注册 登录  
 加关注
   显示下一条  |  关闭
温馨提示!由于新浪微博认证机制调整,您的新浪微博帐号绑定已过期,请重新绑定!立即重新绑定新浪微博》  |  关闭

方兴东的博客

中国信息产业最具影响力的独立评论家

 
 
 

日志

 
 
关于我

传播学博士,长期从事互联网研究、分析和评论,出版《IT史记》、《起来——挑战微软霸权》等IT专著20部,被誉为“中国信息产业最具影响力的独立评论家”。中国“数字论坛”成员,“博客中国”和互联网实验室(Chinalabs)共同创始人。

网易考拉推荐

新浪购并分众独家评论(8):购并前景被质疑,新浪遭遇投行降级  

2008-12-24 14:31:45|  分类: 默认分类 |  标签: |举报 |字号 订阅

  下载LOFTER 我的照片书  |

我们站在产业角度看,或者站在我们个人意愿的角度,我们都为新浪和曹国伟的大手笔喝彩,也希望新浪能够因此走上新台阶。但是,苛刻的投资银行和分析师们不会如此,他们必然以很现实,很挑剔的眼光来看待这次并购。

很遗憾,购并消息一出,投资者的反映是负面的,新浪遭遇了分析师的降级评价。Kaufman BrosSusquehanna Financial都给了降级的结论。

看看最近几年分析师对新浪的评级,从这一览表可以看出很多有意思的内容。

DateResearch FirmActionFromTo
23-Dec-08Susquehanna FinancialDowngradePositiveNeutral
23-Dec-08Kaufman BrosDowngradeBuyHold
10-Dec-08CitigroupDowngradeBuyHold
13-Nov-08NeedhamDowngradeBuyHold
15-May-08CitigroupUpgradeHoldBuy
15-May-08Kaufman BrosUpgradeHoldBuy
29-Apr-08Kaufman BrosDowngradeBuyHold
1-Apr-08Kaufman BrosInitiated
Buy
6-Mar-08Sterne AgeeInitiated
Buy
3-Jan-08Piper JaffrayUpgradeNeutralBuy
15-Nov-07CitigroupDowngradeBuyHold
8-Nov-07Bear StearnsInitiated
Outperform
9-Aug-07Pali ResearchInitiated
Buy
23-Feb-07RBC Capital MktsInitiated
Sector Perform
8-Feb-07CIBC Wrld MktsUpgradeSector PerformSector Outperform
8-Feb-07Piper JaffrayDowngradeOutperformMarket Perform
25-Jan-07WR HambrechtUpgradeHoldBuy
3-Nov-06CitigroupUpgradeHoldBuy
3-Nov-06Piper JaffrayUpgradeMarket PerformOutperform
8-Sep-06Bear StearnsInitiated
Outperform
3-Aug-06Brean MurrayUpgradeSellHold
3-Aug-06CE Unterberg TowbinUpgradeMarket PerformBuy
18-Jul-06Thomas WeiselUpgradePeer PerformOutperform
10-May-06CitigroupUpgradeSellHold
26-Apr-06Deutsche SecuritiesDowngradeBuyHold
17-Apr-06CE Unterberg TowbinDowngradeBuyMarket Perform
31-Mar-06Brean MurrayInitiated
Sell
28-Feb-06CIBC Wrld MktsInitiated
Sector Perform
24-Feb-06Credit SuisseDowngradeOutperformNeutral
4-Jan-06CitigroupInitiated
Sell
28-Oct-05Susquehanna FinancialInitiated
Positive
26-Oct-05Thomas WeiselInitiated
Peer Perform
4-Oct-05First AlbanyInitiated
Buy
21-Sep-05JP MorganUpgradeNeutralOverweight
12-Sep-05Goldman SachsUpgradeIn-LineOutperform
12-Sep-05Morgan StanleyInitiated
Equal-weight
4-Aug-05Lehman BrothersUpgradeEqual-weightOverweight
8-Feb-05Pacific Growth EquitiesDowngradeOver WeightEqual Weight
2-Feb-05Deutsche SecuritiesInitiated
Buy
27-Oct-04WR HambrechtUpgradeHoldBuy
27-Oct-04Pacific Growth EquitiesUpgradeEqual WeightOver Weight
14-Oct-04UBSInitiated
Buy
1-Oct-04Lehman BrothersDowngradeOverweightEqual-weight
23-Sep-04WR HambrechtInitiated
Hold
13-Aug-04MDB Capital GroupDowngradeBuyNeutral
24-Jun-04Pacific Growth EquitiesInitiated
Equal Weight
17-Mar-04Goldman SachsInitiated
In-Line
23-Feb-04Lehman BrothersInitiated
Overweight
12-Feb-04ThinkEquityInitiated
Overweight
24-Jul-03MDB-AnalytiqUpgradeHoldBuy
15-Jul-03MDB-AnalytiqDowngradeBuyHold
30-Jun-03USB Piper JaffrayUpgradeMarket PerformOutperform
18-Jun-03USB Piper JaffrayInitiated
Market Perform
12-Sep-00Lehman BrothersInitiated
Underperform
9-May-00Chase Hamp;amp;QInitiated
Buy
8-May-00Robertson StephensInitiated
Buy

Chart for Sina Corp. (SINA)

上图:消息发布之后,新浪股价大跌,市值跌破13亿美元,居然已经低于购并预期的价格

  评论这张
 
阅读(259)| 评论(0)
推荐 转载

历史上的今天

评论

<#--最新日志,群博日志--> <#--推荐日志--> <#--引用记录--> <#--博主推荐--> <#--随机阅读--> <#--首页推荐--> <#--历史上的今天--> <#--被推荐日志--> <#--上一篇,下一篇--> <#-- 热度 --> <#-- 网易新闻广告 --> <#--右边模块结构--> <#--评论模块结构--> <#--引用模块结构--> <#--博主发起的投票-->
 
 
 
 
 
 
 
 
 
 
 
 
 
 

页脚

网易公司版权所有 ©1997-2017