• 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

Research

Newsroom

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,&……
2014-09-10

Weibo Surges on Buy Rating as Cheetah Retreats

     Sept. 10 (Bloomberg) Weibo Corp., the largest microblogging site in China, surged in New York after T.H. Capital recommended buying the stock, saying inves……
2014-09-09

天灏资本给予微博股票买入初始评级

  新浪科技讯 北京时间9月9日晚间消息,投资公司天灏资本(T.H.Capital)今日发布报告,给予微博股票(Nasdaq:WB)“买入”初始评级,将目标股价定为24美元。  以下为报告内容摘要:  我们给予微博股票“买入”初始评级。我们认为,基于微博的营收和盈利潜力,其股价当前被低估。有些投资者担心微博的盈利能力,主要因为两个问题:1)用户增速放缓,活跃度下滑;2)商业化模式有限。但我们认为,目前这两个问题已经得到解决。尤其是营收潜力,很快就会凸显。因为,我们给予微博股票“买入”初始评级,将目标股价定为24美元。  投资推动用户增长和互动:从2013年下半年开始,微博的用户增速和……
2014-08-27

天灏资本维持奇虎360买入评级 目标价113美元

  新浪科技讯 北京时间8月27日凌晨消息,美国投资公司天灏资本(T.H. Capital)今天发布研究报告,将奇虎360(92.15, -1.72, -1.83%)(NYSE:QIHU)的股票评级维持在“买入”(Buy)不变,同时将其目标价从139美元下调至113美元。  以下是报告内容摘要:  搜索业务及其他营收来源具备上行潜力;维持“买入”评级并下调目标价  奇虎360第二季度业绩表现强劲,营收和每股收益均大幅超出预期。但与此同时,奇虎360也暴露出了一些运营方面的问题,主要是其移动搜索及其他发展计划未能取得较大进展。不过,从未来前景来看,这些问题……
2014-08-27

T.H. Capital Cuts Qihoo 360 Technology Co Price Target to $113.00 (QIHU)

T.H. Capital decreased their price target on shares of Qihoo 360 Technology Co (NASDAQ:QIHU) to $113.00 in a research note issued on Tuesday. The firm currently has ……
2014-08-25

天灏资本:中国在线招聘职位发布量增速放缓

  新浪科技讯 北京时间7月16日凌晨消息,美国投资公司天灏资本(T.H. Capital)今天发布研究报告称,中国在线招聘市场第二季度职位发布数量的增长速度放缓,并对前程无忧(34.65, 0.05, 0.14%)(Nasdaq:JOBS)和智联招聘(15.47, 0.56, 3.76%)(NYSE:ZPIN)的运营数据要点进行了解读和分析。  以下是报告内容摘要:  中国在线招聘:第二季度职位发布数量增速放缓  (注:本报告中的数据摘自公共可用资源,并使用我们的自有方法进行了处理。)  2014年4-6月间运营数据要点:  据我们……

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