Monday, May 23, 2005

Sohu (SOHU) CFO Carol Yu's meeting with institutional investors

From Ezra Marbach at The China Stock Blog (with full permission):

In a meeting with institutional investors in New York on Friday, Sohu (ticker: SOHU) Chief Financial Officer Carol Yu had a frank discussion about Sohu's operations, Internet search, and the Chinese competitive environment. Here are key points and analysis:

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Posted by David Jackson on May 23, 2005 at 04:07 PM in Sub-sector: China, ticker: SINA, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

Friday, May 06, 2005

SINA on Q2, Internet search and Shanda (SNDA) (1Q05 conf call quotes)

Sina.com (ticker: SINA) reported Q1 2005 earnings results yesterday. Here are comments from CEO Wang Yan, Co-COO Hurst Lin, and CFO and Co-COO Charles Chao, on SINA's earnings results conference call:

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Posted by David Jackson on May 6, 2005 at 12:41 PM in Conf call quotes, Sub-sector: China, Sub-sector: Search, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

SINA misses on decline in SMS and MMS revs, higher operating expenses; offers weak Q2 guidance; stock whacked (1Q05 earnings)

Sina.com (ticker: SINA) reported Q1 2005 earnings results yesterday. Here are comments from CEO Wang Yan, Co-COO Hurst Lin, and CFO and Co-COO Charles Chao from the company's conference call:

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Posted by David Jackson on May 6, 2005 at 12:37 PM in Earnings results, Sub-sector: China, Sub-sector: Search, ticker: SINA | Permalink | Comments (0) | TrackBack (0)

Tuesday, April 12, 2005

Internet news/analysis in brief

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Posted by David Jackson on April 12, 2005 at 03:11 AM in ticker: AMZN, ticker: GOOG, ticker: GRU, ticker: NFLX, ticker: RCOM, ticker: SINA | Permalink | Comments (0) | TrackBack (0)

Wednesday, February 23, 2005

Netease (NTES) on the Chinese Internet industry (quotes from the conf call)

Netease (ticker: NTES) reported Q4 results yesterday. On its conference call, the company discussed eBay's (ticker: EBAY) China strategy, competitors' games, and the implications of Shanda's (ticker: SNDA) equity stake in Sina.com (ticker: SINA):

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Posted by David Jackson on February 23, 2005 at 02:39 PM in Conf call quotes, Sub-sector: China, ticker: EBAY, ticker: NTES, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Sunday, February 20, 2005

Shanda Interactive (SNDA) acquires stake in Sina.com (SINA)

The China Stock Blog reports that Shanda Interactive (ticker: SNDA) has acquired a 19.5% stake in Sina.com (ticker: SINA). The China Stock Blog provides details from Shanda's SEC filing; the post is also followed by an interesting comment that's worth reading.

Posted by David Jackson on February 20, 2005 at 02:07 PM in Sub-sector: China, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 08, 2005

Sina.com (SINA) on mobile content in China (quotes from the conf call)

Sina (ticker: SINA) announced quarterly results last night. Here are some key quotes:

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Posted by David Jackson on February 8, 2005 at 11:01 PM in Conf call quotes, Sub-sector: China, Sub-sector: Content, ticker: SINA | Permalink | Comments (0) | TrackBack (1)

FT highlights Chinese Internet stocks' collapse

Here's what the FT's Lex Live column says about the China Internet stocks, and a look at how the stocks have done.

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Posted by David Jackson on February 8, 2005 at 11:56 AM in Sub-sector: China, ticker: CTRP, ticker: JOBS, ticker: SINA, ticker: SNDA, ticker: SOHU, ticker: TOMO | Permalink | Comments (1) | TrackBack (0)

Wednesday, February 02, 2005

Business Week picks small cap Net stocks

Business Week's Timothy Mullaney picks "second tier" Internet stocks in an article titled Finding Value on the Net.  His key argument: in the wake of eBay's earnings miss and stock fall, "retail investors can hedge bets on the Big Four [eBay, Amazon, Google and Yahoo] by buying smaller Net companies whose stocks are much more reasonably priced". Here are his picks:

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Posted by David Jackson on February 2, 2005 at 12:15 PM in Sub-sector: China, ticker: AQNT, ticker: CKFR, ticker: CTRP, ticker: FLWS, ticker: PRVD, ticker: SINA, ticker: SNDA | Permalink | Comments (0) | TrackBack (0)

Friday, January 14, 2005

China's Internet users surpass 100 million

Sina.com reports that according to the China Internet Network Information Center (CNNIC), the number of Chinese Internet users surpassed 100 million at the end of 2004.

CNNIC's 14th Internet Survey, which will be published next week, reported 87 million users at the end of June 2004.

Posted by David Jackson on January 14, 2005 at 09:19 AM in Sector Themes/Outlook, Sub-sector: China, ticker: SINA | Permalink | Comments (0) | TrackBack (0)