m******1
发帖数: 86 | 1 Don't quite understand why you say Sina.com should be valued as Nil. it
generate $140 mil operating cash flow annual.
If you are not happy with Sina's management, then it's a totally different
story. |
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f**********r
发帖数: 2137 | 2 active users doesn't mean revenue. user behavior is completely different.
nobody on weibo would pay for an account number, the thing is for 3rd/4th
tier cities.
com
billion. |
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r******9
发帖数: 2632 | 3 这就不懂了超出俺的理解了。
等杰克哈大牛出来FA一把再说。 |
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f**********r
发帖数: 2137 | 4 Sina weibo's business model is now socialized web portal, which cannibalized
the original web 1.0 portal, thanks to accountant Cao. I don't see any growth
in this stock. |
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a*******8
发帖数: 2299 | 5 要是微博估值刚上腾讯的那个玩意，那SINA岂不是要涨到1000？ |
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b*****a
发帖数: 227 | 6 我觉得短期看来sina也许还有下跌的空间，但放个两三年的时间来看，这是中国互联网
这个行业最有可能翻几番的公司。
weibo可以说是国内在QQ，百度搜索，淘宝，之后第四个最成功的产品。qq赚钱说白了
就是卖q币，百度就是卖广告，淘宝现在不怎么赚钱，weibo怎么赚钱？卖威币，卖账号
都是尝试，成功不成功很难说，但只要微博继续占据现在的这种行业垄断地位，它总有
尝试对的时候。
我更希望sina挖个高人过来做广告，依仗新浪这种信息分享的架构把这东西设计合理，
而不是跟qq学，靠卖吉利号，模板营生。 |
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W********g
发帖数: 610 | 7 其实我看新浪》百度，not now!
Tencent
valuation |
|
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P**********c
发帖数: 3417 | 9 It's all about the advertising dollars. They won't ask you to pay for an
account, ever, OK? Google didn't ask you pay for an account. Baidu
didn't. Tencent didn't (Well for one time it used to be that you can sell a QQ
acount, but that was on second market). It is shocking at this age people still don't understand how most internet companies work.
It is true that Weibo still didn't figure out what is the efficient way for it to sell ad space, but if they do, online and mobile ads is still a mark... 阅读全帖 |
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o******r
发帖数: 1378 | 10 QQ帐号分不同级别的。。 最普通的不要钱，什么黄钻，白钻， 星星级，太阳级是要钱
的。。我当然不会买， 但是很多人买的。
a QQ
still don't understand how most internet companies work.
for it to sell ad space, but if they do, online and mobile ads is still a
market with huge potential. I think because they have a stable revenue
stream from the portal, they are waiting for Twitter to experiment with
promoted tweets, etc., and they will follow if Twitter finds out the best
way. One thing for sure is they won't ask you to pay for an account. Rest
assured. |
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u****n
发帖数: 7521 | 11 It has political threat what Weibo.com would be closed at CCP's will. So don
't overestimate it.
Tencent
valuation |
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g*****u
发帖数: 14294 | 12 Let me guess. Shares held: zero.
a QQ
still don't understand how most internet companies work.
for it to sell ad space, but if they do, online and mobile ads is still a
market with huge potential. I think because they have a stable revenue
stream from the portal, they are waiting for Twitter to experiment with
promoted tweets, etc., and they will follow if Twitter finds out the best
way. One thing for sure is they won't ask you to pay for an account. Rest
assured. |
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o**o
发帖数: 3964 | 13 How does sina monetize it?
different |
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l**********y
发帖数: 2050 | 14 ☆─────────────────────────────────────☆
zlion (smilingsky@cathy) 于 (Fri Jan 13 11:05:26 2012, 美东) 提到:
等着发吧， 甭排队了
**---------*----------*----------*----------*----------0----------0*
如果爱一个人，就借钱给他/她玩option
如果恨一个人，就拿钱给他/她玩option
*0---------0----------0----------0----------0----------0----------0*
> 请你一定要爱我
> 实在不行 恨我也成
^ ……
> 敖 敖 敖................................................
