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  1. [verwijderd] 6 juli 2007 17:19
    Heb vandaag een klein positietje in SINA gekocht.

    koers 44.50 $.

    De reden van aankoop is er echt niet, tis gewoon een Chinees internetaandeel.
    Ik weet niet of ie duur is of niet, omdat ieder daar zijn eigen mening over heeft, tis gekocht om weg te leggen en er lange tijd niet aan te komen.
    ( tis een kleine positie dus als ie halveert kan ik gemakkelijk dubbel bijkopen)


    The Artist
  2. [verwijderd] 6 juli 2007 17:42

    SINA Corporation has a very strong online media platform, which focuses mainly on China and the millions of Chinese emigrants living worldwide. The company generates revenue through advertising, mobile value added services (MVAS), e-commerce and enterprise services.

    Revenues in the first nine months of 2006 have been up mainly due to the increase in advertising revenues, but the decline in MVAS raises some concerns. The Chinese wireless services market is in its growth stage. The wireless services market is expected to grow 18% through 2010. Adding to the delight is the expected launch of 3G standard in 2007, which will hopefully increase its customer base, translating into higher revenues. But the competition seems to be high, as China being the largest market for mobile phones, is vulnerable to attack from foreign players, with the five-year protection of the telecom industry allotted by the WTO is coming to an end.

    But there seems to be no other reason for SINA to sweat, as the Chinese online advertising market is expected to increase fivefold by 2010. The internet has a 20% penetration among the urban population in China and it is expected that banner or display advertising will remain the preferred form of online advertising over the next 3 years. A higher portion of the population is adopting broadband connections and to take maximum advantage of this trend, the company re-launched its video channel, which offers 30 channels providing programs all day.

    It has also launched a new search engine called IAsk, which it plans to monetize in 2007. SINA sports have signed contracts with major European football leagues to host their official websites and also broadcast their games on Internet TV. Additionally 23 out of 25 top brand names in China, have selected SINA as their online marketing partner. With the company well positioned to ride the online advertising boom in China, year 2007 will be a revenue momentum story for the company.

    5/03/07 8:09 AM

    Sina Inc, the Chinese online media company is well positioned to make use of the lucrative search engine advertising market. Sina’s 2006 revenues increased 10% year-over-year to $212.8 million, driven by substantial growth in advertising revenues. Sina witnessed a 10 fold user and daily traffic growth in fiscal 2006 with the number of Chinese broadband users surpassing 100 million in January 2007. The broadband user traffic increase is expected to make video content an important part of Chinese websites in the future. Sina has already signed content agreements with two industry giants, namely Shanghai Oriental sebai TV and Phoenix TV. Sina launched a Podcasting platform, similar to in December 2006. The platform, which facilitates video upload and sharing, is integrated with Sina’s blog service, broadband video channel and other content channels. The channel has received approximately 15,000 video uploads per month, since it was launched. Sina believes this new platform will be an important growth driver in fiscal 2007.

    Recently, Sina aligned itself with five music labels to launch a new digital music platform. The partnership boasts of giants like Sony, Warner Music Group, Universal, Rock Records and EMI. The companies will share the revenues from music downloads, online advertisements and wireless services.

    Sina has also invested substantially in its finance channel. The Bull Run in the Chinese market coupled with the increasing importance of the financial service sector as a platform for online advertising will augur well for Sina. The company’s number one ranked auto channel has a 50% lead over the next competitor in terms of reach. The emergence of China as the second largest auto market in the world could result in online auto advertising growth. Sina is in a good position to make use of this trend.

    Sina expects first quarter 2007 revenues to range between $48 and $50 million. The advertising business is expected to contribute between $31 and $32 million of these revenues. Sina expects its advertising business to grow 30-35% in 2007. Sina is promoting their new search platform, iAsk and plans to monetize it in 2007. Consequently, Sina is expected to outperform over one year.

  3. [verwijderd] 6 juli 2007 19:36

    The Artist schreef:

    pfft ik weet niet eens wat dat bedrijf doet, ik vond het enkel een mooie naam, wat kan ik daar nu over schrijven?

