2926
Thks Mr Bond.
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2928
Shares / Re: Today's Outlook
« on: January 26, 2015, 09:53:26 am »
0700.HK +2.71%
NPSNY -0.61%
Dow
17,673 -141 0.79%
Nasdaq
4,758 +8 0.16%
S&P 500
2,052 -11 0.54%
GlobalDow
2,500 -3 0.14%
Gold
1,291 -1 0.05%
Oil
44.84 -0.73 1.60%
http://blogs.barrons.com/asiastocks/2015/01/23/tencent-can-pull-in-10-billion-yuan-annually-from-wechat-advertising/?mod=yahoobarrons&ru=yahoo
The recent narrative about Tencent Holdings (0700.HK/TCEHY) is its advertising capabilities. Unlike Facebook (FB) or Twitter (TWTR), which make most of their money from advertising, gaming revenue is the big chunk at Tencent. For the nine months ending September, of the total 58 billion in sales, “value-added services,” or gaming and gaming-related sales, came up at 46 billion yuan. Tencent made only 5.7 billion yuan from online advertising.
Pacific Crest analyst Cheng Cheng just joined the new narrative. “We see the potential for upward of RMB10 billion in annual revenue for Tencent in Weixin advertising in the next 12 to 18 months,” wrote Cheng in a note published today. If he was right, this would be a substantial chunk. Wall Street analysts expect Tencent to make 98 billion in sales in 2014.
Tencent’s WeChat is a compelling advertising platform, wrote Cheng:
Due to the massive amounts of user time spent on Weixin (No. 1 app in China), massive user reach and unique user identification capabilities, we think Weixin will be an excellent platform for brand advertisers to reach their targeted audience with the correct frequency.
How did Cheng get the 10 billion yuan estimate? He looked at peers’ unit revenue and multiplied with WeChat’s number of monthly active users:
In exploring Weixin’s advertising opportunity, we believe comparing it to other social networks that have existing advertising revenue streams will be useful. Specifically, we are looking at Facebook, Twitter and Weibo. As of the most recent quarter, Facebook (Asia-Pacific users), Twitter (non-U.S. users) and Weibo have achieved advertising-based monetization of $1.18, $0.50 and $0.39 per MAU per quarter, respectively. If we apply those metrics to Weixin’s most recent MAU count and adjust for non-Chinese MAUs, we would get a quarterly revenue opportunity of between RMB972 million and RMB2.9 billion for Tencent.
NPSNY -0.61%
Dow
17,673 -141 0.79%
Nasdaq
4,758 +8 0.16%
S&P 500
2,052 -11 0.54%
GlobalDow
2,500 -3 0.14%
Gold
1,291 -1 0.05%
Oil
44.84 -0.73 1.60%
http://blogs.barrons.com/asiastocks/2015/01/23/tencent-can-pull-in-10-billion-yuan-annually-from-wechat-advertising/?mod=yahoobarrons&ru=yahoo
The recent narrative about Tencent Holdings (0700.HK/TCEHY) is its advertising capabilities. Unlike Facebook (FB) or Twitter (TWTR), which make most of their money from advertising, gaming revenue is the big chunk at Tencent. For the nine months ending September, of the total 58 billion in sales, “value-added services,” or gaming and gaming-related sales, came up at 46 billion yuan. Tencent made only 5.7 billion yuan from online advertising.
Pacific Crest analyst Cheng Cheng just joined the new narrative. “We see the potential for upward of RMB10 billion in annual revenue for Tencent in Weixin advertising in the next 12 to 18 months,” wrote Cheng in a note published today. If he was right, this would be a substantial chunk. Wall Street analysts expect Tencent to make 98 billion in sales in 2014.
Tencent’s WeChat is a compelling advertising platform, wrote Cheng:
Due to the massive amounts of user time spent on Weixin (No. 1 app in China), massive user reach and unique user identification capabilities, we think Weixin will be an excellent platform for brand advertisers to reach their targeted audience with the correct frequency.
How did Cheng get the 10 billion yuan estimate? He looked at peers’ unit revenue and multiplied with WeChat’s number of monthly active users:
In exploring Weixin’s advertising opportunity, we believe comparing it to other social networks that have existing advertising revenue streams will be useful. Specifically, we are looking at Facebook, Twitter and Weibo. As of the most recent quarter, Facebook (Asia-Pacific users), Twitter (non-U.S. users) and Weibo have achieved advertising-based monetization of $1.18, $0.50 and $0.39 per MAU per quarter, respectively. If we apply those metrics to Weixin’s most recent MAU count and adjust for non-Chinese MAUs, we would get a quarterly revenue opportunity of between RMB972 million and RMB2.9 billion for Tencent.
2930
Shares / Re: Today's Outlook
« on: January 23, 2015, 08:19:30 am »
Asian stocks extended a global rally on Friday after the European Central Bank launched a landmark bond-buying stimulus program that buoyed investors' risk appetite, drove bonds higher and kept the euro pinned near 11-year lows. Crude oil prices bounced after Saudi Arabia announced that King Abdullah had died and his successor, Salman, moved quickly to name his own heir to rule the world's biggest oil exporter
0700.HK +0.99%
NPSNY +1.65%
DJIA +259.70 +1.48% 17,813.98
S&P 500 +31.03 +1.53% 2,063.15
FTSE 100 +68.59 +1.02% 6,796.63
Nikkei 225 +158 +0.91% 17,487
Crude Oil (WTI) +0.98 +2.12%
0700.HK +0.99%
NPSNY +1.65%
DJIA +259.70 +1.48% 17,813.98
S&P 500 +31.03 +1.53% 2,063.15
FTSE 100 +68.59 +1.02% 6,796.63
Nikkei 225 +158 +0.91% 17,487
Crude Oil (WTI) +0.98 +2.12%
2932
Shares / Re: Today's Outlook
« on: January 22, 2015, 04:05:55 pm »
Futures.
S&P + 0.68%
NDQ + 0.56%
S&P + 0.68%
NDQ + 0.56%
2935
Shares / Re: Today's Outlook
« on: January 22, 2015, 08:39:51 am »
0700.HK + 2.18 %
NPSNY +3.56%
Dow
17,554 +39 0.22%
Nasdaq
4,667 +12 0.26%
S&P 500
2,032 +9 0.47%
GlobalDow
2,483 -0 0.00%
Gold
1,287 -7 0.52%
Oil
47.57 -0.21 0.44%
Asian shares held near eight-week highs on Thursday as investors bet on the likely size and scope of a bond-buying program the European Central Bank is poised to unveil later in the day as it attempts to revive the flagging euro zone economy
The collapse of crude oil over the last year is one of the biggest asset crashes since the Great Recession and where there’s crisis, there’s often opportunity.
http://www.marketwatch.com/story/you-can-still-cash-in-on-the-collapse-in-crude-oil-2015-01-21
DRDGold expects gold production to increase 6.0% y/y and operating
profit to rise 5.0% for the six months ended 31 December 2014. Cash
balance is estimated to grow 19.0% q/q. Results due: 19 February
NPSNY +3.56%
Dow
17,554 +39 0.22%
Nasdaq
4,667 +12 0.26%
S&P 500
2,032 +9 0.47%
GlobalDow
2,483 -0 0.00%
Gold
1,287 -7 0.52%
Oil
47.57 -0.21 0.44%
Asian shares held near eight-week highs on Thursday as investors bet on the likely size and scope of a bond-buying program the European Central Bank is poised to unveil later in the day as it attempts to revive the flagging euro zone economy
The collapse of crude oil over the last year is one of the biggest asset crashes since the Great Recession and where there’s crisis, there’s often opportunity.
http://www.marketwatch.com/story/you-can-still-cash-in-on-the-collapse-in-crude-oil-2015-01-21
DRDGold expects gold production to increase 6.0% y/y and operating
profit to rise 5.0% for the six months ended 31 December 2014. Cash
balance is estimated to grow 19.0% q/q. Results due: 19 February
2936
Shares / Re: Pulverized Sand Box
« on: January 21, 2015, 03:26:00 pm »
Current P/E Ratio (ttm) 95.1606
Estimated P/E(03/2015) 53.8875
I think they are basically halving there PE ratio in the years to come. Hence that why people are willing to pay now at High PE. And my understanding is that u actually paying for Tencent, the others u get free... Dstv and so on.
Mr Bond, if u wanna buy some awesome music, this is nice.
Estimated P/E(03/2015) 53.8875
I think they are basically halving there PE ratio in the years to come. Hence that why people are willing to pay now at High PE. And my understanding is that u actually paying for Tencent, the others u get free... Dstv and so on.
Mr Bond, if u wanna buy some awesome music, this is nice.
2940
Shares / Re: Today's Outlook
« on: January 21, 2015, 08:49:45 am »
Dow
17,515 +3 0.02%
Nasdaq
4,655 +21 0.44%
S&P 500
2,023 +4 0.18%
GlobalDow
2,470 +6 0.25%
Gold
1,302 +8 0.60%
Oil
46.13 -2.56 5.26%
Asian shares held firm and the euro stayed under pressure on Wednesday as investors counted on the European Central Bank to unveil a stimulus drive, while the yen jumped after the Bank of Japan left policy unchanged. MSCI's broadest index of Asia-Pacific shares outside Japan rose 1.1 percent to hit its highest level in six weeks
0700-OL.…-0.85%
NPSNY +0.23%
17,515 +3 0.02%
Nasdaq
4,655 +21 0.44%
S&P 500
2,023 +4 0.18%
GlobalDow
2,470 +6 0.25%
Gold
1,302 +8 0.60%
Oil
46.13 -2.56 5.26%
Asian shares held firm and the euro stayed under pressure on Wednesday as investors counted on the European Central Bank to unveil a stimulus drive, while the yen jumped after the Bank of Japan left policy unchanged. MSCI's broadest index of Asia-Pacific shares outside Japan rose 1.1 percent to hit its highest level in six weeks
0700-OL.…-0.85%
NPSNY +0.23%