Added to YB: 2024-07-31
Pitch date: 2024-07-29
WB [bullish]
Weibo Corporation
+25.11%
current return
Author Info
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Company Info
Weibo Corporation, through its subsidiaries, operates as a social media platform for people to create, discover, and distribute content in the People’s Republic of China.
Market Cap
$2.0B
Pitch Price
$6.46
Price Target
13.00 (+61%)
Dividend
7.38%
EV/EBITDA
2.61
P/E
4.86
EV/Sales
0.92
Sector
Interactive Media and Services
Category
value
My current favorite stocks - Weibo Corporation
WB: China's Twitter w/ hidden value. $1.2B undervalued INMYSHOW stake. (Semi) liquid net cash/share $7-$13 vs $7.70 price. 10% yield on 82¢ special div. Stronger biz than MOMO, less rev decline. Risks: mgmt concerns from SINA privatization, RMB erosion, trade war. Still, significant margin of safety.
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