Erikku
2021-09-08
Thanks
GameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.<blockquote>游戏驿站的财报即将公布。除了波动性,没有人知道会发生什么。</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":889097082,"tweetId":"889097082","gmtCreate":1631089236246,"gmtModify":1631889477319,"author":{"id":3581305621743723,"idStr":"3581305621743723","authorId":3581305621743723,"authorIdStr":"3581305621743723","name":"Erikku","avatar":"https://static.tigerbbs.com/294b2fdf23d2efd60a7c0694ef8e548c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Thanks</p></body></html>","htmlText":"<html><head></head><body><p>Thanks</p></body></html>","text":"Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/889097082","repostId":1184488523,"repostType":4,"repost":{"id":"1184488523","kind":"news","pubTimestamp":1631070273,"share":"https://www.laohunote.com/m/news/1184488523?lang=zh_CN&edition=full","pubTime":"2021-09-08 11:04","market":"us","language":"en","title":"GameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.<blockquote>游戏驿站的财报即将公布。除了波动性,没有人知道会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184488523","media":"Barrons","summary":"After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.The consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an impro","content":"<p>After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.</p><p><blockquote>经过相对平静的几个月后,游戏驿站股票又回到了聚光灯下。这家由视频游戏零售商转型而来的迷因公司将在周三收盘后公布 7 月份季度业绩。</blockquote></p><p> The consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company (ticker: GME) will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an improvement from $942 million in the second quarter of last year.</p><p><blockquote>仍在研究该股并向 FactSet 提供估计的四位分析师的共识是,该公司(股票代码:GME)将报告第二财季调整后每股净亏损 67 美分。他们预计销售额约为12.3亿美元,低于第一季度的12.8亿美元,但比去年第二季度的9.42亿美元有所改善。</blockquote></p><p> For Wednesday evening’s report, options markets imply a 9% to 12% move, up or down, after earnings. If the past two reports are any indicator, expect volatility.</p><p><blockquote>在周三晚间的报告中,期权市场暗示财报公布后上涨或下跌 9% 至 12%。如果过去两份报告是任何迹象,预计会出现波动。</blockquote></p><p> More important to investors will be updates from the company’s new management team. Activist investor and Chewy co-founder Ryan Cohen joined the GameStop board in January—which kickstarted the stock’s initial surge—and became the board’s chairman in June. CEO Matt Furlong and Chief Financial Officer Mike Recupero—both Amazon.com alums—started in their roles at GameStop on June 21 and July 12, respectively, so this will be both executives’ first earnings report.</p><p><blockquote>对投资者来说,更重要的是公司新管理团队的最新消息。激进投资者、Chewy 联合创始人 Ryan Cohen 于 1 月加入游戏驿站董事会,开启了该股的最初飙升,并于 6 月成为董事会主席。首席执行官 Matt Furlong 和首席财务官 Mike Recupero 都是亚马逊校友,分别于 6 月 21 日和 7 月 12 日开始在游戏驿站任职,因此这将是两位高管的第一份财报。</blockquote></p><p> Through hiring a swath of executives with substantial e-commerce experience and investing in fulfillment, the company has signaled progress on efforts to revamp GameStop’s digital presence and customer service efforts. Still, Wedbush analyst Michael Pachter told Barron’s the company hasn’t provided any substance to its strategic ambitions.</p><p><blockquote>通过聘请一大批具有丰富电子商务经验的高管并投资于履约,该公司在改造游戏驿站的数字形象和客户服务工作方面取得了进展。尽管如此,Wedbush 分析师迈克尔-帕切特(Michael Pachter)告诉《巴伦周刊》,该公司并没有为其战略野心提供任何实质内容。</blockquote></p><p> “They want to be like Amazon,” Pachter added. “I expect them to keep the mystery alive.”</p><p><blockquote>“帕切特补充说:”他们想成为亚马逊那样的人。“我希望他们能保持神秘感”。</blockquote></p><p> In June, Cohen said he wouldn’t make lofty promises or telegraph his strategy to competitors. Still, he listed goals such as “delighting customers and driving shareholder value for the long-term.” A substantive update, or significant progress on its turnaround efforts, could provide a spark for the stock.