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最近,当所有人都为无线互联盈利时代的到来而欢呼的时候,一家SP的财务季报却让人感到不安。这家曾在“移动梦网”短信收入排名第一的SP,第三季度的短信收入突然比上季度下降了20.7％,折合成人民币足足少了1647万元。好在由于有其它业务的支撑,这份季报才不显得很难看,但事实上,很多投资者已经开始离场。季报发布后的两周,该SP的股价从最高的70多美元跌到54美元,跌幅超过30％。国外很多分析家已经对未来走势抱有悲观态度,预言股价会最终回落到10美元左右。 这一切让人觉得有点不可理解,为什么一个正处在上升期的产业会出现业绩滑坡的征兆呢?是整个价值链存在问题?还是企业自身的问题?还是运营商管理层决策上的问题?
Recently, when all the people cheered for the wireless internet era of profitability, one SP’s financial quarterly report was disturbing. This once ranked first in the “Monterrey” SMS revenue SP, third-quarter revenue suddenly dropped 20.7% from the previous quarter, equivalent to a full 16.7 million yuan less yuan. Fortunately, due to other business support, this quarterly report does not seem ugly, but in fact, many investors have already begun to leave. Two weeks after the quarterly release, the SP’s share price fell more than 30% from the highest of more than 70 US dollars to 54 US dollars. Many foreign analysts have pessimistic about the future trend, predicting that the stock price will eventually fall back to about 10 US dollars. All this makes people feel a little incomprehensible, why is a sign of the performance decline in the industry is going up? It is the entire value chain problems? Or the company’s own problems? Or the operator management decision-making problems?