Just an observation: analyst views and what happens in real life a bit later?

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I was watching stock market today. Pearson plc (PSON) got beaten up quite badly. Just for sake of curiosity i drilled down to recommendations by different analysts to see if they were able to predict today announced problems.

Continue reading Just an observation: analyst views and what happens in real life a bit later?

Alibaba: biggest tech IPO? – how story continues

I didn’t have time to write during #IPO of #Alibaba, but I had positive feelings about this one due to its dominant market position in China. First quarterly report seem to be quite impressive as expected. Although few questions remain open.

Continue reading Alibaba: biggest tech IPO? – how story continues

Amazon – future promise or too diverged to survive?

imageI have been earlier following the cloud war between #amazon, #microsoft and #google. Things would be easier to observe, if these would be pure cloud providers, but most of their business is else where. The question that comes to my mind is, if that is sustainable and is there enough focus?

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IPO of King – after first quarterly report as listed company – meeting analyst expectations?

As discussed before IPO I had some doubts about sustainability of the valuation level of this interesting stock. Later browsing through the revenue development I was curious to see what happens after Q1. Now the results are out.king

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Cloud storage prices eroding- served with day’s price as fish

Big players seem to have realized that there is space for price competition. Infrastructure cost is naturally dropping, maybe even faster than earlier estimated due to new innovative ways to utilize it more efficiently.

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IPO of King – second day in market, same direction remains

Now valuation is getting closer to what could be expected. Depending of the speed of erosion of revenues I would imagine to be interested in this stock around $16-17. This would naturally be just short term stake for this year.

Around end of Q2 there should be some indications if the new game is getting attention of consumers or not. Farm Hero Saga seem quite similar to Candy Crush Saga, but why not, maybe recycling works here as earlier concept did.

Interesting week ahead. Maybe buyers will find suitable level for this interesting stock during coming week. Now it seem to be closing around $18, which is 2.22% drop from opening day. Total loss so far 19.6%.

IPO of King – first day going as expected based on valuation comparison

Few days ago I was little too rough on estimating “fair” value of King. I gave range of 20-40% over valued in that previous post. First day’s drop was -16% for IPO valuation. Following up closely how second day opens up.

Source: Yahoo Finance

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IPO of King – valuation level?

Next interesting IPO for the market that i observe will be King. While trying to figure out where the valuation should be, we could bench mark it to resent partial private acquisition of  an other game producer Supercell.

Supercell
Supercell

Continue reading IPO of King – valuation level?

Internet of things – how to protect your fridge?

Now it has finally happened: someones fridge participated into massive email spam attack!

Fridge in the picture does not have anything to do with the fridge mentioned in the text
Fridge in the picture does not have anything to do with the fridge mentioned in the text

Continue reading Internet of things – how to protect your fridge?