当前在线人数10793
首页 - 博客首页 - 股海逐鹿 - 文章阅读 [博客首页] [首页]
下周重磅财报:GILD,FB
作者:deer2005
发表时间:2015-07-26
更新时间:2015-07-26
浏览:3245次
评论:15篇
地址:174.
::: 栏目 :::
休闲话题3
新闻观察4
联储政策3
名人坛3
市场风险2
生药医疗2
中国中概4
中国中概5
美股个股4
新闻观察3
投资策略3
美股大盘2
高盛观点2
休闲话题5
金银商品2
牛股追踪3
牛股追踪4
原油能源3
美股大盘3
股事杂谈3
新闻观察5
休闲话题6
货币战争3
高盛观点3
美股板块3
股市前瞻2
美股个股5
美股大盘5
股事杂谈6
联储政策5
生药医疗3
美股大盘4
股事杂谈4
联储政策4
休闲话题7
休闲话题8
中国中概6
新闻观察6
原油能源4
股事杂谈5
美股收盘
牛股追踪6
牛股追踪1
生药医疗1
热点话题1
股票期权1
股市前瞻1
投资策略1
股海拾贝1
美股评论1
美股板块1
股事杂谈1
休闲话题4
牛股追踪5
美股板块2
中国中概1
新闻观察1
美股个股1
美股大盘1
牛股追踪2
金银商品1
货币战争1
休闲话题1
联储政策2
美股评论2
货币战争2
股事杂谈2
名人坛2
投资策略2
股海拾贝2
原油能源2
中国中概3
新闻观察2
原油能源1
市场风险1
联储政策1
名人坛1
高盛观点1
美股个股2
中国中概2
休闲话题2
美股个股3

下周二(7/29/2015)盘后,将迎来BIOTECH大佬GILD的财报。而周三(7/29/2015)
盘后,花街宠儿FB财报也要粉墨登场。此前一度的底鱼GOOGLE在ER后暴涨,GILD和FB
在ER后也能暴涨么?我在这里简单说说个人看法,仅供参考。

关于GILD Q2财报:

Biotech龙头GILD在Q1财报后,股价一度跌落100,几经盘整后,乘大盘和板块上行之
势,股价冲上120。目前股价回落到近112支撑位。从TA看,近期二次回探这一支撑位,
如有利好刺激,股价将上爆。GILD在抗HIV和HCV药物领域,具有绝对优势地位,而且拥
有充裕资金,如果能够通过兼并或收购,进一步加强其pipeline的话,就是其巨大利
好。这次GILD交上一份绚丽Q2财报应该无虞,但前景展望更为重要。本人看好GILD前
景。如果这次财报后股价下跌,就是买入好时机。

关于FB Q2财报:

社交股龙头FB目前是牛气冲天,借NFLX和GOOGL上爆春风,股价连创新高,大有上破100
之势。近期,FB本身也推出不少掘金新举措,估计FB的Q2财报会很好,股价会跨进100
大关。如果ER后股价回调,可买入。年内FB股价上100是大概率事件。

[上一篇] [下一篇] [发表评论] [写信问候] [收藏] [举报] 
 
共有15条评论
1   [deer2005 于 2015-10-22 12:51:32 提到] [FROM: 152.]
Gilead's Genvoya on par with Stribild in late-stage HIV studies
Oct 22 2015, 09:55 ET

As expected, 96-week results from two Phase 3 studies (104 and 111)
showed Gilead Sciences' (GILD) once-daily single tablet regimen for
first-line treatment of HIV-1 infection, Genvoya (elvitegravir 150
mg/cobicistat 150 mg/emtricitabine 200 mg/tenofovir alafenamide 10 mg)
(E/C/F/TAF) was statistically non-inferior (no worse than) to Stribild
(elvitegravir 150 mg/cobicistat 150 mg/emtricitabine 200 mg/tenofovir
disoproxil fumarate 300 mg)(E/C/F/TDF). The data were presented at the
15th European AIDS Conference in Barcelona.

