AMAZON - geht es wieder aufwärts? (Seite 435)
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Antwort auf Beitrag Nr.: 34.504.938 von meinolf67 am 14.07.08 19:51:57
Quartalsbilanz:Amazon kann Gewinn mehr als verdoppeln
http://reboundhotstocks.blogspot.com/2008/07/quartalsbilanza…
Quartalsbilanz:Amazon kann Gewinn mehr als verdoppeln
http://reboundhotstocks.blogspot.com/2008/07/quartalsbilanza…
Who Says Amazon's Margins Are Rising?
by: Louie Junior posted on: July 14, 2008 | about stocks: AMZN
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Here's what investors can expect to hear during Amazon's (AMZN) 2nd quarter conference call next week:
1. Low prices caused margins to be low.
2. Q&A will have 793 occurrences of "you know" from Szkutak.
3. Increased product mix caused margins to be low.
4. No comment about tax litigation.
5. Low prices caused margins to be low.
6. Very secretive about Kindle unit sales but listeners are told it's a huge success.
7. Goal is to satisfy customers as a "customer-centric firm".
8. Low prices caused margins to be low.
9. Bezos wakes-up just prior to last question.
10. Amazon Prime caused margins to be low.
Using Amazon's own midpoint guidance, we should expect second quarter operating margins to come in around 3.52%. This means Amazon's margins are eroding even further.
The firm focuses all of its energy on increasing the top line -- with free shipping offers and new product offerings such as electronics, groceries, music and now office supplies (all low margin goods). The concept of "same-store-sales" doesn't apply to e-tailers.
Bulls like to say Amazon's margins are improving too -- but that was only because 2006 performance was so ugly. Long term, the margins are falling.
by: Louie Junior posted on: July 14, 2008 | about stocks: AMZN
*
Font Size:
*
Here's what investors can expect to hear during Amazon's (AMZN) 2nd quarter conference call next week:
1. Low prices caused margins to be low.
2. Q&A will have 793 occurrences of "you know" from Szkutak.
3. Increased product mix caused margins to be low.
4. No comment about tax litigation.
5. Low prices caused margins to be low.
6. Very secretive about Kindle unit sales but listeners are told it's a huge success.
7. Goal is to satisfy customers as a "customer-centric firm".
8. Low prices caused margins to be low.
9. Bezos wakes-up just prior to last question.
10. Amazon Prime caused margins to be low.
Using Amazon's own midpoint guidance, we should expect second quarter operating margins to come in around 3.52%. This means Amazon's margins are eroding even further.
The firm focuses all of its energy on increasing the top line -- with free shipping offers and new product offerings such as electronics, groceries, music and now office supplies (all low margin goods). The concept of "same-store-sales" doesn't apply to e-tailers.
Bulls like to say Amazon's margins are improving too -- but that was only because 2006 performance was so ugly. Long term, the margins are falling.
Is Amazon.com Really Worth Over $70 a Share?
by: Valuecruncher posted on: July 07, 2008 | about stocks: AMZN
At Valuecruncher we are keen watchers of Amazon.com (AMZN). As The Economist magazine pointed out last month – of the three pre-2000 internet giants (eBay (EBAY) and Yahoo (YHOO) are the others) it is AMZN that is currently thriving. We decided to put AMZN through the Valuecruncher on-line valuation tool.
Our assumptions of revenues for the next three years are $19.5 billion in 2008 increasing to $29.5 billion in 2010. We have projected EBITDA margins increasing from 7% in 2008 to 8% in 2010.
We have used a terminal growth rate of 5%, since it is our view that AMZN’s growth beyond 2010 will slow. However, there is still a long way to go before reaching that point. Our numbers project 2009 to 2010 revenue growth of 23%. This assumption has a significant impact on the valuation. If you believe AMZN has better future prospects, then this will positively impact the valuation.
We have used a WACC (discount rate) of 10.5%. The WACC (discount rate) has a material impact on a discounted cash flow valuation (as does the terminal growth rate).
We used a terminal capital expenditure number of $350 million. In our opinion capital expenditure should stabilize around this number.
