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2016年1月10日

股市指數

善用各種 Index

  • The Dow Jones Industrial Average (DJIA) is one of the oldest, most well-known and most frequently used indexes in the world. It includes the stocks of 30 of the largest and most influential companies in United States. 
  • The S&P 500
  • The Wilshire 5000 is sometimes called the "total stock market index" or "total market index" because almost all publicly-traded companies with headquarters in the U.S. that have readily available price data are included in the Wilshire 5000. Finalized in 1974,


2016 1月全球股市開盤

  • 2016, 1月初全球股市開盤,是歷年最差的一年.  
  • 惡兆



受陸股暴跌熔斷影響.

CBOE Volability 恐慌指數 (CBOE Volatility Index)

The CBOE Volatility Index® (VIX®) is 

a key measure of market expectations of near-term volatility conveyed by S&P 500 stock index option prices

Since its introduction in 1993, VIX has been considered by many to be the world's premier barometer of investor sentiment and market volatility. Several investors expressed interest in trading instruments related to the market's expectation of future volatility, and so VIX futures were introduced in 2004, and VIX options were introduced in 2006.
Options and futures on volatility indexes are available for investors who wish to explore the use of instruments that might have the potential to diversify portfolios in times of market stress.

2016年1月2日

美股4家軟體公司 2016

Investopedia 2016 推薦


1. Salesforce.com Inc. (NYSE: CRM)

its aggressive growth and continued innovation. 

In the 11 years since it went public in 2004, the company has increased its workforce by 3200% and increased its annual revenue from $50 million to more than $6 billion. 

This growth has been mirrored by its stock value, which has gained nearly 1800% since its initial public offering (IPO) and posted a nearly 44% increase in the past 52 weeks alone.

Market Cap 市值:USD$520億
Shares Outstanding(Mil.): 6.64億股

EPS (TTM): -0.14
ROI: -1.34  
ROE: -2.05

我之前分析過這家公司 (note2)  


2. Adobe Systems Inc. (NASDAQ: ADBE) 

全球共18家Adobe上市公司

產品:
Photoshop, Dreamweaver and Flash

P/E ratio of more than 77 

改商業模式
Adobe has been transitioning its business model and updating its product line, with a focus on its new Creative Cloud subscription-based bundle. The transition from upfront payments to monthly or yearly subscription payments can negatively impact a company's revenue stream because the costs associated with the production and marketing of products are still incurred upfront. 

Market Cap 市值:USD$468億
Shares : 498.8億股
         ADBE.O Industry Sector
P/E (TTM): 75.51 32.25 16.77
EPS (TTM): 1.24 -- --

ROI: 7.07 15.99 12.55
ROE: 9.14 17.45 10.48

ROI. ROE比同業低,P/E卻比同業高
同業: Microsoft, Hewlett-Packard, IBM and Oracle.


3. NetEase Inc. (NASDAQ: NTES)  //網易

全球18個市場上市 (note3)

服務:
NetEase Inc. (NASDAQ: NTES) offers large-scale, multiplayer online gaming tournaments through its interactive platform and provides email, e-commerce and online entertainment for the Chinese market.

營收增加
NetEase posted a year-over-year revenue increase of 114%, with a 46% increase over the previous quarter. 

授權
In addition to its lucrative licensing rights to the popular Activision Blizzard game "World of Warcraft," 

NetEase drives revenues by consistently releasing new original games

配息
The company began paying quarterly dividends in 2014, with its 2015 payments totaling $1.78 per share.

Market Cap(Mil.): $23,846.41 (市值USD$$238億)
Shares Outstanding(Mil.):131.57 (1.3157億股)
Dividend 股息: 0.56
Yield 殖利率(%): 1.18 %
Sector
P/E (TTM)(本益比):26.58 比行業高
EPS (TTM)(每股盈餘):6.82

ROI: 24.05%  
ROE: 23.67%

競爭者眾
Tencent, Changyou.com Limited (暢遊), Giant Interactive Group Inc.(巨人), Shanda Games Limited(上海盛大), Perfect World Company Limited (完美世界), Baidu, Alibaba, Sina, Sohu, Qihoo(奇虎), iFeng.com(鳳凰網), Youku, Yahoo Inc., Microsoft Corporation and Google Inc.


