YOKU

Youku Tudou Inc

TMT


Presented:11/13/2013
Price:$26.38
Cap:$4.38B
Current Price:$27.54
Cap:$3.96B

Presented

Date11/13/2013
Price$26.38
Market Cap$4.38B
Ent Value$3.83B
P/E RatioN/A
Book Value$11.96
Div YieldN/A
Shares O/S165.85M
Ave Daily Vol3,410,000
Short Int5.20%

Current

Price$27.54
Market Cap$3.96B
Youku Tudou Inc. operates as an Internet television company in the People’s Republic of China. Its Internet television platform enables consumers to search, view, and share video content across various devices. The company’s services for users comprise online video content library consisting primarily of professionally produced content, including television serial dramas, movies, current event reports, variety shows, and music videos. It also provides guided user-generated content through Youku Paike and Youku Niuren programs; and produces a range of content, such as sponsored Web serial dramas, reality shows, interviews, and variety shows under Youku Originals brand. The company’s other services for users include online video search and discovery; online community services; mobile video services; and P2P downloadable software client services. In addition, it offers online advertising services to various advertising companies operating in fast moving consumer goods, information technology services, automobile manufacturing, electronics, telecommunications, financial services, electronics, and Internet services. The company’s products and services for advertisers and customers comprise online advertising services, such as in-video, display, sponsorship, and other forms of advertisements; targeting solutions; viral video advertisements; product placements; sub-licensing content and mobile value-added services, as well as subscription-based online video services that enable users to watch advertisement-free premium content, which include high-definition movies. Further, it offers technology consulting and administrative services, and advertising and copy right agency services. The company was formerly known as Youku Inc. and changed its name to Youku Tudou Inc. in August 2012. Youku Tudou Inc. was founded in 2005 and is headquartered in Beijing, the People’s Republic of China.

Highlights

The presenter is bullish on Youku (YOKU), and believes “China’s YouTube” could be worth as much as $8-$8.5 billion over the next 12-18 months, and $10 billion in two years (compared to ~$4.75 billion today).

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Idea Discussion

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