> 别介
> 君子动口不动手
> 小人才动手呢
^ ……
☆─────────────────────────────────────☆
KeepBuying (雁过留声) 于 (Fri Jan... 阅读全帖 |
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s*********d
发帖数: 1998 | 15 facebook has many ways to monetize it's user base. So past earnings trend
won't be a reliable predictor for future success.
破了 |
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s*********d
发帖数: 1998 | 16 我个人觉得FB比Goog潜力还要大一些。Google市值190B。FB 100B不算太离谱。FB有数
亿铁杆用户，尚有很多monetization空间。不算完全吹泡泡。大牛short要小心。
the |
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k**o
发帖数: 15334 | 17 一个850M人用的东西，100B不算过分。随便整点monetization就
出来profit了。一个小小的游戏每年都带给FB五六亿的profit。而且
FB的游戏方面远远没有做到极致，没有像国内那样搞大型MMO。 |
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y***y
发帖数: 151 | 19 in all, mm see 2012 guidance from most Chinese adr less promising
百度的问题，类似几年前的谷歌，面临来自各方面（social, etc)的挑战,growth rate
slows down. pushed to start aggressive invest and M&A (ie, acquried double
click to enter mobile sector), margin under pressure
for sina, even after FB s1 filing, the monetization model on weibo still not
clear. also confronted by competitions from other sector (ie, video),
therefore need to keep spending on weibo platform. margin under pressure |
|
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d******8
发帖数: 1972 | 21 Did Zynga spook investors with talk of more acquisitions?
Zynga Inc.’s shares slipped more than 3% to $10.60 by midday Tuesday,
missing out on an uplift that boosted most other videogame stocks during the
session.
While there was no news from the social game maker, a possible catalyst was
an interview Zynga ZNGA-4.27% executives granted to Bloomberg News, in
which the company essentially broadcast its plans to do “a few” more
acquisition deals around the size of its purchase of OMGPop last mont... 阅读全帖 |
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d******8
发帖数: 1972 | 22 Today - Monday, April 23, 3:55 PM One troubling datapoint from Facebook's (
FB) latest S-1 is that ad revenue growth fell to 37% Y/Y. That's down
sharply from the 69% rate posted for 2011, in spite of reports of improved
monetization, and will add to fears Facebook isn't growing fast enough to
warrant a $100B+ valuation. Payments revenue, which includes Facebook's 30%
cut on Zynga (ZNGA -1.4%) virtual goods sales, rose 98% Y/Y, but made up
less than 18% of sales. |
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d******8
发帖数: 1972 | 23 Zynga: Citi Launches Coverage With Buy Rating, $12 Target
Citigroup analyst Neil Doshi this morning picked up coverage of social
gaming company Zynga with a Buy rating and $12 price target.
“Zynga is the leading developer of Social Games and has built strong moats
around its business: 292 million monthly average users, an intensive focus
around analytics of its games/players, and a proven track record of game
monetization,” the Citi analyst writes in a research note. “The stock has
been highly v... 阅读全帖 |
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j*****h
发帖数: 3292 | 24 没啥了解，GLW是讲技术创新的，前一阵股价好是因为LCD电视吧，手机屏能用多少LCD
？2000年是因为光纤？他家目前还有cookware, 但monetized不行
这个股玩的是大波；以前文道兄荐过这个股，可以问他 |
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l**********o
发帖数: 1573 | 25 感觉动作有点儿慢了 收购两个月了 才推出多语言版本 不过请到了Jennifer Lopez
Zynga Takes Draw Something Global With the Help of Enrique Iglesias and
Jennifer Lopez
Zynga Localizes Draw Something in 12 languages and Partners With Enrique
Iglesias and Jennifer Lopez as They Kick-Start Their Joint North American
Tour
SAN FRANCISCO, June 12, 2012 (GLOBE NEWSWIRE) -- Zynga, (Nasdaq:ZNGA), the
world's leading provider of social game services, today launches Draw
Something in 12 new languages, providing even more people the chance t... 阅读全帖 |
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s***y
发帖数: 357 | 26 2Q games is going to focus on ville/casino style high-profitable game.