4.Palo Alto Networks

共8個市場上市 (note4)

防毒服務
Palo Alto Networks Inc. (NYSE: PANW) is one of the leading cybersecurity software providers

股價大漲
Since its IPO in 2012, the company's stock has delivered a 350% increase. In the past 52 weeks alone, the stock has gained an eye-popping 59%

Market cap $15.1B (市值USD$151億)

成長性

營收
Earnings growth (last year) +33.77%
Earnings growth (this year) +109.01%
Earnings growth (next 5 years) +36.00%

獲利
Revenue growth (last year) +55.15%

P/E ratio NM
Price/Sales 16.34
Price/Book 30.61

競爭者:

GIBCGI Group Inc
CSCComputer Sciences Co
SYNTSyntel Inc
HPEHewlett Packard Ente

EPS forecast(預估) (this quarter)$0.39

Annual revenue (last year) $928.1M
Annual profit (last year) -$165.0M (虧損 USD$1.65億)
有成長但仍虧損
Net profit margin -17.78%
(Note5)



(note1:http://www.investopedia.com/articles/markets/122915/top-4-software-stocks-2016-crm-adbe.asp?platform=hootsuite)

(note2:http://joe-industry.blogspot.tw/2015/10/salesforcecom-inc-crmn.html)

(note3:http://www.reuters.com/finance/stocks/lookup?searchType=any&search=NTES)

(note4:http://www.reuters.com/finance/stocks/lookup?searchType=any&search=PANW)

(note5:http://money.cnn.com/quote/quote.html?symb=PANW)

2016年1月1日

美股零售業5家公司

Investopedia 推薦這五家, 看看經營績效如何

1 Amazon.com, Inc. (NASDAQ: AMZN)

背景:

Amazon.com, Inc. (Amazon.com), incorporated on May 28, 1996, is an e-commerce company. 

The Company offers a range of products and services through its Websites. 

The Company’s products, offered through consumer-facing Websites, include merchandise and content that the Company purchases for resale from vendors and those offered by third-party sellers. 
The Company offers its own products as well as third-party products across various categories, through its retail Websites and through its mobile Websites and applications. It also manufactures and sells electronic devices, including Kindle e-readers, Fire tablets, Fire TVs, Echo and Fire phones.

The Company offers programs that enable sellers to sell their products and fulfill orders through the Company’s Websites and the sellers’ own Websites. It serves developers and enterprises of various sizes through Amazon Web Services (AWS), which offers a set of global compute, storage, database, analytics, applications and deployment services. It serves authors and independent publishers with Kindle Direct Publishing, which is an online platform that lets independent authors and publishers choose a 70% royalty option and make their books available in the Kindle Store, along with Amazon’s own publishing arm, Amazon Publishing. It also offers programs that allow authors, musicians, filmmakers, application developers and others to publish and market content.

Amazon.com operates in two segments: North America and International

The North America segment of the Company focuses on retail sales earned through North America-focused Websites. 

The International segment focuses on the Company’s operations done through its international Websites. 

The Company’s retail Websites include www.amazon.com, www.amazon.co.uk, www.amazon.de, www.amazon.co.jp, www.amazon.fr, www.amazon.ca, www.amazon.cn, www.amazon.it, www.amazon.es, www.amazon.com.br and www.amazon.mx. 

The Company through its Websites offers products under various categories, including instant videos, digital music, Appstore for Android, Amazon Cloud Drive, Kindle E-readers and books, FIRE tablets, FIRE TV, FIRE phone, books and audible, movies, music and games, electronics and computers, home, garden and tools, beauty, health and grocery, toys, kids and baby, clothing, shoes and jewelry, sports and outdoors, automotive and industrial, and credit and payment products.

