德州仪器咋了

AGA7d

好象季报不错嘛。

福多多

Texas Instruments Inc. (TXN US) slipped 5.6 percent to $24.13. The second-largest U.S. chipmaker reported second- quarter profit and sales that fell short of analysts’ estimates.

AGA7d

Texas Instruments Q2 Profit Rises; Guides Q3 - Quick Facts 2


(RTTNews) - Texas Instruments Inc. (TXN) reported that its second-quarter net earnings rose to $769 million or $0.62 per share, from $260 million or $0.20 per share in the same quarter last year. Analysts polled by Thomson Reuters expected the company to report earnings of $0.62 per share for the quarter. Analysts' estimates typically exclude special items.

Operating profit surged to $1.107 billion, from $343 million in the year ago quarter. Operating profit increased compared with the second quarter of 2009 and the prior quarter of 2010 due to higher gross profit, which primarily reflects higher revenue.

"Our Analog and Embedded Processing businesses turned in double-digit sequential growth, outpacing their respective markets and again confirming their ability to positively impact the financial performance of TI. As a result, we delivered our highest-ever quarterly operating profit," said Rich Templeton, TI chairman, president and chief executive officer.

Revenues for the quarter were $3.496 billion, up from $2.457 billion in the prior year quarter. Thirty three analysts had consensus revenue estimate of $3.52 billion for the quarter.

For the third quarter of 2010, the company expects earnings to be in the range of $0.64 - 0.74 per share, revenue of $3.55 billion - $3.85 billion. Analysts expect the company to report earnings of $0.64 per share on revenues of $3.59 billion for the third-quarter.

我看不出有啥不对的，收入是少了那么一点，但盈利和预测都没问题

ByStander

这个ER季节有很强的“SELL ON NEWS”倾向。INTEL号称“BEST QUARTER EVER”，那么好的ER都没涨起来，其他的再好还能好过INTEL？好不过当然卖他没商量。再说TXN的REVENUE好象也不怎么样。现在光靠CUT COST来BEAT已经不行了。大家需要看到的是实实在在的REVENUE的增长。

AGA7d

这个ER季节有很强的“SELL ON NEWS”倾向。INTEL号称“BEST QUARTER EVER”，那么好的ER都没涨起来，其他的 ...
ByStander 发表于 2010-7-19 18:07

经济没太多增长，哪来那么多收入增长。但如果盈利现在不差，预测也不错，干嘛要看空呢？好象大户现在是PANIC MODE，老是担心
往后营收变坏。

ByStander

经济没太多增长，哪来那么多收入增长。但如果盈利现在不差，预测也不错，干嘛要看空呢？好象大户现在是 ...
AGA7d 发表于 2010-7-19 18:15

花街要看到的是盈利持续增长。没有收入增长的盈利是不可持续的。

AGA7d

因为这种盈利是不可持续的。
ByStander 发表于 2010-7-19 18:19

为啥不可以？你只能说盈利增长是有限的。但维持盈利理论上没问题。而且这个季度死皮盈利该可以
维持死皮1100的点位

AGA7d

而且我觉得下季度的盈利还能再涨一点，问题是明年的税会不会变。

alex68

TXN is a key supplier for Nokia phones. But Nokia will abandon the ARM chips for high end smart phones. Nokia will use Intel chips for High end Meego smart phones. After Nokia announced the news, I saw shorts increased a lot in TXN...

AGA7d

TXN is a key supplier for Nokia phones. But Nokia will abandon the ARM chips for high end smart phon ...
alex68 发表于 2010-7-19 18:31

这么说有道理，但它实实在在的说下季度收入和盈利都比预计的好啊。。。

alex68

这么说有道理，但它实实在在的说下季度收入和盈利都比预计的好啊。。。
AGA7d 发表于 2010-7-19 18:39

Market sentiment is still rather pessimistic. Now it is the trader's market, the paradise of short trades.

blackrock

棋圣还是牛市思维

AGA7d

棋圣还是牛市思维
blackrock 发表于 2010-7-19 18:49

这倒不是，我忠实PE，太高了我就撤，低了我就进，特别是现在利率这么低。现在
GDP不太象变成负的，那么理论上死皮能维持现在的PE。

ByStander

为啥不可以？你只能说盈利增长是有限的。但维持盈利理论上没问题。而且这个季度死皮盈利该可以
维持死 ...
AGA7d 发表于 2010-7-19 18:24

如果只有盈利，没有盈利增长。那它的PE就应该向那些UTILITY公司看齐。

counterspell

回复 7# AGA7d


    什么理论？如果没有增长的话，PE应该《15

AGA7d

回复  AGA7d


    什么理论？如果没有增长的话，PE应该《15
counterspell 发表于 2010-7-19 20:26

    PE=15 means yield is 6.7%, better than the 3-4% interest rate (if you buy T-Bond).

AGA7d

如果只有盈利，没有盈利增长。那它的PE就应该向那些UTILITY公司看齐。
ByStander 发表于 2010-7-19 19:43

That is fine - given that SP sits at 1070, the current PE is less than 15.

氢氧化钠

没什么。我觉得大家不要太看重ER. market move does not based on ER most of time.

ByStander

That is fine - given that SP sits at 1070, the current PE is less than 15.
AGA7d 发表于 2010-7-19 21:42

    Diversified Utilities - average PE=12.3