monetization on mobile and web is about the same for Zynga poker |
|
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h*****9
发帖数: 6643 | 28 就算 Qihoo Search失败，如果百度不能在 Mobile Search 上取得垄断地位并且
Monetized， 百度股价就算跌到 60 也是太贵的股。 所谓 60% 增长，那是过去，这
个 Quarter 只有 50%， 下个Quarter会更低。
PC 时代已经过去，PC Search 增长也会很有限的了。醒醒吧，看着过去的数据，就好
像走路时眼往后看一样。
QIHU 能不能做多，要看下两个 Quarter。 |
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g*****c
发帖数: 4378 | 29 how can you put that much monet into Roth IRA |
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m********7
发帖数: 841 | 30 Facebook 今年12月就会加入 Nasdaq-100 index
http://online.wsj.com/article/SB1000087239639044423310457759557
Investors hoping that index funds will give Facebook Inc.'s FB +0.13%
battered shares
a lift could be in for a long wait.
When the Nasdaq Stock Market decided in April to shorten the "seasoning"
period for any stock to three months from as little as a year, it made the
social-networking company, which went public in May, eligible for inclusion
in its Nasdaq-100 index as soon as Sept. 1.
Changes to... 阅读全帖 |
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a*******8
发帖数: 2299 | 31 By Tiernan Ray
Chinese search engine giant Baidu (BIDU) this afternoon reported Q3 revenue
that missed analysts’ estimates but beat on the bottom line, and forecast
this quarter’s revenue below consensus.
Revenue in the three months ended in September rose 52%, year over year, to
$994.6 million, yielding EPS of $1.37.
Analysts on average were modeling $1 billion and $1.28.
For the current quarter, the company sees $979 million to $1.01 billion.
That is below the consensus $1.03 billion estimate.... 阅读全帖 |
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r***l
发帖数: 9084 | 32 免大牛
我有几个月没碰bidu了，上次狗屎运赚了一笔后，觉的个股还是风险大，一直就搞spy/
qqq来着。说实话，bidu跌这个份上，我得承认对bidu原来有些过度乐观了，错了。
最重要的原因还是mobile, 一个是bidu能不能在mobile search上成为垄断，但另外一
个问题是，即使是垄断，能不能monetize，搞成慈善事业100%市场占有也没用。
mobile屏幕那么小，用户也就是图方便搜索下，没人看你广告，所以广告商比较
reluctant放广告。 不光bidu. google/facebook都有这个问题。现在市场基本对bidu
会基本垄断移动搜索怀疑不是很大，但市场觉的bidu搜索很大部分要转到mobile上，但
mobile又没办法赚钱，所以怀疑你的持续增长性。
李彦宏上次财报会议的态度和他几个月前有了明显转变，他基本承认mobile的重要性，
承认移动搜索增长呈3位数增长，并且要投大力量研发技术和赚钱模式。这就是双刃剑
了，一方面要加大投资意味着花费增加，成本压力增加，profit margin下降。另一方
面，移动搜索能不能赚大钱，能否找到良性的赚钱模式，现... 阅读全帖 |
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f****r
发帖数: 5118 | 33 Comment Now Follow Comments
Microsoft Atlas Unit 是神马？ 地图？
As expected, Facebook this afternoon confirmed in a blog post that it has
agreed to acquire the Atlas Advertiser Suite from Microsoft.
