Weibo's 3Q Numbers Look Good Ahead of an $800m Debt Issue

Sina/Weibo Gap Continues to Widen. Recent Results Strong.

Warning Sign for Microlenders Globally? SINA Faces Difficulty Collecting Debt Due to Coronavirus

Sina/Weibo on Track for Revenue Acceleration

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

Sina/Weibo: Ad Budgets Moving to Social Media

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>Having just upgraded <a href="https://www.smartkarma.com/entities/3826" target="_blank" data-smartkarma-citation="entities:3826:1">Weibo (WB US)</a> on improving visibility, a problem has arisen. We have been increasingly appreciative of the growth potential at Weibo as the drag from lower revenue from <a href="https://www.smartkarma.com/entities/787" target="_blank" data-smartkarma-citation="entities:787:1">Alibaba (BABA US)</a> falls away. In 1Q17, 30% YoY user growth was augmented by a 31% increase in monetization largely driven by advertising revenue.</p><p>Yesterday, China’s national broadcast regulator (SAPPFRT) ordered Weibo (along with iFeng and ACFUN) to halt audio/video broadcasting because of improper content…</p>

Having just upgraded Weibo (WB US) on improving visibility, a problem has arisen. We have been increasingly appreciative of the growth potential at Weibo as the drag from lower revenue from Alibaba (BABA US) falls away. In 1Q17, 30% YoY user growth was augmented by a 31% increase in monetization largely driven by advertising revenue.Yesterday, China’s national broadcast regulator (SAPPFRT) ordered Weibo (along with iFeng and ACFUN) to halt audio/video broadcasting because of improper content…

Weibo: Regulatory Risk Returns but Impact Is Still Unclear.

Weibo Corp

Weibo: Regulatory Risk Returns but Impact Is Still Unclear.