58.com (WUBA): Top Risk - Clients Cheat Users, 18% Downside

58.com (WUBA): Promising Main Business, But But New Businesses Squeezed Margins, Upgrade to HOLD

58.com (WUBA): Weak Membership Growth Suggests More Volatile Performance, 17% Downside

58.com Oversold on Near-Term Uncertainty. Remain Positive on Prospects.

Short WUBA to Profit from China's Housing Market Corrections

58.com 2Q17 Earnings: Stock Soars ~20% as Results Smash Expectations; Guidance Better Than Expected

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Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/58-com-inc-adr" target="_blank" data-smartkarma-citation="entities:2563:1">58.Com Adr (WUBA US)</a> recently reported 2Q17 results that were ahead of consensus. Revenue guidance for 3Q was also strong and ahead of our relatively bullish expectations. The main driver has been from the recruitment sector while the impact from government pressure on the property market has been less than expected. There have also been market share gains and some signs of pricing power. 58.com drove top line growth despite relatively lower marketing spend. This highlights the attractiveness of…</p>

58.Com Adr (WUBA US) recently reported 2Q17 results that were ahead of consensus. Revenue guidance for 3Q was also strong and ahead of our relatively bullish expectations. The main driver has been from the recruitment sector while the impact from government pressure on the property market has been less than expected. There have also been market share gains and some signs of pricing power. 58.com drove top line growth despite relatively lower marketing spend. This highlights the attractiveness of…

58.com: Market Share Gains and Pricing Power Put 58.com in a Strong Position.

58.Com Inc Adr

58.com: Market Share Gains and Pricing Power Put 58.com in a Strong Position.