“Atlas is a leader in campaign management and measurement for marketers and
agencies. We believe this acquisition will benefit both marketers and users
, and we’d like to explain why,” Brian Boland, Facebook’s director of
monetization product marketing, said in the post. “Many marketers that
advertise on F... 阅读全帖 |
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S*******i
发帖数: 2018 | 34 I have both but I am not that optimistic.
For SINA, how to monetize Weibo is still a question. It has a gigantic user
base but is not actually make much money out of it.
For SOHU, I think the division with best potential is Sogou. Sohu video is
loosing money and will not make any money in the next a few years. If the
buyout is really a rumor, I am sure the next step of SOHU is to IPO both
Sogou and Sohu Video to get some fresh cash enough to burn for several years
.
Valuation wise, sohu is very ... 阅读全帖 |
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z***e
发帖数: 5600 | 35 User数增长前景有限，但是Monetization刚开始不久，而FB的Content基本上是在
Google之外的自留地 |
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L****n
发帖数: 12932 | 36 it's a stock that's priced to perfection, even at this price. The IPO price
last year was a complete joke. meaning they continue to grow users by leap
and bounce, they able to monetize the user base and they execute flawlessly
on the mobile platform - Just to maintain a 40B market cap at this level.
ANYTHING THAT CRACKS COULD CUT ITS PRICE IN HALF. IF PEOPLE START TO GET
USER FATIGUE - IT COULD GO THE SAME WAY as MYSPACE. |
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g*******s
发帖数: 2828 | 37 潜水很多年了。一直奇怪这个版上很少做FA的。或者也许有，但是和我一样潜水。
贴个special situation idea，希望能炸出几个同行。goes without saying that
this is not a recommendation. do your own DD.
Crown Media (CRWN) is an orphan stock with no sell-side coverage. The asset
here is Hallmark Channel, one of the remaining stand-alone cable channels
with decent ratings. The company had steady growth and generated $135M
EBITDA last year despite low affiliate fees given its independent status.
Stock is reasonably cheap on its own and clearly worth a lot ... 阅读全帖 |
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m******u
发帖数: 12400 | 38 你就继续装吧！
BEIJING, July 19, 2013 /PRNewswire/ -- Renren Inc. (NYSE: RENN) ("Renren" or
the "Company"), a leading real-name social networking internet platform in
China, today announced preliminary selected unaudited financial results for
the second fiscal quarter ended June 30, 2013. These preliminary results are
subject to change as the Company is in the process of finalizing the
financial statements for the second quarter. The Company expects to issue
the earnings release for the second fiscal q... 阅读全帖 |
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L****n
发帖数: 12932 | 39 thanks for speaking out for me.
question like this should always include a time frame.
by this weekend, no, 11c i sold against stocks will die.
by next OE, it'll be in the $14-$16 range. eventually may follow FB's foot
step back to IPO price. key word: "monetizing mobile user". |
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m******u
发帖数: 12400 | 40 ER 不错啊。
BEIJING, Aug. 14, 2013/PRNewswire/ -- Renren Inc. (NYSE: RENN) ("Renren" or
the "Company"), a leading real-name social networking internet platform in
China, today announced its unaudited financial results for the second
quarter ended June 30, 2013.
Second Quarter 2013 Highlights
Total net revenues were US$49.6 million, a 10.7% increase from the
corresponding period in 2012. Renren net revenues were US$43.4 million, a 5.
5% increase from the corresponding period in 2012. Nuomi net re... 阅读全帖 |
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L******f
发帖数: 5368 | 41 http://finance.yahoo.com/blogs/breakout/gold-crushed-2013-losse
Gold's brutal 2013 continues. The price of the yellow metal is dropping
again, off more than 2% today and breaking well below critical support. As
discussed on Breakout just last week, chartists saw $1,305 as a stop-loss
level. Once that support broke this morning the sellers came out in droves.