Our analysis incorporates the cash and debt on the AMZN balance sheet – Valuecruncher calculates a net debt number.
Our analysis gives a valuation of $59.00 which is 19.5% below the current share price of $72.00.
Our valuation incorporates a projection of growth for AMZN in the future. We recognize that AMZN has a range of potentially valuable growth options (especially its Web Services platform). Currently it is very difficult to determine the precise value of these growth options – we have made a broad attempt with our growth projections. However, it appears that these options are being factored into the current share price at a level beyond what we are projecting.
Based on our analysis, AMZN shares look expensive. Play with our assumptions - what does your analysis say?
by: Valuecruncher posted on: July 07, 2008 | about stocks: AMZN
At Valuecruncher we are keen watchers of Amazon.com (AMZN). As The Economist magazine pointed out last month – of the three pre-2000 internet giants (eBay (EBAY) and Yahoo (YHOO) are the others) it is AMZN that is currently thriving. We decided to put AMZN through the Valuecruncher on-line valuation tool.
Our assumptions of revenues for the next three years are $19.5 billion in 2008 increasing to $29.5 billion in 2010. We have projected EBITDA margins increasing from 7% in 2008 to 8% in 2010.
We have used a terminal growth rate of 5%, since it is our view that AMZN’s growth beyond 2010 will slow. However, there is still a long way to go before reaching that point. Our numbers project 2009 to 2010 revenue growth of 23%. This assumption has a significant impact on the valuation. If you believe AMZN has better future prospects, then this will positively impact the valuation.
We have used a WACC (discount rate) of 10.5%. The WACC (discount rate) has a material impact on a discounted cash flow valuation (as does the terminal growth rate).
We used a terminal capital expenditure number of $350 million. In our opinion capital expenditure should stabilize around this number.
Our analysis incorporates the cash and debt on the AMZN balance sheet – Valuecruncher calculates a net debt number.
Our analysis gives a valuation of $59.00 which is 19.5% below the current share price of $72.00.
Our valuation incorporates a projection of growth for AMZN in the future. We recognize that AMZN has a range of potentially valuable growth options (especially its Web Services platform). Currently it is very difficult to determine the precise value of these growth options – we have made a broad attempt with our growth projections. However, it appears that these options are being factored into the current share price at a level beyond what we are projecting.
Based on our analysis, AMZN shares look expensive. Play with our assumptions - what does your analysis say?
sorry.amazon short.
die technische analyse ist grottenschlecht.
der gesamtmarkt zieht da eindeutig runter.
http://www.godmode-trader.de/de/boerse-analyse/AMAZON-rutsch…
die technische analyse ist grottenschlecht.
der gesamtmarkt zieht da eindeutig runter.
http://www.godmode-trader.de/de/boerse-analyse/AMAZON-rutsch…
Amazon.com's Office Supplies Store Is Now Open for Business
New Store Carries More Than 500,000 Unique Products
SEATTLE, Jun 23, 2008 (BUSINESS WIRE) -- Amazon.com (Nasdaq:AMZN) today announced the launch of its Office Supplies store (www.amazon.com/officesupplies) - a single shopping destination that offers competitive prices on hundreds of thousands of products for the classroom, home office, small office, corporate office and everything in-between. The new store includes a selection of more than 500,000 products from thousands of manufacturers, including both well-known and hard-to-find brands such as Avery, Hammermill, Papermate, Midland Paper, Russell+Hazel and Raymond Geddes.
As an introductory offer, Amazon.com customers will receive special savings on select Sharpie, Uniball, Expo, Mr. Sketch, Papermate, Vision Elite, Pentech and Zipnotes products now through June 29, 2008. For more details, visit www.amazon.com/officesupplies.
We are thrilled to offer our customers an easy and convenient way to find and discover everything they need to outfit their office or classroom, said Chris Rupp, director of merchandising for computers and office supplies. With our enormous breadth of selection, we have paper, pencils, sticky notes, pushpins and much more, all available for purchase with the click of a mouse, 24 hours a day, seven days a week.