The company is transitioning its product line to TAF because it is
shows antiviral efficacy at one tenth the dose of TDF while being less
stressful on the bones and kidneys.

The European Commission is expected to approve Genvoya in November
subsequent to a positive opinion from CHMP on September 24. The FDA's
PDUFA date is November 5.

 
2   [deer2005 于 2015-09-25 10:50:41 提到] [FROM: 152.]
European Ad Comm backs Gilead's TAF HIV regimen Genvoya
Sep 25 2015, 10:36 ET

The European Medicines Agency's Committee for Medicinal Products for
Human Use (CHMP) adopts a positive opinion recommending approval for
Gilead Sciences' (GILD) Genvoya (elvitegravir 150 mg/cobicistat
150mg/emtricitabine 200 mg/tenofovir alafenamide (TAF) 10 mg) for the
treatment of HIV-1 infection. The data in the marketing application
supports the use of Genvoya in treatment-naive adults and adolescents,
virologically suppressed adults who switch regimens and adults with mild-
to-moderate renal impairment.

TAF is a novel nucleotide reverse transcriptase inhibitor that has
demonstrated high antiviral efficacy at one tenth the dose of Viread
(tenofovir disoproxil fumarate) while exerting less stress on the bones
and kidneys.

A final decision by the European Commission usually takes ~60 days.

 
3   [deer2005 于 2015-09-10 11:43:52 提到] [FROM: 152.]
Gilead prices $10B debt offering
Sep 10 2015, 07:02 ET

Gilead Sciences (NASDAQ:GILD) prices its public offering of $10B
aggregate principal amount senior unsecured notes consisting of six
tranches.

$1.000B of 1.850% senior notes due 2018; $2.000B of 2.550% senior notes
due 2020; $1.000B of 3.250% senior notes due 2022; $2.750B of 3.650%
senior notes due 2026; $1.000B of 4.600% senior notes due 2035 and
$2.250B of 4.750% senior notes due 2046.

Net proceeds will be used for general corporate purposes, which may
include stock repurchases, paying dividends, working capital and the
repayment of debt.
 
4   [deer2005 于 2015-07-30 12:32:26 提到] [FROM: 152.]
Facebook获4家券商调升目标价
2015年07月30日 19:30 新浪财经

  新浪美股讯 北京时间30日晚消息,Facebook(94.35, -2.64, -2.72%)周四晨至少获
4家券商调升目标价的肯定:派杰宣布从120美元升至146美元,Sterne Agee从92美元升至
110美元,Cantor Fitzgerald宣布从100美元升至105美元,Stifel Nicolaus从95美元
升至108美元。
 
5   [yezi123 于 2015-07-30 11:51:46 提到] [FROM: 65.]
早晨忙了忘了挂一个单子,刚才一看,FB 已经过$94了
 
6   [deer2005 于 2015-07-29 19:19:47 提到] [FROM: 174.]
GILD和FB的ER都很好。

GILD目前的价位可以买入或持有。

FB可在90-94买入。盘后曾到90-92,明天可能还有机会在这个价位买入。

 
7   [deer2005 于 2015-07-29 19:10:54 提到] [FROM: 174.]
Facebook -3.3% after earnings call; sales growth, spending, usage
discussed
Jul 29 2015, 19:05 ET

Facebook's (NASDAQ:FB) annual revenue growth rate - 39% in Q2, 42% in
Q1 - will continue declining this year, CFO Dave Wehner forecast on
the earnings call. As it is, the Q3 revenue growth consensus is at
35.8%, the 2015 consensus at 37.3%, and the 2016 consensus at 34%.

Wehner also stated Facebook is narrowing its 2015 GAAP cost/expense
growth guidance to 55%-60% from 55%-65%. Also, the 2015 capex budget
has been cut by $200M to $2.5B-$3B (still up from $1.8B last year).

