T.H. Capital - Weibo Corp Sponsored ADR Class A (WB) T. H. Data Flash - Weibo Corporation â€“ Preliminary 3Q17: Some Level Of Caution In 4Q17 Due To The Party Meeting; Maintain Buy Rating

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T.H. Capital

Tian Hou

EUR 127.62 For Business Accounts Only

T. H. Data Flash - Weibo Corporation â€“ Preliminary 3Q17: Some Level Of Caution In 4Q17 Due To The Party Meeting; Maintain Buy Rating

The WB platform needs to be cautious in 4Q17 due to the Party’s Meeting - The 19th session of the National Congress of the Communist Party of China is scheduled to be held on Oct. 18, 2017.

03/10/2017 6 EN

Underlying

Weibo Corp Sponsored ADR Class A

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US9485961018 NASDAQ Stock Market United States

Provider

T.H. Capital

T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

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Analysts

Tian Hou

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WB 3Q25 Preview: Lowering 2H Estimates

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WB 2Q25 Results: 2H Could be Challenging for Ads

What’s new: Weibo’s reported 2Q25 results that were above consensus and our expectations. Ad rev growth in 2H could be challenging partly due to tougher comps from Summer Olympics and uncertainties in key verticals such as smartphone and online games. Despite near-term uncertainties, ad rev growth could potentially bottom out in 2H as comps could start to ease heading into FY26. We slightly up our PT from USD12 to USD13 on a potential recovery of ads into FY26. Our updated PT of USD13 implies 6.9x FY26E P/E. We maintain our BUY rating. Analysts: Jin Yoon

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T. H. Data Flash - Weibo Corporation â€“ Preliminary 3Q17: Some Level Of Caution In 4Q17 Due To The Party Meeting; Maintain Buy Rating

WB 3Q25 Results: Outlook Remains Intact

WB 3Q25 Preview: Lowering 2H Estimates

WB 2Q25 Results: 2H Could be Challenging for Ads

TCOM: TCOM’s Potential Better 4Q2024 Performance and Better Long-Term Growth Outlook

BILI: Cautious On Long-Term Outlook Due To Competition And Market Saturation

BIDU: Expect In Line 2Q24 Results; Monetization In AI Is Taking Time To Drive Overall Growth

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