Selected Reads

Smartkarma

Equity Bottom-Up

Weibo is the Chinese version of Twitter. At end of 2021, Weibo’s MAU reached 573m and DAU reached 249m, an YOY increase of 10% and 11% respectively. The company grew...<a target="_blank" href="https://www.valueinvestorsclub.com/idea/WEIBO_CORP/0654561835">Read the article on Value Investor Club »</a>

Morningstar

Morningstar, Inc.

Narrow-moat Weibo’s net revenue was up 14% year over year or 21% on a constant currency basis in the quarter, versus guidance of 20.5% to 23.5% on a constant currency basis. Advertising and marketing revenue was up 13% or 20% on a constant currency basis year over year. Second-quarter guidance of revenue growth is 7%-10% on a constant currency basis. We reduced our full-year revenue growth forecast of 19% to 10%. We expect recovery in the second half as there are signs of recovery in the…

Weibo’s focus on the content ecosystem is unchanged and should continue to help the firm differentiate itself from its competitors. Weibo assists celebrities/key opinion leaders to drive fan base and increase their monetization. This keeps these content generators at Weibo, and they will produce high quality content and engage with their fans in order to enhance monetization. With high quality content and an active fan base, Weibo can monetize through advertising. To further enhance Weibo’s…

Weibo, launched by Sina in August 2009, is the largest social media platform in China. It has evolved into a trendy social media platform for “self-media” and marketing to fans, attracting the young Chinese generation. Weibo’s key opinion leader, or KOL, strategy is on the right track and has become an important marketing channel for Internet celebrities, who can monetize their image through advertising, e-commerce, and paid subscription. By the end of 2015, KOLs accounted for over 30% of Weibo…

China

Weibo Corp is a social media platform for people to create, distribute and discover Chinese-language content.  The Company offers users public self-expression in real time with a powerful platform for social interaction, as well as content aggregation and distribution.