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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 +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.

0700.HK -2.92%
NPSNY    +3.74%

 Dow
17,679 +6 0.04%
Nasdaq
4,772 +14 0.30%
S&P 500
2,057 +5 0.25%
GlobalDow
2,506 +2 0.07%
Gold
1,279 -1 0.11%
Oil
45.18 +0.03 0.07%

The main European indices were expected to open higher, though foul weather in the United States will curb activity on Wall Street. The Federal Reserve also starts its first policy meeting of the year, in what is a busy week for earnings. Japan's Nikkei gained 1.4 percent, while Australia's main index added 0.8 percent



Microsoft Corp. on Monday said its earnings fell more than 10% during the quarter ended December on costs related to its streamlining effort and its integration of the mobile phone business acquired from Nokia last year.

Shares fell about 3% in recent after-hours trading as the company's collection of software like Windows,

NPSNY -1.71%
0700.HK    +0.29

Asian stock markets followed Wall Street into the red on Wednesday, while the dollar was on edge following speculation the Federal Reserve could take a dovish turn in its post-meeting statement later

 Dow
17,387 -292 1.65%
Nasdaq
4,681 -91 1.90%
S&P 500
2,030 -27 1.32%
GlobalDow
2,488 -2 0.08%
Gold
1,292 -1 0.07%
Oil
45.56 -0.67 1.45%

Asian shares extended losses on Thursday after the Federal Reserve took an upbeat view on the U.S. economy and signalled that it remains firmly on track to raise interest rates this year despite an uncertain global outlook

NPSNY -1.00%
0700.HK    -1.31%

 Dow
17,191 -196 1.13%
Nasdaq
4,638 -43 0.93%
S&P 500
2,002 -28 1.36%
GlobalDow
2,455 -11 0.44%
Gold
1,283 -4 0.33%
Oil
44.41 -0.04 0.09%

Asian stocks sagged on Tuesday amid ongoing growth concerns, while the Australian dollar plumbed six-year lows after the Reserve Bank of Australia cut interest rates to a record low

NPSNY.  +2.52%   
0700.HK. . -0.66%

Dow
 17,361 +196 1.14%


Nasdaq
 4,677 +42 0.90%


S&P 500
 2,021 +26 1.30%


GlobalDow
 2,465 -0 0.01%


Gold
 1,278 +1 0.09%


Oil
 49.86 +0.29 0.59% 

Asian stocks and the euro handed back gains and slipped on Thursday after the European Central Bank adopted a hard line on Greece's debt, dealing a major blow to Athens' efforts to secure improved bailout terms with its creditors

NPSNY -2.41%
0700.HK    +1.34%

Dow
 17,673 +7 0.04%


Nasdaq
 4,717 -11 0.23%


S&P 500
 2,042 -8 0.39%


GlobalDow
 2,505 -0 0.00%


Gold
 1,273 +9 0.67%


Oil
 48.05 -0.40 0.83

Dead Or Alive - You Spin Me Round (Like A Record).

Dow ended +1.20%, Nas +1.02%, S&P +1.05%.

Europe today FTSE -0.30%, CAC -0.33%, MIB +0.25%.

VIX @ 16.85 -1.48pts, Moon’s F&G @ 52 ‘Neutral’.

T40 0.02% @ 45 462 (10:52).

Trading up today SOL, AGL, SHF, ANG, trading down LON, MTN.

Economic Calendar:

08:00 SA Foreign Reserves ($) for Jan prev 49.10B, exp 48.89B, actual 47.61B.

08:00 SA Net FX Reserves ($) for Jan prev 42.727B, exp 42.960B, actual 42.150B.

15:30 US Non-farm Payrolls Jan prev 252K, exp 234K.

15:30 US Unemployment Rate for Jan, prev & exp 5.6%.


Alsi ended 51 688 (+0.11%) yesterday, T40 @45 450 (+0.09%).

New highs for Telkom @ 7795, EOH @ 12721, Steinhoff @ 6254, Sanlam @ 7345, Farmbrands @ 11750, Cashbuild @ 20560 intraday.

New low Rockwell @ 220, Aquarius @ 224, Raubex @ 1950.