今日盘后SINA的季报数据不错几成定居,看上个季度的预期就可知道,本季收入预期在58-60m之间,预期EPS为0.24;按照SOHU广告收入增长13%的底线预期,新浪的收入同比收入可能超过在58-60m之间;不过历来新浪每次在重大事件(如世界杯)的广告同比增长基本都高出SOHU,这样新浪的收入有可能会超出预期的高端,即达到创记录的60m以上,EPS很有可能超过0.28-0.30
问题是这样的业绩究竟会不会带动股价创造历史新高?
去年Q2的时候,股价曾经在beat后跳涨15%以上,当时的REV是53.7m,新浪的(收入)成长性一直是禁锢其股价的枷锁,本次的季报之后,MM如何解读其未来的成长性?如果看好奥运前夕的冲刺,股价盘后跳涨,本论极有可能创造新高;否则,股价将回落到35元一带整理蓄势。
周刊看好盘后的跳涨。
Sina (SINA) Tops Q1 EPS by 1 cent, Guides Above for Q2 Revs
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
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
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
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.