From TA说, 和NVEC ER前的表现以及set up如出一辄。
昨天甚至今天早晨 less than 15进,到今天收盘前16出,6%~8%的利润。为sure money 。
有意思的是今天这么个大关头,在ER前夕,8点多一大早,出来个New rating,
然后forbes马上报导了这哥们的"新"rating。
昨天甚至今天早晨 less than 15进,到今天收盘前16出,6%~8%的利润。为sure money 。
Somehow, it was halted at 16.20 at 3:50pm. Weird.
Checked Yahoo Finance and found out ER news at 3:55. So MMs should know it even earlier. Without such information, then I should say 14.8x to 15.7x is sure money.
有意思的是今天这么个大关头,在ER前夕,8点多一大早,出来个New rating,
然后forbes马上报导了这哥们的"新"rating。
NEW YORK, May 31 (newratings.com) - Analysts at Robert W Baird maintain their "underperform" rating on OmniVision Technologies Inc (OVTI.NAS). The target price has been reduced from $10 to $8. In a research note published this morning, the analysts mention that the company’s quarterly results, scheduled to be reported today, and guidance are likely to be adversely impacted by Motorola's continued weakness and excess stockpiles of CMOS image sensors. Although OmniVision Technologies’ 1.3mp camera module shipments into notebooks have been higher than expected, only marginally offsetting the weakness in the company’s mobile phone business, the analysts say. OmniVision Technologies continues to witness pricing pressure, Robert W Baird adds.
也够急的,三月份才rate过,怎么说也得等到人家ER后再看看啊。
NEW YORK, March 2 (newratings.com) - Analysts at Robert W Baird reiterate their "underperform" rating on OmniVision Technologies Inc (OVTI.NAS), while reducing their estimates for the company. The target price has been reduced from $10 to $8.In a research note published this morning, the analysts mention that the company has reported its F3Q07 pro forma EPS in-line with the guidance. OmniVision Technologies has announced its revenue and pro forma EPS guidance for F4Q07 at $100-$110 million and $(0.06)-$0.02, respectively, short of the estimates. The company may find it challenging to return to profitability, since it has missed the 1.3 and 2mp product cycles in mobile phones and its fabless model is not appropriate for competing against Samsung and Micron, the analysts say. The EPS estimate for 2007 has been reduced from $0.63 to $0.56.
有意思的是今天MM狂卖PUT。还有意思的是CEO星期二卖了10k股at 15.02, AP, Forbes报导。Shares shorted increase to 20.2M this months from 19M last month. Shares shorted even increased 6% yesterday. Shares shorted now is about 36.78% of float and take 9 days to cover. 92.43% shares are held by 408 institutions in MRQ.
What is my take? The market is full of craps. Again, nothing is so obvious. Do not easily be fooled and swung by the noises. Do your due diligence on foundamentals to maintain an independent and strong mind.
附图两张。希望记住这个例子。
Follow-up. Again, nothing is so obvious. When retail investors are expecting short squeeze, it is unlikely to happen so easily. Revenues coming from trading in the big investment banks have increased dramatically in the past few years. This is a multi-billion dollar business. Behind each and every one stock, there are big MMs and small MMs. Just live with it.
3 comments:
your research is so wonderful. suggest you to see the blog of Herb.
But why not hold through CC if u are so bullish?
Thanks for stopping by.
Who is Herb?
This is really never my pick. So I do not want to bet on ER. I unloaded half position before ER.
我等cup&handle :)
前几天的nile call涨了3倍呢,呵呵。vankie真棒
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