u*****6
发帖数: 277 | | r***l
发帖数: 9084 | 2 with forecast way under estimate, what can you do about it?
The video market competition is still a mess. Now you have to include
Tencent into the formula. Tencent video grows quickly since Tencent joined
the competition in early 2011. Recently Tencent claimed they already
approached much closer to yoku/tudo.
Anyway, to me, yoku is still overvalued. | u*****6
发帖数: 277 | 3 多谢rival大牛！
虽然也觉得从中期看，yoku现在的价格还是不低，特别是土豆的盈利前景不看好。但是
最近yoku忽然从之前的高位上drop下来，又没有看见特别不好的消息，所以特地来问问
，是不是我忽略了什么消息。
【在 r***l 的大作中提到】
: with forecast way under estimate, what can you do about it?
: The video market competition is still a mess. Now you have to include
: Tencent into the formula. Tencent video grows quickly since Tencent joined
: the competition in early 2011. Recently Tencent claimed they already
: approached much closer to yoku/tudo.
: Anyway, to me, yoku is still overvalued.
| c*****t
发帖数: 10738 | 4 Did any of them make money in video?
【在 r***l 的大作中提到】
: with forecast way under estimate, what can you do about it?
: The video market competition is still a mess. Now you have to include
: Tencent into the formula. Tencent video grows quickly since Tencent joined
: the competition in early 2011. Recently Tencent claimed they already
: approached much closer to yoku/tudo.
: Anyway, to me, yoku is still overvalued.
| r***l
发帖数: 9084 | 5 none, last year i remember leTV (listed in shanghai) claimed they started
making money, but who knows.
The dilemma for yoku and sohu video is, they are competing with tencent and
baidu. Yes, yoku had early edge because baidu and tencent didn't go into
video market at the very beginning. But now they are serious trying to beat
yoku. Look at ctrp. After baidu joined the party, ctrp was crushed. I won't
bet on yoku if the other side is evil penguin and baidu.
As long as there are 4-5 major players in video market, no one can make
money or profit is very low. But for baidu and tencent, money is not problem
. They can wait forever. But how long can yoku wait? how long can yoku's
investors wait?
I may be wrong, just no need to touch this muddy water. no long, no short. | S*******i
发帖数: 2018 | 6 Totally agree.
The financials look horrible. Annual revenue is less than $100m. Half of its
net assets is the so called goodwill which was created by acquiring Tudou
at a ridiculously high price. At the current speed of cash burning, it will
run out of cash in a few years.
The only chance of it is being an acquisition target of media bigshots but
at this price I don't think it is attractive.
and
beat
t
problem
【在 r***l 的大作中提到】
: none, last year i remember leTV (listed in shanghai) claimed they started
: making money, but who knows.
: The dilemma for yoku and sohu video is, they are competing with tencent and
: baidu. Yes, yoku had early edge because baidu and tencent didn't go into
: video market at the very beginning. But now they are serious trying to beat
: yoku. Look at ctrp. After baidu joined the party, ctrp was crushed. I won't
: bet on yoku if the other side is evil penguin and baidu.
: As long as there are 4-5 major players in video market, no one can make
: money or profit is very low. But for baidu and tencent, money is not problem
: . They can wait forever. But how long can yoku wait? how long can yoku's
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