</p><p><blockquote>今年 6 月,科恩表示他不会做出崇高的承诺,也不会向竞争对手传达自己的战略。尽管如此,他还是列出了 “长期取悦客户和推动股东价值 ”等目标。实质性更新或扭亏为盈工作的重大进展可能会为该股带来火花。</blockquote></p><p> Still, David Trainer, CEO of investment research firm New Constructs, argues shares are trading on meme momentum, rather than fundamentals. He thinks the share price would be closer to $30 if it were trading based on the business’ fundamentals.</p><p><blockquote>尽管如此,投资研究公司 New Constructs 的首席执行官大卫·特雷纳 (David Trainer) 认为,股市的交易取决于模因势头,而不是基本面。他认为,如果按照公司基本面进行交易,股价会更接近 30 美元。</blockquote></p><p> “The business results that are implied in GameStop’s current stock price are far, far beyond what any reasonable person might expect the company to achieve,” Trainer says. “Even if GameStop’s management transforms the business into a wildly larger and more profitable enterprise, the stock isn’t likely to move higher because that business momentum is already priced-in.”</p><p><blockquote>“Trainer 说:”游戏驿站目前的股价所暗示的业务成果远远超出了任何一个理性的人对该公司的预期。“即使游戏驿站的管理层将公司转型为规模更大、利润更高的企业,股价也不太可能走高,因为这种业务势头已经被定价了。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc8011722098e7615e83dd0aa358901e\" tg-width=\"1068\" tg-height=\"1248\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> With GameStop shares down 1.9% to $199 on Tuesday, the stock was still up 2,500% in the past year and 956% year-to-date. Shares were down 34% from their close on June 7. While it’s difficult to nail down what moves GameStop stock on any given day, short seller activity, options volume, momentum trading, and online chatter are among the nonfundamental factors to consider.</p><p><blockquote>游戏驿站股价周二下跌 1.9%,至 199 美元,但该股去年仍上涨 2,500%,今年迄今上涨 956%。股价较 6 月 7 日收盘价下跌 34%。虽然很难确定游戏驿站股票在任何一天的走势,但卖空者活动、期权交易量、动量交易和网上聊天都是需要考虑的非基本面因素。</blockquote></p><p> Ihor Dusaniwsky, managing director at short-selling analytics provider S3 Partners, estimates GameStop’s short interest sits at $1.41 billion. His estimate at 6.94 million shares shorted represents roughly 11% of shares available for trading.</p><p><blockquote>卖空分析提供商 S3 Partners 的董事总经理 Ihor Dusaniwsky 估计游戏驿站的空头利息为 14.1 亿美元。他估计做空 694 万股股票约占可供交易股票的 11%。</blockquote></p><p> “Over the past week we saw significant short covering,” Dusaniwsky says, noting shares shorted decreased by about 306,000 shares, worth $62 million, even as the stock price fell</p><p><blockquote>杜萨尼夫斯基说:“在过去的一周里,我们看到了大量的空头回补,”他指出,尽管股价下跌,但被做空的股票减少了约 30.6 万股,价值 6200 万美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.<blockquote>游戏驿站的财报即将公布。除了波动性,没有人知道会发生什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop’s Earnings Are Coming. Nobody Knows What to Expect—Aside From Volatility.<blockquote>游戏驿站的财报即将公布。除了波动性,没有人知道会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-08 11:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.</p><p><blockquote>经过相对平静的几个月后,游戏驿站股票又回到了聚光灯下。这家由视频游戏零售商转型而来的迷因公司将在周三收盘后公布 7 月份季度业绩。</blockquote></p><p> The consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company (ticker: GME) will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an improvement from $942 million in the second quarter of last year.</p><p><blockquote>仍在研究该股并向 FactSet 提供估计的四位分析师的共识是,该公司(股票代码:GME)将报告第二财季调整后每股净亏损 67 美分。他们预计销售额约为12.3亿美元,低于第一季度的12.8亿美元,但比去年第二季度的9.42亿美元有所改善。</blockquote></p><p> For Wednesday evening’s report, options markets imply a 9% to 12% move, up or down, after earnings. If the past two reports are any indicator, expect volatility.</p><p><blockquote>在周三晚间的报告中,期权市场暗示财报公布后上涨或下跌 9% 至 12%。如果过去两份报告是任何迹象,预计会出现波动。</blockquote></p><p> More important to investors will be updates from the company’s new management team. Activist investor and Chewy co-founder Ryan Cohen joined the GameStop board in January—which kickstarted the stock’s initial surge—and became the board’s chairman in June. CEO Matt Furlong and Chief Financial Officer Mike Recupero—both Amazon.com alums—started in their roles at GameStop on June 21 and July 12, respectively, so this will be both executives’ first earnings report.