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HEADLINES:

Youku Tudou Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 16
Youku Tudou Announces First Quarter 2013 Unaudited Financial Results

PR Newswire (Wed, 5:30PM)
Baidu Becomes China's Largest Online Video Platform: A Long-Term Catalyst
Investometrica • Mon, May 13 • 3 Comments
Youku Tudou to Release First Quarter 2013 Unaudited Financial Results on May 15, 2013

PR Newswire (May 9, 2013)
Chinese Roundup: Baidu's Upcoming Acquisition And Why Shares Of Renren Are Worth $7.40
Justin Giles • Tue, May 7 • 34 Comments
Is There Any Value Left In Chinese Internet Stocks?
BubbleBustInvesting • Tue, Apr 30 • 1 Comment
Sina Frenzy In Chinese Internet Space
Emerging Money • Mon, Apr 29
Youku Tudou Filed 2012 Annual Report on Form 20-F

PR Newswire (Apr 29, 2013)
Baidu: Disturbing Growth Slowdown
ONeil Trader • Sun, Apr 28 • 9 Comments
The Most Unexpected Data Coming Out Of Beijing
Lou Basenese • Wed, Apr 24
3 Reasons Baidu Is A Buy
Sammy Pollack • Mon, Apr 22 • 9 Comments
Don't Miss This Golden Opportunity: Buy Renren Now
Justin Giles • Fri, Apr 12 • 32 Comments
Youku Music to Live Webcast Psy's New Debut

PR Newswire (Apr 11, 2013)
How Many Times Can A Fallen Angel Rise?
BubbleBustInvesting • Tue, Apr 9 • 14 Comments
What Happens To Hot Stocks When Momentum Shifts?
BubbleBustInvesting • Tue, Apr 2 • 4 Comments
Youku Tudou to Add 33 U.S. TV Serials & Shows in One Year

PR Newswire (Mar 28, 2013)
Youku Tudou Signs Broad, Exclusive Content Agreement with TVB

PR Newswire (Mar 19, 2013)
Analyst Targets And Earnings Roundup: What You Need To Know About Dangdang
Justin Giles • Mon, Mar 18 • 10 Comments
Youku Tudou Management Discusses Q4 2012 Results - Earnings Call Transcript
Fri, Mar 1
Youku Tudou Announces Fourth Quarter and Fiscal Year 2012 Unaudited Financial Results

PR Newswire (Feb 28, 2013)

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Youku.com's Upcoming Earnings Disaster: 5 Reasons To Be Bearish
Heisenberg Principle • Wed, Nov 28, 2012 • 3 Comments
Youku Q3 Earnings Preview: Post-Merger Financial Results In Focus, Baidu An Emerging Threat
Jiang Zhang • Wed, Nov 21, 2012 • 1 Comment
Youku Q2 Earnings Recap: Solid Results, Positive On Original Content, Apple Integration
Jiang Zhang • Mon, Aug 6, 2012 • 1 Comment
Youku Q2 Earnings Preview: Expect Another Resilient Quarter
Jiang Zhang • Wed, Aug 1, 2012 • 1 Comment
Youku Earnings Preview: Expect Robust Topline Result; New Kind Of Rivalry Emerges
Jiang Zhang • Sun, May 6, 2012 • 4 Comments
Youku-Taobao: Setting The Bar In China's Video E-Commerce Evolution
Jiang Zhang • Thu, Apr 5, 2012 • 1 Comment
Youku-Tudou: A Potent Force In China's Online Video Market
Jiang Zhang • Mon, Mar 12, 2012 • 3 Comments
Youku Q4 Earnings Preview: Continued Investment In Content, Competition Heats Up
Jiang Zhang • Sun, Mar 4, 2012 • 1 Comment
Youku-Twentieth Century Deal Expands Content, Improves User Experience
Jiang Zhang • Fri, Jan 13, 2012 • 3 Comments
Youku Falls Again: Hyped IPOs Continue Their Falls
Bill Maurer • Mon, Nov 21, 2011 • 14 Comments
Another Falling Knife; Youku Getting Killed
Intelligent Speculator • Fri, Nov 18, 2011 • 2 Comments
Youku.com Q3 11 Recap: Still The Big Kid On The Block
Jiang Zhang • Thu, Nov 17, 2011 • 4 Comments
Youku Q3 Earnings Preview: Defending The Turf In A Highly Competitive Industry
Jiang Zhang • Wed, Nov 9, 2011 • 7 Comments
Why Investors Should Avoid Youku.com
BubbleBustInvesting • Wed, Aug 31, 2011 • 7 Comments
Youku.com: Worth Watching
Cabot • Wed, May 11, 2011 • 16 Comments
Youku.com Valuation Reaches Nose-Bleed Levels
Robert Weinstein • Tue, Mar 29, 2011 • 24 Comments
Youku: A Closer Look at the YouTube of China
Investment U • Wed, Mar 9, 2011 • 14 Comments
Youku Business Model Already Failing: Stock Should Follow Suit
Alfred Little • Wed, Jan 12, 2011 • 110 Comments
Careful About That Yoku on Your Shoe
TraderMark • Mon, Dec 13, 2010 • 21 Comments
Youku.com: Best Short of 2010-2011?
Glen Bradford • Sun, Dec 12, 2010 • 35 Comments

