EBAY, calo annunciato

alingtonsky

alingtonsky

Forumer storico
EBAY oggi è scambiata a circa $26.5. Almeno per questa azione la discesa non è stata una sorpresa. Non era inatteso che EBAY scendesse dai $38 del 18-19 Ottobre 2007.
All' epoca Jeetil Patel , analista di Deutsche Bank, aveva ridotto a Sell (vendere) il giudizio su EBAY.
Adesso l' azione è meno rischiosa e si possono tentare acquisti sulla debolezza puntando su un rimbalzo, anche se è ancora opportuna una certa cautela.

http://seekingalpha.com/article/50580-deutsche-bank-ebay-may-be-facing-a-worst-case-scenario
 
Le azioni di EBAY affondano dopo i risultati e l' outlook deludente

10:26 a.m. EDT July 17, 2008
SAN FRANCISCO (MarketWatch) -- EBay Inc. shares fell as much as 14% Thursday after the online auctioneer reported a strong second-quarter report, but worried investors with a disappointing third-quarter outlook.
EBay fell $3.69 a share to $24.11 after the San Jose, Calif.-based company said late Wednesday that its net income for the period ended in June rose to $460 million, or 35 cents a share, from $376 million, or 27 cents a share, in the same period a year earlier. Revenue rose to $2.2 billion from $1.83 billion
Excluding special items, eBay said earnings for the quarter were 43 cents a share. Analysts on average had estimated eBay would post earnings excluding special items of 42 cents a share, and $2.17 billion in revenue, according to FactSet Research.

http://www.marketwatch.com/News/Sto...x?guid={A5E40DFA-1C82-421B-BC2C-8F7661E6BBB2}


http://whymoda.blogosfere.it/2008/0...fatta-di-lvmh-e-la-fine-delle-borse-fake.html
 
October 1, 2008, 4:02 pm
eBay: Merrill Says Trends “Remain Troubling”


There’s troubling brewing at eBay (EBAY).
In a research note late yesterday, Merrill Lynch Internet analyst Justin Post said checks with the Professional eBay Sellers Association indicate that eBay’s gross merchandise value growth in the U.S. “turned negative” in September. Post says “channel checks remain troubling,” and that the slowdown reflects a demotion of eBay listings in Google (GOOG) search results as well as an influx of listings that are less attractive to buyers.
Post said he had been expecting GMV growth of 3% in both Q3 and Q4, but that he now thinks those estimates are “aggressive.”
The Merrill analyst says the company faces seller frustration with lower traffic, declining buyer activity due to the softening economy and changes in the site’s search function, and complaints about the new seller ranking system. He thinks one possible outcome of seller frustration is a move of some transactions to Amazon.com .
Today, EBAY shares are down $1.47, or 6.6%, to $20.91.

http://blogs.barrons.com/techtraderdaily/2008/10/01/ebay-merrill-says-trends-remain-troubling/
 
EBay tocca i livelli più bassi dal febbraio 2003; analyst sees macro impact

October 2, 2008 11:56
NEW YORK (AP) - Shares of eBay Inc. fell to a multiyear low Thursday as an analyst predicted that strong listings growth will be eclipsed by issues like general weakness in consumer spending.
The online auction site operator's shares fell $1.65, or 7.9 percent, to $19.20. Earlier, the shares traded as low as $19.10, which is their cheapest price since February 2003. The Tuesday drop was also the second time since March 2003 that eBay shares dipped below the $20 mark — on Monday, the stock traded as low as $19.95.
In a Thursday client note, Jefferies & Co. analyst Youssef Squali said that based on his tracking, he expects eBay to report 680 million to 700 million listings in the third quarter, which is greater than the 650 million listings he had expected.
The listings growth indicates eBay is seeing success with recent changes to things like fees it charges sellers, but he thinks general sluggish consumer demand and a negative impact from foreign exchange rates "are likely to keep top-line growth in check."
Squali rates the stock "Buy" with a $35 price target.
http://news.moneycentral.msn.com/ticker/article.aspx?symbol=US:EBAY&feed=AP&date=20081002&id=9220903


