Morningstar - SINA Corp. (SINA) Weiboâ€™s Video Strategy Is at Risk, Given Tightened Censorship for Video Content

Report

Morningstar

Marie Sun

EUR 101.80 For Business Accounts Only

Weiboâ€™s Video Strategy Is at Risk, Given Tightened Censorship for Video Content

Weibo and Sina have seen their share prices tumble following the news of tightened censorship for video content. We maintain our fair value estimates of $77 per ADR for narrow-moat Weibo and $110 per ADR for narrow-moat Sina, and we will keep a close watch on the issue and monitor how Weibo could come up with a solution for video content. Weiboâ€™s management has been focusing on its video strategy, and the firm believes that video content, both short videos and live broadcasting, will enhance the...

23/06/2017 14 EN

Underlying

SINA Corp.

Sina is an online media company serving China and the global Chinese communities. Co.'s digital media network includes SINA.com (It offers professional content on each of its region specific websites), SINA.com (It provides information and entertainment content from SINA portal customized for WAP users) and Weibo (It is a form of social media, featuring microblogging services and social networking services that allow users to connect and share information). Co. offers an array of services including mobile value added services, online video, music streaming, online games, photo sharing, blog, email, classified listings, fee-based services, e-commerce and enterprise services.

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KYG814771047 NASDAQ Stock Market Cayman Islands

Provider

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

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Analysts

Marie Sun

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Weiboâ€™s Video Strategy Is at Risk, Given Tightened Censorship for Video Content

Monthly LMI Update Independent Investment Research

SINA sees an upgrade to Positive due to a better fundamental star rating

Naver Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Business as Usual for No-Moat Lonza; Specialty Ingredients Carve-Out on Track for 2020

Sasol Provides Full-Year Production Update

Sasol Provides Full-Year Production Update

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