David Lutz, head of ETF trading at Stifel Nicolaus, says reports are
circulating that central banks are monetizing their gold holdings, add... 阅读全帖 |
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d*****2
发帖数: 120 | 42 Nokia (buy): thoughts post management meeting
December 13, 2013 Aviate Global aviateEUROPE, 0
It was clear from our meeting with Nokia yesterday that each three divisions
have substantial opportunities in 2014, and beyond. In IP, current
litigation is the first of many which is designed to set a precedent and
lead a path to monetization. Not only that but with most IP contracts at the
shorter end of a 4-15 year range, Nokia see opportunities to extend these
on longer, more advantageous terms. In... 阅读全帖 |
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l*********m
发帖数: 16971 | 43 http://www.bloomberg.com/news/2013-11-19/oberweis-defies-muddy-
Oberweis Defies Muddy Waters by Doubling Down on NQ
By Matthew Kanterman & Dune Lawrence - Nov 19, 2013 1:38 PM PT
Jim Oberweis, whose China-focused fund is the best performer this year, said
he’s doubled his stake in NQ Mobile Inc. (NQ), betting that claims by
Muddy Waters LLC about the company’s finances are unfounded.
Oberweis Asset Management Inc. increased its holding to 1.8 million shares
of NQ Mobile, from 990,894 on Sept. 30... 阅读全帖 |
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d*****d
发帖数: 10658 | 44 Renren Announces Unaudited Third Quarter 2013 Financial Results
BEIJING, Nov. 27, 2013 /PRNewswire/ -- Renren Inc. (NYSE: RENN) ("Renren" or
the "Company"), a leading real-name social networking internet platform in
China, today announced its unaudited financial results for the third quarter
ended September 30, 2013.
Third Quarter 2013 Highlights
Total net revenues were US$47.6 million, a 5.6% decrease from the
corresponding period in 2012. Renren net revenues were US$41.1 million, a 9.
9% decre... 阅读全帖 |
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L****n
发帖数: 12932 | 45 the break down of 40 on Nov.25 appears to be a hard wash. it's a long from
here. The question is picking the entry.
FA point of view, social media stocks are in an era of monetizing the mobile
trend, which can last for years if not decades. there will be different
players but that's where money flows. should always have some in hand. SOCL,
currently at 19.84, is at a good entry point. It reminds me of EWZ at 19
back in late 2004. It's a good long term fund for IRA. |
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d*****s
发帖数: 5610 | 46 最近很多对冲基金在大进TWTR。
主要原因：
1.以前大家搞不清楚TWTR怎么赚钱。
2.最近TWTR终于figure out如何monetize它的user base。并且对冲基金都认为路子对
头，商业模型肯定能赚。所以，很多基金都在买。 |
|
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L****n
发帖数: 12932 | 48 i think AAPL is at the early stage of monetizing their dominance in digital
space. their approach of tight control of environment, high margin while
emphasizing user experience will trump the fragmented tech geek low cost
approach in every day digital life. It has so many potential money making
streams. even if none of that gets realized, a trailing PE of 14, PEG of .99
is hard to find in the current market.
- auto info system. latest iOS update already has the option of "Car Display
". i think ... 阅读全帖 |
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f*********0
发帖数: 4834 | 49 Mobile (NQ), a leading global provider of mobile Internet services,
announced today that its subsidiary, Beijing NationSky Network Technology,
Inc. (NationSky) successfully deployed its NQSky MDM platform solution on
more than 500,000 devices for the National Bureau of Statistics of China for
its 2014 National Economic Census.
This project is NationSky's largest deployment of MDM to date and the
project includes unified customization of the devices for data procurement
while maintaining security... 阅读全帖 |
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t*****9
发帖数: 10416 | 50 Twitter price target raised to $65 from $46 at Goldman
Goldman raised Twitter estimates to reflect accelerating product innovation,
which should have a significant positive impact on monetization and
inventory availability. Shares are Buy rated with a $65 price target, raised
from $46. |
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