Baidu Becomes China's Largest Online Video Platform: A Long-Term Catalyst
Investometrica • Mon, May 13 • 3 Comments
Chinese Roundup: Baidu's Upcoming Acquisition And Why Shares Of Renren Are Worth $7.40
Justin Giles • Tue, May 7 • 34 Comments
Is There Any Value Left In Chinese Internet Stocks?
BubbleBustInvesting • Tue, Apr 30 • 1 Comment
Sina Frenzy In Chinese Internet Space
Emerging Money • Mon, Apr 29
Baidu: Disturbing Growth Slowdown
ONeil Trader • Sun, Apr 28 • 9 Comments
The Most Unexpected Data Coming Out Of Beijing
Lou Basenese • Wed, Apr 24
3 Reasons Baidu Is A Buy
Sammy Pollack • Mon, Apr 22 • 9 Comments
Don't Miss This Golden Opportunity: Buy Renren Now
Justin Giles • Fri, Apr 12 • 32 Comments
How Many Times Can A Fallen Angel Rise?
BubbleBustInvesting • Tue, Apr 9 • 14 Comments
What Happens To Hot Stocks When Momentum Shifts?
BubbleBustInvesting • Tue, Apr 2 • 4 Comments
Analyst Targets And Earnings Roundup: What You Need To Know About Dangdang
Justin Giles • Mon, Mar 18 • 10 Comments
VIX - Options Volatility And Market Sonar: Friday Recap
Erick McKitterick • Fri, Feb 22 • 14 Comments
6 High-Growth BRIC Small And Mid Caps With Bullish Short Trends
Kapitall • Fri, Feb 8 • 1 Comment
Short Interest Is Decreasing In These Chinese Stocks
Justin Giles • Fri, Feb 8 • 6 Comments
5 High-Growth Chinese Small And Mid Caps With Bullish Short Trends
Kapitall • Tue, Jan 29 • 5 Comments
9 Chinese Stocks Being Sold Off By Hedge Funds
Kapitall • Thu, Jan 10 • 2 Comments
2 Trades For The 2013 'January Effect'
BubbleBustInvesting • Sun, Dec 16, 2012 • 7 Comments
Heightened Risks Could See Baidu At $70
Richard Pearson • Thu, Dec 13, 2012 • 36 Comments
2 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market
The Oxen Group • Mon, Dec 10, 2012 • 24 Comments
3 Trade Ideas To Ride China's New Political Cycle
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Youku Tudou Management Discusses Q1 2013 Results - Earnings Call Transcript
Thu, May 16
Youku Tudou Management Discusses Q4 2012 Results - Earnings Call Transcript
Fri, Mar 1
Youku Tudou's CEO Discusses Q3 2012 Results - Earnings Call Transcript
Fri, Nov 30, 2012
Youku.com's CEO Discusses Q2 2012 Results - Earnings Call Transcript
Tue, Aug 7, 2012

Youku Tudou Announces First Quarter 2013 Unaudited Financial Results

PR Newswire (Wed, 5:30PM)
Are Out-of-Sync Markets Sending a Message?

at CNBC.com (Tue, 6:42PM)
Youku Tudou to Release First Quarter 2013 Unaudited Financial Results on May 15, 2013

PR Newswire (May 9, 2013)
Youku Tudou Filed 2012 Annual Report on Form 20-F

PR Newswire (Apr 29, 2013)
Youku Music to Live Webcast Psy's New Debut

PR Newswire (Apr 11, 2013)
Youku Tudou to Add 33 U.S. TV Serials & Shows in One Year