North America

The North America segment of the Company is engaged in the retail sale of consumer products, including from sellers.Amazon.com also offers digital content subscriptions through North America-focused Websites, such as www.amazon.com and www.amazon.ca. The segment also includes the operations of AWS. The North America segment includes export sales from www.amazon.com and www.amazon.ca.
International
The International segment of the Company is engaged in the retail sale of consumer products and digital content subscriptions through internationally focused Websites. The International segment includes export sales from these internationally based Websites (including export sales from these sites to customers in the United States and Canada).

獲利能力:

Gross Margin 32.42%
EBITD Margin (TTM) 7.58 %
EBITD - 5 Yr. Avg 5.18 %
Operating Margin (TTM) 1.71 %
Net Profit Margin (TTM) 0.35 %

毛利有3成,但營利率只有1.7%,淨利只有0.35%, 營業額很大, 管銷成本也很大,獲利的方式很血汗,但也創造很多工作機會. 

2014 
營收:1429328 mill. usd$
EPS: 0.423

2015營收到9月 25358 mill 超越2014, 9月的20579 mill,, 並轉虧為盈


2 Express, Inc. (NYSE: EXPR)

Express, Inc., incorporated on June 10, 2008, is a specialty apparel and accessories retailer offering both women's and men's merchandise, targeting the 20 to 30 year old customer. (成衣)

The Company offers an assortment of fashionable apparel and accessories to address fashion needs across multiple aspects of lifestyles, including work, casual, jeans wear and going-out occasions. (時裝) 

The Company operates one segment, which includes the operation of its brick-and-mortar retail and outlet stores, e-commerce operations and franchise operations. (實體, 網路,授權)

The Company sells its products through its e-commerce Website, www.express.com, and has franchise agreements with franchisees that operate Express locations in Latin America, the Middle East and South Africa.

(網路銷售, 拉丁,中東,南非用授權方式 )

As of January 31, 2015, the Company operated 641 stores across the United States, in Canada and in Puerto Rico, including 41 factory outlet stores. 
(641家分店,41個 outlet 店)

The Company designs its product assortment in its New York City design studio based on review and consideration of fashion trends, styles, fabrics, colors, fits and prices. 

The Company's products are created by its in-house design team. 

The Company has developed a portfolio of products that have brand value, including the Editor pant and 1MX shirt. 

The Company designs its products and displays them in its stores and online in a coordinated manner that allows its customers to purchase multi-item outfits as opposed to individual items. 

The Company develops four seasonal collections per year and then subdivides them so that new products are introduced more frequently in its stores, providing on-going freshness to the existing merchandise assortment.

The Company has approximately 285 manufacturing facilities located in approximately 20 countries throughout the world, primarily in Asia and South and Central America. 

The Company has a tender-agnostic customer loyalty program, Express NEXT, which offers customers the opportunity to earn rewards in conjunction with purchases of Express product and other engagement with the Express brand. The Company also offers a private-label credit card through an agreement with World Financial Network National Bank (WFNNB), under which WFNNB owns the credit card accounts, and Alliance Data Systems Corporation provides services to its private-label credit card customers.

獲利能力:

Gross Margin (TTM) 33.10%
EBITD Margin (TTM) 11.49%
Operating Margin (TTM) 8.26 %
Net Profit Margin (TTM) 4.42 %

管理能力不錯

Return on Assets (TTM) 8.26 %
Return on Investment (TTM) 11.34 %
Return on Equity (TTM) 18.28 %

償債能力: 沒有負債


3 TJX Companies, Inc. (NYSE: TJX) 

背景:

