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+--- Thread: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO (/showthread.php?tid=6624)
Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - tacitusk - 05-09-2014
http://investing.businessweek.com/research/stocks/private/person.asp?personId=84011346&privcapId=253748612&previousCapId=253748612&previousTitle=Cheetah%20Mobile%20Inc.
Oppenheimer was also part of the group that took NQ to IPO.
RE: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - Moondog - 05-09-2014
Conspiracy ?
RE: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - Mountainbiker - 05-09-2014
Thanks for the info.......more money to be made by being running the company and coompensation in terms of shares. That's how capitalism works.
RE: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - js253 - 05-09-2014
It's a good job, and the guy took it, it's as simple as that.
CMCM is now down $2 from day's high, will probably break IPO price later today. 18 times trailing 12 month revenue is just a stupid valuation(wonder who bought in on that price), especially since NQ is trading at 3 times. The fair # is probably somewhere in between, but a lot closer to 3 than 18(say 6-8 times). Unfortunately, you can't short IPO right away, otherwise, short CMCM, long NQ would be a good pair trade.
RE: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - Mountainbiker - 05-09-2014
'js253' pid='43046' datel Wrote:It's a good job, and the guy took it, it's as simple as that. CMCM is now down $2 from day's high, will probably break IPO price later today. 18 times trailing 12 month revenue is just a stupid valuation(wonder who bought in on that price), especially since NQ is trading at 3 times. The fair # is probably somewhere in between, but a lot closer to 3 than 18(say 6-8 times). Unfortunately, you can't short IPO right away, otherwise, short CMCM, long NQ would be a good pair trade.
Now that is a good "pair trade"....bravo....
RE: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - vs8 - 05-09-2014
'js253' pid='43046' datel Wrote:It's a good job, and the guy took it, it's as simple as that. CMCM is now down $2 from day's high, will probably break IPO price later today. 18 times trailing 12 month revenue is just a stupid valuation(wonder who bought in on that price), especially since NQ is trading at 3 times. The fair # is probably somewhere in between, but a lot closer to 3 than 18(say 6-8 times). Unfortunately, you can't short IPO right away, otherwise, short CMCM, long NQ would be a good pair trade.
How did you get 18X PE?
RE: Andy Yeung (Oppenheimer analyst who dropped coverage of NQ) is Cheetah Mobile CFO - AlphaMine - 05-13-2014
'vs8' pid='43062' dateline='<a href="tel:1399575 Wrote:
'js253' pid='43046' dateline='<a href="tel:1399565 Wrote:It's a good job, and the guy took it, it's as simple as that. CMCM is now down $2 from day's high, will probably break IPO price later today. 18 times trailing 12 month revenue is just a stupid valuation(wonder who bought in on that price), especially since NQ is trading at 3 times. The fair # is probably somewhere in between, but a lot closer to 3 than 18(say 6-8 times). Unfortunately, you can't short IPO right away, otherwise, short CMCM, long NQ would be a good pair trade.
How did you get 18X PE?
He said 18 x REVENUE which is substantially different from 18 x EARNINGS. Not sure if that helps at all.