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)

Wednesday, April 27, 2005

SOHU beats on strong advertising revs; wireless revs show some promise (1Q05 earnings results)

From The China Stock Blog (permission granted):

Sohu (ticker: SOHU), a Chinese portal and e-commerce company, beat Q1 2005 EPS estimates by $0.01. Details:

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Posted by David Jackson on April 27, 2005 at 01:33 PM in Earnings results, Sub-sector: China, Sub-sector: Content, Sub-sector: Search, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

Thursday, March 10, 2005

China Internet search developments

Points of interest about Sohu (ticker: SOHU), Baidu.com, Zhongsou.com, Yahoo! China (ticker: YHOO), and Google (ticker: GOOG):

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Posted by David Jackson on March 10, 2005 at 09:10 AM in Sub-sector: China, Sub-sector: Search, ticker: GOOG, ticker: SOHU, ticker: YHOO | Permalink | Comments (0) | TrackBack (0)

Friday, February 25, 2005

Internet developments in brief

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Posted by David Jackson on February 25, 2005 at 08:48 AM in ticker: EBAY, ticker: SOHU, ticker: TFSM, ticker: TSG, ticker: TWX | Permalink | Comments (0) | TrackBack (0)

Tuesday, February 08, 2005

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)

Monday, February 07, 2005

Safa on SOHU

Piper Jaffray analyst Safa Rashtchy believes that the worst is over for Sohu.com (ticker: SOHU):

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Posted by David Jackson on February 7, 2005 at 03:03 PM in Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Search, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

SOHU meets estimates on weak wireless revenue, lowers guidance

Sohu.com (ticker: SOHU), China's leading online media, communications, commerce and mobile value-added services company, met Q4 consensus EPS estimates of $.17. Here are the highlights:

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Posted by David Jackson on February 7, 2005 at 03:01 PM in Sub-sector: Advertising, Sub-sector: Content, Sub-sector: Search, ticker: SOHU | Permalink | Comments (0) | TrackBack (0)

Thursday, January 20, 2005

Chinese search engine market grows in 2004

Asia Pulse, citing a recent report, claims that China's search engine market reached 940 million yuan ($113.6 million) in 2004. The market is expected to grow at an annual rate of 60-70% and reach 2.6 billion yuan by 2006.

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Posted by David Jackson on January 20, 2005 at 08:56 AM in Sector Themes/Outlook, Sub-sector: China, Sub-sector: Search, ticker: GOOG, ticker: NTES, ticker: SOHU, ticker: YHOO | Permalink | Comments (1) | TrackBack (1)