A director at Telcoware Co Ltd maiden bought 163,680 shares at 10,350.000KRW and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last t...
The independent financial analyst theScreener just awarded an improved star rating to SOHU.COM LTD - ADR (US), active in the Internet industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 3 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as moderately risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date January 25, 2022, th...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
The general evaluation of SINA (US), a company active in the Internet industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date December 15, 2020, the closing price was USD 43.15 and its potential was...
Summary Marketline's Bitauto Holdings Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Bitauto Holdings Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of...
Summary Marketline's Naver Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Naver Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic a...
In the first quarter, narrow-moat Sina's net revenue rose 8% or 14% on a constant-currency basis, lower than the guidance of 18% to 25% on a constant currency basis for the full year of 2019 but in line with our full-year estimate of 14%. Management guided a 10% to 15% discount to Sina’s previous full-year advertising revenue guidance due to weaker advertising business at both the Weibo and Sina portals, while nonadvertising revenue guidance remains unchanged. We expect Sina portal business wi...
In the first quarter, narrow-moat Sina's net revenue rose 8% or 14% on a constant-currency basis, lower than the guidance of 18% to 25% on a constant currency basis for the full year of 2019 but in line with our full-year estimate of 14%. Management guided a 10% to 15% discount to Sina’s previous full-year advertising revenue guidance due to weaker advertising business at both the Weibo and Sina portals, while nonadvertising revenue guidance remains unchanged. We expect Sina portal business wi...
In the first quarter, narrow-moat Sina's net revenue rose 8% or 14% on a constant-currency basis, lower than the guidance of 18% to 25% on a constant currency basis for the full year of 2019 but in line with our full-year estimate of 14%. Management guided a 10% to 15% discount to Sina’s previous full-year advertising revenue guidance due to weaker advertising business at both the Weibo and Sina portals, while nonadvertising revenue guidance remains unchanged. We expect Sina portal business wi...
We think Sina is undervalued, as the market values the company at only 52% of its net asset value (the sum of its 46% stake in Weibo and ex-Weibo net cash) at the time of writing. Other than a holding-company discount and concerns over corporate governance, we note that the loss-making non-Weibo business is a drag on the value of Sina as a whole. We think Sina should step up its efforts to eliminate the discount. This could include improving the operations of the non-Weibo businesses, improving ...
Sina’s revenue in the fourth quarter was $573 million, near the midpoint of the implied guidance and 3% higher than our estimate. Non-GAAP net income was $58 million, 4% higher than our estimate. We have no plan to change our fair value estimate of $98 and we think Sina is undervalued, mainly due to its discount to net asset value. Sina guided 2019 net revenue to be CNY 16.5 billion-17.5 billion or $2.44 billion-$2.59 billion, a growth rate of 18%-25% on a constant-currency basis. The low end ...
Sina’s revenue in the fourth quarter was $573 million, near the midpoint of the implied guidance and 3% higher than our estimate. Non-GAAP net income was $58 million, 4% higher than our estimate. We have no plan to change our fair value estimate of $98 and we think Sina is undervalued, mainly due to its discount to net asset value. Sina guided 2019 net revenue to be CNY 16.5 billion-17.5 billion or $2.44 billion-$2.59 billion, a growth rate of 18%-25% on a constant-currency basis. The low end ...
Sina’s revenue in the fourth quarter was $573 million, near the midpoint of the implied guidance and 3% higher than our estimate. Non-GAAP net income was $58 million, 4% higher than our estimate. We have no plan to change our fair value estimate of $98 and we think Sina is undervalued, mainly due to its discount to net asset value. Sina guided 2019 net revenue to be CNY 16.5 billion-17.5 billion or $2.44 billion-$2.59 billion, a growth rate of 18%-25% on a constant-currency basis. The low end ...
We reduced Sina's fair value estimate by 17% to USD 98 per share as a result of a slower economy in China, the Sino-U.S. trade spat, weaker sentiment among advertisers, and our 10% downward revision of the fair value estimate of Weibo. This will be partially offset by better microloan performance in the non-Weibo other revenue line. We expect 2018 revenue to be at the low end of the guidance of USD 2.09 billion. We forecast revenue to grow at 32%/13%/9% from 2018 to 2020 before recovering to 23%...
We reduced Sina's fair value estimate by 17% to USD 98 per share as a result of a slower economy in China, the Sino-U.S. trade spat, weaker sentiment among advertisers, and our 10% downward revision of the fair value estimate of Weibo. This will be partially offset by better microloan performance in the non-Weibo other revenue line. We expect 2018 revenue to be at the low end of the guidance of USD 2.09 billion. We forecast revenue to grow at 32%/13%/9% from 2018 to 2020 before recovering to 23%...
We reduced Sina's fair value estimate by 17% to USD 98 per share as a result of a slower economy in China, the Sino-U.S. trade spat, weaker sentiment among advertisers, and our 10% downward revision of the fair value estimate of Weibo. This will be partially offset by better microloan performance in the non-Weibo other revenue line. We expect 2018 revenue to be at the low end of the guidance of USD 2.09 billion. We forecast revenue to grow at 32%/13%/9% from 2018 to 2020 before recovering to 23%...
Summary Marketline's TOM Group Limited Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by TOM Group Limited since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic an...
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