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Weibo Newsroom
CCTV interprets a more proactive fiscal policy: next year's fiscal funding will be allocated earlier, faster, and in greater amounts.
Next year, a more proactive fiscal policy will be implemented. What measures will the Ministry of Finance take? Where will the fiscal funds be focused? What impact will this have on our lives?
Tencent Music (01698.HK) and Weibo (09898.HK) have reached a comprehensive strategic cooperation.
Tencent Music (01698.HK)(TME.US) and Weibo (09898.HK)(WB.US) have announced a strategic partnership. The two parties will integrate SSE Select Resources Industries Index to collaborate in areas such as comprehensive publicity for artists' works, support for talented musicians, creative publicity for performances, and collaboration on chart data.
Bank of China International: Maintains Weibo-SW (09898) 'Hold' rating with the Target Price raised to HKD 79.
CICC expects that the performance of Weibo's core advertisers will show differentiation in the coming quarters.
Major banks rating丨Bank of China International: Raised Weibo Listed in Hong Kong Target Price to HKD 79, strengthening core social advantages.
On December 20, 2023, Credit Suisse released a Research Report indicating that due to the uncertainties in the macro environment and the cautious advertising spending strategy of advertisers, Weibo will continue to implement its strategy of attracting high-quality users, enhancing its advantages as a social platform in hot fields and content marketing, as well as improving operational efficiency. Credit Suisse expects that the performance of core advertisers in the coming quarters will show differentiation due to policies, new product release cycles, national or Global events, and the varying pacing of different companies' advertising spends. Weibo's performance in the upcoming quarters will be closely related to the fast-moving consumer goods, 3C, and electronics sectors, which are affected by policies, new product release cycles, national or Global events, and operations.
In "The Big Move", Bank of China International raised the Target Price of Weibo (09898.HK) to 79 yuan, strengthening its core social advantages.
Bank of China International published a Research Report indicating that due to the uncertainty of the macro environment and cautious advertising strategies from advertisers, Weibo (09898.HK) will continue to implement its high-quality user strategy, strengthen its advantages in social media platforms for热点 areas and content marketing, and enhance operational efficiency. Bank of China International expects that the performance of core advertisers in the coming quarters will vary due to policies, the release cycles of new products, national or Global events, and the different paces of advertising investment from various companies. Weibo's future quarters will be closely related to fast-moving consumer goods, 3C, electronics, and other sectors that are impacted by policies, new product release cycles, national or Global events, and operations.
WEIBO CORP(9898.HK):DEDICATED STRATEGIES TO ENHANCE CORE SOCIAL EDGES
Shares of US-listed Chinese Stocks Are Trading Lower Due to Stimulus Concerns and Disappointing Economic Data. The Biden Administration Plans to Raise Tariffs on Solar Wafers, Polysilicon and Some Tungsten Products.
Weibo Corporation (NASDAQ:WB) Held Back By Insufficient Growth Even After Shares Climb 26%
The Central Economic Work Conference was held in Peking, and **** delivered an important speech.
The Central Economic Work Conference was held in Peking, where **** delivered an important speech, Li Qiang gave a summary speech, and ****, ****, Cai Qi, ****, and Li Xi attended the meeting.
Express News | The Central Economic Work Conference states that a moderately loose MMF policy should be implemented, with timely reductions in reserve requirements and interest rates, to maintain ample liquidity.
Express News | Central Economic Work Conference: There will be a more proactive fiscal policy, increasing the fiscal deficit ratio.
Express News | Central Economic Work Conference: Implement a more proactive macro policy, expand domestic demand, promote the integration of technological innovation and industrial innovation development, and stabilize the property and stock markets.
GTJA: The Chinese stock market has bottomed out, conditions for a 'transformation bull market' are forming. Bullish on Hong Kong stock internet.
GTJA Chief Analyst Fang Yi stated that the bottom of the China stock market has already appeared, and the conditions for a "transformation bull market" are beginning to form. He pointed out that first, after a long period of continuous adjustment, the clearing of pessimistic expectations and micro-structure is a prerequisite for the stock market to have valuation elasticity; secondly, the active shift in attitude from decision-makers to reverse the economic situation and support the Capital Markets is an important cornerstone for adjusting long-term expectations, getting rid of the "bear market mentality," and pushing the stock market's bottom higher; third, reforms in the Capital Markets improve Shareholder returns, while resolving debt, promoting reform, and stabilizing Asset prices, are expected to constitute China's new "three arrows" for economic development, leading to a transition in the China stock market.
US stock market fluctuations | Weibo pre-market dropped over 5%. Institutions expect the company's advertising revenue may resume a declining trend.
On December 10, Glonghui reported that Weibo (WB.US) had fallen over 5% in pre-market trading to $10.03. According to a report released by Jianyin International, Weibo's third-quarter performance exceeded both the bank's and market expectations, with the biggest highlight being stable advertising revenue driven by the Paris Olympics. However, following the conclusion of the Olympics, the company's advertising revenue may resume its declining trend. Until there is more clarity on Weibo's recovery timeline, the bank conservatively predicts a 4% year-on-year decline in the company's fourth-quarter revenue, with no growth projected for next year. The bank has raised Weibo's earnings forecast for this year by 4% to reflect the better-than-expected third-quarter performance, but forecasts for 2025.
Hua Chuang Securities interprets the December Politburo meeting: five unexpected points.
① The first expectation exceeded - the economic development goals for the entire year of 2024 will be achieved. ② The second expectation exceeded - stabilizing the stock market and real estate market. ③ The third expectation exceeded - the monetary policy is set to undergo a significant change over the next decade. ④ The fourth expectation exceeded - strengthening "extraordinary" counter-cyclical adjustments. ⑤ The fifth expectation exceeded - expanding domestic demand ranking is advanced, and the保障民生保障 is intensified.
Tonight, Chinese concepts soared! The nasdaq Golden Dragon index surged by 10%, while fangdd network doubled directly.
Some analysis indicates that the Political Bureau meeting first mentioned stabilizing the stock and real estate markets, and the US stock market quickly rallied on china assets. The 3x Long FTSE china etf surged over 26%, the 2x Long china internet plus-related stocks rose over 22%, the 2x Long FTSE china 50 ETF increased over 17%, and the 2x Long 300etf gained nearly 15%.
Bullish surprise! A50 and Hong Kong stocks surged, china assets etf collectively skyrocketed, and the 3x long FTSE china etf jumped nearly 18% in pre-market trading.
Just now, the Hong Kong stock market surged sharply, with the hang seng tech index rising over 4% and the hang seng index increasing by 2%. The ftse china a50 index futures also surged, at one point rising over 4%.
The Political Bureau of the Central Committee of the Communist Party of China: Implement more proactive macro policies, expand domestic demand, promote the integration of technology innovation and industrial innovation, and stabilize the real estate and s
The Political Bureau of the CPC Central Committee held a meeting on December 9 to analyze and study the economic work in 2025; listened to the work report of the Central Commission for Discipline Inspection and State Supervision Commission, and discussed the arrangements for the party's work style and anti-corruption work in 2025. General Secretary of the CPC Central Committee **** presided over the meeting.
Weibo Target Price Raised to HK$83.00 From HK$72.00 by Deutsche Bank >WB
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