Sina/Weibo: 4Q16 Results Show Rapid Mobile Video Growth. We Prefer Sina over Weibo.

China Internet: Online Advertising Now >50% of Total Chinese Ad Spend.

Sina/Weibo on Track for Revenue Acceleration

Sina/Weibo: Growth in Advertising Verticals and Social Commerce. Sina Offers Cheap Entry into Weibo

Sina / Weibo: Capturing the Shift to Mobile Advertising in China

Differentiated global TMT & Internet Research

New Street Research Insights

New Street Research

Research is provided by our team of experienced analysts. Our work is idea driven, based on independence of thought, sector expertise, and firmly focused on fundamentals and valuation of telecoms and internet names globally. New Street is headquartered in London with offices in New York, Singapore and Australia. 

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
US Healthcare
Japanese Healthcare

We also provide debt research on:
Pan European Telecom Services and Cable

Equity Bottom-Up

<p>The recent 3Q16 results from <a href="https://www.smartkarma.com/entities/22691" target="_blank" data-smartkarma-citation="entities:22691:1">Sina Corp (SINA US)</a> and <a href="https://www.smartkarma.com/entities/3826" target="_blank" data-smartkarma-citation="entities:3826:1">Weibo (WB US)</a> were largely in-line with NSR's forecasts, driven by continued market share gains in internet advertising. We like the fact that growth of revenue from key accounts (large businesses) is now larger than from SMEs. This indicates that Weibo is benefiting from the higher allocation of ad budgets at large companies towards social media.</p><p>Also positive is the cost base rising by less than half the rate of top-line growth (+18% v +42%)…</p>

The recent 3Q16 results from Sina Corp (SINA US) and Weibo (WB US) were largely in-line with NSR's forecasts, driven by continued market share gains in internet advertising. We like the fact that growth of revenue from key accounts (large businesses) is now larger than from SMEs. This indicates that Weibo is benefiting from the higher allocation of ad budgets at large companies towards social media.Also positive is the cost base rising by less than half the rate of top-line growth (+18% v +42%)…

Sina/Weibo: Ad Budgets Moving to Social Media

Sina Corp (Class A)

Sina/Weibo: Ad Budgets Moving to Social Media