The Amazon.com Office Supplies store provides all of the tools and helpful information that Amazon.com customers have come to know and trust including robust product information, customer reviews, bestsellers, active customer discussion boards, tag communities and image uploading. In addition, thousands of office supplies and products are eligible for FREE Super Saver Shipping or free two-day shipping with Amazon Prime.
Visitors to Amazon.com's Office Supplies store will find and discover a deep selection of products and more than 200 brands in the following areas:
-- Staplers and Punches -- Tape, Adhesives and Fasteners
-- Writing and Correction Supplies -- Presentation Supplies
-- Paper and Printable Media -- Education and Crafts
-- Envelopes, Mailers and Shipping -- Filing Products
Supplies -- Ink and Toner
-- Calendars, Planners and Organizers -- Lab and Scientific Supplies
New Store Carries More Than 500,000 Unique Products
SEATTLE, Jun 23, 2008 (BUSINESS WIRE) -- Amazon.com (Nasdaq:AMZN) today announced the launch of its Office Supplies store (www.amazon.com/officesupplies) - a single shopping destination that offers competitive prices on hundreds of thousands of products for the classroom, home office, small office, corporate office and everything in-between. The new store includes a selection of more than 500,000 products from thousands of manufacturers, including both well-known and hard-to-find brands such as Avery, Hammermill, Papermate, Midland Paper, Russell+Hazel and Raymond Geddes.
As an introductory offer, Amazon.com customers will receive special savings on select Sharpie, Uniball, Expo, Mr. Sketch, Papermate, Vision Elite, Pentech and Zipnotes products now through June 29, 2008. For more details, visit www.amazon.com/officesupplies.
We are thrilled to offer our customers an easy and convenient way to find and discover everything they need to outfit their office or classroom, said Chris Rupp, director of merchandising for computers and office supplies. With our enormous breadth of selection, we have paper, pencils, sticky notes, pushpins and much more, all available for purchase with the click of a mouse, 24 hours a day, seven days a week.
The Amazon.com Office Supplies store provides all of the tools and helpful information that Amazon.com customers have come to know and trust including robust product information, customer reviews, bestsellers, active customer discussion boards, tag communities and image uploading. In addition, thousands of office supplies and products are eligible for FREE Super Saver Shipping or free two-day shipping with Amazon Prime.
Visitors to Amazon.com's Office Supplies store will find and discover a deep selection of products and more than 200 brands in the following areas:
-- Staplers and Punches -- Tape, Adhesives and Fasteners
-- Writing and Correction Supplies -- Presentation Supplies
-- Paper and Printable Media -- Education and Crafts
-- Envelopes, Mailers and Shipping -- Filing Products
Supplies -- Ink and Toner
-- Calendars, Planners and Organizers -- Lab and Scientific Supplies
Trading Spotlight
Amazon.com: S&P verbessert Rating
Datum 12.06.2008 - Uhrzeit 15:45
Seattle (BoerseGo.de) - Bei den Ratingagenturen gehen die Uhren etwas langsamer. Sie reagieren erst mit großer Verspätung auf Veränderungen - wenn überhaupt. So reagieren sie jetzt erst auf die Krise im Finanzgewerbe und stufen dort die Ratings herab. Die Langsamkeit gilt aber auch im positiven Sinne. Amazon.com ist schon seit Jahr profitabel und der führende Onlinehändler der Welt. Darauf reagierte gestern die Ratingagentur S&P und hob das Rating der Verbindlichkeiten des E-Commerce-Pioniers von „BB“ auf „BB+“. Das ist zwar immer noch auf dem Niveau von Junkbonds, aber immerhin ein Fortschritt. Außerdem wurde Amazon.com von der kritischen „Kreditbeobachtungsliste“ entfernt. S&P begründet die Verbesserung mit der starken „operativen Entwicklung“, also dem Umsatz- und Gewinnwachstum des Internethändlers.
