CYOU: Changyou.com Limited Instablogs

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Wednesday, May 8, 1:10 PM A recent Chinese government proposal to allow local investors to buy stocks traded elsewhere could give a lift to "companies familiar to them," argues Stifel. The firm mentions Baidu (BIDU +3.3%), Qihoo (QIHU +2.1%), Youku (YOKU +1.2%), and Tencent (TCEHY.PK - trades in HK) as beneficiaries. All 3 U.S.-traded names are rallying, as are YY (YY +8.9%), Sohu (SOHU +5.1%), Perfect World (PWRD +1.6%), and Changyou (CYOU +3.1%). Youku fell yesterday after Baidu confirmed it's buying video site PPS, and will integrate it with its iQiyi site. Baidu claims PPS/iQiyi will create China's largest Web video platform in terms of mobile users and viewing time. 1 Comment [Tech, On the Move, Quick Ideas]
Monday, May 6, 2:30 PM Chinese Internet stocks are surging after equities rallied in Shanghai and Hong Kong in spite of a major drop in China's services PMI. In addition to Qihoo (previous), winners include Renren (RENN +12.2%), YY (YY +13.3%), Baidu (BIDU +3.8%), Sina (SINA +2.8%), Sohu (SOHU +3.4%), Changyou (CYOU +4.3%), and Perfect World (PWRD +5%). YY is now up 20% since posting a strong Q1 report on Thursday afternoon; revenue rose 130.5% Y/Y to RMB315M ($50.7M), and EPS of $0.23 beat consensus by $0.06. Revenue is expected to hit RMB330M-340M in Q2. Comment! [Tech, On the Move]
Monday, April 29, 10:43 AM Sohu (SOHU +0.3%) is up slightly and subsidiary Changyou (CYOU -4.6%) is slumping after each posted a Q1 beat (I, II). Sohu is guiding for Q2 revenue of $333M-$342M and EPS of $0.50-$0.55 vs. a consensus of $318.8M and $0.61. Though a 41%-44% Y/Y increase in brand ad revenue, and a 58%-65% jump in Sogou search revenue, is expected to boost sales, Sohu's aggressive spending - opex +40% Y/Y in Q1 - clearly isn't letting up. Sohu's online game revenue is expected to hit $165M-$170M in Q2, up from Q2 2012's $137M. Changyou expects Q2 revenue of $170M-$185M and EPS of $1.33-$1.38 vs. a consensus of $179.4M and $1.43. (PRs: I, II) Comment! [Tech, On the Move, Earnings]
Monday, April 29, 6:13 AM Changyou.com (CYOU): Q1 EPS of $1.45 beats by $0.03. Revenue of $177.6M (+30% Y/Y) beats by $4.87M. (PR) Comment! [Earnings, Breaking News, Tech]
Monday, April 29, 12:05 AM Notable earnings before Monday’s open: AUDC, AUXL, BWP, CMP, CYOU, EDR, ETN, FVE, L, MCY, ROP, SNH, SOHU, TEN Comment! [Earnings]
Sunday, April 28, 5:30 PM Notable earnings before Monday’s open: AUDC, AUXL, BWP, CMP, CYOU, EDR, ETN, FVE, L, MCY, ROP, SNH, SOHU, TEN Comment! [Earnings]
Wednesday, March 6, 11:02 AM Some Chinese Internet stocks sell off after Qihoo sees a post-earnings drop and Sohu (SOHU -9.4%) denies reports it's thinking of going private. CYOU -6.8%. SINA -4.4%. YOKU -5.7%. NTES -1.7%. Comment! [Tech, On the Move]
Tuesday, March 5, 4:07 PM Sohu (SOHU +11.6%) and subsidiary Changyou (CYOU +11.2%) soar in the final hour of trading on a report Sohu is planning to delist from the NASDAQ and go private. Citron Research, long a fan of Sohu, thinks the company should sell for at least $65/share - Sohu closed today at $48.80. Comment! [Tech, On the Move, M&A]
Monday, February 4, 11:41 AM Sohu (SOHU -5.4%) and subsidiary Changyou (CYOU -4.2%) are lower following their Q4 reports. While Sohu beat Q4 estimates, Q1 guidance - revenue of $290M-$299M and EPS of $0.50-$0.55 vs. a consensus of $278.7M and $0.58 - is mixed. Changyou beat estimates and delivered solid Q1 guidance - revenue of $168M-$174M and EPS of $1.38-$1.44 vs. a consensus of $166.9M and $1.38 - but is still selling off. Sohu's search/other revenue rose 68% Y/Y thanks to share gains for Sogou. Total online ad sales +20%, online games +29%, wireless -13%. (Sohu PR) (Changyou PR) Comment! [Tech, Earnings, On the Move]
Monday, February 4, 4:12 AM Changyou.com (CYOU): Q4 EPS of $1.42 beats by $0.09. Revenue of $173.5M (+26% Y/Y) beats by $5M. (PR) Comment! [Earnings, Tech, Breaking News]
Monday, February 4, 12:05 AM Notable earnings before Monday’s open: CKSW, CLX, CYOU, GCI, GOLD, HUM, MCY, RCL, SOHU, SPG, SYY, TDG Comment! [Earnings]
Sunday, February 3, 5:30 PM Notable earnings before Monday’s open: CKSW, CLX, CYOU, GCI, GOLD, HUM, MCY, RCL, SOHU, SPG, SYY, TDG Comment! [Earnings]
Friday, December 14, 2012, 3:57 PM Chinese tech ADRs are closing with solid gains after the Chinese government ended its $1B limit on share ownership by sovereign wealth funds and central banks, fueling a big rally in Shanghai. It wasn't too long ago the group dived on bad regulatory news. LDK +6.8%. STP +6.8%. YGE +5.1%. TSL +5.1%. SOHU +3.4%. RENN +2.9%. DANG +6.2%. CTRP +5.3%. CYOU +3.8%. 3 Comments [Tech, On the Move]
Tuesday, December 4, 2012, 2:03 PM A few more Chinese tech names that appear to be casualties of the SEC's lawsuits against the Chinese units of the Big-4 accounting firms: CTRP -9.9%. DANG -5.3%. CYOU -7.6%. NQ -4.8%. LDK -4.9%. STP -5.4% (previous) 1 Comment [Tech, On the Move]
Monday, November 5, 2012, 5:12 AM Changyou.com (CYOU): Q3 EPS of $1.42 may not be comparable to consensus of $1.32. Revenue of $165.8M (+28.8% Y/Y) beats by $10M. (PR) Comment! [Earnings, Tech]
Monday, November 5, 2012, 12:05 AM Notable earnings before Monday’s open: ANV, ARCC, BPI, CHD, CYOU, ENDP, ETR, HNT, HUM, ICE, LBTYA, MTW, NNN, PCYC, RIG, ROK, SLW, SO, SOHU, SYY, TEL, TSLA, TWC Comment! [Earnings]

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