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Sohu.com Inc. (SOHU)

- NASDAQ
  • May 8, 2013, 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
  • May 6, 2013, 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.
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  • Apr. 29, 2013, 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)
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  • Apr. 29, 2013, 6:16 AM
    Sohu.com (SOHU): Q1 EPS of $0.62 beats by $0.09. Revenue of $308M (+36% Y/Y) beats by $11.03M. (PR)
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  • Apr. 29, 2013, 12:05 AM
    Notable earnings before Monday’s open: AUDC, AUXL, BWP, CMP, CYOU, EDR, ETN, FVE, L, MCY, ROP, SNH, SOHU, TEN
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  • Apr. 28, 2013, 5:30 PM
    Notable earnings before Monday’s open: AUDC, AUXL, BWP, CMP, CYOU, EDR, ETN, FVE, L, MCY, ROP, SNH, SOHU, TEN
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  • Apr. 17, 2013, 6:35 PM
    Sohu (SOHU) and Samsung have reached a deal to have Sohu Video's apps installed on all Samsung phones sold in China over the next 3 years, Shanghai Daily reports. As the paper notes, the deal could give Sohu a boost in its efforts to compete against market leader Youku Tudou (YOKU), which has seen its mobile viewing surge. Strategy Analytics estimates Samsung shipped over 30M smartphones in China last year.
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  • Mar. 28, 2013, 12:28 PM
    Baidu's (BIDU -0.9%) paid click growth fell to 20%-21% Y/Y in Q4 '12 after growing 64% in 2012, estimates Citi's Muzhi Li.  In addition to share losses to Qihu (QIHU) and Sohu's (SOHU) Sogou, Li thinks Alibaba's shopping search growth is taking a toll. He's also concerned Chinese Web user growth will slow, even though penetration is only at 42% - 77% of Chinese non-Web users responding to a survey showed no interest in going online. Baidu's PC search paid clicks and ad prices (CPCs) are respectively expected to rise 12% and 17% in 2013; total 2012 CPC growth is pegged at 21%.
    | 4 Comments
  • Mar. 20, 2013, 10:57 AM
    Solid earnings from Tencent (TCEHY.PK) and a rally in Shanghai help Chinese Internet stocks trade higher. YOKU +3.8%. SINA +2.8%. QIHU +2.5%. SOHU +1.8%. YY +1.8%. NTES +1.5%. PWRD +1.7%. Tencent, which rose 1.5% in Hong Kong, reported a 53% Y/Y increase in Q4 sales to $1.96B, and a 37% increase in net income to $557M. Ad sales were better than expected, and value-added service sales (includes online games) rose 32%. Registered accounts for Tencent's WeChat mobile IM platform, which competes with Sina's Weibo, have topped 300M.
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  • Mar. 6, 2013, 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%.
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  • Mar. 6, 2013, 9:10 AM
    Premarket gainers: PRAN +13%. PBR +12%. CYTX +9%. PPHM +8%. GEVO +8%. MTG +8%. TSL +8%. HNR +7%. BIG +7%.PBR.A +6%. PAY +5%. WPRT +5%.
    Losers: AVAV -25%. TFM -11%. AEO -9%. SOHU -8%. QIHU -5%. NBG -5%.
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  • Mar. 6, 2013, 6:42 AM
    Sohu.com (SOHU) denies a report indicating the company is in talks to go private. The Chinese portal also said it has no plans to delist from the Nasdaq.
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  • Mar. 5, 2013, 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.
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  • Feb. 4, 2013, 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)
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  • Feb. 4, 2013, 4:24 AM
    Sohu.com (SOHU): Q4 EPS of $0.73 beats by $0.04. Revenue of $299M (+21.4% Y/Y) beats by $7M. (PR)
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  • Feb. 4, 2013, 12:05 AM
    Notable earnings before Monday’s open: CKSW, CLX, CYOU, GCI, GOLD, HUM, MCY, RCL, SOHU, SPG, SYY, TDG
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Company Description
Sohu.com Incis a Chinese online media, search, gaming, community and mobile service groupproviding comprehensive online products and services on PCs and mobile devices in the People's Republic of China.