Weibo Corp (WB); 9898 HK

Re: Weibo Corp (WB)

Postby winston » Wed Aug 08, 2018 12:57 pm

Not vested in WB; Vested in SINA.

Chinese Stocks to Buy: Weibo (WB)

Why It Is Dropping: Red-hot Chinese social media company Weibo (NASDAQ:WB) reported robust first-quarter numbers a few months back. But, the guide wasn’t all that strong (it was simply in-line with estimates as opposed to above estimates). Ever since then, WB stock has dropped from $130 to $80, a 40% cut to valuation that simply doesn’t add up.

Why It Will Rebound: Of all the companies on this list, Weibo is the fastest growing. The user base is growing at a 25%-plus clip. Revenues are growing by 70%-plus. Profits are more than doubling year-over-year.

Yet, WB stock is trading at just 30x forward earnings, which seems anemic next to 70%-plus revenue growth and even more anemic next to 100%-plus profit growth. Moreover, at just 411 million monthly active users and adding 70 million new users year-over-year, Weibo has a clear and long runway ahead of it with respect to user growth (For example, Tencent’s (OTCMKTS:TCEHY) WeChat has more than 1 billion users).

Overall, WB stock is simply way too cheap here considering its massive, multi-year growth prospects in China’s red-hot internet market. The valuation will inevitably normalize as sentiment in the Chinese tech sector rebounds.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Thu Aug 09, 2018 7:50 am

not vested WB; vested SINA.

Weibo Stock Wavers Despite Earnings Beat, Growing User Base

by BRIAN DEAGON

China-based Weibo (WB) reported second-quarter earnings before the market open Wednesday, that edged past analyst estimates. Weibo stock initially jumped on the news but gave back its gains and lost ground by the close.

Weibo, a social media company with a website comparable to Twitter (TWTR), reported revenue of $426.6 million. That was virtually in line with the consensus estimate of $427 million. It reported adjusted earnings of 68 cents per share, beating analyst forecasts for 67 cents.

Monthly active users grew by a net addition 70 million year over year to reach 431 million in June 2018. Average daily active users had a net addition of 31 million year over year and reached 190 million.

Forecast Below Views

For the third quarter, Weibo sees net revenue of $465 million-$475 million, below views for $499 million.

Weibo shares jumped nearly 6% during premarket trading on the stock market today, but then the stock gave back those gains. Weibo shares fell 4.1% to close at 80.09. Weibo stock is well off record highs set in the first quarter.

Source: Investor's Business Daily
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Re: Weibo Corp (WB)

Postby winston » Fri Sep 07, 2018 4:55 am

Is Weibo Stock Worth a Buy? 3 Pros and 3 Cons

by Tezcan Gecgil

Three Cons for Weibo Stock
1. Trade Wars With China
2. Alternatives to WB Stock
3. Shorter- and Medium-Term Technical Analysis


Three Pros for Weibo Stock
1. WB’s Fundamental Story
2. Future of WB as a Takeover Candidate
3. China’s Love With Social Media and the “Wanghong” Economy


Source: Investor Place

https://finance.yahoo.com/news/weibo-st ... 45421.html
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Re: Weibo Corp (WB)

Postby winston » Tue Dec 04, 2018 9:03 pm

not vested

Chinese Stocks Due for a Big Rebound: Weibo (WB)

The Fundamentals: Often considered the Twiter (NYSE:TWTR) of China, Chinese social communication app Weibo (NASDAQ:WB) is supported by healthy long-term growth fundamentals.

The platform now has nearly 450 million users, making it one of the largest social media platforms in the world. Weibo is also adding users at a fairly consistent 70 million new users per year rate.

Revenue growth is running in excess of 40%. Margins are stable. And, those numbers will only get better as China’s digital advertising landscape matures. Overall, there’s a lot to like here.

The Valuation: Perhaps the best thing to like about WB stock is the valuation. This stock trades at just 20X forward earnings. That is an anemic valuation for a 40%-plus revenue growth company with a rapidly growing user base and stable margins.

The Technicals: WB stock has been in a huge downtrend for the past several months. But, the stock has shown strong support in the mid-$50’s, and it is now rallying in a big way off that level. This rally should persist so long as U.S. and China trade relations improve.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Fri Jan 25, 2019 10:51 pm

not vested

Now Looks Like a Good Opportunity to Buy This Stock

by Tom Taulli

Weibo’s third-quarter results: The company’s net revenues soared by 44% year-over-year to $460.2 million, and its net income jumped by 63% to $165.3 million.

