T. H. Data Flash - Weibo Corporation – Preliminary 4Q17: New Challenges Are Emerging; Ongoing Innovations Are Needed; Maintain Buy Rating

  • T. H. Data Flash - Weibo Corporation – Preliminary 4Q17: New Challenges Are Emerging; Ongoing Innovations Are Needed; Maintain Buy Rating

Recently, Weibo has been making changes to its site and redirecting traffic to lower level of users. The changes actually caused negative reactions from some key opinion leaders (KOLs) as traffic to their posts slowed. The changes have not been stabilized and we believe a few of the changes is an early sign of slowdown in Weibo’s platform.

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