Weibo's 3Q Numbers Look Good Ahead of an $800m Debt Issue
Weibo Corp (WB US) released selected 3Q numbers early, which show revenue ahead of expectations as more revenues came from Alibaba (BABA US) while...
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Upgrade to Softbank Target Price Driven by Alibaba. Holdco Discount Looks Extreme
We have raised our target price for Softbank (9984 JP) from ¥13,200 to ¥15,500 on a higher valuation for Alibaba (BABA US) tempered modestly by...
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Weibo: Regulatory Risk Returns but Impact Is Still Unclear.
Having just upgraded Weibo (WB US) on improving visibility, a problem has arisen. We have been increasingly appreciative of the growth potential...
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Sina/Weibo on Track for Revenue Acceleration
We are more positive on the growth potential of Weibo (WB US) after it beat expectations in 1Q. China is still in an early stage of social...
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Sina/Weibo: 4Q16 Results Show Rapid Mobile Video Growth. We Prefer Sina over Weibo.
The last time we wrote about Sina (SINA US) / Weibo (WB US) here was after strong 3Q16 results. At the time, we noted continued market share growth...
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