Amazon.com gewinnt 1,06% auf 78,09 Dollar.
lg
Datum 12.06.2008 - Uhrzeit 15:45
Seattle (BoerseGo.de) - Bei den Ratingagenturen gehen die Uhren etwas langsamer. Sie reagieren erst mit großer Verspätung auf Veränderungen - wenn überhaupt. So reagieren sie jetzt erst auf die Krise im Finanzgewerbe und stufen dort die Ratings herab. Die Langsamkeit gilt aber auch im positiven Sinne. Amazon.com ist schon seit Jahr profitabel und der führende Onlinehändler der Welt. Darauf reagierte gestern die Ratingagentur S&P und hob das Rating der Verbindlichkeiten des E-Commerce-Pioniers von „BB“ auf „BB+“. Das ist zwar immer noch auf dem Niveau von Junkbonds, aber immerhin ein Fortschritt. Außerdem wurde Amazon.com von der kritischen „Kreditbeobachtungsliste“ entfernt. S&P begründet die Verbesserung mit der starken „operativen Entwicklung“, also dem Umsatz- und Gewinnwachstum des Internethändlers.
Amazon.com gewinnt 1,06% auf 78,09 Dollar.
lg
12.06.2008 - 19:01
PC-Verkäufe: Gartner rechnet mit Beschleunigung
New York (BoerseGo.de) - Konjunkturprobleme hin oder her, das Wachstum der PC-Verkäufe beschleunigt sich weltweit. Das stellt jedenfalls die Beobachtungsfirma Gartner in Aussicht. Deren Analysten hoben ihre Wachstumsprognose auf 12,5% an. Zuvor (März) waren sie von 10,9% Wachstum ausgegangen. Vor allem der Verkauf mobiler Geräte (Laptops, Notebooks) entwickle sich besser als erwartet, hieß es. Dort rechne man mit einer Zuwachsrate von 30,1%. Wachstumsträger sind auch die Emerging Markets mit einer erwarteten Zuwachsrate von 17,8%. In den „reifen“ Märkten sollte der Absatz um 6,3% zulegen.
Hewlett-Packard gewinnt 1,38% auf 47,26 Dollar, Dell steigt 2,35% auf 24,00 Dollar.
PC-Verkäufe: Gartner rechnet mit Beschleunigung
New York (BoerseGo.de) - Konjunkturprobleme hin oder her, das Wachstum der PC-Verkäufe beschleunigt sich weltweit. Das stellt jedenfalls die Beobachtungsfirma Gartner in Aussicht. Deren Analysten hoben ihre Wachstumsprognose auf 12,5% an. Zuvor (März) waren sie von 10,9% Wachstum ausgegangen. Vor allem der Verkauf mobiler Geräte (Laptops, Notebooks) entwickle sich besser als erwartet, hieß es. Dort rechne man mit einer Zuwachsrate von 30,1%. Wachstumsträger sind auch die Emerging Markets mit einer erwarteten Zuwachsrate von 17,8%. In den „reifen“ Märkten sollte der Absatz um 6,3% zulegen.
Hewlett-Packard gewinnt 1,38% auf 47,26 Dollar, Dell steigt 2,35% auf 24,00 Dollar.
Antwort auf Beitrag Nr.: 34.225.231 von AlaskaBear am 03.06.08 12:12:14Digital Future
Amazon.com setting itself up for digital future
Like the onrushing river it's named for, Amazon.com is constantly moving.
The Seattle company is testing a grocery-delivery service in parts of the Seattle metro area. It offers Amazon Web Services, a program that allows entrepreneurs to piggyback on the company's server space and software tools. And it's invested in Bill Me Later, which allows consumers to buy things online without a credit card.
hier der ganze artikel:
http://seattletimes.nwsource.com/html/businesstechnology/200…
lg
Amazon.com setting itself up for digital future
Like the onrushing river it's named for, Amazon.com is constantly moving.
The Seattle company is testing a grocery-delivery service in parts of the Seattle metro area. It offers Amazon Web Services, a program that allows entrepreneurs to piggyback on the company's server space and software tools. And it's invested in Bill Me Later, which allows consumers to buy things online without a credit card.
hier der ganze artikel:
http://seattletimes.nwsource.com/html/businesstechnology/200…
lg
!
