Weibo Corp (WB); 9898 HK

Weibo Corp (WB); 9898 HK

Postby winston » Tue Jun 14, 2016 10:06 am

not vested

Stocks to Buy Now: Weibo Corp (ADR) (WB)

Market Cap: $5.5B
Sector: Media
YTD Performance: +40% vs. +2% for the S&P 500

Estimated EPS Growth: 69%, from 55 cents this fiscal year to 93 cents next year
Estimated Sales Growth: 36%, from $621M this fiscal year to $848M next year

Weibo Corp (ADR) (WB) is another aggressive China pick. Even though it’s a larger company, it is perhaps even more high-octane than Yirendai because it is a social media platform used in China that is often compared to Twitter Inc (TWTR).

Volatility is the norm, but performance has been great — as is the future growth projection for WB — making it one of the best stocks to buy now for quick profit potential.

Source: investor Place
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Re: Weibo Corp (WB)

Postby winston » Wed Aug 10, 2016 4:29 am

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Weibo smashes Q2 estimates with 516pc jump in profit

China’s Twitter sees monthly active users swell 33pc to a new high of 282 million, as total revenues soar 36pc to US$146.9 million

Beijing-based Weibo, the microblogging service considered as China’s Twitter, reported a 516 per cent jump in net income for the second quarter to US$25.9 million, up from US$4.2 million in the same period last year, as advertising and marketing revenue increased 45 per cent year on year to US$127.2 million.


Revenue rose 36 per cent to US$146.9 million from US$107.8 million a year earlier.


Sina is the largest shareholder of Weibo, with a 54.5 per cent stake as of March 31.

Weibo’s next biggest shareholder is e-commerce giant Alibaba Group, with a 30.5 per cent stake in the same period. New York-traded Alibaba owns the South China Morning Post.


Source: SCMP

http://www.scmp.com/tech/china-tech/art ... ump-profit
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Re: Weibo Corp (WB)

Postby winston » Fri Sep 02, 2016 10:14 am

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Distribution of Weibo shares

Sina announced today (30 Aug) that the board approved the distribution of one Weibo Class A ordinary share for each ten Sina ordinary shares held.

We believe the distribution of Weibo's share
(1) shows Sina management's willingness to unlock Sina's underlying value,
(2) is positive to Sina's share price, as embedded value of Sina exWeibo has better visibility of realisation,
(3) will help Weibo's liquidity situation (less than 15% of total shares outstanding are free float).

We expect some near-term volatility to Weibo's share price from the enlarged supply of tradable WB ADS.

ChineseAll Digital (300364 CH) announced the acquisition of a 16.7% stake in Sina Reading; Sina's stake will decrease from 42.4% to 33.9% after the transaction. The deal values Sina Reading at Rmb1.5 bn. This divestment further unlocks Sina's shareholder value.

Maintain OUTPERFORM and TP at US$80. Our SOTP includes portal (US$356 mn), Weibo (US$5218 mn), cash (US$1128 mn) and investment (US$951 mn), applied with 20% holding discount.

Source: Credit Suisse
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Re: Weibo Corp (WB)

Postby winston » Sat Sep 03, 2016 5:32 pm

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Internet Stocks to Buy: Weibo (WB)

by Jon Russell

Weibo Corp (ADR) (NASDAQ:WB) is basically like a Chinese version of Facebook. And it’s becoming very popular.

Recent numbers put week over week usage numbers at 258 million, which is up 20%. Its average time spent on the site is up 23%.

There are a couple things that make WB kind of a ground floor opportunity to get into Facebook, if you missed that one. This is simply Facebook in the Chinese market.

And there are a 1.4 billion people in that market. And one thing that is becoming apparent is that large countries prefer to develop their own technology rather than use something from another culture and country.

Some of that is for security reasons and some of it is simply users are more comfortable with look and feel.

WB is up 155% so far this year, and its user growth track, mobile advertising penetration and sheer popularity mean there it a lot more to come.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Wed Nov 23, 2016 7:57 am

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Chinese microblogging giant Weibo beats estimates with strong third quarter

Solid financial results provide big boost to parent Sina’s own quarterly earnings

Chinese social media titan Weibo Corp plans to ramp up its short video and live content streaming initiatives after it posted third-quarter financial results that soundly beat market estimates.


Beijing-based Weibo reported a 147 per cent jump in net profit for the third quarter to US$54.59 million, up from US$22.14 million in the same period last year, as adverting and marketing revenue increased 48 per cent year on year to US$156.69 million.

That beat the US$43.8 million analysts’ consensus estimate for third-quarter net profit as of November 7.

