25 Arbitrage Spreads On Pending Mergers & Acquisitions -2-Last update: 10/7/
2010 10:19:52 AM
GLG Partners Inc. (GLG), Man Group Plc (Private)
Premium offered: $0.01 or 0.28%
Acquirer: Man Group
Target: GLG
Offer per share: $4.50 cash
Value of outstanding common equity: $1,130,580,000
Target share price: $4.49
Acquirer share price: N/A
Expected closing: 10/12/2010 10/12/2010
Annualized gain: 20.33%
Note: Under the terms of the deal, GLG's principals - Noam Gottesman, Pierre
Lagrange and Emmanuel Ro... 阅读全帖 |
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b*****h
发帖数: 783 | 26 DNDN 4Q 显示，revenue 虽然从3Q 的64M 增长到 77M， 但是其生产及其运营成本过高
没有改变。
3Q , 4Q 64M, 77M revenue 的product cost 分别是 55M, 57M. gross profit
margin 只有14％，25％，远远低于一般的biotech。 再加上昂贵的销售运营成本（3q:
85M, 4q: 76M), 盈利似乎看来很遥远。
DNDN 的personal drug的模式还需要摸索。希望他的新ceo能改变局面。。。 |
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i*********d
发帖数: 2739 | 27 1pt=1c
200=2wpt
这个卡就是1mile everything else
4q不过4q mile
不卖 |
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D***s
发帖数: 5613 | 28 这个bonus from 4Q 5%实际上是4% bonus那部分，一个季度最多6000点。所以你还有
6000-5533=467点bonus额度。对应于金额是467/4=$116.75
：到目前为止，bonus from 4Q 5% is 5533 points。我还能买多少costco gift card?
：thank you! |
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v****e
发帖数: 19471 | 29 - 0.16加了点4Q Aug 45P
- sold 1/2 AAPL stocks at 166
- set an order to sell the 4Q puts at 0.32 and went to lunch. but that order
did not fill -- it fell 1 or 2 cents too greedy. |
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n******n
发帖数: 12088 | 30 【 以下文字转载自 EEInvestor 俱乐部 】
发信人: newgumin (新股民), 信区: EEInvestor
标 题: 翻手为云覆手为雨
发信站: BBS 未名空间站 (Wed Mar 3 13:35:02 2010, 美东)
2/19 CSIQ暴跌15%。
http://finance.yahoo.com/news/Canadian-Solar-cuts-4Q-gross-apf-2817834537.html?x=0&.v=3
Canadian Solar cuts 4Q gross margin forecast
On Friday February 19, 2010, 12:49 pm EST
DENVER (AP) -- Canadian Solar Inc. on Friday reduced its fourth-quarter
estimate for gross margin, blaming higher processing costs and lower yields
because of some defective production |
|
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k********8
发帖数: 7948 | 32 http://seekingalpha.com/article/415291-why-zynga-should-be-wort
Zynga's (ZNGA) official announcement last week of the upcoming launch of
Project Z, its own independent gaming platform on Zynga.com, is a true game
changer that fundamentally transforms Zynga's business model into that of a
social network, similar to Facebook (FB) and LinkedIn (LNKD), and should
lead to substantial multiples re-rating and long-term share price
appreciation, far beyond the initial jump witnessed last week. JPMorgan'... 阅读全帖 |
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g****e
发帖数: 1426 | 33 No, no position on HZNP. Good luck with it.
HZNP will have EU DUEXIS approval news and launch of RAYOS in 4Q. $4 is low
and will go back to over $5 per news in 4Q. The only concern is its
financial. |
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H******i
发帖数: 4704 | 34 Tech Trader Daily
April 26, 2013, 2:51 P.M. ET
Amazon Falls 6%: Bull, Bear Debate Slowing Growth, Profit Potential
By Tiernan Ray
Shares of Amazon.com (AMZN) are down $17, or 6%, at $257.70, following a Q1
earnings report last night that featured lower-than-expected revenue, higher
-than-expected operating income, and a forecast for revenue this quarter
below expectations.
Amazon shares today reflect not only last night’s results, but also,
perhaps, word that a bill to pass Internet sales tax pa... 阅读全帖 |
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d******8
发帖数: 1972 | 35 Citi downgraded TubeMogul Inc (NASDAQ: TUBE) Monday from Buy to Neutral and
raised its price target from $13 to $19.
