Weibo Corp (WB); 9898 HK

Re: Weibo Corp (WB)

Postby winston » Sat Apr 22, 2017 9:02 pm

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Weibo Corp (ADR) (WB) Looks Like Twitter (TWTR), Grows Like Facebook Inc (FB)

The 'Chinese Twitter' has more going for it than its U.S. cousin

By Louis Navellier

SINA still maintains an 11% ownership stake in the firm. Then another major Chinese online firm, Alibaba Group Holding Ltd (NASDAQ:BABA), stepped in to take a 30% stake.


For FY 2016, revenue was up 37% year-over-year and advertising and marketing revenue was up 42% over the same period. Net income increased 211%.


Source: Blue Chip Growth

http://investorplace.com/2017/04/weibo- ... PtOx9J96M8
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Re: Weibo Corp (WB)

Postby winston » Sat May 13, 2017 8:15 pm

Earnings Reports to Watch: Weibo (WB)

by Jon Russell

So far this year, Weibo Corporation has been sizzling. Shares have booked more than 54% gains, contributing to the 174% gains over the last 12 months.

For those not familiar, Weibo is more or less the Chinese version of Twitter Inc (NYSE:TWTR).

In fact, Chinese internet stocks across the board have been breaking out. Don’t look away, because Weibo’s next earnings report is due out May 16.

For the most recent three months, analysts expect Weibo to post a profit of 21 cents per share. That’s two pennies higher than the consensus just three months ago, and would represent 200% year-over-year growth.

On the top line, 56.6% year-over-year growth is expected.

Based on the company’s track record, it’s safe to say an earnings beat is expected too; Weibo has beat earnings in each of the last four quarters.

Despite the stock’s recent run, Weibo sports a forward P/E of just 32 — not too bad when compared to the 64% earnings growth expected each year long-term. With an earnings beat, I expect the momentum to continue.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Wed May 17, 2017 7:33 pm

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Weibo: Why This Chinese Internet Stock is On Fire

By Isabella Zhong

Jefferies analyst Karen Chan with more on Weibo’s impressive results:

1Q17 strong results beat; 2Q17 guidance tops Street. 1Q17 revenue came in 6.3%/4.9% above consensus/our est. at USD199.2mn, +67% YoY, 4.8% above high-end of guidance of USD185-190mn.

Non-GAAP net income was USD57.8mn, +253.6% YoY, 28.3% above consensus and 23.7% above our est. Company guided 2Q17 revenue 8% above consensus at USD240-250mn, representing 63.4-70.2% YoY growth.

KA (key accounts) and SME (small-to-medium enterprises) showed strong revenue growth of 79% and 86% respectively, as advertisers increasingly recognize Weibo’s brand value of social advertising, its large and growing active user base as well as diversified ad product offerings.

No. of short video ad customers was up 50% QoQ, now accounting for 18% of advertising revenue. Daily video view reached 2.4bn, 5x that of prior year quarter.

Another highlight was the strong growth in the number of monthly active users, which increased 30% compared to a year ago to 340 million. The rise was underpinned by increased user engagement in interest-based information feeds, richer vertical content and higher consumption of video and live streaming content.

We revise up FY17/18 revenue est. by 7.6%/11.6% with potential upside coming from revenue sharing with Yizhibo on live streaming in 2H17. We revise up profit est. by 18.2%/22.5%, with non-GAAP operating margin further improving to 38% in FY17 and 43% in FY18.

Chan maintained her buy rating on Weibo and lifted her target price from $67 a share to $82 a share, which implies 4% upside.

Weibo shares have gained 234% over the past year after earnings jolted to life for the microblogging platform as it started to convert eyeballs into income. The stock trades at 49 times forward earnings.

Source: Barron's Asia
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Re: Weibo Corp (WB)

Postby winston » Thu May 18, 2017 4:19 pm

Weibo: How Much Upside Is Left?

By Isabella Zhong

Weibo's (WB) shares tumbled 4.8% in New York trading on Wednesday after its spectacular surge the day before.

Despite the dip, Weibo shares have surged 220% over the past year and trade at a grand 44 times forward earnings. But Nomura analyst Jialong Shi argues the stock hasn’t yet peaked. Shi, who rates Weibo a buy, has lifted his target price from $63 a share to $91 a share, which implies 22% upside.

Shi is a fan of Weibo’s video strategy:

Short video has been Weibo’s focus in 2017. It has deepened its cooperation with media and video studios to enhance its PGC video ecosystem. Also, Weibo is exploring the UGC short video market via the launch of Weibo Stories for Weibo users to share their moments on Weibo.

The efforts on its video strategy resulted in over a 500% y-y increase in video views in March. Video ads, representing 18% (up from 10% in 4Q16) of overall ad revenue, are increasingly popular among advertisers, and the number of video ad customers grew 30% q-q in 1Q.

In fact, Weibo has 782k advertisers as of 1Q17, up 14% q-q. Also, management said Weibo might start to share the live broadcasting revenue from Yizhibo in 2H17. We are not so bullish on this revenue stream as the market share of Yizhibo is small vs peers like Momo (MOMO US, Buy) and YY (YY US, Neutral).

Weibo is primed to be a major beneficiary of the shift in Chinese online advertising dollars towards social media, a trend that Barron’s Asia highlighted earlier this year.

Shi notes Weibo has revamped the information feeds on timelines to include interest-based recommendations to users, which could help to improve user engagement stickiness. The analyst expects Weibo to grow earnings at an average 47% annual pace in fiscal 2018 and 2019.