跨國集團, 很多國家皆有上市

Company Symbol Exchange
NYSE MKT OTFC TJX.A AMERICAN STOCK EXCHANGE
TJX COMPANIES INC TJX.N NEW YORK STOCK EXCHANGE
TJX COMPANIES INC TJX.BE BERLIN STOCK EXCHANGE
TJX COMPANIES INC TJX.D DUSSELDORF STOCK EXCHANGE
TJX COMPANIES INC TJX.DF NASD ALTERNATIVE DISPLAY FACILITY FOR NYSE/AMEX ISSUES
TJX COMPANIES INC TJX.F FRANKFURT STOCK EXCHANGE
TJX COMPANIES INC TJX.MU MUNICH STOCK EXCHANGE
TJX COMPANIES INC TJX.MW MIDWEST STOCK EXCHANGE
TJX COMPANIES INC TJX.MX MEXICO STOCK EXCHANGE
TJX COMPANIES INC TJX.P NYSE ARCA
TJX COMPANIES INC TJX.PH PHILADELPHIA STOCK EXCHANGE
TJX COMPANIES INC TJX.Z BATS STOCK EXCHANGE
TJX COMPANIES INC TJX NEW YORK CONSOLIDATED
TJX COMPANIES INC TJXEUR.STP STOCKHOLM STOCK EXCHANGE
TJX COMPANIES INC TJXUSD.STP STOCKHOLM STOCK EXCHANGE

共15家 上市公司

管理能力不錯
Return on Assets (TTM) 8.26% 
Return on Investment (TTM) 11.34% 
Return on Equity (TTM) 18.28 %

4 Ulta Salon, Cosmetics & Fragrance, Inc. (NASDAQ: ULTA)

沙龍集團(剪頭髮), 全球10家上市公司

Company Symbol Exchange
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.O NASDAQ
ULTRACAB (INDIA) LTD ULTA.BO BOMBAY STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.OQ NASDAQ STOCK EXCHANGE GLOBAL SELECT MARKET
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.BE BERLIN STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.DF NASD ADF
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.F FRANKFURT STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.MU MUNICH STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.MW MIDWEST STOCK EXCHANGE
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.P NYSE ARCA
ULTA SALON COSMETICS AND FRAGRANCE INC ULTA.PH PHILADELPHIA STOCK EXCHANGE

背景:

Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta), incorporated on January 9, 1990, is a beauty retailer. The Company provides salon products and salon services in the United States. The Company offers a combination of more than 20,000 prestige and mass beauty products

The Company's store is approximately 10,000 square feet. As of January 31, 2015, the Company operated 774 stores in 47 states
(774 家分店)

As of January 31, 2015, the Company operated three distribution facilities located in Romeoville, Illinois; Phoenix, Arizona, and Chambersburg, Pennsylvania. The Romeoville warehouse contains approximately 317,000 square feet, including an overflow facility. The Phoenix warehouse contains approximately 437,000 square feet. The Chambersburg warehouse contains approximately 373,000 square feet.

The Company operates full-service salons in all of its stores. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room or dedicated skin treatment area, semi-private shampoo and hair color processing area. Each salon is a full-service salon offering haircuts, hair coloring and texturizing. The salons also provide facials and waxing. 

The Company's e-commerce business, Ulta.com provides access to approximately 19,000 beauty products
The Company offers products in the categories, including cosmetics, which includes products for the face, eyes, cheeks, lips and nails; haircare, which includes shampoos, conditioners, styling products and hair accessories; salon styling tools, which includes hair dryers, curling irons and flat irons; skincare and bath and body, which includes products for the face, hands and body; fragrance; nail polish and nail care products; men's skincare, haircare and fragrance products; private label, consisting of Ulta branded cosmetics, skincare, bath and body products and haircare, and other health and beauty products.

