In the gem has been unable to use the word "crazy" to describe the hundreds of multiples of the company everywhere, fifty or sixty times times is not a thing. In this case, some enterprises also significantly accelerated the pace of landing on the gem, because in this juncture will tend to gain more trading board, plus from last year to this year, gem momentum such as the Rainbow, the capital attention is higher.
For example, recently landed on the gem of the storm technology, so far, has been harvested 25 trading, more than the LS reload of the 24 limit of the continuous trading record, the price-earnings ratio of up to 300 times. For this reason, many investors do not understand, although we have used the storm audio and video, but do not understand their business, do not understand what business can support such a high share price; Moreover, the differences between the institutions also increased, although the Storm technology shares may continue to rise, but in recent days the turnover has been significantly enlarged, it is clear that someone has Of course, it is impossible for everyone to make money to run, the stock price is rising so high, someone must eventually become "the", is stuck on the top of the mountain.
Of course, this is not the key, if the storm technology future development trend, with the steady growth of performance, its share price will inevitably continue to rise, even if the high-level quilt cover the possibility is very large. In other words, storm technology needs to prove to the outside world that its business can support the current share price, but also have strong growth space, otherwise, crazy speculation is likely to be a feather.
First to see the storm technology performance, according to the April 24 Storm Technology released quarterly report, the company's first quarter of 2015 revenue of 92.4088 million yuan, an increase of 24.24%, a net loss of 3.2085 million yuan. However, last year, the storm technology also achieved a net profit of 41.9415 million yuan, then, why a listing on the release of the loss of financial reports? We don't know if there are any financial ways to do this, but it is certain that storm technology will not go smoothly in the future.
a few important factors in the surge in storm technology shares
Analysis of the cause of the surge in technology, we can roughly summarize the following, first of all, the stock market is in a bull market background, the gem is the leader, the storm technology shares soared with background support; Storm Science and technology total equity of 120 million shares, the circulation stock is only 30 million shares, for the organization, such a plate is easier to hype; third, the Storm technology is a one of the few Internet subject stocks, this year, "Internet +" is the agency's hype, and in the video business, Storm technology and Youku potatoes, The network has a certain overlap, the attention of the popularity of nature will be higher; its four, virtual reality business in recent years in foreign relatively hot, including Samsung, Nokia are in the layout of the field, and Storm technology also launched the Storm mirror into the field, Huayi also for its investment of 24 million, is also considered a major theme of the spectacle.
Summing up the above several aspects, it should be said that the storm technology IPO is to occupy the best of the time, and become the limit of the king is also an accidental inevitable.
whether storm technology can turn to profitability and maintain steady performance growth
As we all know, Storm technology is a veteran player software vendors, its player storm video due to compatible with a variety of video formats to obtain huge installed capacity. 2008, Storm technology from a single video playback software to the online video service provider, due to fierce online video competition, subject to Youku Tudou, Iqiyi art, music Network and other first-line video sites, Storm technology development space is extremely limited, even so, video ads to storm technology has brought huge revenue, and, This trend will not change in the short term.
So this involves a question of how storm technology is building a new business model before the advertising business bends. It is reported that the Storm mirror in the four quarter of last year, as of the first quarter, the price of about 100 yuan of products sold 180,000 units, if this sales performance, a year down, the product may contribute to nearly 80 million of revenue. However, because it is difficult to know the product's specific production costs, it is difficult to determine the hardware level of profitability. If combined with the first quarter of the financial results, the product should not be a high profit margin, or even a loss to make a yell, it is difficult to explain the first quarter of losses.
The storm Mirror may die the fastest in the front.
In addition, the Storm mirror with the price of the pro-people to experience the split-screen 3D viewing experience, but this experience for users may be just "three minutes of heat" just like smart watches, smart glasses, stir-fried, immediately limbo.
Of course, if the prospect of virtual reality industry is broad enough, there must be a variety of ways to realize this area. Different enterprises may launch different products, in the technology, the concept of differences, users will naturally shop around. If the market is hot, the storm mirror can resist other products is still a big question mark. At present, many companies in the market are eager, but have not yet launched a mature product, they probably want to let the storm technology in front of the charge, wait until the wrong try to intervene is not too late.
In addition, it is analyzed that if the storm mirror market up, profit is also generated in the content side, that is, the ultimate profit may be the game CP and Youku Sohu Iqiyi art, such as a large number of copyright video station take away. It is reasonable to say that, in today's internet age, content, resources and ecology may be more important than hardware, why some traditional TV manufacturers and video sites to launch Smart TV, because they are short board content resources. Of course, in addition to the content, ecosystems are also important for such products, because a single product is difficult to produce lasting stickiness, and must rely on ecosystems to produce synergies between different products and services, which can generate significant business value. From the perspective of the ecosystem, from bat to Le, millet, it seems to be stronger than the storm. Combined with the above analysis, it should be said that the storm Magic mirror although rushed in front, but may also die the fastest, content is not dominant, business model is flaky. For investors, if you want to buy storm technology stocks, at the current price above the best think twice. (Wen/Wangyi see qq:543415188)
After the storm technology has soared, or it will be a feather
