Short Weibo, Long SINA. SINA Is Trading At The Lowest Implied Value in 2 Years.
SINA is now trading at the largest implied negative value (US$347m) after we strip out the value of its 50.5% stake in Weibo, since the end of...
412 Views
Floods Dampen Domestic Sentiment but Int'l Mood Towards China Improves - What Is Behind This?
China: Floods, Growing Imbalances and Liquidity Traps - How to PositionA slew of recent better than expected key economic data out of China has...
228 Views
Alibaba Raised Its Stake in Weibo; A Full Acquisition Possible. BUY Sina Corp.
On Sept. 9, Weibo Corp (ADR) (WB US) stated in a US SEC filing that Alibaba Group Holding Ltd (BABA US) has acquired 3m shares of Weibo at...
632 Views
Bullish BAIDU Out of Triangulation
Baidu is poised to see a significant run higher out of triangulation noted in charts below. We remain bullish China and H shares outside of a...
325 Views
SINA / WB: SINA to Distribute WB Shares - A 6.3% Dividend In-Specie
SINA announced today that it will distribute one Weibo Class A ordinary share to the holder of each ten SINA ordinary shares (see press release)....
274 Views