open discussion invitation- Sina's Q1 13 ER @ May 16# Stock
m*1
1 楼
Hi, folks, this is an open discussion invitation to Sina's ER at 16th, next
week.
I could be wrong, but really think Sina had tons of positive to say in the
ER.
1. top line growth: Q4-12 was disappointing because of the reduced budget in
key ad customers (Japanese auto & etc). But this should be improved
dramatically in Q1 13. In addition, all peer internet companies are doing
really well at top line, don't think Sina will be exception considered solid
growth of Weibo monitization.
2. Expense control: this is the only area ER could go negative. However,
with the new deal Sina sighed with Alibaba on Weibo, I really think this
will dramatically help the bottom line for two fold impact: Alibaba will
provide 300+ million revenue in the next 3 years, and share the loss if
there are any. This is why Sina's stock price skyrocketing in recent weeks.
3. Sina's portfolio: all Sina's investment portfolio are doing very well at
quarter end and as of today: e-house, Yoku and Yunfeng in Alibaba group.
4. Sohu are at 52 week high with surprising positive Q1 13 ER, normally Sohu
ER are highly correlated with Sina ER.
Maybe I'm missing anything and highly appreciate your input!
week.
I could be wrong, but really think Sina had tons of positive to say in the
ER.
1. top line growth: Q4-12 was disappointing because of the reduced budget in
key ad customers (Japanese auto & etc). But this should be improved
dramatically in Q1 13. In addition, all peer internet companies are doing
really well at top line, don't think Sina will be exception considered solid
growth of Weibo monitization.
2. Expense control: this is the only area ER could go negative. However,
with the new deal Sina sighed with Alibaba on Weibo, I really think this
will dramatically help the bottom line for two fold impact: Alibaba will
provide 300+ million revenue in the next 3 years, and share the loss if
there are any. This is why Sina's stock price skyrocketing in recent weeks.
3. Sina's portfolio: all Sina's investment portfolio are doing very well at
quarter end and as of today: e-house, Yoku and Yunfeng in Alibaba group.
4. Sohu are at 52 week high with surprising positive Q1 13 ER, normally Sohu
ER are highly correlated with Sina ER.
Maybe I'm missing anything and highly appreciate your input!