PR Newswire (Mar 28, 2013)
Youku Tudou Signs Broad, Exclusive Content Agreement with TVB

PR Newswire (Mar 19, 2013)
Youku Tudou Announces Fourth Quarter and Fiscal Year 2012 Unaudited Financial Results

PR Newswire (Feb 28, 2013)
Youku Tudou to Release Fourth Quarter and Fiscal Year 2012 Unaudited Financial Results on February 28, 2013

PR Newswire (Feb 21, 2013)
The Technical Indicator: S&P 500 sustains a break to five-year highs

at MarketWatch.com (Jan 22, 2013)
Pepsi Steps Up with Expansive Web Movie Campaign

PR Newswire (Jan 22, 2013)
Advertisers Turn to Youku Tudou Dual-Platform Solutions

PR Newswire (Dec 13, 2012)
Youku Tudou Announces Third Quarter 2012 Unaudited Financial Results

PR Newswire (Nov 29, 2012)
Youku Tudou to Release Third Quarter 2012 Unaudited Financial Results on November 29, 2012

PR Newswire (Nov 21, 2012)
Youku Tudou Inks Separate Deal with Sony Pictures Television, Completing Premium Coverage of Major Hollywood Studios

PR Newswire (Nov 5, 2012)
Tudou Revamps Homepage, Introduces New Content and Product Innovations

PR Newswire (Sep 25, 2012)
Movers & Shakers: Wednesday’s biggest gaining and declining stocks

at MarketWatch.com (Sep 12, 2012)
Youku Tudou Inc. Announces Appointment of Two Directors to Company's Board of Directors

PR Newswire (Aug 29, 2012)
Youku Announces Approval of Shareholder Resolutions Relating to the Proposed Merger with Tudou

PR Newswire (Aug 19, 2012)
Lightning Round: Millennial Media, Allergan, NiSource and More

at CNBC.com (Aug 9, 2012)

YOKU vs. ETF Alternatives

Company Description

Currently, there's no company description for YOKU.

