Weibo Corp. (WB) – Transient headwinds, majority contribution from ads and marketing side

Weibo is a Chinese microblogging website that is used by 45% of the Chinese population. With the censorship related bans of Facebook, Instagram, and Reddit, Weibo has no global competition. This distinguishes Weibo from other social media platforms, which benefit from government restrictions and bans.

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentu

 Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages : 32