    He artist,

    ik heb op die link naar yahoo geklikt, en bij de concurrenten zag ik toevallig ook de recente schot omhoog. Kan dit dan eigenlijk ook liggen aan de recente schot omhoog in de HSI? Algehele positievere sentiment? Of is het sector gebonden? Internet in China is groeiend, maar is het naar een nieuwe bubbel; chinese internetaandelen?
  4. [verwijderd] 6 juli 2007 20:12

    mueslibollen schreef:

    [quote=The Artist]

    pfft ik weet niet eens wat dat bedrijf doet, ik vond het enkel een mooie naam, wat kan ik daar nu over schrijven?

    He artist,

    ik heb op die link naar yahoo geklikt, en bij de concurrenten zag ik toevallig ook de recente schot omhoog. Kan dit dan eigenlijk ook liggen aan de recente schot omhoog in de HSI? Algehele positievere sentiment? Of is het sector gebonden? Internet in China is groeiend, maar is het naar een nieuwe bubbel; chinese internetaandelen?

    ik wist niet goed kiezen tss Baidu of Sina, mogelijk dat het mede komt door de stijging van de Hang Seng.

    In iedere geval bij de eerst volgende correctie van Baidu stap ik wss ook in Baidu.

    ( correctie van Baidu kan mogelijk voor binnen een jaar zijn )

    Voorlopig gaf ik de voorkeur aan SINA, de naam ligt mij wel en de site is ook in het Engels, bij Baidu is alles in het Chinees.
  5. [verwijderd] 13 juli 2007 03:35

    China's Internet sector continued to boom in the first half of 2007 as rising online consumer spending bolstered growth in the advertising and search engine markets, according to the Data Center of the China Internet (DCCI) and the Internet Society of China.

    Internet users in China on average spent 186 yuan online each month in the first half of 2007. The figure is expected to reach 196 yuan by the end of the year, up 15.4 percent compared with 2006.

    Users are projected to spend 364.11 billion yuan for Internet-related services and products, a year-on-year increase of 32 percent.

    Advertisers spent more than 3.27 billion yuan for online advertisements - excluding search engine advertising - in the first six months. DCCI estimates that China's online advertising market will reach 7.62 billion yuan, a year-on-year increase of 53 percent. The Beijing-based researcher said the nation's online advertising market will maintain an annual growth rate of over 50 percent until 2009.

    The nation's search engine advertising market, dominated by Baidu, Google and Yahoo, grew to 1.15 billion yuan in the first half, more than the total revenue of 2005. DCCI said the search engine revenue would expand more than 72 percent in 2006 to 2.71 billion yuan.

    "Online video advertising is also showing signs of an increase in the first half," said the DCCI report, noting that the sector will expand 90.5 percent year-on-year in the second half.

    "Major players such as Baidu, Sohu and Sina are promoting their new services aggressively as video advertising is more effective in attracting users attention," the report said.

    (China Daily 07/13/2007 page13)

  6. [verwijderd] 19 juli 2007 17:21
    China hits 162 million Internet users Sumner Lemon
    2 hours, 8 minutes ago

    San Francisco (IDGNS) - The number of Chinese Internet users hit 162 million at the end of June, growing at the fastest rate since 2004, the China Internet Network Information Center (CNNIC) said Wednesday.

    The latest numbers show China's Internet "entered a new stage of rapid growth," CNNIC said in a report (in Chinese).

    The number of Chinese Internet users increased 31.7 percent since June 2006, said CNNIC, which oversees the .cn top-level domain and tracks Internet usage in China. Thanks in part to a change in CNNIC's definition of an Internet user, that was the fastest growth seen in China since mid-2004, when the number of Internet users grew 34.5 percent to reach 79.5 million.

    Numbers released by CNNIC in the middle of 2005 and 2006 showed annual growth of 18.2 percent and 18.1 percent, respectively.

    In its latest report, CNNIC changed the definition of an Internet user from someone who spends at least one hour online each week to someone who accessed the Internet at least once during the previous six months. The previous definition had been in use for 10 years.

    Most Chinese Internet users -- 122.4 million people -- get online using wired broadband, CNNIC said. Wireless Internet access is also widely used, with 55.6 million people using this method, including 44.3 million people who access the Internet from mobile phones, CNNIC said, noting that some users access the Internet with more than one type of connection.

    The latest numbers bring China's Internet penetration rate to 12.3 percent, slightly below the global penetration rate of 17.6 percent, CNNIC said.
  7. [verwijderd] 26 juli 2007 14:23
    Concurrent Baidu laat al superpositieve cijfers zien, de internetmarkt in China is Booming.