Mark Zuckerberg disclosed Facebook now handles over 1.5B searches/day
- the company overhauled its search engine in late 2014 - and has
indexed over 2T posts. Zuck also mentioned the average Facebook user
is spending more than 46 minutes/day on the platform (not counting
WhatsApp), and predicted immersive 3D content (read: Oculus) will be
the next big thing after video. 450M people use Facebook Events, and
850M use Groups.

Sheryl Sandberg noted Q2 ad revenue growth would've been 55% Y/Y
(rather than the reported 43%) if not for a strong dollar. She offered
positive comments on the performance of video ads, Instagram ads, and
Facebook's recently-launched Buy button, without sharing many
specifics. "We continue to get more than one out of every five minutes
on smartphones in the U.S."

Facebook has dropped to $93.81 AH.

 
8   [deer2005 于 2015-07-29 17:24:14 提到] [FROM: 152.]
Facebook公布第二季度财报:净利同比降9%
2015年07月30日04:56 新浪科技

  新浪科技讯 北京时间7月30日凌晨消息,Facebook今天发布了截至6月30日的2015财
年第二季度未经审计财报。报告显示,Facebook第二季度营收为40.42亿美元,比去年同
期的29.10亿美元增长39%;净利润为7.19亿美元,比去年同期的7.91亿美元下滑9%。财
报公布后,Facebook股价在纳斯达克盘后交易中下跌近2%。

  主要业绩:

  ——Facebook第二季度营收为40.42亿美元,比去年同期的29.10亿美元增长39%;

  ——Facebook第二季度运营利润为12.73亿美元,比去年同期的13.90亿美元下滑8%。
不计入股权奖励支出及相关的工资税支出(不按照美国通用会计准则),Facebook第二季度
运营利润为22.28亿美元,比去年同期的17.53亿美元增长27%;

  ——Facebook第二季度运营利润率为31%,相比之下去年同期运营利润率为48%。不计
入股权奖励支出及相关的工资税支出(不按照美国通用会计准则),Facebook第二季度运营
利润率为55%,相比之下去年同期运营利润率为60%;

  ——Facebook第二季度净利润为7.19亿美元,比去年同期的7.91亿美元下滑9%。不计
入股权奖励支出及相关的工资税支出和所得税调整(不按照美国通用会计准则),Facebook
第二季度净利润为14.37亿美元,比去年同期的11.22亿美元增长28%;

  ——Facebook第二季度每股美国存托凭证摊薄收益为0.25美元,比去年同期的0.30美
元下滑17%。不计入股权奖励支出及相关的工资税支出和所得税调整(不按照美国通用会计
准则),Facebook第二季度每股美国存托凭证摊薄收益为0.50美元,比去年同期的0.43美
元增长16%。

  运营要点:

  ——在2015年6月,Facebook的平均每日活跃用户人数为9.68亿人,比去年同期增长
17%;

  ——在2015年6月,Facebook移动业务的平均每日活跃用户人数为8.44亿人,比去年同
期增长29%;

  ——截至2015年6月30日,Facebook的月度活跃用户人数为14.9亿人,比去年同期增长
13%;

  ——截至2015年6月30日,Facebook移动业务的月度活跃用户人数为13.1亿人,比去年
同期增长23%。

  Facebook创始人兼首席执行官马克·扎克伯格(Mark Zuckerberg)表示:“对我们的
社区来说,这是又一个业绩表现强劲的季度。公司旗下各个应用的用户参与度都继续增
长,我们仍将业务重心放在改善服务质量的问题上。”

  财务分析:

  营收:

  Facebook第二季度营收为40.42亿美元,比去年同期的29.10亿美元增长39%。不计入
汇率变动同比变动所带来的的影响,Facebook第二季度营收去年同期增长50%。

  Facebook第二季度来自于广告业务的营收为38.27亿美元,比去年同期的26.76亿美
元增长43%。不计入汇率变动同比变动所带来的的影响,Facebook第二季度来自于广告业
务的营收比去年同期增长55%。