</p><p><blockquote>对投资者来说,更重要的是公司新管理团队的最新消息。激进投资者、Chewy 联合创始人 Ryan Cohen 于 1 月加入游戏驿站董事会,开启了该股的最初飙升,并于 6 月成为董事会主席。首席执行官 Matt Furlong 和首席财务官 Mike Recupero 都是亚马逊校友,分别于 6 月 21 日和 7 月 12 日开始在游戏驿站任职,因此这将是两位高管的第一份财报。</blockquote></p><p> Through hiring a swath of executives with substantial e-commerce experience and investing in fulfillment, the company has signaled progress on efforts to revamp GameStop’s digital presence and customer service efforts. Still, Wedbush analyst Michael Pachter told Barron’s the company hasn’t provided any substance to its strategic ambitions.</p><p><blockquote>通过聘请一大批具有丰富电子商务经验的高管并投资于履约,该公司在改造游戏驿站的数字形象和客户服务工作方面取得了进展。尽管如此,Wedbush 分析师迈克尔-帕切特(Michael Pachter)告诉《巴伦周刊》,该公司并没有为其战略野心提供任何实质内容。</blockquote></p><p> “They want to be like Amazon,” Pachter added. “I expect them to keep the mystery alive.”</p><p><blockquote>“帕切特补充说:”他们想成为亚马逊那样的人。“我希望他们能保持神秘感”。</blockquote></p><p> In June, Cohen said he wouldn’t make lofty promises or telegraph his strategy to competitors. Still, he listed goals such as “delighting customers and driving shareholder value for the long-term.” A substantive update, or significant progress on its turnaround efforts, could provide a spark for the stock.</p><p><blockquote>今年 6 月,科恩表示他不会做出崇高的承诺,也不会向竞争对手传达自己的战略。尽管如此,他还是列出了 “长期取悦客户和推动股东价值 ”等目标。实质性更新或扭亏为盈工作的重大进展可能会为该股带来火花。</blockquote></p><p> Still, David Trainer, CEO of investment research firm New Constructs, argues shares are trading on meme momentum, rather than fundamentals. He thinks the share price would be closer to $30 if it were trading based on the business’ fundamentals.</p><p><blockquote>尽管如此,投资研究公司 New Constructs 的首席执行官大卫·特雷纳 (David Trainer) 认为,股市的交易取决于模因势头,而不是基本面。他认为,如果按照公司基本面进行交易,股价会更接近 30 美元。</blockquote></p><p> “The business results that are implied in GameStop’s current stock price are far, far beyond what any reasonable person might expect the company to achieve,” Trainer says. “Even if GameStop’s management transforms the business into a wildly larger and more profitable enterprise, the stock isn’t likely to move higher because that business momentum is already priced-in.”</p><p><blockquote>“Trainer 说:”游戏驿站目前的股价所暗示的业务成果远远超出了任何一个理性的人对该公司的预期。“即使游戏驿站的管理层将公司转型为规模更大、利润更高的企业,股价也不太可能走高,因为这种业务势头已经被定价了。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bc8011722098e7615e83dd0aa358901e\" tg-width=\"1068\" tg-height=\"1248\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> With GameStop shares down 1.9% to $199 on Tuesday, the stock was still up 2,500% in the past year and 956% year-to-date. Shares were down 34% from their close on June 7. While it’s difficult to nail down what moves GameStop stock on any given day, short seller activity, options volume, momentum trading, and online chatter are among the nonfundamental factors to consider.</p><p><blockquote>游戏驿站股价周二下跌 1.9%,至 199 美元,但该股去年仍上涨 2,500%,今年迄今上涨 956%。股价较 6 月 7 日收盘价下跌 34%。虽然很难确定游戏驿站股票在任何一天的走势,但卖空者活动、期权交易量、动量交易和网上聊天都是需要考虑的非基本面因素。</blockquote></p><p> Ihor Dusaniwsky, managing director at short-selling analytics provider S3 Partners, estimates GameStop’s short interest sits at $1.41 billion. His estimate at 6.94 million shares shorted represents roughly 11% of shares available for trading.</p><p><blockquote>卖空分析提供商 S3 Partners 的董事总经理 Ihor Dusaniwsky 估计游戏驿站的空头利息为 14.1 亿美元。他估计做空 694 万股股票约占可供交易股票的 11%。</blockquote></p><p> “Over the past week we saw significant short covering,” Dusaniwsky says, noting shares shorted decreased by about 306,000 shares, worth $62 million, even as the stock price fell</p><p><blockquote>杜萨尼夫斯基说:“在过去的一周里,我们看到了大量的空头回补,”他指出,尽管股价下跌,但被做空的股票减少了约 30.6 万股,价值 6200 万美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-earnings-51631050837?