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joesan

joesan
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  • YY: Do You Know What You Own? [View article]
    How to address this?
    • YY's Q3 guidance is for revenue of RMB430M-RMB440M ($70.1M-$71.8M), good for 88%-92% Y/Y growth and well above a consensus of $61.4M.
    • Q2 music services (YY Music) revenue +189% Y/Y to $27.8M (42% of total) thanks to a 174% increase in paid users to 635K.
    • Online game revenue +87% Y/Y to $24.8M. Paid users +61% to 440K, Q2 ARPU +16% to RMB346 ($56.72).
    • Online ads +42% to $6.9M, other revenue (membership program) +149% to $7.1M.
    • Opex doubled Y/Y to $22.4M thanks to higher R&D and G&A spend. But since gross profit rose 136% Y/Y on the back of 118% rev. growth, op. margin rose to 20.2% from 12.7% a year ago.
    Aug 2 11:21 AM | Likes Like |Link to Comment
  • Why Q4 Could Be Quite "Special" For Stocks: Positioning Your Portfolio [View article]
    If I previously held the stock before Oct 1 and sold on Oct 2nd it seems I will get the special dividend and it seems the stock only dropped about 4% from my initial purchase...seems odd it's only down slightly
    Oct 2 12:57 PM | Likes Like |Link to Comment
  • T2 Partners Hedge Fund's Largest Long and Short Positions [View article]
    T2 being short Netflix is like being short AAPL in the early days...they'll soon be the only DVD player in town and with the ability to stream wireless movies to my DVD player bypassing the need for Comcast...it's only going to get better for them
    Jan 31 09:53 PM | 1 Like Like |Link to Comment
  • 8 Foreign ETFs with Attractive Year-End Distributions [View article]
    Exactly right..a tax obligation..stupid post by the author!


    On Oct 09 09:11 AM Ron Rowland wrote:

    > Everyone needs to understand that the ETF's NAV will drop by EXACTLY
    > the same amount as the distribution. You are not "capturing" anything
    > except possibly some additional tax implications.
    Oct 10 01:26 PM | 1 Like Like |Link to Comment
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