  Facebook第二季度来自于移动广告业务的营收在总广告营收中所占比例约为76%,相
比之下去年同期所占比例约为62%。

  Facebook第二季度支付及其他服务费营收为2.15亿美元,比去年同期的2.34亿美元
下滑8%。

  成本和支出:

  Facebook第二季度成本和支出为27.69亿美元,比去年同期的15.20亿美元增长82%。
不计入股权奖励支出及相关的工资税支出(不按照美国通用会计准则),Facebook第二季度
成本和支出为18.14亿美元,比去年同期的11.57亿美元增长57%。

  运营利润:

  Facebook第二季度运营利润为12.73亿美元,比去年同期的13.90亿美元下滑8%。不
计入股权奖励支出及相关的工资税支出(不按照美国通用会计准则),Facebook第二季度运
营利润为22.28亿美元,比去年同期的17.53亿美元增长27%。

  运营利润率:

  Facebook第二季度运营利润率为31%,相比之下去年同期运营利润率为48%。不计入
股权奖励支出及相关的工资税支出(不按照美国通用会计准则),Facebook第二季度运营利
润率为55%,相比之下去年同期运营利润率为60%。

  所得税支出:

  Facebook第二季度所得税准备金为5.54亿美元,有效税率为44%。不计入股权奖励支
出及相关的工资税支出(不按照美国通用会计准则),Facebook第二季度有效税率约为
36%。

  净利润:

  Facebook第二季度净利润为7.19亿美元,比去年同期的7.91亿美元下滑9%。不计入
股权奖励支出及相关的工资税支出和所得税调整(不按照美国通用会计准则),Facebook第
二季度净利润为14.37亿美元,比去年同期的11.22亿美元增长28%。

  Facebook第二季度每股美国存托凭证摊薄收益为0.25美元,比去年同期的0.30美元
下滑17%。不计入股权奖励支出及相关的工资税支出和所得税调整(不按照美国通用会计准
则),Facebook第二季度每股美国存托凭证摊薄收益为0.50美元,比去年同期的0.43美元
增长16%。

  资本支出:

  Facebook第二季度资本支出为5.49亿美元。

  现金和有价证券:

  截至第二季度末,Facebook所持现金和有价证券总额为141.3亿美元。

  自由现金流:

  Facebook第二季度自由现金流为13.3亿美元。

  分析师预期及股价变动:

  Facebook第二季度业绩超出华尔街分析师此前预期。汤森路透调查显示,分析师平均
预期Facebook第二季度每股收益(不按照美国通用会计准则)为47美分,营收为近40亿美
元。但与此同时,Facebook支出的增长速度加快。财报公布后,Facebook股价在纽约市
场的盘后交易中下跌近3%。

  当日,Facebook股价在纳斯达克常规交易中上涨1.70美元,报收于96.99美元,涨幅
为1.78%。在随后截至美国东部时间16:22(北京时间30日4:22)为止的盘后交易中,
Facebook股价下跌2.57美元,至94.41美元,跌幅为2.66%。过去52周,Facebook的最
高价为99.24美元,最低价为70.32美元。(唐风)

 
9   [deer2005 于 2015-07-29 16:12:26 提到] [FROM: 152.]
FB 跌了,可捞@90-92
 
10   [deer2005 于 2015-07-29 16:09:40 提到] [FROM: 152.]
Facebook beats by $0.03, beats on revenue
Jul 29 2015, 16:05 ET

Facebook (NASDAQ:FB): Q2 EPS of $0.50 beats by $0.03.
Revenue of $4.04B (+38.8% Y/Y) beats by $50M.


Facebook down 2.4% after Q2 beat; MAUs rise to 1.49B
Jul 29 2015, 16:25 ET

With shares up 24% YTD going into earnings, high expectations
are weighing on Facebook (NASDAQ:FB) following its Q2 beat.