Analysts led by Mark May noted that TubeMogul reported strong Q3 results, "
as Spend, Revenue, Gross Profit, EBITDA, and margins were all well above our
estimates and guidance. The company also gave 4Q guidance that was above
our estimates, and announced a number of client wins for its Platform Direct
business.”
May concluded that, "while we continue to view TubeMogul as a best-of... 阅读全帖 |
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O**l
发帖数: 12923 | 36 看全他的文章 这些正的数据是4个Q累计
4Q单季他后面有数据 四大行合计为负
你去查查农行建行4Q单季都是负 |
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p******m
发帖数: 758 | 37 完全读反了。
840m 4Q 2014
682m 3Q 2015
1.25B 4Q 2015
its
fourth |
|
发帖数: 1 | 38 给大家转一份还比较客观的AAOI分析：AAOI发布2季度财报，业绩非常漂亮。但是给的3
季度指引的营收居然是环比下滑的，让市场大感意外。而下滑的原因是有个大客户的
40G订单大幅减少，导致营收指引下降。但是4季度能恢复，公司把40G的生产线转向
100G的生产线，但是这需要6周的时间，就是这个季度一半的时间这个40G的产能是空的
，影响了整体产量，等40G转成了 100G，马上到4季度产量上去，业绩还会上涨。而且
100G的利润比40G的还好，100G转成40G以后的利润还要暴增，所以4季度的业绩会非常
好看。
如果这个说法是成立的，那么AAOI迟早还要暴涨。如果这个说法不成立，是AAOI找的借
口，那就是诚信的风险了。根据对AAOI一贯诚信的表现，应当还是可以让人放心的。
那我们要分析40G订单大幅下滑的原因，公司解释是行业趋势来的比预期的快，这句话
是没问题的。但是为何就一个大客户大规模消减40G的订单。根据美国股友的一些讨论
和我的分析，是AWS大幅消减了AAOI的40G订单。其实，AWS可能一直就在抱怨AAOI的光
模块利润太高，要砍价。AAOI为了维护公司的整体毛利，肯定不会... 阅读全帖 |
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l*******s
发帖数: 26303 | 39 我来贴个预测
bos cover 1h
ind gs 4q under
det phi 3q under
chi no 2h under
mil was 4q under
hou cover 1h, 2h under
uta cover 2q, 2q under
min cover 2q, 3q under, 2h under |
|
c******a
发帖数: 10623 | 40 4Q： 清1，清2，华中，交1
8Q：4Q + 北1，科1，复1，南湖 |
|
B*******a
发帖数: 801 | 41 转自MITBBS：美国部分变态导师列表（生物居多）VS人品好PI～
发信人: FatSheep (Serta is my cousin), 信区: Biology _0G d H.X.j7s2r
标 题: 美国变态PI列表 转载 q N E)x d j!D M g;b ~
发信站: BBS 未名空间站 (Sun Apr 18 19:53:07 2010, 美东) D$V0C D6M B R m6l
*~5h4U X.N&Y x6G T
[url=http://bbs.bio668.com/read.php?tid=35969][color=#005eac]http://bbs.bio668.com/read.php?tid=35969[/color][/url] ,S.y0s B3r [$q M
R$N6e3T P ` S [ 美国变态PI
"^ d P a2K n#M R David X. Liu Department of Neural and Behavioral Science
Penn State Univ. 2 Y;y4t w | N
postdoc were fi... 阅读全帖 |
|
n******n
发帖数: 12088 | 42 2/19 CSIQ暴跌15%。那天太阳能普跌被解释为FSLR的ER和CSIQ的outlook。
http://finance.yahoo.com/news/Canadian-Solar-cuts-4Q-gross-apf-2817834537.html?x=0&.v=3
Canadian Solar cuts 4Q gross margin forecast
On Friday February 19, 2010, 12:49 pm EST
DENVER (AP) -- Canadian Solar Inc. on Friday reduced its fourth-quarter
estimate for gross margin, blaming higher processing costs and lower yields
because of some defective production equipment.
