The one months of the thrilling

Summary: In the share of the thrilling one months! As investors worry about slowing global growth, the number of innovative, already exhausted, and the S & P 500 index is starting to spiral downward. In the middle of the stormy, Ali ship's entry is a change in the

In the share of the thrilling one months!

As investors worry about slowing global growth, the number of innovative, already exhausted, and the S & P 500 index is starting to spiral downward. In the middle of a precarious situation, Ali's ship's entry was a change in the ecological environment of the stock. Just last Friday (October 10), U.S. technology stocks tumbled again, Google, Microsoft, Facebook and other giants fell by around 3%, the IPO under one months of Ali dropped 3.25%, the lowest price since the listing.

Tiger Sniff September 22 the "Ali listing on the far-reaching impact of the stock" article mainly expressed two views: first, Ali listed in the short term has "pumping" role, long-term look is "water"; second, Ali listing will aggravate the concept of the split, good growth, the performance of the support will be more favored by investors.

One months, under the effect of multiple bad, tiger sniff tracking of the stock (the list attached) the total market value from September 11 of 215.1 billion U.S. dollars, fell to 188.7 billion U.S. dollars, reduced by 26.4 billion dollars. At the same time, the division of stocks also began to emerge.

Electric Dealer "small partner", Beijing East injury deepest

Several electric dealers listed in the U.S. are affected by the Ali IPO. In the past one months, jingdong, the only goods will, Poly Mei Excellent products, Dangdang market value evaporated 7.9 billion U.S. dollars, accounting for 24 stocks total evaporation of 30%. There is no doubt that this is because they belong to the same electricity with Ali. On October 10, the stock price of 100%, then September 11 Jingdong, Poly United States, only the goods will and Dangdang's share prices are 116%, 112%, 116% and 128% respectively. (Note: The stock price of October 10 is 100%, because Tiger sniffing will establish an index system that reflects the valuation of stocks.) Ali, of course, should include it, but according to practice, the stock price of the new listed company is unstable and cannot be immediately included in the index system. Therefore, Ali stock price basically stable October 10 is tentatively the base date. ）

Jingdong market value lost 5.6 billion U.S. dollars, the market sales rate (according to the first half of 2014 revenue calculation, the same below) from 2.5 times times to 2.2 times times, short back to fill the number of days (covering) up to 5.2 days (note: In the current trading volume, short sellers buy the number of days to close the warehouse. Generally speaking, the larger the number means the more empty, the likelihood of a big fall. There is no doubt that Ali listed the most injured is jingdong. Liu Rob in Ali before the listing is absolutely wise, if the current IPO, the result is difficult to material.

Only the market value of the goods will lose 1.6 billion U.S. dollars, the decline is comparable with Beijing east. The P/E ratio has fallen from 110 times to 95 times, and 3.3 times times the market rate is still a big cut from Beijing east. Despite its high valuations, the only 2.1-day short return on the goods will be a sign of a greater risk of a fall in Beijing.

Poly Beauty Products Market value loss of 430 million U.S. dollars, p/E from 55 times times to 49 times times, four of the relative decline of the smallest, but short back to fill days for 4.3 days, downward pressure.

Dangdang lost 230 million dollars in market capitalisation, but the biggest decline was among the four. Short back to complement the days and only goods with 2.1 days, the future trend will be more stable.

Future, in the stocks by Ali, Jingdong, the only goods will, Poly-Mei excellent products and dangdang composition of the electric business plate will be particularly eye-catching, what "finance", "Public Chip", "O2O" concepts are secondary, determine the fundamental elements of the stock trend is performance.