Sector: Technology

Industry: Internet Information Providers

Country: China

All
| Earnings
| Dividends
| M&A
| On the move

Friday, May 17, 12:51 PM After barely moving yesterday in response to nearly in-line Q1 results and strong Q2 revenue guidance, Youku (YOKU -9.6%) is falling hard today. The decline comes even though Youku has received two upgrades since the report (from HSBC and Maxim), as well as a bullish coverage launch from BofA. Concerns about mobile monetization could be a factor. On its earnings call, Youku stated mobile daily video views rose 50%+ Q/Q and are now above 170M, that mobile monthly users have topped 100M (PC users are around 400M), and that mobile now makes up ~30% of traffic. However, the company added "mobile monetization this year is relatively modest." 2 Comments [Tech, On the Move, Earnings]
Friday, May 17, 12:45 PM Midday top 10 gainers: RSOL +60%. VNDA +23%. SCTY +19%. ORMP +16%. VSAT +16%. COCO +16%. NBG +14%. MHGC +13%. JRCC +13%. MVIS +12%.
Midday top 10 losers: ARUN -27%. UNXL -23%. COSI -14%. AFOP -12%. MNGA -12%. FSGI -10%. YOKU -10%. ALIM -9%. EGLE -9%. GIG -9%. Comment! [On the Move]
Wednesday, May 15, 5:46 PM Youku Tudou (YOKU) Q1 EPS of -$0.23 in-line. Revenue of $83.1M (+21% Y/Y) beats by $800K. Expects Q2 revenue of RMB720M-RMB770M ($117M-$125M), above a consensus of $108.3M. Shares -1.5% AH. CC at 8PM ET (webcast). (PR) Comment! [Tech, Earnings, Breaking News]
Wednesday, May 15, 12:10 AM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
Tuesday, May 14, 5:35 PM Notable earnings after Wednesday’s close: ANW, CSCO, EGLE, JACK, NTES, SB, SKX, SVM, THMC, YOKU Comment! [Earnings]
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, April 29, 11:28 AM Chinese Internet stocks rally following news Alibaba is buying an 18% stake in Sina as it tries to head off competition from Tencent. Youku (YOKU +7%) is the biggest winner, but Baidu (BIDU +2.2%), NetQin (NQ +3.8%), NetEase (NTES +2%), and YY (YY +3.7% - a rival to Tencent's QQ platform) are also having good days. Youku filed its 2012 20-F on Friday. Comment! [Tech, On the Move]
Wednesday, April 17, 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. Comment! [Tech]
Wednesday, March 20, 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. Comment! [Tech, On the Move, Earnings]
Tuesday, March 19, 9:34 AM Youku (YOKU +1.4%) strikes an exclusive 2-year deal with major Hong Kong broadcaster TVB. 2500 hours of "hot dramas and old classics" will be provided by TVB each year for viewing on Youku's sites and mobile apps. Youku notes it already had a content deal with TVB, and recently struck a deal with AMC Networks (AMCX) to be "the exclusive source for AMC content in China." Comment! [Tech, Consumer]
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]
Friday, March 1, 11:10 AM Initially crushed due to the light guidance provided with its solid Q4 results, Youku (YOKU -4.5%) is now off more modestly. On the earnings call, management stated ad spending growth from international consumer goods clients could weaken due to macro issues. Youku hopes 2013 growth will be stoked by the full integration of Tudou's ad ops; new ad formats such as product placements and sponsorships; and the arrival of mobile ads. Youku's mobile traffic rose 800% in 2012, with daily video views topping 100M by year's end. Comment! [Tech, Earnings, On the Move]
Friday, March 1, 9:10 AM Premarket gainers: ISRG +9%. SHS +8%. CERS +8%. DECK +8%. SQNM +7%. BBY +6%. PGH +5%.
Losers: AT -34%. FWLT -17%. OVTI -15%. RNIN -14%. IEP -12%. ENMD -12%. YOKU -11%. SD -8%. LYG -8%. CWH -6%. RBS -6%. DB -5%. Comment! [On the Move]
Thursday, February 28, 5:59 PM After-hours top gainers, as of 5:15 p.m.: SFLY +8%. DECK +8%. XXIA +8%. CRM +5%. GRPN +4%.
After-hours top losers: YOKU -17%. OVTI -10%. TRX -8%. IEP -6%. SONS -6%. Comment! [On the Move]
Thursday, February 28, 5:03 PM Tech guidance roundup: 1) OmniVision (OVTI - earnings) expects FQ4 revenue of $300M-$330M and EPS of $0.14-$0.29, below a consensus of $371.4M and $0.32. 2) Youku (YOKU - earnings) expects Q1 revenue of RMB480M-RMB520M ($77.2M-$83.6M), below a consensus of RMB551.3M ($88.6M). 3) Splunk (SPLK - earnings) expects FQ1 revenue of $52M-$54M, largely above a $52M consensus. FY14 (ends Jan. '14) guidance is for revenue of $260M-$270M vs. a $263.2M consensus. OVTI -9.2% AH. YOKU -16.1%. SPLK +4.8%. Comment! [Tech, Earnings, On the Move]
Thursday, February 28, 4:57 PM Youku Tudou (YOKU): Q4 EPS of -$0.07. Revenue of $102.1M. Shares -17% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]

166649
$YOKU Intraday upgrade......Youku Tudou initiated with a Buy at BofA/Merrill Target $27 Fly on the Wall
Thu, 11:59 AM
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James Sands
Social network worldwide growth: http://bit.ly/10E8jiU $FB, $GOOG, $SINA, $YOKU, $RENN, $LNKD, Twitter and Tencent.
Mon, 3:51 PM
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Capitalist Bull
Setups in the Wings: $LNKD $LVS $CLR $COG $SBGI $WWWW $EQIX $SLCA $OAS $YELP $HOS $YOKU $FB $VRX http://stks.co/tCUb
Mon, 2:56 PM
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det9
$YOKU down 19.48 from 20.46. $P next?
May 9, 12:46 PM
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Capitalist Bull
Setups in the Wings: $COG $OCN $SBGI $NSM $RGR $YOKU $SLCA $SKX $P $SODA $FB $LEN $TOL $CHK $VRX http://stks.co/tBlQ
May 8, 1:53 PM
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Lawrence Lee
$YOKU I am coming back !
Mar 25, 4:55 PM
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det9
$YOKU rocking. Long.
Mar 20, 10:16 AM
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det9
Added $YOKU 16.93. Building position
Mar 19, 10:23 AM
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Jason F
$YOKU Trade Idea: Short Term Bounce Brewing http://bit.ly/WYJRwE
Mar 7, 3:54 PM
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det9
Bought $YOKU 18.21. Quarter position
Mar 6, 2:05 PM
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futureguy: Are you long or short on $YOKU?
Mar 11, 1:07 PM
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det9: I am long $YOKU. Waiting to add further.
Mar 11, 1:09 PM
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LATEST REPLIES

