$理想汽车 (LI.US)$ 我的消息来源告诉我,Li Auto已停止生产,因为上海的固特异工厂无法向李提供轮胎。固特异工厂地方当局冻结了他们的社区,没有让任何卡车进出。这给李的装配线造成了重大问题。他们每天在销售方面损失3000万美元,现金流将更加糟糕,因为总装工厂仍需要向工厂工人和供应商付款。这个...
已翻译
1
$阿里巴巴(BABA.US)
根据中国法律,他们可以对一家公司罚款的最高金额是上一年销售额的10%,这意味着最多可以罚款500亿美元。然而实际上,阿里巴巴很不可能被罚款超过销售总额的1%,因为在中国的公司历史上从未发生过这种情况。听起来中国政府是在展示对马云的权威。很可能一些主要合作伙伴/股东将不得不放弃企业的控制权,而不是遭受巨额的罚款。 这个"调查"所带来的市场后果已经超过了预期。
根据中国法律,他们可以对一家公司罚款的最高金额是上一年销售额的10%,这意味着最多可以罚款500亿美元。然而实际上,阿里巴巴很不可能被罚款超过销售总额的1%,因为在中国的公司历史上从未发生过这种情况。听起来中国政府是在展示对马云的权威。很可能一些主要合作伙伴/股东将不得不放弃企业的控制权,而不是遭受巨额的罚款。 这个"调查"所带来的市场后果已经超过了预期。
已翻译
1
6
$Zoom视频通讯 (ZM.US)$
Looks like we are seeing $407 resistance line. The stock will floating around here for some time. Wait until next earning report to elevate the stock to a new level. This second round lock up put a lot of user on paying mood rather than gettting ZM service for free. Without the pandamic, the organic growth should put the stock at 370-380 market valuation.
Looks like we are seeing $407 resistance line. The stock will floating around here for some time. Wait until next earning report to elevate the stock to a new level. This second round lock up put a lot of user on paying mood rather than gettting ZM service for free. Without the pandamic, the organic growth should put the stock at 370-380 market valuation.
1
$美国航空 (AAL.US)$
刚刚过去的国会法案对航空股是一个大的利好。 不过这个消息已经基本在股价中反应出来了。 一般来说, 利好的地方是可以阻止进一步的下跌。
航空股里我还是看好小公司, 比如HAL和JBUL, 从balancesheet的角度而言, 得利最大得是 Alaska airline and HAL
I am more interested in Alaska Airline and Hawiee Airline, the smaller ones are normally benefited most from subsisdize on balance sheet. Meanwhile, these 2 has better seat ratio for current market since both states has less covid-19 case and attract to travelers. At the point of recover, they will be best to pick up customers. further more they are good for take over by PE or larger airlines
...
刚刚过去的国会法案对航空股是一个大的利好。 不过这个消息已经基本在股价中反应出来了。 一般来说, 利好的地方是可以阻止进一步的下跌。
航空股里我还是看好小公司, 比如HAL和JBUL, 从balancesheet的角度而言, 得利最大得是 Alaska airline and HAL
I am more interested in Alaska Airline and Hawiee Airline, the smaller ones are normally benefited most from subsisdize on balance sheet. Meanwhile, these 2 has better seat ratio for current market since both states has less covid-19 case and attract to travelers. At the point of recover, they will be best to pick up customers. further more they are good for take over by PE or larger airlines
...
$KNOT Offshore (KNOP.US)$
这是一只奇怪的房地产投资信托基金股票,它年复一年地提供股息(目前为每年14%),同时股权持续增长。猜猜它被算作天然气库存,但实际上它是一家运输和储存天然气的运输公司。大多数海洋油轮在下半年赚了很多钱,这艘也应该赚了很多钱。但是他们提供财务报告的速度较慢,因此赶上运输公司的重启步伐缓慢。分红率的正常范围约为6-8%。根据这一假设和明年的收入估计,明年应该至少是当前价格的两倍。
...
这是一只奇怪的房地产投资信托基金股票,它年复一年地提供股息(目前为每年14%),同时股权持续增长。猜猜它被算作天然气库存,但实际上它是一家运输和储存天然气的运输公司。大多数海洋油轮在下半年赚了很多钱,这艘也应该赚了很多钱。但是他们提供财务报告的速度较慢,因此赶上运输公司的重启步伐缓慢。分红率的正常范围约为6-8%。根据这一假设和明年的收入估计,明年应该至少是当前价格的两倍。
...
已翻译
2
$西方石油(OXY.US)$
Meanwhile, seeing other stocks going up on Xmas rally. The lost time value is what one needs to think about
Meanwhile, seeing other stocks going up on Xmas rally. The lost time value is what one needs to think about
$西方石油 (OXY.US)$鉴于市场情绪的改变,人们必须卖盘OXY股票期货还需要跌到多低才能达到市场底部。由于OXY没有盈利,那么唯一可以考虑的近似因素就是市销率(P/S)。OXY的市销率区间为0.41-0.72,平均为0.57....... 不过目前市场的市销率为0.95,已经严重超买。在我看来,考虑到明年销售额仍将下降,市销率应该在0.7或更低的位置。这意味着健康的市场估值应该在15-16美元之间。那些仍然持有该股票的人会看到股价进一步下跌。这不是市场纠正,而是对被炒作过度的单一股票的纠正!...
已翻译
6
$西方石油 (OXY.US)$
For those still believing kicking out of SP100 is only marginal, I have to say you are so naïve on market sentiment. The stock will be going to 16-17 at year end before it pull back to 20 level. Yes, it may reach to a new high at mid 20s sometime next year if all kind of demanding will lift the gas price. However the expectation is already priced into the stock and it was even hyped with overjoy.
My suggestion will be sell now before it went all the way to 16 Pick it up again sometime next year after market makes a correction!...
For those still believing kicking out of SP100 is only marginal, I have to say you are so naïve on market sentiment. The stock will be going to 16-17 at year end before it pull back to 20 level. Yes, it may reach to a new high at mid 20s sometime next year if all kind of demanding will lift the gas price. However the expectation is already priced into the stock and it was even hyped with overjoy.
My suggestion will be sell now before it went all the way to 16 Pick it up again sometime next year after market makes a correction!...
2
1