(美妝行業品項很多)

市值: Market Cap(Mil.): $11,784.39 ( USD$117億)

P/E (TTM): 39.80
EPS (TTM): 4.65  

ROI: 17.96%
ROE: 23.39%

5 Costco Wholesale Corporation (NASDAQ: COST)  

全球40家上市

Company Symbol Exchange
COSTCO WHOLESALE CORP COST.O NASDAQ
COSTCO WHOLESALE CORP COST.OQ NASDAQ STOCK EXCHANGE GLOBAL SELECT MARKET
COSTAIN WEST AFRICA PLC COSTAIN.LG LAGOS STOCK EXCHANGE
COSTAMARE INC CMRE.N NEW YORK STOCK EXCHANGE
COSTAR GROUP INC CSGP.O NASDAQ
COSTAIN GROUP PLC COSG.L LONDON STOCK EXCHANGE
COSTAR GROUP INC CSGP.OQ NASDAQ STOCK EXCHANGE GLOBAL SELECT MARKET
COSTAS INC CSSI.PK OTC MARKETS GROUP
COSTAR TECHNOLOGIES INC CSTI.PK OTC MARKETS GROUP
(COLONY) SARHAD TEXTILE MILLS LTD CLNS.KA KARACHI STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.BA BUENOS AIRES STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.BE BERLIN STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.BN BERNE STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.D DUSSELDORF STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.DF NASD ADF
COSTCO WHOLESALE CORP COST.F FRANKFURT STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.H HAMBURG STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.MU MUNICH STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.MW MIDWEST STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.MX MEXICO STOCK EXCHANGE
COSTCO WHOLESALE CORP COST.P NYSE ARCA
COSTCO WHOLESALE CORP COST.PH PHILADELPHIA STOCK EXCHANGE
COSTCO WHOLESALE CORP COSTC.BA BUENOS AIRES STOCK EXCHANGE
COSTCO WHOLESALE CORP COSTD.BA BUENOS AIRES STOCK EXCHANGE
COSTCO WHOLESALE CORP COSTEUR.STP STOCKHOLM STOCK EXCHANGE
COSTAMARE INC CMRE.BE BERLIN STOCK EXCHANGE
COSTAMARE INC CMRE.DF NASD ALTERNATIVE DISPLAY FACILITY FOR NYSE/AMEX ISSUES
COSTAMARE INC CMRE.F FRANKFURT STOCK EXCHANGE
COSTAMARE INC CMRE.K NEW YORK CONSOLIDATED
COSTAMARE INC CMRE.MW MIDWEST STOCK EXCHANGE
COSTAMARE INC CMRE.P NYSE ARCA
COSTAMARE INC CMRE.PH PHILADELPHIA STOCK EXCHANGE
COSTAMARE INC CMRE.Z BATS STOCK EXCHANGE
COSTAMARE INC CMRE_PB.K NEW YORK CONSOLIDATED
COSTAR GROUP INC CSGP.DF NASD ADF
COSTAR GROUP INC CSGP.MU MUNICH STOCK EXCHANGE
COSTAR GROUP INC CSGP.MW MIDWEST STOCK EXCHANGE
COSTAR GROUP INC CSGP.P NYSE ARCA
COSTAR GROUP INC CSGP.PH PHILADELPHIA STOCK EXCHANGE
COSTAIN GROUP PLC CSGQF.PK OTC MARKETS GROUP - US OTHER OTC AND GREY MARKET

背景:

Costco Wholesale Corporation (Costco), incorporated on May 12, 1987, is engaged in the operation of membership warehouses in the United States (U.S.) and Puerto Rico, Canada, United Kingdom (U.K.), Mexico, Japan, Australia, Spain, and through majority-owned subsidiaries in Taiwan and Korea. As of August 31, 2014, the Company operated 663 membership warehouses. The Company’s average warehouse is approximately 144,000 square feet. The Company’s warehouses generally operate on a seven-day, 69-hour week. The Company’s product categories include Food, Sundries, Hardlines, Fresh Food, Softlines, Ancillary and Other.

The Company’s online business provides products, which include services, such as photo processing, pharmacy, travel, business delivery, and membership services. Net sales for online business were approximately 3% of consolidated net sales.

The Company competes with Wal-Mart’s Sam’s Club, BJ’s Wholesale Club, Target, Kohl’s Amazon.com, Lowe’s, Home Depot, Office Depot, PetSmart, Staples, Kroger, Trader Joe’s, Whole Foods, CVS, Walgreens, and Best Buy.

