yoku01 Youku unique visitors are down 15% Q1. Moreover IPO , Aug

来源: marketreflections 于 2011-06-14 14:37:21 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (55575 bytes)

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  • 5 Stocks Hounded by Short Sellers [View article]
    How´s that bounce on Youku today?! Dead cat bounce with a flurry of shorts covering.... Where now for this dog of a company? Aug 18th appears to be the next IPO lockup expiry date of any consequence. I wonder if people will still be calling it the "Youtube of China" then.
    Jun 14 11:40 AM | 0 Likes |Link to Comment
  • Youku.com: Worth Watching [View article]
    Recent underperformance seems quite bearish especially as we´re still a ways away from IPO lockup expiry. June is going to be interesting!
    May 27 09:58 AM | 0 Likes |Link to Comment
  • Don't Tax Oil Companies - Nationalize Them! [View instapost]
    @Philip Davis : My hat off to you for saying what needed to be said. The internet is a wonderful thing for increasing awareness despite it´s flaws. Let´s make it so!!
    May 20 09:33 AM | 1 Like |Link to Comment
  • Youku.com: Worth Watching [View article]
    On the wires : Soros takes stake in Youku.com Inc <YOKU.N> of 50,000 sponsored adr (Extract from press release of Soros Fund Management).
    Surely for Soros this is a "drop in the bucket" but one has to wonder his motives/timing and what he actually paid for those shares. Any thoughts anyone?
    May 16 06:52 PM | 0 Likes |Link to Comment
  • Youku.com: Worth Watching [View article]
    At this rate we might get to 30 a bit sooner! I wish I had been able to get hold of more shares to short....
    May 16 05:34 PM | 0 Likes |Link to Comment
  • Most nuclear plans on track outside Japan, Germany [View article]
    I can´t imagine the carnage in the commodity space if a serious announcement about implementation of this new technology happened around the end of QE2!!! Would be quite the nail in the coffin.... lol
    I´m optimistic but not that optimistic!
    May 14 01:55 PM | 0 Likes |Link to Comment
  • 3 ETF Signs Warn Investors About a 'Highly Probable' Correction [View article]
    @Gary Gordon. Thanks for this article. You´ve added a lot to my understanding of situations like the current debacle. I´ve added JJC and BKF to my watch list. Overlaying the SPY over a 2 year chart of the JJC shows the casual observer how closely the two track together with JJC slightly in the lead until the last half of Q1 when JJC starts chopping down and SPY continues upwards also in a choppy manner. It would seem one ETF needs to catch up to the other to stop this divergence and return to the usual relationship of the last 2 years. My money is on the latter catching up with the former. Interesting today´s bounce in the JJC failed to pierce the 200 SMA. In May 2010 buying into the bounce up above the 200 SMA got one into trouble!
    May 13 08:49 PM | 0 Likes |Link to Comment
  • CME announces a 21.4% margin increase for Nymex gasoline futures, the second such move this week. The money required to trade a gasoline futures contract jumps to $11,475 from $9,450 per contract, while maintenance margin requirements rise to $8,500 from $7,000. Gasoline futures -7.6% today. [View news story]
    I don´t want the Bernanke to do anything about it. I´m banking that he won´t. It´s inflate or die!
    Blowing the froth off certain commodities by trying to curb excessive speculation is a noble cause though.
    May 11 07:12 PM | 3 Likes |Link to Comment
  • CME announces a 21.4% margin increase for Nymex gasoline futures, the second such move this week. The money required to trade a gasoline futures contract jumps to $11,475 from $9,450 per contract, while maintenance margin requirements rise to $8,500 from $7,000. Gasoline futures -7.6% today. [View news story]
    See, there is no inflation! Bernanke said any upward pressures would be transitory. The markets should have read more into that maybe as now there appears to be a co-ordinated attack on the "dreaded speculator". It´s a good excuse to bash up PM investors also!
    May 11 05:08 PM | 2 Likes |Link to Comment
  • Youku.com: Worth Watching [View article]
    I was just about to add to my short position today also!
    May 11 05:04 PM | 1 Like |Link to Comment
  • Not behaving as might be expected on a "risk off" day is the Swiss franc, solidly lower against the greenback for a 2nd consecutive session. The swissie buys $1.1269. FXF -0.8%. [View news story]
    I am long CHF versus AUD. But considering Greek exposure looking to close on next down day....
    May 11 05:02 PM | 0 Likes |Link to Comment
  • CME announces a 21.4% margin increase for Nymex gasoline futures, the second such move this week. The money required to trade a gasoline futures contract jumps to $11,475 from $9,450 per contract, while maintenance margin requirements rise to $8,500 from $7,000. Gasoline futures -7.6% today. [View news story]
    Keep'em coming!!
    May 11 05:01 PM | 5 Likes |Link to Comment
  • Exeter's Mega Mine in the Making [View article]
    A fresh perspective, thanks! Despite the grades and some technical difficulties it does seem that this stock is very unloved and is perhaps one of very few true bargains out there right now. (Look at the 2 year chart). One of may favourite gold stocks right now!
    I am long XRC.T
    May 11 03:00 PM | 0 Likes |Link to Comment
  • Not behaving as might be expected on a "risk off" day is the Swiss franc, solidly lower against the greenback for a 2nd consecutive session. The swissie buys $1.1269. FXF -0.8%. [View news story]
    I have been rather surprised by the drop in CHF lately since the EUR got hit. I am probably going to be closing my long CHF positions that I have as part of my hedge against market downturns. Any other suggestions for risk off currencies to hedge with for the summer doldrums particularly considering the Euro crisis. Already long USD, JPY, EPV, SH....
    May 11 02:57 PM | 0 Likes |Link to Comment
  • Youku.com: Worth Watching [View article]
    You might want to wait a while before buying. I think even with today´s pull back it´s still trading at over 100 times current GROSS SALES(not earnings! Currently losing money) while losing market share and new users to other competitors in China like Baidu amongst others. Youku unique visitors are down 15% Q1. Moreover IPO lockup expires June 6th so all the big fish who made a killing on the IPO might well take some profits.....
    Disclosure : short YOUKU
    May 11 02:49 PM | 1 Like |Link to Comment
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