Revenue climbed 42 per cent to US$176.88 million from US$124.73 million a year ago, ahead of the US$173.5 million market estimate.


The company estimated that its revenue in the quarter to December 31 would be between US$205 million and US$210 million


Monthly active users of Weibo as of September 30 swelled 34 per cent year on year to 297 million, 89 per cent of which were mobile users, according to the company.

Average daily active users in the same period grew 32 per cent year on year to 132 million.


Source: SCMP

http://www.scmp.com/tech/china-tech/art ... rong-third
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Re: Weibo Corp (WB)

Postby winston » Sat Feb 04, 2017 7:27 pm

Tech Stocks to Buy: Weibo (WB)

by Jon Russell

Weibo Corp (ADR) (NASDAQ:WB) is often called the Twitter Inc (NYSE:TWTR) of China. That is, if Twitter were actually a wildly successful and profitable company with a rapidly expanding subscriber base.

Founded in 2010, WB caught the eye of the “Amazon of China,” Alibaba Group Holding Ltd (NYSE:BABA) in 2013, and BABA bought about 20% of WB and the bumped it up to 30%.

Unlike its American counterpart, WB has been growing like kudzu in the Chinese market and it has been growing its marketing and advertising business substantially.

For example, its Q3 numbers released in November reported a 42% increase in net revenue for the quarter compared to the same quarter a year ago. Net income was up 122% over the same time period.

You can understand why comparing it to Twitter has only a passing resemblance. WB is more like Facebook when it comes to building a business. Notice how similar the ticker symbols are; that’s not a coincidence.

At this point, WB needs no help from BABA, and it’s unlikely that WB’s parent company Sina Corp (NASDAQ:SINA) would be interested in parting ways with Weibo.

Source: Investor Place
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Re: Weibo Corp (WB)

Postby winston » Thu Feb 23, 2017 10:50 am

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<US Co. Results>Sina Weibo 4Q Net Income Up 125%

Sina Weibo released the fourth quarter of 2016 (4Q16) and 2016 results.

Sina Weibo announced that in 4Q16, net income surged 125% yearly to US$42.97 million;

Basic EPS amounted to US20 cents; quarterly revenue rose 42.7% yearly to US$213 million.

In 2016, net income attributable to shareholders soared 210% yearly to US$108 million; basic EPS amounted to US50 cents; revenue rose 37.2% yearly to US$656 million.

Monthly active users (MAUs) in December 2016 grew 33% yearly to 313 million, 90% of which were mobile users.

Source: AAStocks Financial News
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Re: Weibo Corp (WB)

Postby winston » Thu Feb 23, 2017 10:50 am

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<US Co. Results>Sina Weibo 4Q Net Income Up 125%

Sina Weibo released the fourth quarter of 2016 (4Q16) and 2016 results.

Sina Weibo announced that in 4Q16, net income surged 125% yearly to US$42.97 million;

Basic EPS amounted to US20 cents; quarterly revenue rose 42.7% yearly to US$213 million.

In 2016, net income attributable to shareholders soared 210% yearly to US$108 million; basic EPS amounted to US50 cents; revenue rose 37.2% yearly to US$656 million.

Monthly active users (MAUs) in December 2016 grew 33% yearly to 313 million, 90% of which were mobile users.

Source: AAStocks Financial News
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Re: Weibo Corp (WB)

Postby winston » Sun Feb 26, 2017 7:58 pm

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What Are You Waiting For? Buy Weibo Corp (ADR) (WB) Stock!

The 'Twitter of China' has a lot more to like than its U.S. cousin

By Louis Navellier

Earnings for the quarter came in almost 25% higher than analysts expectations and revenue was up nearly 43% year over year.


Source: Blue Chip Growth

http://investorplace.com/2017/02/buy-we ... LLBu_l96M8
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Re: Weibo Corp (WB)

Postby winston » Tue Mar 28, 2017 10:26 am

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Weibo has 2.7 mn verified influencers on the platform and aims to build a comprehensive content ecosystem, including advertisers, users and content creators.

Video continues to be one of the focus areas for Weibo, as video will become an increasingly important advertising format, according to the company.

Weibo will continue to be supportive to key opinion leaders (KOLs) in monetisation, including e-commerce, virtual gifting and subscriptions. In addition, it also expects to see industry consolidation from individuals to e-commerce MCNs representing KOLs in the future.

Maintain OUTPERFORM; our US$67 TP is based on FY17E P/E of 51x, largely in line with leading global social platform peers. We expect short video and livestreaming to make more meaningful contributions in 2017E.

We are positive on seeing decent adjusted op. profit margin (OPM) improvement on further operating leverage.

Source: CS
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