找回密码
 注册
搜索
查看: 2330|回复: 20

[讨论] SPRD?

[复制链接]
发表于 2011-6-10 09:15 AM | 显示全部楼层 |阅读模式


Anybody following SPRD? The downtrend seems out of range. From FA perspective, I still think it's in a reasonable good stage. A few short sides

1. 2G market growth in China is satuarated. do not expect much share gain from mediatek, most likely stay at 30%. But should still have chance in Africa, India, etc.
2. this year's TD might be worse because MRVL grabbed most TD share from China mobile in first round, but it should still get something at 2nd round if China mobile wants to play a "fair" game to its ecosystem players.
3. new acquistion in WCDMA chip could be a boost to its 3G roadmap.
4. still has "unique" political advantage against foreign chip vendors in China.

I thought it should have support around $16 range, but it's out of bound now. I'd like to hear TA experts opinions, if you are interested in this one too, what's your feeling of the trend? YPM, shoujie?

Thx.
 楼主| 发表于 2011-6-10 01:28 PM | 显示全部楼层
No TA experts want to share opinion on this one?
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-10 10:13 PM | 显示全部楼层
炒这支股最好看周线图, 用20周均线去炒。现在已经出现lower high and lower low, downtrend己经确立, 本周放量大跌,说明卖压很重, 还没跌完。 下一个key support在$12.41-$12.57, 正好是20个月均线和Fib 50% retracement. trend line support在$11附近。  
2.png
1.png
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-10 10:25 PM | 显示全部楼层
回复 ypm968 的帖子

队长的图真美。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-10 10:54 PM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-10 10:57 PM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2011-6-11 12:37 AM | 显示全部楼层
回复 ypm968 的帖子

本周放量大跌,说明卖压很重, 还没跌完

agree this is a fact, just not certain the FA side matches this "TA" movement.. i know this might be a hard-to-answer question, but give it a shot. do you have any signal (or your experience) to get a clue it's about "跌完" or settled?
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-11 05:21 AM | 显示全部楼层
破了重要支撑,$12见。
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-11 07:49 AM | 显示全部楼层
xiexie
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-11 09:36 AM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-11 10:33 AM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-11 12:54 PM | 显示全部楼层
cdmawcl 发表于 2011-6-10 21:37
回复 ypm968 的帖子

本周放量大跌,说明卖压很重, 还没跌完

现在个股走势取决于整个股市走向,个股FA再好现在也没用。 什么时候股市到底了,SPRD也就到底了。
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2011-6-11 07:05 PM | 显示全部楼层
回复 ypm968 的帖子

thx. i think your comment of

现在个股走势取决于整个股市走向,个股FA再好现在也没用

make very good sense under current market condition. I will be more cauticious on this one.
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2011-6-15 10:58 AM | 显示全部楼层
YPM, thx for your suggestion on this one. Seems you are right again. F16, thank you too.
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-15 11:01 AM | 显示全部楼层
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2011-6-15 11:08 AM | 显示全部楼层
回复 ypm968 的帖子

BTW, i open july put position on retailer yesterday, ANF, JCP, GPS, DDS. do you have any target for ANF?
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-15 11:21 AM | 显示全部楼层
cdmawcl 发表于 2011-6-15 08:08
回复 ypm968 的帖子

BTW, i open july put position on retailer yesterday, ANF, JCP, GPS, DDS. do you  ...

$46 - $50
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2011-6-15 11:23 AM | 显示全部楼层
回复 ypm968 的帖子

any timeframe for this target? 1--3 months?
回复 鲜花 鸡蛋

使用道具 举报

发表于 2011-6-15 11:38 AM | 显示全部楼层
cdmawcl 发表于 2011-6-15 08:23
回复 ypm968 的帖子

any timeframe for this target? 1--3 months?

by the end of Sep.
回复 鲜花 鸡蛋

使用道具 举报

 楼主| 发表于 2011-6-15 12:07 PM | 显示全部楼层
yes, i expect to see weak/low ER from these retailers soon. ANF's CFO gave the indication already.

http://www.forbes.com/feeds/ap/2 ... e-bell_8515240.html
回复 鲜花 鸡蛋

使用道具 举报

您需要登录后才可以回帖 登录 | 注册

本版积分规则

手机版|小黑屋|www.hutong9.net

GMT-5, 2024-4-25 05:08 PM , Processed in 0.037904 second(s), 17 queries .

Powered by Discuz! X3.5

© 2001-2024 Discuz! Team.

快速回复 返回顶部 返回列表