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QuinStreet, Inc. Message Board

ksn_44 10086 posts  |  Last Activity: Aug 15, 2015 10:46 AM Member since: Jun 28, 1998
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  • Reply to

    Looks like guidence going forward was good.

    by trader.flow1 Aug 14, 2015 5:16 PM
    ksn_44 ksn_44 Aug 15, 2015 10:46 AM Flag

    Forward guidance in both revenues and profits is ASTOUNDING when compared to the reported earnings. The response to this is going to be very interesting. If Wall Street acts as they normally do, ie., looking forward, there should be a SUBSTANTIAL POP here. But remember, this is China.

  • Reply to

    Double in the making?

    by roel.voeten Aug 7, 2015 8:47 AM
    ksn_44 ksn_44 Aug 8, 2015 11:31 PM Flag

    Just no respect for this company, as with so many other Chinese. Still, they rang up great numbers. They just operate so very much in the shadows, never any news, or hardly I should say. But they did kill it. No one buying it, however. Wonder what it will take to get it moving?

  • Reply to


    by ex_pressman Jul 22, 2015 12:21 PM
    ksn_44 ksn_44 Aug 8, 2015 11:28 PM Flag

    Xi'an still struggling with inventory levels. But recent Chairman stock purchases makes me wonder if something is brewing. Should report any day now. Hmmmmmmmm....Too risky??

  • The largest gainer in the New York Stock Exchange during Friday’s after-hours session is SouFun Holdings Ltd (NYSE: SFUN), the Chinese mid-cap real estate Internet portal operator. After falling 5.67 during the day despite having reported an earnings beat, the stock is up more than 6.5 percent in after-hours.

    One potential reason? A new Nomura Securities report assures property sales in the Asian country could peak this year, before stabilizing at a level slightly below that of the previous year.

  • Reply to

    when are they going to declare the 9% dividend?

    by jackwu7378 Aug 4, 2015 4:47 PM
    ksn_44 ksn_44 Aug 8, 2015 10:31 AM Flag

    Earnings are out around Aug 20...then if anytime

  • Reply to

    sfun will close north of 8.50 this Friday

    by legencyoffalls Aug 4, 2015 3:28 AM
    ksn_44 ksn_44 Aug 6, 2015 11:20 AM Flag

    Pretty accurate I would say. I think if they do not beat significantly with the way RE transactions have been trending these past couple of months vs last year, there are internal problems that will not be fixable for the immediate future and the stock would need to be sold.

  • Reply to

    AMCO has PE below 1........EPS .83

    by tomb_nyc Jul 23, 2015 2:01 PM
    ksn_44 ksn_44 Aug 2, 2015 4:53 PM Flag

    TGN, you have been a #$%$ about this stock for years. Why did you not sell on the pop about six months ago? Sad to see this bleed like it does, really sad. Not sure what they can do to make it recover, they always seem to disappoint immediately after one good Q,

  • Someone with lots of money obviously. There is no upper limit here with approval, and you know that!!

  • Reply to

    online lottery sales still banned in CHINA

    by yknjukk Jul 17, 2015 3:41 PM
    ksn_44 ksn_44 Jul 31, 2015 3:03 PM Flag

    Looks like we have some sort of tacit approval. No news, of course, but somebody knows something. Volume SPIKING!

  • Reply to

    online lottery sales still banned in CHINA

    by yknjukk Jul 17, 2015 3:41 PM
    ksn_44 ksn_44 Jul 29, 2015 11:41 AM Flag

    I mean it is common sense, what would Tsinghua get involved if they did not know something. Right?

  • ksn_44 ksn_44 Jul 24, 2015 2:27 PM Flag

    You're kidding right? There have been more advances in disease treatment in the past 20 years than in the previous history of mankind, and it is only going to exponentially accelerate. Look at the 9 year chart, it was flat when the Dow lost 60%.

    ANY DIPS NEED TO BE BOUGHT, AND BOUGHT H A R D!!! Load up on CALLS, buy the stock, whatever you can get your hands on. If it gets below 350, put up the mortgage!

  • First article: home owners are breaking sales contracts all over the first-tier because they realize they set home prices too low. Shenzhen remains the hottest of hot markets.

    In comparison, the first-tier cities housing prices rally faster. Shenzhen Urban Planning and Land Resources Committee data show that in June Shenzhen primary residential average price reached 30,713 yuan / square meter, the first time exceeded 30,000 yuan, an increase of 31% yoy. Sharp rise in prices and increasingly complex trading program does not suppress the enthusiasm of buyers. Data show that a single month the total turnover of the existing residential units in June 23,224, rose 261 percent year on year, second only to the historic peak of November 2009.

    All first tier cities have relatively low inventory and Chinese investors are momentum investors in everything, including real estate. Once prices take off, it's off to the races.
    Inventories relatively small, short destocking cycle is led by first-tier cities where power.

    "Even in the generally cool the property market, falling house prices, when house prices north of Guangzhou-Shenzhen-tier cities also remained 'unshakeable' state, at most, is not up, really very little price. Once the property market to pick up, first-tier cities The reaction is often most intense. "The official said.

