David Ristau
Growth at reasonable price, research analyst, newsletter provider, long/short equity

Youku: Great Prospects But Valuations Are Overcooked

Youku Tudou (NYSE:YOKU) has dominated the online video market of China for years. Moving into 2014, the company is focusing on their multi-screen strategy - smart phones, tablets, and even smart TV. The company has already showed their adaptability in China's transition to mobile. According to a press release on its own website, daily unique visitors of Youku Mobile has reached 14 million, nearly double the size of the second player iQiyi at 7.9 million.

As we will present in this article, Youku is ambitious to win the battle in every piece of screen presenting their videos. And based on their current performance in mobile, there is little concern about their growth of revenue in the future. At...

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