SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Weibo
WB 10.81-0.6%Nov 3 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Sam4/23/2014 10:14:48 AM
1 Recommendation

Recommended By
Glenn Petersen

   of 54
 
What Do Alibaba, SINA, And Twitter Have To Do With Weibo?
Apr. 21, 2014 9:36 AM ET | 4 comments | About: WB, Includes: SINA
James Sands
Disclosure: I am long FB. (More...)

Summary

  • Weibo has a solid deal in place for the next couple of years through its agreements with SINA and relationship with Alibaba.
  • Weibo is positioned to potentially become profitable before Twitter, possibly by 2015.
  • The company's first trading day price of $20.24/share is not screaming to be bought, yet is intriguing for the long term.
I have been scrutinizing Weibo Corporation ( WB) leading up to the company's IPO for the past couple of weeks. Now that we have a price to base Weibo's value and potential off of, it's time to dig into areas of interest for long-term investors. Twitter, Inc. ( TWTR) is obviously the best company to compare Weibo with as they offer duplicative products and services to users, advertisers and marketers, and platform partners. Equally of interest, investors should think about how the agreements with SINA Corporation ( SINA) and the relationship with Alibaba Group will impact Weibo's business in the near term and future.

more at
seekingalpha.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext