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Alert: China Stocks Are Screaming Buys
There is a trade war in progress right now. That is old news to anyone paying attention in the world. Most investors would shy away from buying China stocks. In fact, most China stocks are not far from 52 week lows, some even near multi-year lows. However, I believe China stocks are screaming buys right now. I believe we will look back in a year and curse ourselves for not buying every China stock out there. Let me explain…
As US economic data becomes weaker, President Donald Trump will likely realize he needs something to help the economy, especially with the election coming up next year. This will push him to do a deal with China. In addition, as with the ISM and PMI economic data signaling, the US economy is weakening fast. Trump will rush to get a China deal sooner, therefore giving China a better deal. Overall, China stocks that have been hurt by the trade war and the economic impact on China will see a massive windfall rebound. Companies like $SINA, $SOHU and even $BIDU could see 50% upside in a year if this happens, maybe even more.
Gareth Soloway
InTheMoneyStocks
SINA Corp $SINA Is A Strong Buy
Shares of Sina Corp (SINA) are holding green today after President Trump announced a new round of tariffs on Chinese goods and the Chinese responded with tariffs of their own. Most would expect Chinese companies to drop sharply, but Sina Corp is not. This tells us that the stock is seeing little impact from the latest round of tariffs or the negativity of the tariffs have already been factored in. Examining Sina Corp closer, the stock chart is into major, epic support and likely near/at a bottom near-term. This tells us that the stock could likely bounce sharply higher in the coming weeks. Look for an upside move back towards $80 by year end.
Gareth Soloway
InTheMoneyStocks
SINA
Robust Weibo Growth Drives Q4 Results For Sina
http://www.forbes.com/sites/greatspeculations/2016/03/09/robust-weibo-growth-drives-q4-results-for-sina/?utm_campaign=yahootix&partner=yahootix#5ee9c72917cf
Trefis Team, Contributor
Sina reported a 21% annual increase in net revenues to $256 million in Q4’15. Correspondingly, full year revenues were up by 15% year over year to $881 million. Growth was largely driven by the company’s social media platform Weibo, which reported nearly 42-43% growth in revenues in Q4 and through the year to $149 million and $478 million, respectively. The tables below show a split of Sina’s top line by business segments and revenue streams.
Within the advertising business, particularly on Weibo, Sina reported that the ad revenue from the small and medium enterprise customer base was the fastest growing segment with a nearly 100% growth rate through the December quarter. As a result, the contribution of ad revenues from SME customers were up to 39% of total advertising revenues for the quarter, from about 24% of total advertising revenues in the year-ago period.
On the other hand, Sina’s core portal business continued to struggle with revenues staying flat over the previous year quarter at just under $94 million. Moreover, full year revenues were down by over 9% year over year to $341 million. Increasing competition in the online advertising market and negative currency fluctuations drove portal revenues to decline through the year. Despite the fall in revenues, the company witnessed consistent growth in mobile traffic and ad revenues on mobile platforms. The company expects the increase in mobile traffic to continue through 2016, which could eventually drive revenue growth for this segment.
Sina’s management has given soft revenue guidance for fiscal 2016, with revenues expected to grow by 4-5% at the midpoint of the guided range. We have a revised $48 price estimate for Sina’s stock, which is over 15% higher than the current market price. Sina’s stock price has fluctuated between $40 and $50 since the beginning of the year.
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BUSINESS SUMMARY:
SINA Corporation (Nasdaq: SINA) is a leading online media company and value-added
information service provider for China and for global Chinese communities. With a branded
network of localized web sites targeting Greater China and overseas Chinese, the Company
provides services through five major business lines including SINA.com (online news and content),
SINA Mobile (mobile value-added services or "MVAS"), SINA Community (Web 2.0-based
services and games), SINA.net (search and enterprise services) and SINA E- Commerce (online
shopping). Together these business lines provide an array of services including region-focused
online portals, MVAS, search and directory, interest-based and community-building channels,
free and premium email, blog services, audio and video streaming, online games, classified
listings, fee- based services, e-commerce and enterprise e-solutions.
