Weibo Corp (WB); 9898 HK

Re: Weibo Corp (WB)

Postby winston » Thu May 23, 2019 2:35 pm

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Weibo Q1 2019 Earnings Preview

May 22, 2019

By Akanksha Bakshi

Weibo (NASDAQ:WB) is scheduled to announce Q1 earnings results on Thursday, May 23rd, before market open.

The consensus EPS Estimate is $0.52 (+4.0% Y/Y) and the consensus Revenue Estimate is $399.65M (+14.2% Y/Y).

Over the last 2 years, wb has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time.

Over the last 3 months, EPS estimates have seen 2 upward revisions and 2 downward.

Revenue estimates have seen 0 upward revisions and 3 downward.

Source: Seeking Alpha

https://seekingalpha.com/news/3466175-w ... gs-preview
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Re: Weibo Corp (WB)

Postby winston » Thu May 23, 2019 9:37 pm

Weibo's stock plunges after earnings beat, but revenue guidance is below expectations

By Tomi Kilgore

Shares of Weibo Corp. WB plunged 14% toward a more than 2-year low in premarket trade Thursday, after the China-based social media company beat first-quarter profit expectations but provided second-quarter revenue outlook that was below analyst projections.

Net income rose to $150.4 million, or 66 cents a share, from $99.1 million, or 44 cents a
share, in the year-ago period.

Excluding non-recurring items, adjusted EPS rose to 56 cents from 50 cents, to beat the FactSet consensus of 53 cents.

Revenue rose 14% to $399.2 million, just shy of the FactSet consensus of $399.5 million.

Monthly active users increased about 13% to 465 million at the end of March.

For the second quarter, the company expects revenue of $427 million to $437 million, compared with the FactSet consensus of $482.1 million.

Weibo said its outlook reflects currency translation risks, and assumes an average exchange rate of 6.90 renminbi per dollar; the current rate is RMB 6.92.

The stock, which is on track to open at the lowest price seen during regular-session hour since January 2017, has tumbled 25.3% over the past three months through Wednesday, while the Invesco Golden Dragon China ETF PGJ, -2.82% has lost 7.0% and the S&P 500 SPX, -1.09% has gained 2.3%.

Source: Market Watch

https://www.marketwatch.com/story/weibo ... arketPulse)
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Re: Weibo Corp (WB)

Postby winston » Thu Jun 06, 2019 11:04 am

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Buy WB before the G20

eMarketer expects Weibo to be used by 30% of China’s population in 2021 — nearly 420 million people. That’s up from 27% this year.

WB’s top line jumped nearly 50% last year, and its net income from continuing operations climbed 63%.

Despite that huge growth, the forward P/E ratio of WB stock is a nearly unbelievably tiny 11.7.

The market cap of Weibo stock is also ridiculously low, standing at around $10 billion. That’s just over 2% of the market cap for Facebook (NASDAQ:FB).

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Tue Jun 11, 2019 4:05 pm

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Chinese stocks to sell: Weibo (WB)
% Off Highs: 70%
YTD Return: -25%

Once one of China’s highest flying digital ad stocks, Weibo (NASDAQ:WB) has since turned into one of China’s worst performing U.S. listed stocks.

The Chinese consumer loves the platform. Monthly active users on Weibo have consistently grown at a double-digit pace for the past several years, and the platform now features 465 million monthly active users.

That’s a big number. But, the problem here is that Weibo is struggling to fully monetize those 465 million users.

A year ago, Weibo’s advertising business was growing at a near 80% clip. Last quarter, the ad business grew by just 13%. That’s a huge slowdown, and it is largely why WB stock has fallen 70% off its all-time highs over the past several quarters.

Long term, the upside potential in WB stock is compelling here. The company’s market cap per user is tiny, and if it can figure out how to monetize its huge user, the stock will head tremendously higher. But, until those ad growth rates turn around, that big recovery rally will be put on hold.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Mon Jul 01, 2019 9:01 pm

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Weibo: China Discount

Jun. 18, 2019

Summary

Weibo has been hit hard due to an economic slowdown in China.

The company continues to grow one of the largest social media platforms in the world.

The stock trades at a discount due to the China trade war and resultant impact on the ad market growth.

Weibo only forecasts Q2 revenues to grow 7 to 10% to $432 million. The forecast is a sharp slowdown from quarterly revenue growth in the 20% range on a constant currency basis.


Source: Seeking Alpha

https://seekingalpha.com/article/427089 ... ngcom_feed
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Re: Weibo Corp (WB)

Postby winston » Mon Jul 01, 2019 9:05 pm

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Why Weibo Corp. (WB) Could Be Positioned For A Slump

For the full year, we have seen three estimates moving down in the past 30 days, compared with no upward revisions.

This trend has caused the consensus estimate to trend lower, going from $3.12 a share a month ago to its current level of $2.82.

