sina 3/1 er amc
2012 tgt: 150+
回调是个buy.
T.H. Capital believes 2012 could be another major investing year for SINA Weibo since Weibo is still a young business in its ramping up stage. And they believe the investment could be much stronger than they previously anticipated. While they are making upward adjustments to their Weibo investment projection and downward adjustments to SINA's earnings in 2012 (to $1.17 from $1.67 vs. the $1.43 consensus), they believe the value of SINA's Weibo asset can be significant and Facebook's upcoming IPO serves as a reference for its potential value; $177 tgt.作者: seagal 时间: 2012-2-6 10:13