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-earnings-51631050837?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184488523","content_text":"After a relatively quiet couple of months, GameStop stock is back in the spotlight. The videogame retailer-turned –meme sensation is set to report July quarter results after the market closes on Wednesday.\nThe consensus among the four analysts still covering the stock and providing estimates to FactSet is that the company (ticker: GME) will report a fiscal second-quarter adjusted net loss of 67 cents a share. They forecast sales of about $1.23 billion, down from $1.28 billion in the first quarter but an improvement from $942 million in the second quarter of last year.\nFor Wednesday evening’s report, options markets imply a 9% to 12% move, up or down, after earnings. If the past two reports are any indicator, expect volatility.\nMore important to investors will be updates from the company’s new management team. Activist investor and Chewy co-founder Ryan Cohen joined the GameStop board in January—which kickstarted the stock’s initial surge—and became the board’s chairman in June. CEO Matt Furlong and Chief Financial Officer Mike Recupero—both Amazon.com alums—started in their roles at GameStop on June 21 and July 12, respectively, so this will be both executives’ first earnings report.\nThrough hiring a swath of executives with substantial e-commerce experience and investing in fulfillment, the company has signaled progress on efforts to revamp GameStop’s digital presence and customer service efforts. Still, Wedbush analyst Michael Pachter told Barron’s the company hasn’t provided any substance to its strategic ambitions.\n“They want to be like Amazon,” Pachter added. “I expect them to keep the mystery alive.”\nIn June, Cohen said he wouldn’t make lofty promises or telegraph his strategy to competitors. Still, he listed goals such as “delighting customers and driving shareholder value for the long-term.” A substantive update, or significant progress on its turnaround efforts, could provide a spark for the stock.\nStill, David Trainer, CEO of investment research firm New Constructs, argues shares are trading on meme momentum, rather than fundamentals. He thinks the share price would be closer to $30 if it were trading based on the business’ fundamentals.\n“The business results that are implied in GameStop’s current stock price are far, far beyond what any reasonable person might expect the company to achieve,” Trainer says. “Even if GameStop’s management transforms the business into a wildly larger and more profitable enterprise, the stock isn’t likely to move higher because that business momentum is already priced-in.”\n\nWith GameStop shares down 1.9% to $199 on Tuesday, the stock was still up 2,500% in the past year and 956% year-to-date. Shares were down 34% from their close on June 7. While it’s difficult to nail down what moves GameStop stock on any given day, short seller activity, options volume, momentum trading, and online chatter are among the nonfundamental factors to consider.\nIhor Dusaniwsky, managing director at short-selling analytics provider S3 Partners, estimates GameStop’s short interest sits at $1.41 billion. His estimate at 6.94 million shares shorted represents roughly 11% of shares available for trading.\n“Over the past week we saw significant short covering,” Dusaniwsky says, noting shares shorted decreased by about 306,000 shares, worth $62 million, even as the stock price fell","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":685,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/889097082"}
精彩评论