复工股萎靡不振，欧洲第一IT股 SAP 重挫 22% Germany''s SAP disappointed investors by lowering its revenue outlook due to the lockdowns in Europe and a muted demand recovery. Shares of SAP are down 22% at the NYSE, and Germany''s DAX is currently down more than 3%.
Major European indices trade lower across the board. STOXX Europe 600: -2.2%, Germany's DAX: -3.2%, U.K.'s FTSE 100: -1.7%, France's CAC 40: -3.0%, Italy's FTSE MIB: -2.9%, Spain's IBEX 35: -2.0%. French President, Emmanuel Macron, is expected to announce a month-long national lockdown this evening. German Chancellor, Angela Merkel, is reportedly planning new restrictions for Germany while Rome saw protests over new restrictions imposed by the Italian government last night. Peugeot and Fiat Chrysler announced that their merger is progressing as planned. 今天复工股又够喝一壶，油股作陪。 德国 DAX 本周第二次跌超 3%。 欧美抗疫真是一对烂兄烂弟半斤八两此起彼伏绵延不绝 ...............
ETSY Etsy: Earnings Preview -- Etsy is an online platform tailor-made for the pandemic(139.70 -6.08) Etsy (ETSY), which operates an online marketplace for handmade craft goods, is set to report Q3 results today after the close (last quarter they released at 16:05 ET, or five minutes after the close) with a call to follow at 5pm ET. Just be careful with Etsy. Sometimes it provides only a GAAP EPS number and not a non-GAAP EPS number. CapitalIQ tends to post a clean non-GAAP number later, but we are not always sure how they compute that. Just be sure you're comparing apples to apples. There has been some confusion in the past. The CapitalIQ consensus estimate for Q3 non-GAAP EPS is $0.65 and for GAAP EPS it's $0.60. The revenue consensus estimate is $412 mln. Etsy typically guides for revenue for the next quarter. Last quarter, Etsy guided to Q3 revs of $366-426 mln, way above consensus at the time. And it guided to Q3 GMS of $2.20-2.50 bln. A big reason for the huge upside guidance for Q3 was because has been seeing booming sales for fabric face masks. In Q2, Etsy sold $346 mln worth of masks but non-mask sales were no slouch as they grew 93%. In addition to masks, Etsy's largest category is housewares and home furnishings. Etsy's sellers sold over $700 mln of merchandise in Q2, up 128% yr/yr. So as you can see, Etsy has benefitted tremendously from the pandemic for mask sales and for huge sales housewares / home furnishings. Many retailers have been reporting a boom in home-related goods and that's right up Etsy's alley. It's not only face masks and home furnishings, Etsy says its Reverb musical instrument platform has been seeing a groundswell of first-time buyers, many of whom might not have played an instrument before. More people at home is prompting them to learn a musical instrument. Also, many more consumers have moved to online shopping, which benefits Etsy as well as it's a completely online retail platform. Finally, our main concern is that the stock has already run 370% from its mid-March lows since Etsy has been picked up as a pandemic play in the retail space. So anything but a beat-and-raise could cause a sharp pullback. (PVIEW) ETSY 最近卖口罩和家具很火爆，几分钟之后可能有 big move
ETSY Etsy: Earnings Preview -- Etsy is an online platform tailor-made for the pandemic(139.70 -6.08) Etsy (ETSY), which operates an online marketplace for handmade craft goods, is set to report Q3 results today after the close (last quarter they released at 16:05 ET, or five minutes after the close) with a call to follow at 5pm ET. Just be careful with Etsy. Sometimes it provides only a GAAP EPS number and not a non-GAAP EPS number. CapitalIQ tends to post a clean non-GAAP number later, but we are not always sure how they compute that. Just be sure you're comparing apples to apples. There has been some confusion in the past. The CapitalIQ consensus estimate for Q3 non-GAAP EPS is $0.65 and for GAAP EPS it's $0.60. The revenue consensus estimate is $412 mln. Etsy typically guides for revenue for the next quarter. Last quarter, Etsy guided to Q3 revs of $366-426 mln, way above consensus at the time. And it guided to Q3 GMS of $2.20-2.50 bln. A big reason for the huge upside guidance for Q3 was because has been seeing booming sales for fabric face masks. In Q2, Etsy sold $346 mln worth of masks but non-mask sales were no slouch as they grew 93%. In addition to masks, Etsy's largest category is housewares and home furnishings. Etsy's sellers sold over $700 mln of merchandise in Q2, up 128% yr/yr. So as you can see, Etsy has benefitted tremendously from the pandemic for mask sales and for huge sales housewares / home furnishings. Many retailers have been reporting a boom in home-related goods and that's right up Etsy's alley. It's not only face masks and home furnishings, Etsy says its Reverb musical instrument platform has been seeing a groundswell of first-time buyers, many of whom might not have played an instrument before. More people at home is prompting them to learn a musical instrument. Also, many more consumers have moved to online shopping, which benefits Etsy as well as it's a completely online retail platform. Finally, our main concern is that the stock has already run 370% from its mid-March lows since Etsy has been picked up as a pandemic play in the retail space. So anything but a beat-and-raise could cause a sharp pullback. (PVIEW) ETSY 最近卖口罩和家具很火爆，几分钟之后可能有 big move huaren2018 发表于 2020-10-28 15:55
Germany''s SAP disappointed investors by lowering its revenue outlook due to the lockdowns in Europe and a muted demand recovery. Shares of SAP are down 22% at the NYSE, and Germany''s DAX is currently down more than 3%.
