אנחנו בפייסבוק
ConclusionZNGA has been priced as a terminal company until recently. Its share price reflected only a 50-cent above cash valuation that was due to many analysts believing ZNGA would never become profitable and soon fail. With its partnership with BWIN Party Digital Entertainment and its hire of key executives, ZNGA has made a determined effort to become a serious player in the international and U.S. real money gambling market. With the move from traditional web-based gambling to interactive social media style gambling inevitable, ZNGA appears to be at the right place at the right time to become a dominant force in the near future. If ZNGA can even manage to take 1/1000th of the current global online gambling market, it would generate enough revenue from gambling alone to justify its current market price.
If you can see ZNGA gaining any more than 1/1000th share of the global gambling market, or having any profit from its current games, then it seems imperative that the stock valuation will be increased. As ridiculous as this scenario seems, the downplay of the importance of its move to real money gambling has been worse. Starting with the Morgan Stanley Conference that ZNGA is presenting at on Monday, I think that there will be a huge course correction by institutions raising price targets to between $7 and $11, which I believe is still a conservative valuation
הודעות חשובות
10:13 ; 3230.33 בוקר טוב, לאחר הפקיעה נשלים...
10:13 ; 3230.33
שחקן מעוף אתמול, 10:13בוקר טוב,
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התיקון:
קנית CALL 3320 (שבועי 19.10) - עלות נוכחית 32 שח
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פקיעת CALL 3320...