    Baidu Stock Blasts Off

    By Vishesh Kumar Senior Writer

    7/26/2007 7:12 AM EDT (BIDU - Cramer's Take - Stockpickr - Rating) soared toward an all-time high Thursday morning, a day after the Chinese Internet company breezed by Wall Street's second-quarter profit targets.

    Net income increased 142.7% year over year to $18.6 million, or 54 cents a share.

    Revenue soared 109.4% year over year to $52.7 million.

    Analysts surveyed by Thomson First Call expected EPS of 43 cents on revenue of $49.25 million.

    Shares rocketed $33.77 to $217 early Thursday. The 18% jump put the shares a dollar above their 52-week high.

    "During the second quarter, we saw robust revenue growth and a healthy increase in online marketing customers," Baidu CEO Robin Li said in a press release.

    For the coming quarter, Baidu sees revenue of $64.6 million to $66.5 million, way ahead of the $58.23 million consensus.

  8. [verwijderd] 27 juli 2007 16:32
    SINA Corporation to Report Q2 2007 Financial

    Results on August 6, 2007
    Friday July 27, 8:30 am ET

    SHANGHAI, China, July 27 /Xinhua-PRNewswire/ -- SINA Corporation (Nasdaq: SINA - News), a leading online media company and value-added information service provider for China and for global Chinese communities, will announce its unaudited financial results for the quarter ended June 30, 2007 on Monday, August 6, 2007 after the close of market. Following the announcement, SINA's management team will host a conference call at 9:00 p.m. Eastern Time to present an overview of the Company's financial performance and business operations.

    A live Webcast of the call will be available from 9:00 p.m. - 10:00 p.m. ET on Monday, August 6, 2007 (9: 00 a.m. - 10: 00 a.m. Beijing Time on August 7, 2007). The call can be accessed through the Company's corporate web site at A dial-in to the conference is also available. The number is +1-617-801-9702 and the pass code is 957 24358.

    A replay of the conference call will be available through August 13, 2007 at midnight eastern time. The dial-in number is +1-617-801-6888. The pass code for the replay is 86256893.

    About SINA

    SINA Corporation (Nasdaq: SINA - News) is a leading online media company and value-added information service provider for China and for global Chinese communities. With a branded network of localized web sites targeting Greater China and overseas Chinese, the Company provides services through five major business lines including (online news and content), SINA Mobile (mobile value-added services or "MVAS"), SINA Community (Web 2.0-based services and games), (search and enterprise services) and SINA E- Commerce (online shopping). Together these business lines provide an array of services including region-focused online portals, MVAS, search and directory, interest-based and community-building channels, free and premium email, blog services, audio and video streaming, online games, classified listings, fee- based services, e-commerce and enterprise e-solutions.

    Safe Harbor Statement

    This announcement contains forward-looking statements that relate to, among other things, SINA's strategic and operational plans. SINA may also make forward-looking statements in the Company's periodic reports to the U.S. Securities and Exchange Commission, in its annual report to shareholders, in its proxy statements, in its offering circulars and prospectuses, in press releases and other written materials and in oral statements made by its officers, directors or employees to third parties. SINA assumes no obligation to update the forward-looking statements in this release and elsewhere. Statements that are not historical facts, including statements about the Company's beliefs and expectations, are forward-looking statements. Forward- looking statements involve inherent risks and uncertainties. A number of important factors could cause actual results to differ materially from those contained in any forward-looking statement. Potential risks and uncertainties include, but are not limited to, SINA's limited operating history, the uncertain regulatory landscape in the People's Republic of China, the changes by mobile operators in China to their policies for MVAS, the Company's ability to develop and market other MVAS products, fluctuations in quarterly operating results, the Company's reliance on online advertising sales and MVAS for a majority of its revenues, the Company's reliance on mobile operators in China to provide MVAS, any failure to successfully develop and introduce new products and any failure to successfully integrate acquired businesses. Further information regarding these and other risks is included in SINA's Annual Report on Form 10-K for the year ended December 31, 2006 and its other filings with the Securities and Exchange Commission.

    For more information, please contact:

    Cathy Peng
    SINA Corporation
    Tel: +86-10-82628888 x3112

    David Pasquale
    The Ruth Group
    Tel: +1-646-536-7006

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