Dieser Beitrag wurde moderiert.
4:15 PM, 3 Jun 2008
US internet will shrink to Google, Amazon.com
TOP News
SAN FRANCISCO -- An internet analyst for a major Wall Street firm argues in a new report that Google Inc and Amazon.com Inc will be long-term winners, while Yahoo and IAC InterActiveCorp fall by the wayside and eBay Inc becomes a merger target.
Sanford C. Bernstein analyst Jeffrey Lindsay argues in a 310-page report entitled "US Internet: The End of the Beginning" to be published on Tuesday that Google and Amazon are best placed to withstand the current economic downturn.
"We expect two players to continue to perform strongly, Google and Amazon," Mr Lindsay writes. "Both Google and Amazon.com are still racking up annual growth rates in the 30-40 per cent range, with only a relatively modest slowdown in sight."
Mr Lindsay reiterates his previous positions that Yahoo eventually will be sold to Microsoft Corp and that Barry Diller's IAC e-commerce conglomerate will go ahead in August with its five-way split-up, as planned.
"Arguably the weakest players have strayed furthest from their original competences and have been operating largely as conglomerates," the Bernstein analyst says of Yahoo and IAC.
In the short-run, however, Mr Lindsay believes Yahoo will see gains if it reaches a deal to turn over some part of its search advertising sales to Google to run or if Microsoft resumes acquisition negotiations.
He argues that eBay "could potentially attract a Microsoft-like suitor in the future," especially if growth in its core auctions business fails to resume and because eBay could spin off its PayPal or Skype units to make a deal work.
Even the strongest companies have weakness, Mr Lindsay argues. Google has yet to articulate a compelling strategy to achieve the same level of strength on the emerging mobile Internet that it has on the computer-based Web.
Amazon and eBay are likely to be forced eventually to pay state sales taxes. Ironically, he notes, this may work to their advantage as large companies, because they have more resources than smaller e-commerce players to collect such taxes.
http://www.businessspectator.com.au/bs.nsf/Article/US-Intern…
lg
US internet will shrink to Google, Amazon.com
TOP News
SAN FRANCISCO -- An internet analyst for a major Wall Street firm argues in a new report that Google Inc and Amazon.com Inc will be long-term winners, while Yahoo and IAC InterActiveCorp fall by the wayside and eBay Inc becomes a merger target.
Sanford C. Bernstein analyst Jeffrey Lindsay argues in a 310-page report entitled "US Internet: The End of the Beginning" to be published on Tuesday that Google and Amazon are best placed to withstand the current economic downturn.
"We expect two players to continue to perform strongly, Google and Amazon," Mr Lindsay writes. "Both Google and Amazon.com are still racking up annual growth rates in the 30-40 per cent range, with only a relatively modest slowdown in sight."
Mr Lindsay reiterates his previous positions that Yahoo eventually will be sold to Microsoft Corp and that Barry Diller's IAC e-commerce conglomerate will go ahead in August with its five-way split-up, as planned.
"Arguably the weakest players have strayed furthest from their original competences and have been operating largely as conglomerates," the Bernstein analyst says of Yahoo and IAC.
In the short-run, however, Mr Lindsay believes Yahoo will see gains if it reaches a deal to turn over some part of its search advertising sales to Google to run or if Microsoft resumes acquisition negotiations.
He argues that eBay "could potentially attract a Microsoft-like suitor in the future," especially if growth in its core auctions business fails to resume and because eBay could spin off its PayPal or Skype units to make a deal work.
Even the strongest companies have weakness, Mr Lindsay argues. Google has yet to articulate a compelling strategy to achieve the same level of strength on the emerging mobile Internet that it has on the computer-based Web.
Amazon and eBay are likely to be forced eventually to pay state sales taxes. Ironically, he notes, this may work to their advantage as large companies, because they have more resources than smaller e-commerce players to collect such taxes.
http://www.businessspectator.com.au/bs.nsf/Article/US-Intern…
lg
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