Moreover, WB continues to show strong user growth. In Q4, 70 million net monthly active users were added, pushing its total MAUs to 446 million.

Its forward price-earnings multiple is now 17.




Source; Investor Place

https://dailytradealert.com/2019/01/25/ ... his-stock/
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Re: Weibo Corp (WB)

Postby winston » Fri Mar 22, 2019 1:18 pm

not vested

Weibo (WB)
% Off All-Time Highs: 56%

Calendar 2018 was unkind to all stocks, but particularly so to Chinese tech stocks. In the slaughtered China tech group, one of the biggest losers was Weibo (NASDAQ:WB), which dropped more than 60% off all-time highs and remains more than 55% off all-time highs today.

Surprisingly, the big drop in Weibo stock had very little to do with Weibo-specific fundamentals. Those fundamentals have remained very good. The social networking platform has continued to add users and grow revenues at a robust pace, while it has largely maintained its margin profile and consequently grown profits at an equally robust pace.

But, what happened in 2018 is everyone freaked out about a slowdown in China, and those fears coupled with escalating trade and FX headwinds to create a tremendous amount of selling pressure on Weibo stock.

Things are looking up for Weibo stock in the New Year. China’s economy appears to be stabilizing. Trade headwinds are less severe. As are FX headwinds.

Meanwhile, the company just reported quarterly numbers that comprised 28% revenue growth, 18% user growth and 26% profit growth.

In other words, the macro is improving, and the micro remains favorable. As such, it seems like only a matter of time before Weibo stock stages a huge comeback rally.

Source: Investorplace
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Re: Weibo Corp (WB)

Postby winston » Fri Mar 22, 2019 1:28 pm

not vested

Weibo Adds 15 Million Users

The so-called Twitter of China wants to build a larger and more entertainment-focused presence in the expanding Chinese short-form video market.

by Anders Bylund

Weibo's largest customer, e-commerce giant Alibaba (NYSE:BABA), slowed its ad orders by 18% year over year. The Alibaba account generated $31.6 million of fourth-quarter revenues.

Looking ahead
In the first quarter, Weibo expects its net revenue to land near $400 million for a year-over-year increase of roughly 22% year over year on a constant currency basis.


Source: Motley Fool

https://www.fool.com/investing/2019/03/ ... users.aspx
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Re: Weibo Corp (WB)

Postby winston » Tue Mar 26, 2019 4:13 pm

not vested

Weibo (NASDAQ:WB) bottomed in the low $50’s in January and attempted to rally back to the $75 level, only to close recently at $58.70. It has a market cap of $12.8 billion, while WB stock is valued at a 23.8X price-to-earnings ratio.

Investors grew nervous following its fourth-quarter report. Worries over no U.S. and China trade deal for the week of March 18 – 22 also added to the selling pressure.

Weibo reported MAUs of 462 million in the fourth quarter. Advertising and marketing revenue rose 25% year-over-year to $417 million. DAUs rose 28 million from last year to 200 million.

The company guided Q1 revenue of between $395 million – $405 million. This is within consensus, but because Weibo did not guide above it, WB stock sold off.

The leading social media in China captured a higher market share in digital advertising budget. This enabled the company to report a solid 28% year-over-year increase in net revenue of $481.9 million.

Weibo controlled cost and expenses too. Costs rose to $298.8 million, up from $232.2 million. Cost increases were due to higher revenue shares to live broadcasters. The higher personnel-related costs and expenses will pay off in future quarters as the staff brings in more business.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Mon Apr 08, 2019 9:08 pm

vested

Weibo Is Just Waiting to Surge

by Kyle Woodley

Weibo shares hemorrhaged 43.5% in 2018 – a year in which the company also grew revenues by 49% year-over-year and net income by 54% year-over-year.


Source: Investor Place

https://finance.yahoo.com/news/best-sto ... 14740.html
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Re: Weibo Corp (WB)

Postby winston » Mon Apr 08, 2019 9:12 pm

vested

April 3, 2019

Here’s What Hedge Funds Think About Weibo Corp (WB)

by Abigail Fisher

Prominent investors are getting less optimistic.

The number of long hedge fund bets decreased by 6 lately.

Our calculations also showed that WB isn't among the 30 most popular stocks among hedge funds.


Source: Insider Monkey

https://finance.yahoo.com/news/hedge-fu ... 26746.html
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