igtheshy的个人主页 - 老虎社区

igtheshy

igtheshy

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2021-08-11

$Yalla Group(YALA)$我怀疑暴跌就是个大乌龙。雅虎财经说estimate profit是0.17，实际0.10，问题是这个0.17是non-gaap的预期，实际的non-gaap盈利是0.18，根本没有miss。另外全年eps预测是0.45。最大的问题是二季度收入环比下降，刚到指引下限。如果用斋月问题来解释二季度低收入的话，那么三季度指引不应该这么低。实际上前几个季度都是远超指引的，低指引不知道是管理层信心不足还是出于保守?我打算拿到三季度财报后，如果营收没能指引上限就卖了。

2021-08-20

$Yalla Group(YALA)$走了，问了内部员工，说除了yalla和ludo，其他的项目已经都黄了。剩下这两数据也在一直降，不是造假的问题，是增长不行了，没前途了

2021-07-29

$Yalla Group(YALA)$财报前劳资一股不卖。

2021-06-30

$叮咚(DDL)$米国人把滴滴看成叮咚了，最后逃跑机会!

2021-08-03

$贝壳(BEKE)$毫无价值的腊鸡公司

2021-08-19

$Yalla Group(YALA)$欢聚都触底反弹了，差不多到底了

2021-06-05

$黑莓(BB)$12点时候庄家以0.12和0.26的价格买入了5000张14put和14.5put，今天应该收盘价应该不会高于13.88了

2021-06-23

$唯品会(VIPS)$有人买了8000张17put，一共200w刀，大家怎么看

2021-06-03

$黑莓(BB)$18以下上车的最后机会

2021-07-23

$Yalla Group(YALA)$被当作中概股误杀了，坐等q2财报。

2021-07-09

$Yalla Group(YALA)$昨天没建好满仓，期待今天再到15.5让我加仓

2021-06-03

$黑莓(BB)$to 16 today

2021-06-11

$游戏驿站(GME)$猿的末日

2021-06-07

$高途(GOTU)$70亿rmb营收，禁止投放广告后按利润率10%算，1.1亿刀净利润，给25倍pe，总市值27.5，差不多10块可以开始建仓了

2021-06-03

$AMC院线(AMC)$目测接下来继续杀空头了

2021-06-02

$黑莓(BB)$回调到13吧，给个机会上车

2021-06-30

$ContextLogic Inc.(WISH)$空池已经空了，准备squeeze shorts

2021-07-02

$新东方(EDU)$现在还是有30+pe，对于夕阳行业来说还是高了。

2021-06-21

$老虎证券(TIGR)$风里雨里，18等你

2021-07-31

新东方和好未来取消本季度财报发布

去老虎APP查看更多动态

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