經營績效:
Return on Assets (TTM) 6.83 %
Return on Investment (TTM) 13.54%
Return on Equity (TTM) 20.35 %

2015年12月2日

Industry Overview: Valuation, Dividend Yield, Growth and Profitability

  • Guru focus 產業overview 清楚看出產業的價值, 殖利率, 成長性,獲利能力
  • http://www.gurufocus.com/industry_overview.php


  • 營利率傑出的行業是
資產管理 49.55%
REIT (不動產證券化) 44.56
銀行 30.77%

我關注比較多的
傳播設備  2.56%
電腦硬體  3.45%
半導體     4.54%
鋼鐵        1.75%

賺錢還是在金融服務業
電腦硬體, 沒搞頭

5年收入增長比較高的產業是:
Health care plan 12.8% 
oil gas drilling     13.1%

從這表的成長性,可以看出產業成長的動能和方向  

Verisign Inc (VRSN.O)

  • 2015 股價



  • 公司背景

VeriSign, Inc., incorporated on April 12, 1995, is a global provider of domain name registry services and Internet security, enabling Internet navigation for domain names and providing protection for Websites and enterprises around the world (Registry Services). The Company’s product suite also includes Network Intelligence and Availability (NIA) Services consisting of Distributed Denial of Service (DDoS) Protection Services, Verisign iDefense Security Intelligence Services (iDefense) and Managed Domain Name System (Managed DNS) Services. The Company’s Registry Services provides the security, stability and resiliency of Internet infrastructure and services, including the .com and .net domains, two of the Internet’s root servers, and operation of the root-zone maintainer functions for the core of the Internet’s Domain Name System (DNS). The Company has operations inside as well as outside the United States. Its operations infrastructure consists of three secure data centers in Dulles, Virginia; New Castle, Delaware; and Fribourg, Switzerland, as well as approximately 70 resolution sites around the world.
Registry Services

The Company’s Registry Services operates the authoritative directory of all .com, .net, .cc, .tv, and .name domain names and the back-end systems for all .gov, .jobs and .edu domain names. Registry Services allow individuals and organizations to establish their online identities, while providing the secure, always-on access they need to communicate and transact reliably with online audiences. Its registry of domain names include the .com, .net and .name generic top-level domains (gTLDs) under agreements with ICANN and also, with respect to the .com agreement, the United State Department of Commerce (DOC). As a registry, it maintains the master directory of all second-level domain names in TLDs. Its global constellation of domain name servers provides Internet Protocol (IP) address information in response to queries, enabling the use of browsers, email systems and other systems on the Internet. In addition, it owns and maintains the shared registration system that allows all registrars to enter new second-level domain names into the master directory and to submit modifications, transfers, re-registrations and deletions for existing second-level domain names (Shared Registration System). With its existing gTLDs and country code top-level domains (ccTLDs), the Company also provides internationalized domain name (IDN) services that enable Internet users to access Websites in characters representing their local language. IDNs may be registered in as many as approximately 350 different native languages and scripts.
NIA Services

The Company’s NIA Services provides infrastructure assurance to organizations and is comprised of iDefense, Managed DNS and DDoS Protection Services. DDoS Protection Services support online business continuity by providing monitoring and mitigation services against DDoS attacks. The Company helps companies stay online without needing to make investments in infrastructure or establish internal DDoS expertise. Its customers include financial institutions and e-commerce providers. iDefense provides 24 hours a day, every day of the year, access to cyber intelligence related to vulnerabilities, malicious code, and global threats. Its team enables companies to improve vulnerability management, incident response, fraud mitigation, and proactive mitigation of the particular threats targeting their industry or global operations. Customers include financial institutions, large corporations, and governmental and quasi-governmental organizations.

