• TH Capital - WB: Improving User Engagements and Monetization; Initiate with a Buy Rating
  • T. H. Data Flash – Vipshop Holdings Limited (VIPS) – July 2014: Solid SKU Growth in 2Q14; Growth is Likely To Decelerate in July, But Pick Up in August Due to Promotions
  • YOKU: Head Content Competition Postpones Profitability; Monetization of Organic Video Views is Key; Downgrade to Hold

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Newsroom

2014-10-21

TAL Education: Q3 Rev In-Line, Near-Term Rev Headwinds

By Shuli RenChinese tutoring services provider TAL Education (XRS) reported in-line third-quarter earnings.Revenue at TAL Education rose 33% from a year earlier to $122.4 million, in line with the 31-34% growth guided by the company. Earnings per share grew 31% from a year ago to $0.42, ahead of the……
2014-10-13

T.H. Capital Sees "Significant Growth" In Views For Youku Tudou Inc.

T.H. Capital, LLC issued a report Thursday on Youku Tudou Inc. (NYSE: YOKU) and noted “significant growth in total views” for the internet television company.Analysts led by Tian X. Hou reported that “during the period of 07/01/2014-09/25/2014, the average number of actively viewed content in YOKU’s……
2014-09-28

网络安全竞争焦点转向专业市场

  有多少用户电脑安装了××的杀毒软件,又有多少用户手机下载了××的安全卫士……过去很多年,国内网络安全厂商的关注力都在个人安全领域,而在全社会各行各业无不IT的今天,安全竞争开始呈现新趋势。在今日开幕的“中国互联网安全大会”上,企业级安全、云计算安全、工控系统安全等专业型、纵深方向的竞争成为焦点。  企业安全需求凸显  无论从哪个角度,企业安全市场都是一块大蛋糕,但在过去,国内安全厂商甚少涉足这一领域。而当个人安全市场竞争基本尘埃落定(360、腾讯、百度垄断市场),巨头们的目光终于瞄向企业级安全市场,甚至在今年迎来了微妙的政策节点。  不久前,国际知名安全杀毒厂商赛门铁克、卡巴斯基双双出局中……
2014-09-24

T.H. Capital Begins Coverage on Leju Holdings Ltd (LEJU)

Posted by Logan Wallace on Sep 11th, 2014 Analysts at T.H. Capital began coverage on shares of Leju Holdings Ltd (NASDAQ:LEJU) in a research report issued to clients……
2014-09-24

Alibaba Not Worth Pursuing Above $83? Q3 Growth Robust

September 23, 2014, 8:02 P.M. ET By Shuli Ren Muzhi Li at Arete Research initiated its coverage of Alibaba Group (BABA), with a Neutral rating and $75 per share……
2014-09-12

Why Weibo (WB) Stock Is Up Today

BY Shawn Ingram   09/11/14 - 02:55 PM EDTNEW YORK (TheStreet) -- Weibo (WB) was gaining 13.2% to $24.32 Thursday after T.H. Capital initiated coverage of the co……
2014-09-10

Weibo Seen Handling Growth Worries, Gets New Coverage

Investor‘s Business Daily Recent IPO Weibo's (NASDAQ:WB) stock rose Tuesday after T.H.Capital initiated coverage of the company with a buy rating, saying user growth worries have eased.The firm set a price target of 24 on Weibo stock.Weibo runs a Chinese-language microblogging social network,muc……
2014-09-10

Why Chinese Users May Be Coming Back To Weibo

September 9, 2014, 9:21 P.M. ETBy Shuli Ren, Barrons.com China’s Twitter Weibo (WB) has not seen its stock appreciate since its IPO in April. As of Tuesday’s close,&……

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