    Industry stakeholders noted that housing prices in Shanghai has entered a normalization of the rising channel, north of Guangzhou-Shenzhen future rates will continue rising trend.

    "Investors have a herd mentality." The official said, "Unless the government to adjust policy, the current property market will continue to pick up and this momentum will continue."

  • New record. And we care far less about transactions vs pricing.


    NEW home prices in Shanghai rose to a record again amid extremely robust sales of luxury houses although overall transactions fell notably from a week earlier, according to latest market data.

    The area of new homes sold, excluding government-subsidized affordable housing, plunged 40.2 percent last week to 312,500 square meters, Shanghai Deovolente Realty Co said in a report yesterday. Meanwhile, the average cost of the new homes rose 8.1 percent week on week to 36,310 yuan (US$5,848) per square meter, the highest weekly price the city has seen.

    “A surprisingly excellent performance recorded in the luxury residential sector during the past seven-day period helped break the previous record which was set just a few weeks ago,” said Lu Qilin, a researcher at Deovolente.

    “Moreover, the area of new homes sold exceeded 500,000 square meters in the first 12 days of this month, meaning it’s almost sure the whole month’s total volume will reach 1 million square meters, which is very rare for July, a traditionally sluggish season for property sales.”

    Eight of the city’s 10 best-selling projects cost 35,000 yuan per square meter and above. A development in Beicai in the Pudong New Area became the most sought-after project last week when 222 apartments were sold at an average 38,275 yuan per square meter, according to Deovolente data.

    Meanwhile, sales outnumbered supply for the third consecutive week.

  • Reply to

    2 more stocks joined the going private

    by alex_iff Jul 9, 2015 9:25 PM
    ksn_44 ksn_44 Jul 10, 2015 11:21 PM Flag

    I understand your point about the massive undervaluation of multiple US listed Chinese stocks. The question is, how do you stop it and how do you turn it around? Yes, massive up day in the US here and in Shanghai last night. And we get nothing. Frustrated isn't even close to describing how I feel.

  • Reply to

    2 more stocks joined the going private

    by alex_iff Jul 9, 2015 9:25 PM
    ksn_44 ksn_44 Jul 10, 2015 11:24 AM Flag

    I think it is more like 24 now. Over 30B. Only one it seems has had a shareholder express dismay (DATE). They did succeed in getting the stock bumped 30% but they wanted alot more.

    Most if not all had a bit of a run up. EJ is one of maybe 3 or 4 that had no runup and then only a 15% pop or so....which has since evaporated. Sad situation. You almost want to see Shanghai implode so the deals are nixed.

  • Options returns are up 50% some even doubling and tripling at the open.

  • And the share price is plumbing 52 week lows???


    SALES in Shanghai’s high-end residential market soared in the first six months of this year and the strong momentum may continue through the second half as favorable policies take effect, industry analysts said.

    Between January and June, 820,000 square meters of new homes priced 50,000 yuan (US$8,056) per square meter and above were sold across the city, a surge of 155 percent from the same period a year earlier, a latest research released yesterday by Shanghai Deovolente Realty Co showed.

    The total area sold translated to 4,429 homes transacted in the first half, with sales of 1,398 units in June alone — both a record in Shanghai.

    Carlby Xie, director of research at Colliers International China, attributed the outstanding performance to “stimulus measures including loosening mortgage policies as well as interest rate cuts.”

    Meanwhile, Colliers predicted the average price of new homes may rise 20 percent in the second half of this year from the first half.

    New homes were sold for an average 31,615 yuan per square meter in Shanghai during the first six months of this year, an increase of 10.7 percent from the second half of last year and a gain of 19 percent from the same period a year ago, according to Colliers’ data.

    Jenny Wu, director of residential sales for east China operations at DTZ, said: “The residential market will likely experience stable growth in the second half of this year with housing prices seeing reasonable gains.”

  • Reply to

    at least today my SFUN pick

    by alex_iff Jul 8, 2015 12:35 PM
    ksn_44 ksn_44 Jul 8, 2015 3:33 PM Flag

    YY getting a nice bounce as well. SFUN LEJU EJ all hanging on. But they have been so unfairly punished.

    Did you notice the upgrades on LEJU recently? Quite notable. Even EJ has an earnings upgrade. Both LEJU and EJ have higher EPS estimates than SFUN yet have lower PE's. Go figure. Again.

  • Reply to

    unfortunately tomorrow

    by alex_iff Jul 8, 2015 1:11 AM
    ksn_44 ksn_44 Jul 8, 2015 3:31 PM Flag

    alex, i have quite a list as well. i just bought some CALLS on BIDU WBAI and SFUN. They are all fairly liquid as far as options go. Some of the other beaten down Chinese just have options with spreads way too wide. What else you looking at?

  • Reply to

    unfortunately tomorrow

    by alex_iff Jul 8, 2015 1:11 AM
    ksn_44 ksn_44 Jul 8, 2015 8:43 AM Flag

    The irony is that US listed Chinese are not in the least overvalued. Shanghai was way overvalued, but unlike on the upside where we did not participate, we are participating on the downside. Just ain't right.

5.39+0.14(+2.67%)Aug 28 4:00 PMEDT