The Company’s Managed DNS is a hosting service that delivers DNS resolution, improving the availability of Web-based systems. It provides DNS availability through a globally distributed, securely managed, cloud-based DNS infrastructure, allowing enterprises to save on capital expenses associated with DNS infrastructure deployment and reduce operational costs and complexity associated with DNS management. Managed DNS service provides full support for DNS Security Extensions (DNSSEC) compliance features and Geo Location traffic routing capabilities. DNSSEC is designed to protect the DNS infrastructure from man-in-the-middle attacks that corrupt, or poison, DNS data. Geo Location allows Website owners to responses for end-users based on their physical location or IP address, giving them to deliver location-specific content. Customers include financial institutions, e-commerce and software-as-a-service providers.
  • 競爭者

The Company competes with Neustar, Inc., Afilias Limited, ARI Registry Services, Donuts Inc., RightSide Inc., Google Inc., Microsoft, Yahoo!, Facebook, Twitter, iSight Partners, IBM X-Force, Secunia ApS, Dell SecureWorks, McAfee, Inc., Akamai Technologies Inc., AT&T Inc., Verizon Communications, Inc., Dyn, Inc., Neustar, Inc., OpenDNS, BlueCat Networks, Inc., Infoblox Inc., Nominum, Inc. and Afilias Limited.
  • 營收 超穩
2013 每季都有約USD$ 240億 
2014 每季都有約USD$ 250億
2015 每季都有約USD$ 260億
  • 2015 獲利能力
毛利     81.66%
營利率  56.59%
淨利率  32.53%
  • 2015 管理能力
ROA 14.18%
ROI    70.99% 

光看這樣就羨慕死了吧,  不用再看了, 

看看台股的公司都做些什麼產品? 
經營的方向對不對? 
比一比, 經營績效 獲利能力, 管理能力

笨死了

  

2015年11月3日

Comscore Inc (SCOR.O)

  • 公司背景
comScore, Inc., incorporated on August 18, 1999, provides 

  • data, metrics, products and services to clients in the media, advertising and marketing industries
The Company is a technology company that measures what people do as they navigate the digital world across multiple technology platforms and devices, including smartphones, tablets, televisions (TVs) and desktop computers. 

Its technology measures consumer interactions with digital media, including Web sites, apps, video programming and advertising

Its platforms provide products organized around three lines of business, which include Audience Measurement Products & Services; Advertising Products & Services, and Enterprise Solutions

The Company’s customers include Internet-based companies, such as Microsoft, AOL, Google and Yahoo!, as well as companies in a variety of industries, including Internet service providers, investment banks, creative media agencies, consumer banks, wireless carriers, pharmaceutical manufacturers, credit card issuers and consumer packaged goods companies.

Audience Measurement Products & Services

The Company’s audience measurement products provide independent, third-party measurement of the size, behavior and characteristics of Internet users across media types (video, mobile apps and Web sites) and multiple devices (including TVs, personal computers (PCs), smartphones and tablets). 

Its product offerings are built around its Media Metrix product (MMX), which is available in 44 markets. Its audience measurement products also include Video Metrix, Mobile Metrix, Plan Metrix and Ad Metrix.

Media Metrix Multi-Platform (MMX MP) provides a view of digital consumer behavior across desktop computers, smartphones and tablets and is available in the United States, the United Kingdom, Spain, Canada, and seven additional markets. 

Its Video Metrix Multi-Platform (VMX MP) launched as a beta product in the United States, providing a program-level view of the video or TV audience across digital platforms, including desktop, smartphone, tablet and over-the-top devices. The customers can access current and historical data and analyze this data around the clock through its online portal, My Metrix.

Advertising Products & Services
The company’s advertising products combine the information gathered from its comScore Census Network with the vertical industry of comScore analysts to deliver digital media analytics, including the measurement of online advertising effectiveness, customized for specific industries. Its advertising products include the AdEffx suite and Media Planner 2.0 , which provide a solution for developing, executing and evaluating online advertising campaigns across multiple platforms, including television, Web (display and video) and mobile (smartphones and tablets).

