- ATHM2018-11-08
T. H. Data Flash – Autohome Inc. (ATHM) – 3Q18: Consolidation In A Downturn Market Is Likely To Lead To Better 3Q18; May Benefit From Government Stimulation In The Near Future
ATHM will report 3Q18 results on November 12th before the markets open with an 8am EST conference call. Based on our data and calculations, we believe Autohome’s 3Q18 revenue is likely to be better than consensus and our revenue estimate driven by both the marketing and lead generation businesses. …… - ATHM2018-05-02
T. H. Data Flash – Autohome Inc. (ATHM) – March & 1Q18: Continuing To Strengthen Its Core Business Leads To Better Topline and Margin
ATHM will report 1Q18 results on May 8th before the markets open with an 8am EST conference call. Ever since ATHM refocused on its core business and renewed its strategy to enable its partners to do business better, its core business has grown rapidly and taken market share away from its peers. In 1Q18, this trend continued and showed healthy growth in both media services and leads generation services. …… - ATHM2018-03-05
ATHM: Expect Strong 4Q17 Revenue & 1Q18 Guidance Driven By Market Share, ASP and New Business
ATHM will report 4Q17 results on Wednesday, March 7th before the markets open with a 7am EST conference call. The company’s dealer business continues its strong momentum by reaching a new high in January 2018 following record number of dealers in 4Q17, and ATHM is taking more market share. …… - ATHM2018-01-22
T. H. Data Flash - Autohome Inc. (ATHM) – December & 4Q17: Paying Dealers Reaching New High; ATHM Taking More Market Share
ATHM is taking more market share in terms of paying dealers. After 3Q17’s high growth, ATHM's paying dealers reached a new high in 4Q17. As China is switching from internet/virtual economy to real economy, the close relationship with offline dealers can enable ATHM to expand its business into new areas, such as big data market intelligence and auto financing facilitation. …… - ATHM2017-12-12
T. H. Data Flash – Autohome Inc. (ATHM) – November & 4Q17: Core Business Continues Its Higher Growth Momentum
While the number of paying dealers as a percentage of registered dealers seems high, ATHM can still enjoy high growth and take more market share. As China is switching from an internet or virtual economy to a real economy, the close relationship with offline dealers can enable ATHM to expand its business into many new areas, such as big data market intelligence and auto financing facilitation. …… - ATHM2017-11-03
T. H. Data Flash – Autohome Inc. – 3Q17: Strong Growth in Paying Dealers and ASP Likely to Drive Upside in 3Q17 Results; Major APP Gaining Popularity
ATHM will report 3Q17 results on November 7th before the markets open with a 7am EST conference call. We are expecting the company to report revenue better than consensus based on our data and calculations. …… - ATHM2017-09-27
T. H. Data Flash – Autohome Inc. (ATHM) – Preliminary 3Q17: Popularity of APP Increasing; Paying Dealers Up
Based on our data andcalculations, we believe ATHM is likely to report 3Q17 revenue higher thanconsensus. …… T. H. Data Flash – Bitauto Holdings (BITA) – November 2015: Paying Dealers Were Up For BITA
November 1 – November 30, 2015 Operating Data Highlights:Data in this report is extracted from publicly available sources and processed with our proprietary methodology. Please contact us for detailed information.•Registered and paying dealers increased for BITA in November – According to our proprietary data, BITA’s registered dealers grew to 26.1K (up 7.9% Y/Y and 0.7% M/M) in November 2015 from 25.9K in October 2015. The paying dealers of BITA increased to 19.0K (up 9.2% Y/Y and 1.4% M/M) in ……- ATHM2016-01-08
T. H. Data Flash – Autohome Inc. (ATHM) – November 2015: Paying Dealers Continue to Increase for ATHM
November 1 – November 30, 2015 Operating Data Highlights:Data in this report is extracted from publicly available sources and processed with our proprietary methodology. Please contact us for detailed information.•Registered and paying dealers increased for ATHM in November – According to our proprietary data, the registered dealers of ATHM increased to 23.1K (up 5% Y/Y and 3% M/M) in November 2015 from 22.4K in October 2015 and paying dealers of ATHM increased to 18.8K (up 19% Y/Y and 2% M/M) f…… - ATHM2015-11-04
T. H. Data Flash – Autohome Inc. – September 2015: Growing Paying Dealers Drive ATHM’s 3Q15 Results to be Better than Consensus
•Registered and paying dealers increased for ATHM in 3Q15 – According to our proprietary data, the registered dealers of ATHM increased to 22.8K in September from 21.7K in August and paying dealers of ATHM increased to 19.0K in September from 18.1K in August (Figure 1). For 3Q15, ATHM had 19.6K unique paying dealers representing Y/Y growth at 34% and Q/Q growth at 5% (Figure 2). In terms of the paying ratio, it steadily went up to 80.4% in 3Q15 compared with 76.3% in 2Q15 (Figure 3). …… T. H. Data Flash – Online Auto Marketing – June 2015: Steady Growth in Paying Dealers for ATHM and BITA in 2Q15
•Steady growth in paying dealers for both ATHM and BITA - According to our proprietary data, total registered dealers for 2Q15 were stable at around 23K and 25K for ATHM and BITA, respectively. In June, ATHM’s dealer subscriptions reached 18.4K from 17.3K in May, vs. BITA at 18.1K from 18.2K in May (Figure 1). In 2Q15, the total number of paying dealers for ATHM reached 53.3K from 51.9K in 1Q15 and BITA reached 54.5K from 53K last quarter.……T. H. Data Flash – Online Auto Marketing – September 2014: ATHM Might Catch Up to BITA on Subscribers
Subscribing dealers increased slightly in September, around 16.3K and 15.7K for ATHM and BITA, respectively – According to our proprietary data, ATHM achieved 16.3K subscribers in September, which exceeded BITA at 15.7K. The increase in subscribers for ATHM was faster the increase for BITA. ATHM’s subscribers increased at a month-on-month growth rate of 7% while BITA only increased 3% in September (Figure 1).……T. H. Data Flash – Online Auto Marketing – August 2014: High Overlapping Rate of Registered and Paid New Car Dealers For ATHM and BITA
Data in this report is extracted from publicly available sources and processed with our proprietary methodology.The number of new car dealers reached the same level for ATHM and BITA – In July, ATHM’s dealer subscriptions reached 15.9K, exceeding that of BITA (Figure 1) for the first time in its operating history. Even though the number of subscribing dealers decreased slightly to 15.3K in August, it is at a similar level to BITA, according to our proprietary data. ……T. H. Data Flash – Mobile Apps for Auto Services – August 2014: Car Rental Market Might Be The Biggest X Factor
New car: Vertical internet vendors are taking ground from portal in terms of mobile downloads with 85.8% market share - The internet automobile information and marketing services vendors can be classified into vertical websites and comprehensive portals. Measured by the number of total cumulative downloads of mobile APPs in this sector, the market share of vertical vendors increased to 85.8% in August 2014 from 77.8% at the beginning of 2014 (Figure 1). The top 3 vendors with the highest number ……
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