蒼海泛舟
方顯英雄本色-- 股市投資探討
正文
所有的跡象表明 SOHU 季報後，會高台跳水。
SOHU 季報可能小幅超過預期，但 Future ER guide lower.
原因如下：
1。Sentiment is too Bullish. ER positive surprise already priced in.
2. BIDU ER Positive suprise push SOHU stock price raise sharply higher before ER. ( Build to fall)
3. Analyst Expectation is too high. Rating is also too high. Among 11 analysts, 8 rated strong buy, 2 buy and only one hold. It is easy to get disappointed.
4. Last quarter revenue growth rate and ER growth rate are both very high which are not sustainable. But expectation keep raising.
5. SOHU already had warning a month ago that future growth will slow down. But this be largely ingored in recent price action.
6. TA：周線圖在過去兩周量價背離。Wave 分析到了調整波C 波的時段了。
SOHU is building to fall sharply after ER.
SOHU will report ER next Monday before market open.
才注意到 SOHU 季報在開盤前。已經沒機會下手了，看看結果吧。真希望 SOHU ER 後還能挺住，有機會下手。 有SOHU 的，盤前也許還有機會逃命。 （但願我錯了。）
JM2C
SOHU 季報可能小幅超過預期，但 Future ER guide lower.
原因如下：
1。Sentiment is too Bullish. ER positive surprise already priced in.
2. BIDU ER Positive suprise push SOHU stock price raise sharply higher before ER. ( Build to fall)
3. Analyst Expectation is too high. Rating is also too high. Among 11 analysts, 8 rated strong buy, 2 buy and only one hold. It is easy to get disappointed.
4. Last quarter revenue growth rate and ER growth rate are both very high which are not sustainable. But expectation keep raising.
5. SOHU already had warning a month ago that future growth will slow down. But this be largely ingored in recent price action.
6. TA：周線圖在過去兩周量價背離。Wave 分析到了調整波C 波的時段了。
SOHU is building to fall sharply after ER.
SOHU will report ER next Monday before market open.
才注意到 SOHU 季報在開盤前。已經沒機會下手了，看看結果吧。真希望 SOHU ER 後還能挺住，有機會下手。 有SOHU 的，盤前也許還有機會逃命。 （但願我錯了。）
JM2C
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