French President, Emmanuel Macron, is expected to announce a month-long national lockdown this evening. German Chancellor, Angela Merkel, is reportedly planning new restrictions for Germany while Rome saw protests over new restrictions imposed by the Italian government last night. Peugeot and Fiat Chrysler announced that their merger is progressing as planned.
今天复工股又够喝一壶，油股作陪。 德国 DAX 本周第二次跌超 3%。 欧美抗疫真是一对烂兄烂弟半斤八两此起彼伏绵延不绝 ...............
油股是别人涨时他不涨，大盘跌时他总是不甘落后跌幅居前，碰不得
没事了，安慰自己我hold他30年到退休哈哈哈哈。
百年大顶在形成中。。。
香港股市怎么回事，中国股市呢？能分析一下吗。
lockdown吗？不怕经济垮吗，法国人都失业吗？
好想去法国啊！！！！！！今年年初去年年底还想着努力工作学习今年年底奖励自己过去玩两周
我的china region fund从史高开始逢高就减持，现在减了25%。 其他的75%继续逢高减持到50%。 买估计现在不会。 控制了疫情才能提经济。
我上次hold 了5年，performance -50%.从此不碰油股，水太深
Earnings Out This Afternoon This Afternoon: EGHT AEGN AEM AGI ALGT ALSN AMED AFG AMP AMGN NLY AM AR ACA ASGN AVB AVT AXS NTB BHE BLKB BOOT CACI CERN CHX CHDN CDE CGNX CTSH CNMD CUZ CREE CW CONE DORM DRE EBAY ECHO EHC ENSG EQIX EQC ESS ETSY FSLY F FORM FBHS GILD GMED GRUB PI NGVT INOV ISBC INVH KBR KRC KLAC LVGO MMSI MEOH MAA MOH MRC MSA MUSA EGOV NDLS ORLY OII PGRE PE PEGA PEN PKI PPC PINS PLXS PTC RYN RBC RCII SIGI SCI NOW SAVE SFM SPSC SSNC SRI RGR SU SPWR TDOC TXRH TROX TTMI UCTT URI VVV VICI V HCC WCN WRI WELL WERN WDC WH YUMC
Tomorrow Morning: FLWS AOS AAN ABMD ALXN ALKS ATI ADS AMT AME BUD APO APTV ARW HOME BAX BXMT BPMC BWA BCO BC CG CCL CARR CBZ CBRE CVE CRL CRAI CHD CCC CMS CNX COHU CFX COLB CMCSA COP CTB COR CTS CFR DNKN DD EXP EME EPZM EXLS FSS FIS FCN THRM ROCK GIL GPN GPI HGV HUN IDA IDXX IMAX INSM IBP IP ITGR NTLA ICE JHG K KDP KEX KTB KHC LAZ LIVN LKQ MGLN MMC MLM MDC MPW MLCO MGPI MRNA TAP MCO MYE NGHC NTCT NEM NVCR OSK OSTK PCRX PATK PBF BTU PENN PRFT PRLB PWR RL RCL RDS.A SAIA SNY SNDR SHOP SAH SO SPOT SYNH TROW TPR TRP TFX TPX TNC TXT TKR TRS USCR SLCA UMC VC WAB WD WEX WLTW XEL XYL YUM
Oooooo
that hurts
ETSY 最近卖口罩和家具很火爆，几分钟之后可能有 big move
肯定暴跌