Source: Barron's Asia

http://www.barrons.com/articles/weibo-h ... 1495093643
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Re: Weibo Corp (WB)

Postby winston » Thu May 25, 2017 12:07 pm

Hot Stocks That Could Crash 20% or More: Weibo (WB)
by Jon Russell

YTD Return: 85%

Weibo Corp (ADR) (NASDAQ:WB) is another player among China’s hot stocks, in this case soaring after a strong Q1 earnings report last month.

A thin float likely contributed to a short squeeze, which no doubt amplified post-earnings gains. WB stock gained 25% after earnings, and trades near an all-time high.

Like MOMO, the gains look like they may be a bit too much. Our own Dana Blankenhorn asked if gains at Weibo, Momo and other Chinese Internet stocks might be a sign of a bubble.

Weibo is often called the Chinese version of Twitter Inc (NYSE:TWTR), and as Blankenhorn pointed out, its market capitalization is now higher than that of Twitter.

To be fair, Twitter has struggled with execution and growth — struggles Weibo doesn’t have at the moment. But WB stock now trades around 16x 2017 revenue estimates, which is a multiple well above that of TWTR. That multiple leaves little room for error, or any reversal in investor confidence.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Sun Jun 04, 2017 8:20 am

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Weibo Corp (ADR) (WB) Stock Is Just Getting Started

WB is also supported by internet juggernauts BABA and SINA

By Louis Navellier

WB was a spinoff of Sina Corp (NASDAQ:SINA), which is basically an internet portal company.

Last year, Sina cut its stake in Weibo to 51%, although it retained 75% of voting shares.

Also last year, internet giant Alibaba Group Holding Ltd (NYSE:BABA) increased its stake to 31%.


Weibo’s monthly average users figure is now at 340 million, which may seem like a lot (that’s more than the entire population of the U.S.). But, WB still has plenty of user growth. And, that says nothing about advertising revenue and the company’s gaming division


Source: Blue Chip Growth

http://investorplace.com/2017/06/weibo- ... TNRDWh96M8
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Re: Weibo Corp (WB)

Postby winston » Wed Jun 07, 2017 5:29 pm

Sohn Hong Kong: How to Own Weibo Without Buying the Stock

By Isabella Zhong Updated June 7, 2017 2:57 a.m. ET

James Tu, managing partner and co-founder of Nine Masts Capital Management, is a fan of China microblogging platform Weibo (WB).

Weibo grew advertising revenues by a speedy 71% year-on-year in the March quarter. But the stock trades at a dizzying 51 times forward earnings following a 166% rally over the past year.

Tu recommends that investors get exposure to Weibo through the platform's parent company Sina. Sina's stake in Weibo is set to decrease to approximately 46%.

Tu points out the implied price per share for Weibo in Sina's share price is $35.55, meaning there's a 52% margin of safety to the $75.48 a share at which Weibo currently trades.

For more risk averse investors, an alternative is to buy Sina's convertible bonds, which Tu says offers the best risk-reward balance.

Tu summarizes his thesis as: "Buy Sina convertible bonds, which give you a balanced exposure to Sina, which has a Chairman who is doing everything in his power to close the value discount in Sina by either spinning off Weibo shares or buying large amounts of Sina shares."

Source: Barron's Asia

http://www.barrons.com/articles/sohn-ho ... yptr=yahoo
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Re: Weibo Corp (WB)

Postby winston » Fri Jul 07, 2017 6:31 pm

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Weibo Corp. (NASDAQ:WB):

Over the past 60 days, analysts have revised the consensus EPS estimate up from $0.29 to $0.36, a 24.1% increase.

The current estimate is for 125% annual earnings growth and 68% annual sales growth.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Mon Jul 31, 2017 12:07 pm

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This Stock Still has Plenty of Upside

by Louis Navellier

WB’s Q2 earnings release is scheduled for August 7, so we’ll see where the stock goes until then. shares hit their high just above $82 shortly before the government crackdown; but it’s now trading about $8 off that high water mark.

If there are any shorts left when Weibo announces earnings — and those numbers are strong (which they should be) — WB stock should easily bust through that high in the near term and keep that pace going for some time to come.

And if the shorts win the day, it will only be a brief defeat. WB has a bright future.


Source: Investor Place

http://dailytradealert.com/2017/07/30/t ... of-upside/
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Re: Weibo Corp (WB)

Postby winston » Sat Aug 12, 2017 5:37 pm

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Weibo Corp (ADR) (WB) Stock Is a Strong Buy on Pullbacks

Wall Street hasn't been giving winners the benefit of the doubt this earnings season, and WB stock is no different

By Matt McCall

This leading Chinese social media platform beat on both the top and bottom lines, with earnings of 38 cents per share besting estimates by a pair of pennies, while revenue grew 72% to $253.6 million and came in $6.65 million ahead of the consensus.

Advertising and marketing revenue, which is the statistic that matters most to investors, increased 72% to $218.3 million.


Two other important metrics for this tech company include monthly active users (MAU) and average daily users (ADU).

Both were strong in the second quarter, with MAU increasing 28% to 361 million in June and ADU growing 26% to 159 million.


Weibo expects to generate strong bottom-line growth over the long-term, with earnings anticipated to rise from 82 cents a share last year to $2.46 a share next year and more than $4.50 a share by 2020.


I’d like to see it continue to pull back and consolidate near $80 (the black line), which is a level that has acted as resistance in the past.


Source: MoneyWire

http://investorplace.com/2017/08/weibo- ... Y7H5VGg-M8
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