Morgan Stanley ha tagliato oggi il suo rating su eBayda "Overweight" ad "Equal-weight". Secondo la banca d'affari le condizioni di mercato sarebbero peggiorate per il leader delle aste online durante il terzo trimestre più del previsto. A detta di Morgan Stanley le attuali previsioni della comunità finanziaria di Wall Street sugli utili di eBay sarebbero perciò troppo ottimistiche.

http://www.borsainside.com/mercati_usa/ottobre_2008/20081002_ebay_ms.shtm
 
EBAY ($17,7 -6.55%) ha annunciato oggi di aver raggiunto un accordo per aquistare per $820 milioni in contanti più circa $125 milioni in opzioni Bill Me Later, una delle principali societa' di pagamenti online. Il leader delle aste online acquisterà per $390 milioni anche i siti danesi Den Bla Avis e BilBasen. eBay ha comunicato inoltre che taglierà il 10% della sua forza lavoro. eBay si attende dalla misura oneri prima delle tasse di $70-$80 milioni nel quarto trimestre di quest'anno. ..

http://www.borsainside.com/mercati_usa/ottobre_2008/20081006_ebay_acquisizioni.shtm

http://news.moneycentral.msn.com/ticker/article.aspx?Feed=OBR&Date=20081006&ID=9231324&Symbol=EBAY
 
Merrill ribassista su EBAY
Merrill Lynch ha tagliato oggi il suo rating su eBay da "Neutral" ad "Underperform" e fissato un target sul prezzo a $19. Secondo la banca d'affari eBay non dovrebbe presentare dei positivi dati di bilancio per il terzo trimestre ne' un promettente outlook per il quarto trimestre. Il numero dei visitatori unici sul portale statunitense di eBay sarebbe ancora calato durante gli scorsi mesi. A causa del rallentamento delle transazioni e dell'aumento della concorrenza eBay avrebbe bisogno di ristrutturare il suo core business. Secondo Merrill Lynch un possibile processo di ristrutturazione potrebbe però pesare sui margini del leader delle aste online.
Ieri gli ultimi scambi per EBAY erano a $17,74

http://www.borsainside.com/mercati_usa/ottobre_2008/20081015_ebay_mer.shtm


Wednesday, October 15, 2008 9:31 AM

Deutsche Bank notes that while the good news last week was that eBay reaffirmed 3Q guidance (revs of $2.1-$2.15bnn; EPS of $0.39-$0.41), they think the bad news this week may be that the underlying metrics for 3Q and 4Q guidance may be a bit disappointing (owing to a consumer spending slowdown, forex headwinds and structural challenges). Simply put, they think ests could move lower in coming quarters, especially as recent seller checks indicate declining GMV activity. Hence, the firm reiterates their SELL investment rating, and believes that recent value-buyer interest may be a bit premature.

http://www.istockanalyst.com/article/viewarticle+articleid_2708432.html
 
eBay : sales drop from quarter before

EBay warns on revenue, shares fall


Thu Oct 16, 2008 2:53am IST
....
"One of the biggest surprises here was the GMV growth, which turned negative for the first time ever," said Jefferies analyst Youssef Squali. "That's not good and I would suspect that, combined with the lower guidance, is sending the stock price down after hours."
To counteract slower growth in auctions, which comprise the bulk of its business, eBay has lowered upfront listing fees and issued coupons to lure buyers who have gravitated to competitors like Amazon.com Inc and Craigslist.com. The company said last week it would cut 10 percent of its work force.
In the third quarter, revenue grew 4 percent in eBay's main marketplaces business, which includes auctions. Revenue rose 27 percent to $597 million at PayPal and rose 46 percent to $143 million at Web-based call service Skype.
For the fourth quarter, San Jose, California-based eBay expects adjusted earnings per share of 39 cents to 41 cents on revenue of $2.02 billion to $2.17 billion. For the full year, eBay expects revenue of $8.53 billion to $8.68 billion, below its previous estimate of $8.8 billion to $9.05 billion.

http://in.reuters.com/article/busin...7520081015?pageNumber=1&virtualBrandChannel=0

http://blogs.mercurynews.com/docudrama/2008/10/15/an-ebay-first-sales-drop-from-quarter-before/


La discesa di EBAY continua inesorabile in ah
 
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