The Company’s advertising service is Validated Campaign Essentials (vCE). comScore vCE, which provides digital media analytics about validated impressions, ads that are actually seen, shown in safe content and delivered to the target audience. vCE provides the option of real-time data delivery to allow advertisers to adjust their campaigns. vCE provides analytics about advertising campaigns to ad buyers and also offers Validated Media Essentials (vME) to advertising sellers, allowing them to evaluate their advertising inventory.

The Company’s Industry Trust activates comScore metrics-Non human traffic data, Media Metrix rankings, vCE viewability metrics, and demographics-directly in programmatic trading platforms. Industry Trust allows media buyers the ability to conduct traditional and programmatic buys based on the same set of trusted metrics. Industry Trust also supports ad sellers providing a mechanism for publishers to distinguish themselves on programmatic platforms.

Enterprise Solutions
The Company’s enterprise solutions center on Digital Analytix (DAx), its SaaS-based product for digital media businesses. The Digital Analytix integrates a client’s digital media data from multiple sources, including Web, mobile, video and social media interactions. Its data architecture provides clients with a business intelligence tool for digital media analytics which can also be integrated with additional data from third-party providers and internal systems used for tasks, such as customer relationship management (CRM). Customers can access DAx data sets and reports at any time via a secure online interface.

The Company competes with Nielsen, DoubleClick, Atlas, Kantar, Harris Interactive, Ipsos, Synnovate, GFK, DoubleVerify, Integral Ad Science, MOAT, WhiteOps, Toluna/Nurago, DataLogix, Context Web's Aperture, Ipsos OTX, Dynamic Logic, Insight Express and Marketing Evolution, Arbitron, Rentrak and Taylor Nelson Sofres, Effective Measures, Gemius, Compete Inc., Google, Inc., Hitwise, Quantcast, Visible Measures, Omniture, Coremetrics, WebTrends, Accenture, HP, Pivotal, HortonWorks, Cloudera, Terradata, Manhattan Research and The Now Factory.

這公司的產品及服務是建立在數位經濟上,很特別, 
很值得台灣媒體出版相關行業觀摩.
我覺得台灣應該發展數位分析大數據行業, 

我看產業主要興趣方向是能為台灣帶來轉型契機的新興產業, 當然其中用很多工具和方法.
我喜歡分析新的行業, 有潛力的新行業.
  • 營收是成長大增 
  • 2013 usd$ 7600 萬
  • 2014 usd$ 9000萬
  • 2015 上半年 usd$ 9100萬
  • 每股盈餘 不太理想,
  • 2013  0.005
  • 2014 -0.078
  • 2015 上半年 0--0.119
這行初看, 管理能力才是重點. 但新產業新公司的願景不是在短期的投資價值,而是長遠的的產業願景.  其實不上市, 往往比較好, 上市 如果老闆又沒什麼能力, 到後來實在很難看

REVENUE & EARNINGS PER SHARE



Revenue*Earnings Per Share**
FY 2015Jun '1591.41-0.119
Mar '1587.33-0.217
FY 2014Dec '1490.10-0.078
Sep '1482.14-0.097
Jun '1480.01-0.095
Mar '1476.90-0.023
FY 2013Dec '1376.500.005
Sep '1371.61-0.002
Jun '1369.91-0.012
Mar '1368.85-0.059
*Note: Units in Millions ofU.S. Dollars
**Note: Units in U.S. Dollars

  • 獲利能力

PROFITABILITY RATIOS

Companyindustrysector
Gross Margin (TTM)70.3149.9639.96
Gross Margin - 5 Yr. Avg.68.6568.5340.37
EBITD Margin (TTM)5.03----
EBITD - 5 Yr. Avg8.4328.1920.32
Operating Margin (TTM)-6.90-69.4610.23




Net Profit Margin (TTM)-5.14-72.287.98
Net Profit Margin - 5 Yr. Avg.-3.2416.889.46