ENTITY
Weibo Corp

Weibo Corp (WB US)

207
Analysis
Information TechnologyChina
Weibo Corp is a social media platform for people to create, distribute and discover Chinese-language content. The Company offers users public self-expression in real time with a powerful platform for social interaction, as well as content aggregation and distribution.
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bullishWeibo Corp
26 May 2023 18:32

Weibo (WB US, BUY, TP US$26.9) Earnings Review: Maintain BUY for Margin Improvement

While we dial down its 2Q23 revenue forecast, we remain optimistic about its growth in 2H23, as more brand advertisers gradually recover. Maintain...

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08 Mar 2023 09:42

Tencent, Baidu, Weibo, Kuaishou and Bili: Online Ads Show Slow Recovery Trend

We recently conducted a round of interviews of several major Chinese online advertising agencies. We conclude that there has been slower-than...

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bullishWeibo Corp
03 Mar 2023 08:49

[Weibo (WB US) Earnings Review]: Maintain BUY for Ads Recovery in Coming Quarters

While we raise its revenue forecast in 2023, we also expect its costs and expenses to rebound. Maintain BUY and TP unchanged, which implies 13X PE...

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20 Feb 2023 09:00

China TMT Update (Feb.17) - Meituan, PDD, Shein, Tencent, WB - Meituan Is Testing Short Video

Meituan is testing short video and live streaming function for food delivery (+); PDD: Shein is to launch its online marketplace in the US(-);

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bullishWeibo Corp
13 Feb 2023 13:57

[Weibo (WB US) Target Price Change]: Rebound After Temporary Disturbance, Maintain BUY

We estimate that Weibo’s top line/bottom line would be 1.3%/9.0% vs cons., as the continuous cost-saving measures offset the impacts of temporary...

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