HIGH周刊

評點大千股壇,馳騁股市風雲
正文

SINA今日盤後ER如何?之後股價能否突破曆史新高49.5?

(2007-08-06 11:04:46) 下一個
今日盤後SINA的季報數據不錯幾成定居,看上個季度的預期就可知道,本季收入預期在58-60m之間,預期EPS為0.24;按照SOHU廣告收入增長13%的底線預期,新浪的收入同比收入可能超過在58-60m之間;不過曆來新浪每次在重大事件(如世界杯)的廣告同比增長基本都高出SOHU,這樣新浪的收入有可能會超出預期的高端,即達到創記錄的60m以上,EPS很有可能超過0.28-0.30

問題是這樣的業績究竟會不會帶動股價創造曆史新高?

去年Q2的時候,股價曾經在beat後跳漲15%以上,當時的REV是53.7m,新浪的(收入)成長性一直是禁錮其股價的枷鎖,本次的季報之後,MM如何解讀其未來的成長性?如果看好奧運前夕的衝刺,股價盤後跳漲,本論極有可能創造新高;否則,股價將回落到35元一帶整理蓄勢。

周刊看好盤後的跳漲。



Sina (SINA) Tops Q1 EPS by 1 cent, Guides Above for Q2 Revs
05-14-2007 04:31:47 PM

Sina  reports Q1 EPS of $0.19, 1 cent better than estimates.(0.18) Revenues were $51.3 million vs. $49.74 million consensus.

Sees Q2 revs between $58-60 million vs. $57.3 million consensus.


Sina (SINA) Reports Q4 EPS of $0.26, Ex-Items; Revenue Guidance Light
02-07-2007 04:33:46 PM

Sina reports Q4 EPS of $0.20, $0.26 ex-items, versus the consensus of $0.22. Revenues came in at $56.4 million versus the consensus of $55.3 million. Sees Q1 revenues of $48-$50 million versus the consensus of $51.4 million.


SINA Corp (SINA) Tops Q3 EPS by 7c
11-02-2006 04:38:13 PM

SINA  reports Q3 EPS of $0.25 (ex-items), 7 cent better than estimates.(0.18) Revenues were $56.1 million vs. $52.79 million consensus.

Sees Q4 revenues between $53-56 million vs. $52.5 million consensus


Sina (SINA) tops Q2 Views; Guides Above
08-02-2006 04:43:14 PM

Sina reports Q2 EPS of $0.21, 3 cents better than estimates. Revenues came in at $53.7 million versus the consensus of $49.03 million. Sees Q3 revs of $51-$54 million versus the consensus of $49.9 million.

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