MAUs/DAUs: Monthly active users rose 3% Q/Q and 13% Y/Y to
1.49B. Daily active users rose 3% Q/Q and 17% Y/Y to 968M.
Mobile MAUs rose 5% Q/Q and 23% Y/Y to 1.31B. Mobile-only MAUs
rose 13% Q/Q and 64% Y/Y to 655M (now 44% of total MAUs).

Top-line performance: Ad revenue (affected by forex) rose 43%
Y/Y to $3.83B, after growing 46% in Q1. Payments/other fees
revenue (hurt by lower PC gaming activity) fell 8% to $215M.
Mobile was 76% of ad revenue vs. 73% in Q1 and 62% a year ago.
North America accounted for 49% of revenue. Global ARPU rose to
$2.76 from $2.50 in Q1 and $2.24 a year ago; North American ARPU
was $9.30.

Financials: Op. margin (pressured by heavy spending) was 55% vs.
52% in Q1 and 60% a year ago. R&D spend was 29% of revenue vs.
17% a year ago (15% related to stock compensation),
sales/marketing 15% vs. 12%, G&A 8% vs. 7%, and cost of revenue
17% vs. 16% (83% gross margin). $549M was spent on capex, and
free cash flow was $1.33B (slightly below net income of $1.44B).
Facebook ended Q2 with $14.1B in cash/investments, and no debt.

Shares are at $94.64 in AH trading.


 
11   [deer2005 于 2015-07-28 16:24:19 提到] [FROM: 152.]
Gilead Sciences beats by $0.44, beats on revenue
Jul 28 2015, 16:07 ET

Gilead Sciences (NASDAQ:GILD): Q2 EPS of $3.15 beats by $0.44.
Revenue of $8.2B (+25.6% Y/Y) beats by $590M.


Gilead Q2 top line up 27%; EPS up 33%; revenue guidance raised
Jul 28 2015, 16:17 ET

Gilead Sciences (NASDAQ:GILD) Q2 results ($M): Total Revenues:
8,244 (+26.2%); Product Sales: 8,126 (+26.7%).

Net Income: 4,492 (+22.9%); EPS: 2.92 (+32.7%).

Key Product Sales: Harvoni: 3,608 (+999%); Sovaldi: 1,291
(-62.9%); Truvada: 849 (+5.3%); Atripla: 782 (-10.2%); Stribild:
447 (+65.9%); Complera/Eviplera: 367 (+22.5%).

2015 Guidance: Total Revenues: $29B - 30B from $28B - 29B; Non-
GAAP Gross Margin: 88 - 90% from 87 - 90%.



Gilead Sciences declares $0.43 dividend
Jul 28 2015, 16:50 ET

Gilead Sciences (NASDAQ:GILD) declares $0.43/share quarterly
dividend, in line with previous.
Forward yield 1.52%.
Payable Sept. 29; for shareholders of record Sept. 16; ex-div
Sept. 14.
 
12   [deer2005 于 2015-07-27 19:23:50 提到] [FROM: 174.]
不建议赌ER。如果要赌,就要有输钱的准备!

 
13   [deer2005 于 2015-07-27 13:21:01 提到] [FROM: 152.]
Gilead reports tomorrow (7/28/2015 Tue)

Gilead Sciences (GILD) reports Q2 results tomorrow after the close.
Consensus view is EPS of $2.70 (+14%) on revenues of $7.6B (+16%).
 
14   [fallenone 于 2015-07-26 22:08:50 提到] [FROM: 72.]
手里有gild,希望牛
 
15   [yezi123 于 2015-07-26 21:11:47 提到] [FROM: 73.]
两个大牛股!希望能有上车的机会
 
用户名: 密码:
发表评论
评论:
[返回顶部] [刷新]  [给deer2005写信]  [股海逐鹿首页] [博客首页] [BBS 未名空间站]
 
Site Map - Contact Us - Terms and Conditions - Privacy Policy

版权所有BBS 未名空间站(mitbbs.com) since 1996