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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Sina/Weibo: Ad Budgets Moving to Social Media
The recent 3Q16 results from Sina Corp (SINA US) and Weibo (WB US) were largely in-line with NSR's forecasts, driven by continued market share...
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Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
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Alibaba Raised Its Stake in Weibo; A Full Acquisition Possible. BUY Sina Corp.
On Sept. 9, Weibo Corp (ADR) (WB US)Â Â stated in a US SECÂ filing that Alibaba Group Holding Ltd (BABA US)Â has acquired 3m shares of Weibo at...
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SINA / WB: SINA to Distribute WB Shares - A 6.3% Dividend In-Specie
SINA announced today that it will distribute one Weibo Class A ordinary share to the holder of each ten SINA ordinary shares (see press release)....
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