U.S.-traded shares of Canada-based Canadian Solar fell $3.56, or 14.4
percent, to |
|
b*****h
发帖数: 783 | 43 最近sppi比较热门，简单总结一下sppi的基本面。
sppi 是一家开发抗肿瘤药物的biotech，已经有两个产品在marketing
Fusilev for treatment of osteosarcoma
ZEVAlin for treatment of NHL
sppi 还有Apaziquone 用来治疗bladder cancer,
目前正在进行两个phase3 clinical trials.
(大概估计要2012年才能出结果）
公司还有一些其它处在clinical test早期的drug candidates。
公司的marketing情况对目前公司的价值起主导作用。
ZEVALIN 的salevs在慢慢增长，但总revenue还是比较小（4q of 2010, 9M).
FUSILEV的marketing 比较有意思。
上市后卖的量一直很小，不过最近一个季度(4q 2010)却猛增到23M. 是上一季度的几乎
4倍
这个突然增长是因为最近leucovorin供应不足。
leucovorin是用来治疗colorectal cancer 的generic drug。而F... 阅读全帖 |
|
k****w
发帖数: 100 | 44 马岛之战全纪录
1982年4月至7月，日渐没落的大英帝国和穷途末路的阿根廷军政府，为了脸面和未
来，在南大西洋弹丸之地马尔维纳斯群岛使用当时最先进的武器展开了人类第一场现代
战争。战争由阿根廷首先挑起，但74天后英国倾举国之力跨洋反击最后赢回了尊严。阿
根廷军政府则在此后立即倒台。马岛之战中涌现出的经典战例一直为各国反复研究，堪
称后世战争之样板。
马尔维纳斯群岛（Islas Malvinas），英国称福克兰群岛（Falkland Islands），
位于阿根廷南端以东的南大西洋水域，西距阿根廷500多公里。岛上居民97%是英国人后
裔，2/3居住在首府斯坦利港（Port Stanley），马岛属英海外领地，除外交与军事事
务外，由岛民实行"自治"。总督代表英女王行使行政权。英国在马岛派有驻军1700人。
马岛在十六世纪被发现，十八世纪成为西班牙殖民地，十九世纪阿根廷脱离西班牙独立
之后宣布马岛主权归阿根廷所有，并委派总督，1833年英国派兵重新站领马岛并驱逐阿
根廷总督，马岛主权归属自此悬而未决。1966年，阿、英就马岛归属问题开始谈判。
1981年两国谈判破裂。图为马岛及南美大陆局... 阅读全帖 |
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t******e
发帖数: 2504 | 47 三星4Q的财报，operation profit 总共是15.15 Trillion 韩元，CE部门（消费电子产
品，包括电视在内）是0.51T, 仅占3.4%。 |
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t******e
发帖数: 2504 | 48 你不懂别瞎扯了，台积电2018年4Q，65nm及以上尺寸的，营收占比还有23%呢。
至于赚钱，不一定最新制程赚得钱最多，因为本身工艺还有个成熟的过程，更重要的，
新制程的设备折旧成本要高的多，
当然，如果是独家，那就没有竞争了，宰客户没商量。 |
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发帖数: 1 | 49 The Fed may have launched its first easing cycle since 2007 and liquidity-
sapping quantitative tightening may finally be over, but Powell may have a
much bigger problem on his hands - one which has nothing to do with China,
and everything to do with a dramatic drain of liquidity in the market over
the next two months.
We first hinted at this last week when we noted that as part of the recently
completed debt ceiling deal, instead of taking its time in replenishing the
cash balance (green line i... 阅读全帖 |
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t******e
发帖数: 2504 | 50 要是搞的早，早就吹开了，5G是去年4Q南韩才开始大规模上的，而在其它地方都是测试
，中国原来准备2020年开始，现在改成8月开始。
华为的asic最早也就今年初才开始，估计现在还没谱。 早也早不了，早的时候5G网络
本身还是测试， 想做asic芯片都没法做。
Xilink受到的威胁，不仅仅是不能销售给华为，它还有来自Intel10nm fptg芯片的威胁
，原来因为intel制程的拖延， 但现在10nm制程成熟了，与xilink的台积电7nm相当。
Xilink还有个威胁是nvdia, 也要进军5G芯片行业了， 这一下，又一次看到2个华人ceo
的竞争了。 |
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