det9
Bought $YOKU 18.21. Quarter position
Mar 6, 2:05 PM
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futureguy: Are you long or short on $YOKU?
Mar 11, 1:07 PM
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det9: I am long $YOKU. Waiting to add further.
Mar 11, 1:09 PM
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gwenace
$YOKU up on no news...?
Jan 7, 11:13 AM
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gwenace: Sad that seeking alpha doesn't pay attention to this stock. I am long and bullish on it. Target price $23+
Jan 10, 1:57 PM
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gwenace: oh here is the news...http://bit.ly/VNU63B
Jan 10, 3:37 PM
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det9
Bought $YOKU 17.45. 1/4 position
12/21/12
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det9: Closed @ 18.99 and shorted it @ 19.53
Jan 6, 12:35 AM
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Ocean Man
Looks like I picked a real winner with YOKU for a fun China gamble. Sold the calls with the stock down 4%, now it's down 10%.
7/17/12
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det9: Thanks OM. Will add soon. If it goes by history we should see mid 17 soon.
12/19/12
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det9: B/w all the shorting, covering, and buying I forgot to add YOKU @ 17.50. That was an almost a perfect plot. I have to wait again.
12/21/12
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det9
$YOKU. Two upgrades in two days. LONG
12/18/12
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det9: Sold at 19. Adds fom 17 and 14.25
12/19/12
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Ocean Man
GRPN & YOKU down 10% today. AMD & OCZ down 8% AH on execs leaving. HTS cuts dividend on top of 2 downgrades today.
9/17/12
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sundate36: OM -- have you looked at GRPN recently? Seems to be making a double bottom in the ballpark of 4.00...
11/1/12
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Ocean Man: I haven't looked at that one in a while.
11/1/12
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Ocean Man
Bought some July $16 calls on YOKU for $1.95.
7/16/12
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det9: YOKU previous trading range was 21-25. Waiting for clarity before a move...
7/16/12
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det9: Initiated half position @ YOKU @ 16.30
7/17/12
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ZetaKap
6 Tech Stocks Set For Growth And Backed With Analyst Confidence http://bit.ly/KOekBA $RAX $YOKU $INOD $TUDO $JIVE $LNKD @ZetaKap
7/2/12
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FWS: Growth, at what cost? PE, PEG ratio's too high. Stock goes below $100 shortly.
7/3/12
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Michael Bryant
So Youku (YOKU) is buying Tuduo (TUDO). The stock has been going up steadily over the last 5 days. http://yhoo.it/wBASfr;c=
3/12/12
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det9: Banksters already knew it. Lucky I pulled my shorts from it for a small loss..
3/12/12
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realornot
YOKU is a joke ! up 10%+
2/28/12
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1980XLS-2.0: Market is a joke too! LOL
2/28/12
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det9
Tried to short YOKU at 21.75 but my broker (Scottrade) did not have any shares . It went all the way to 21.15. Ugh!!
1/19/12
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det9: Stupid Scottrade. Now YOKU is at 20.75.
1/19/12
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Ocean Man
Anybody come in with me on YOKU this morning? Up 6% on a down day, as predicted!
11/22/11
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mP1: OM: didnt you say CRM would bounce a bit possibly today ?
11/23/11
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Ocean Man: No, I haven't commented on CRM lately - mixed feelings.
11/23/11
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Ocean Man
Just tripled my positions in TZA and EDZ. Also bought YOKU - that is way too beaten down over the past 3 days - will bounce today.
11/22/11
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leskall: What's your price target for YOKU? I bought mine 200 @ 14.40
11/22/11
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Ocean Man: Nice bump today!
11/22/11
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Ocean Man
Most likely to bounce: FMCN, YOKU, or SOCL?
11/22/11
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calculatorci: JEF, Short sellers tried to kill this stock, revenge here will be sweet. Bring marshmellows
11/22/11
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Ocean Man: I like that JEF reasoning and their letter yesterday.
11/22/11
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Bill Maurer
YOKU, RENN, TUDO, YNDX, DANG, BIDU, SINA getting crushed further today. Check out my latest article on them to see the continued carnage.
11/21/11
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1980XLS: Appears all piling into TCEHY
11/21/11
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YOKU Youku.com Inc.

YOKU

Youku.com Inc.