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12/29/2007 年报, annual report重要提示
本报告所载资料可能存在误导性陈述或者重大遗漏,本人不对内容的真实性、准确性和完整性承担责任。 讨论与分析
1.主营业务收获,losing F.N.G. status
F.N.G. , Fuckin' New Guy. Term still used in the western English-speaking armed forces of the west to denote a new soldier fresh off his basic training. It means they have the basics but no real experience, so they do everything by the book (which is not always best) and they are overly keen and always shut down on long excersices. (引自UrbanDictionary的词条解释) 7月,本人主营业务变更为证券投资咨询,同时原学生身份注销。在最初的日子里,曾事必躬亲,言必称因果,好不教条。还曾overly keen到每晚10点,倒也未曾shut down。唯一强力推荐的股票,自上调为增持后涨幅不小,但再上调为买入后迎来了不断的宏观调控,所幸受影响在同行业股中相对较小。
后人有注道:
14 Hours - Right now, institutions are plotting a crash. Stocks that I recommended are targeted, and people that I work with may be involved in both. I'm assistant analyst Freyr Wong. Every trading day is a long day of my work-_-b (仿24小时第一季开场白) 转折性事件:
拍脑袋艺术:量子力学的测不准原理似乎可以解释拍脑袋的必要性,给上市公司一个电话胜过反复的演算——旁观首席修改我的预测假设的最大收获。 利润调节和估值控制:历史利润调节是会计的职责,盈利预测调节就落到分析师肩上。估值方式仍是结果导向型,结果又是买卖方利益的权衡。贴现率是个好用的杠杆,快速增长期长度也是不错的工具——调研并充当一次财务顾问的最大收获。另外,比起估值能力,客户看中的也只是第三方机构的一个章而已。 想起微观经济学老师的一句话,懒人,才是社会进步的动力。
2.其它净得失,let go of the right kind of doctor
- what would have tempted you? ... - The right kind of Doctor. (对话出自TORCHWOOD 1.13——"End of Days") 曾以为自己会坚定地出同样的回答。但The doctor是可以regenerate的。一瞬间后,发型变了,语气变了,整个人都变了。像Jack那样,抛开torchwood的同胞,闯入只属于The doctor与其companion的TARDIS,寻找所谓的Utopia?似乎不够理智。
3.前瞻性陈述 So You Think You Can Make Money?(仿so you think you can dance) What about Freyr?(仿what about brian) 10/11/2007 what you dont know wont hurt youHappy the hare at morning For she cannot read The Hunter’s waking thoughts Lucky the leaf Unable to predict the fall 8/14/2007 Disclaimerread me carefully before you proceed with your navigation. this entire space and its mirrors(hereinafter, the Blog), is designed by Frey Wang (hereinafter, the Owner), and is for YOUKNOWHO's eyes only. viewers shall be aware: 1. that the Blog is based on daydreams, or sometimes nightmares, which in neither case reflects solid facts; 2. that the information here shall not be considered as a practical guide, especially of investing activities; and 3. that the Owner takes no responsibility from any of your usage of any content of the Blog. 8/10/2007 95555 金葵花初绽首次晨会发言,首次正式写作中报点评,首次对外发布报告(匿名)
招商银行发布中报,显示零售银行业务繁荣,而其代表性信用卡名为金葵花卡
曾打算将报告标题起作“金葵花开 业绩超预期”,但发现要通过严肃的boss才能发,作罢 7/21/2007 捉庄2?昨晚加息27bp,下调利息税至5%
此前沪指大涨3.73%,股指期货涨幅均近10%
看不懂
《捉庄》的某一链接
这次会不会拍续集呢?
ps: gov总喜欢在人们正打算庆祝宝贵周末来临之际出大动作
于是我们跑得慢的就要ot 6/17/2007 补白好久没有写中文了,我也“母语”一下吧
生日那天至少发生了3件事
1.接到实习邀请
2.接到论文发表通知
3.见证股市历史高点
收到新浪的实习邀请还是挺高兴的
之前,唐建那家伙可把证券从业人员害惨了
这一查老鼠仓,证券业晚辈还上哪挣钱?
更甚,正当我喝小酒庆生的时候,财政部决定上调利息税,瞬间崩溃了呀
于是见证了收盘历史高点,不知何时才能“跨过这道坎”呢
在某个偏僻的blog里,还有一则用来吸引部分眼球的标题叫做
from jun5 to may29, the gf story,不知道多少人会把gf看作guangfa而不是girlfriend
其实说的是广发证券借壳违规案,从去年6月5日宣布借壳路径到今年5月29日被认定信息披露违规
论文终于发表了,cssci,凑合吧
此后,新浪终于和google合作了,我却决定不与新浪合作了…… 4/18/2007 Dividend Announcementi am planing a dinner this weekend since i have just, by the first time, received my salary payment, in cash.
the dividend is up to one quarter of the afore-mentioned salary, where provision for dinner expense is only a part.
whereas, each available stake holder will receive invitation on or before 21st, Apr.
whereas, dinner will be held 22nd, Apr, or on further notice.
although i have a short list of guests in mind, please do claim your right to be included if i miss. 4/6/2007 performance projection for school year ending jun 30,2007the numbers below have not been audited
operating income
*estimated numbers
operating expence
*estimated numbers
net income increase by 3900, (an yoy increase of 70%)
despite of the success in the current school year, it is expected that housing expence would increase greatly in the next year. salary would rise to about 4kpm but remit would no longer be expected. therefore, I down grade the earnings expectation of the next year.
an annual report could be expected soon
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