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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58.com, China's Online Classifieds Leader
58.Com Inc (WUBA US) is China’s leading online classified advertising platform and is backed by industry heavyweights Tencent (700 HK) directly and...
308 Views
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...
539 Views
Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
349 Views
Alibaba Raised Its Stake in Weibo; A Full Acquisition Possible. BUY Sina Corp.
On Sept. 9, Weibo Corp (ADR) (WB US) stated in a US SEC filing that Alibaba Group Holding Ltd (BABA US) has acquired 3m shares of Weibo at...
698 Views