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Youku.com Inc. (YOKU)

- NYSE
  • Dec. 12, 2012, 5:52 PM
    Sohu's (SOHU +3%) video site has won exclusive online broadcast rights for Voice of China, a popular Chinese variety show. The company says it might pay RMB100M ($16.1M) for the rights, which would be a new record for Chinese online video deals. Market leader Youku Tudou (YOKU) has been predicting its content costs will fall as a % of revenue next year - they accounted for 36% of its sales in Q3.
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  • Dec. 11, 2012, 2:42 PM
    As high-beta tech names trade higher today, several Chinese ADRs pummeled recently on SEC/delisting fears are among the standouts. CTRP +5.9%. YY +4.9%. YOKU +7.2%. SPRD +5.3%. SINA +5%.
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  • Dec. 7, 2012, 6:51 PM
    Some Chinese ADRs were among the biggest tech losers today, possibly thanks to ongoing de-listing fears stemming from the SEC's lawsuits against the Chinese arms of the Big-4 accounting firms. SPRD -8.2%. YOKU -6.9%. AMAP -5.7%. On the other hand, some Chinese solar names posted huge gains, likely on hopes JinkoSolar's $1B financing deal with China Development Bank indicates government support for the cash-burning industry remains strong. TSL +9.6%. LDK +12.1%.
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  • Dec. 4, 2012, 10:24 AM
    Some marquee Chinese Internet stocks are slumping, potentially on worries about the SEC's suits against the Chinese arms of the Big-4 U.S. accounting firms. Baidu (BIDU -5.1%), Sina (SINA -6.6%), Youku Tudou (YOKU -4.2%), Sohu (SOHU -3%), Perfect World (PWRD -1.2%), and NetEase (NTES -4%) are among the losers. Renren (RENN +2.5%) is higher following yesterday afternoon's Deutsche upgrade.
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  • Nov. 30, 2012, 10:42 AM
    Youku Tudou (YOKU +9.9%) opened lower, but is now up strongly in response to its Q3 report. Though EPS missed estimates, revenue was ahead of forecasts even if one backs out $3M provided by Tudou following the Aug. 23 merger closing. For Q4, the company is forecasting revenue of RMB610M-RMB630M ($97.7M-$101.8M); between them, Youku and Tudou reported revenue of $75.6M in Q4 2012. Q3 content costs were $29M (36% of revenue), and bandwidth costs $21.7M (27%) .
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  • Nov. 29, 2012, 5:16 PM
    Youku Tudou (YOKU): Q3 EPS of -$0.67 misses by $0.12. Revenue of $76.9M (+84% Y/Y). Shares -1.1% AH. (PR)
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  • Nov. 29, 2012, 12:10 AM
    Notable earnings after Thursday’s close: AVGO, FIVE, OVTI, SPLK, ULTA, YOKU
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  • Nov. 28, 2012, 5:35 PM
    Notable earnings after Thursday’s close: AVGO, FIVE, OVTI, SPLK, ULTA, YOKU
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  • Sep. 26, 2012, 1:56 PM
    Youku Tudou (YOKU) predicts its content costs, long an investor concern, will decline as a % of revenue next year, as the Chinese online video market's content rates rationalize following last year's surge, and the company's merger gives it more purchasing power. Content costs made up 37% of Youku's Q2 revenue, up from 25% in the year-ago period. (previous)
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  • Sep. 12, 2012, 9:10 AM
    Premarket gainers: MEDW +39%. SSRX +21%. JVA +18%. NBG +13%. FB +7%. YOKU +6%. NOK +6%. AUO +5%.
    Losers: GCOM -19%. ONCY -18%. PURE -16%. XRTX -15%. MTG -11%. CIG -11%. HK -7%.
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  • Sep. 7, 2012, 2:37 PM
    European tech and telecom stocks carrying heavy debt loads are jumping today on optimism regarding the ECB's latest efforts to prop up Europe's bond markets. NOK +6.1%. ALU +4.5%. TI +7.8%. TEF +3.6%. Many Asian tech names are also posting solid gains, after the continent's stock markets rallied overnight in the wake of a new Chinese stimulus plan. YOKU +4.8%. SPRD +4.7%. SNE +3.6%.
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  • Aug. 20, 2012, 8:22 AM
    Youku (YOKU -0.1%) and Tudou (TUDO) shareholders approve Youku's all-stock acquisition of Tudou in a deal that combines China's two biggest video Web sites and creates a company with over 300M weekly users. The transaction will increase Youku's lead over rivals Baidu (BIDU) and Tencent, and should generate savings of up to $60M/year.
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  • Aug. 16, 2012, 1:06 PM
    Chinese Internet stocks are rallying, as pleasing earnings reports from Sina and messaging/gaming giant Tencent (TCEHY.PK) more than offset a miss from NetEase. BIDU +2.5%. SOHU +5.5%. GAME +4.9%. YOKU +5.9%. TUDO +5.5%. CYOU +2.1%. Tencent, which received a favorable WSJ write-up ahead of earnings, rose 6.4% in Hong Kong after reporting revenue of $1.65B (+56% Y/Y) and net income of $487M.
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  • Aug. 6, 2012, 1:22 PM
    Chinese Internet stocks surge in response to pleasing Q2 reports (I, II, III) from Youku (YOKU +7.6%), Sohu (SOHU +17%), and Changyou (CYOU +16.6%). BIDU +4.3%. SINA +9.7%. RENN +11.4%. PWRD +6.7%. TUDO +8%. Baidu's gains are coming in spite of the company's disclosure that 3 employees were arrested for taking bribes to delete message board posts.
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  • Aug. 6, 2012, 9:19 AM
    Tudou (TUDO), which is set to merge with fellow Chinese video site Youku (YOKU), has reported Q2 revenue of $27.1M (+47.4% Y/Y) and EPS of -$0.80; the results miss consensus by $6.3M and $0.41. Nonetheless, Youku is up 4.8% - the Street seems pleased with its Q2 EPS beat and guidance for Q3 revenue growth of 70%-80% Y/Y, though the latter is below an 86.8% consensus. Youku had a short ratio of 6.4 as of July 13.
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  • Aug. 6, 2012, 6:10 AM
    Youku (YOKU): Q2 EPS of -$0.09 beats by $0.05. Revenue of $61M (+96% Y/Y) in-line. (PR)
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Company Description
Youku Tudou Inc is an Internet television company in china. Its internet television platform enables consumers to search, view and share high-quality video content quickly and easily across multiple devices.