Sina/Weibo: Ad Budgets Moving to Social Media

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: 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>We have met a number of the Chinese internet companies recently, among them <a href="https://www.smartkarma.com/entities/22691" target="_blank" data-smartkarma-citation="entities:22691">SINA</a>, the 56% shareholder of <a href="https://www.smartkarma.com/entities/3826" target="_blank" data-smartkarma-citation="entities:3826">Weibo</a>.  As with a number of these companies, there is surprisingly little evidence that consumer spending in China is slowing, in contrast to much of the macro commentary. We see improved cellular networks and better smartphone form and functionality (as well as wider adoption of smartphones) helping to drive user engagement. At Sina Weibo, this has unlocked video as a product (8x usage YoY…</p>

We have met a number of the Chinese internet companies recently, among them SINA, the 56% shareholder of Weibo.  As with a number of these companies, there is surprisingly little evidence that consumer spending in China is slowing, in contrast to much of the macro commentary. We see improved cellular networks and better smartphone form and functionality (as well as wider adoption of smartphones) helping to drive user engagement. At Sina Weibo, this has unlocked video as a product (8x usage YoY…

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

Sina Corp (Class A)

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