说一下SINA ER - 未名空间MITBBS历史存档

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说一下SINA ER

说一下SINA ER# Stock

g*e2014-02-24 08:02

1 楼

ER is decent, cash @ about 1.8B, MC about 5B.
Weibo runs great. Weibo advertising revenues for the fourth quarter of 2013
grew 163% year over year to $56.0 million.
Also Weibo IPO should be real soon. If cc mention about IPO(which I think
highly likely), it will be over 80 tomorrow.
weibo should worth about 4-5B per analysts, so sina is highly undervalued
IMHO.
My only concern is Q1 outlook, looks like will be lower than the past Q.
YMYD. Good luck.

b*02014-02-24 08:02

2 楼

beat estimation
weaker outlook
it's dropped to 71 then went back to 75.5 after market
could be pretty flat tomorrow

2013

【在 g****e 的大作中提到】

: ER is decent, cash @ about 1.8B, MC about 5B.
: Weibo runs great. Weibo advertising revenues for the fourth quarter of 2013
: grew 163% year over year to $56.0 million.
: Also Weibo IPO should be real soon. If cc mention about IPO(which I think
: highly likely), it will be over 80 tomorrow.
: weibo should worth about 4-5B per analysts, so sina is highly undervalued
: IMHO.
: My only concern is Q1 outlook, looks like will be lower than the past Q.
: YMYD. Good luck.

g*e2014-02-24 08:02

3 楼

Updates after listen to the cc:
Surprisingly no weibo ipo information asked or provided.
会议大部分都讲微博，整体来说是怎样去广告挣钱，微博用户在增长，但增长速度大大
放慢。2014年新浪收入不会有很大的上升空间。觉得唯一能大大提高股价的是微博Ipo
的抄作。

b*02014-02-24 08:02

4 楼

looks like Sina will then go to 70 tomorrow

Ipo

【在 g****e 的大作中提到】

: Updates after listen to the cc:
: Surprisingly no weibo ipo information asked or provided.
: 会议大部分都讲微博，整体来说是怎样去广告挣钱，微博用户在增长，但增长速度大大
: 放慢。2014年新浪收入不会有很大的上升空间。觉得唯一能大大提高股价的是微博Ipo
: 的抄作。