Also, for the current quarter, Weibo Corp. has seen three downward estimate revisions versus no revisions in the opposite direction, dragging the consensus estimate down to 65 cents a share from 73 cents over the past 30 days.


Source: Zacks Investment Research

https://www.investing.com/analysis/why- ... -200431773
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Re: Weibo Corp (WB)

Postby winston » Mon Aug 19, 2019 9:48 pm

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Weibo +8% after earnings beat, in-line view

By Brandy Betz

Weibo (NASDAQ:WB) +7.7% reports Q2 results that beat bottom-line estimates but narrowly missed on revenue.

The in-line Q3 guidance sees revenue growth of 6-9% to about $487.6-501.6M (consensus: $491.17M).

Q2 adjusted EBITDA was nearly flat on the year to $172.9M versus the $154.4M.

Product development expense was up 16% Y/Y to $70.4M.

Q2 Ad and marketing revenue was flat on the year at $370.7M.

VAS revenue was up 8% Y/Y to $61.2M.

Source: Seeking Alpha

https://seekingalpha.com/news/3492817-w ... -line-view
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Re: Weibo Corp (WB)

Postby winston » Thu Aug 22, 2019 7:55 am

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China Stocks To Buy On The Dip: Weibo (WB)

Long-Term Bull Thesis: The long-term bull thesis on Chinese micro-blogging site Weibo revolves around the idea that this company is, for all intents and purposes, the Twitter (NYSE:TWTR) of China. There are just three big differences.

One; Weibo has way more daily active users (211 million, versus 139 million at Twitter).

Two; Weibo is more profitable (38% year-to-date EBITDA margins, versus 35% at Twitter).

Three; Weibo makes way less revenue per user (Q2 ARPU of about $2, versus around $6 at Twitter).

The first two differences are positives for Weibo. The third is a negative.

Presumably, Weibo’s unit revenue trends will improve as their ad targeting capabilities improve and as China’s ad market matures. As this discrepancy narrows, so will the market cap difference between Weibo ($10 billion) and Twitter ($30 billion) — implying huge growth potential for WB stock in the long run.


Near-Term Bull Thesis: The near-term bull thesis on WB stock has to do with two things.

First, revenue trends are turning around. Over the past several quarters, revenue growth has been trending down every quarter. Next quarter, though, management is guiding for revenue growth to improve sequentially.

Second, margin trends are improving. Over the past several quarters, margins have been under pressure. Last quarter, that pressure eased in a big way.

So long as revenue and margin trends improve from here, then beaten-up WB stock should bounce back in the near term.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Tue Sep 10, 2019 6:25 pm

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3 Big Reasons to Believe in the Weibo Stock Turnaround

by Luke Lango

First, the fundamentals are turning a corner, and imply that the stock is undervalued here and now.

Second, the optics are steadily improving, and project to keep improving for the foreseeable future.

Third, the technicals support the idea that WB stock tested and held a multi-year support level at $40, and is now ready to roar higher from here.


1. Improving Fundamentals

Monthly active user growth quarter-over-quarter was 4.5% – the biggest sequential user growth rate in four quarters.

Further, constant currency revenue growth is expected to be 7.5% per quarter, up from this quarter’s 7% growth rate and ending a multi-quarter streak of decelerating revenue growth which dates back two years.

Perhaps most importantly, trailing 12-month adjusted EBITDA margins dropped just 14 basis points quarter-over-quarter, the slowest compression there in three quarters. The reason? Management is effectively cutting back on sales and marketing spend.

Based on a market-average 16-forward multiple and 10% discount rate, that equates to a 2019 price target for WB stock of $50.


Source: Investor Place

https://finance.yahoo.com/news/3-big-re ... 48919.html
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Re: Weibo Corp (WB)

Postby winston » Tue Sep 10, 2019 6:25 pm

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3 Big Reasons to Believe in the Weibo Stock Turnaround

by Luke Lango

First, the fundamentals are turning a corner, and imply that the stock is undervalued here and now.

Second, the optics are steadily improving, and project to keep improving for the foreseeable future.

Third, the technicals support the idea that WB stock tested and held a multi-year support level at $40, and is now ready to roar higher from here.


1. Improving Fundamentals

Monthly active user growth quarter-over-quarter was 4.5% – the biggest sequential user growth rate in four quarters.

Further, constant currency revenue growth is expected to be 7.5% per quarter, up from this quarter’s 7% growth rate and ending a multi-quarter streak of decelerating revenue growth which dates back two years.

Perhaps most importantly, trailing 12-month adjusted EBITDA margins dropped just 14 basis points quarter-over-quarter, the slowest compression there in three quarters. The reason? Management is effectively cutting back on sales and marketing spend.

Based on a market-average 16-forward multiple and 10% discount rate, that equates to a 2019 price target for WB stock of $50.


Source: Investor Place

https://finance.yahoo.com/news/3-big-re ... 48919.html
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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