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 今天朋友打电话给我，很激动，说马云来温哥华了，要我联系中文电视传媒人，马云同意亮相。 |
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油涨铁涨、房跌股跌。制造业不景气，猪三角先完蛋，猖三角也快了。发了股票骗了钱，马云准备去“北美”过冬了？！ -- 海归草 - (105 Byte) 2008-9-05 周五, 14:33 (605 reads) |
抢注G8
[博客]
头衔: 海归中校
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加入时间: 2007/02/17
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作者：抢注G8 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
在逃跑之前， 摩根斯坦利的那哥们儿当然要继续帮着忽悠。去年11月IPO, 等到今年11月之后，Lock period已过，和期权兑现开始之后，再看Alibaba的股价吧。
第二季度136%的高增长，就是为了他们逃跑做准备吧。从做帐角度来看，短期利润是什么？就是把公司的财务数据重新组合一下，造成一种表象吧。长期能否持续就不一定是投行关心的了。
HONG KONG - Chinese e-commerce company Alibaba.com, flagship of Hangzhou's Alibaba Group, runs a business-to-business service for small-to-midsize importers and exporters. Since a November IPO, the shares have fallen over 60% amid worries about China's weakening exports and rising labor costs. CEO Jack Ma even said recently Alibaba needs to prepare for "winter."
Yet on Aug. 28, Alibaba surprised investors with a 136% jump in second-quarter earnings, to $102 million. "During downturns, stronger leaders such as Alibaba tend to seize market share at the expense of weaker rivals," notes Morgan Stanley (MS) analyst Richard W. Ji.
Alibaba ranks No. 3 on this year's list of the Asia BW 50. Although many on the list have seen their stocks take a beating, almost all still have robust sales, good margins, and strong market positions. The rankings, compiled by Standard & Poor's Compustat, are ba<x>sed on average return on capital and sales growth over the past three years. Trends to note: infrastructure plays in India, the surprising presence of Pakistani blue chips, and the resilience of Taiwanese tech. For more on the BW 50 methodology and on how these companies perform, see businessweek.com/globalbiz/asia.
Einhorn is Asia regional editor in BusinessWeek's Hong Kong bureau.
作者：抢注G8 在 海归商务 发贴, 来自【海归网】 http://www.haiguinet.com
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