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Yahoo! Inc. Message Board

  • theretirementdr theretirementdr Jul 17, 2013 8:52 PM Flag

    Yahoo Japan at NEW 52 week high heading into earnings next week!!!!

    Yahoo Japan expecting huge growth in earnings going forward. See article below.

    Yahoo Japan Corp. (4689), operator of the country’s most-visited Web portal, expects economic growth and a consumer shift to mobile services to spur revenue gains as it targets advertising growth of at least 10 percent.

    “We expect to continue the growth pace a while,” Chief Financial Officer Toshiki Ohya said in an interview in Tokyo. Advertising, which account for more than half the company’s sales, rose 15 percent to 190.5 billion yen ($2 billion) in the year ended March.

    Yahoo Japan, 42 percent owned by billionaire Masayoshi Son’s SoftBank Corp. (9984), is targeting a 77 percent increase in earnings within six years by expanding in e-commerce and offering more services for smartphones and tablet computers. Prime Minister Shinzo Abe’s strategy to end deflation, nicknamed Abenomics, may stoke earnings for the web portal as advertisers boost their spending to tap economic growth.

    Sentiment: Strong Buy

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    • Current Market Cap is $32.1B and Yahoo's Piece is $11.2B. Note that in the famous slide 17, Yahoo reported a YJ Market value of $10.17B. So since last week Yahoo has appreciated $1 only on Yahoo Japan piece. We will more of this run this week. ASIAN ASSETS YEAH BABY!
      PS: Softbank (Sprint) will be looking for partnership with Yahoo in US soon!

      Sentiment: Strong Buy

    • YJ is at $32bil USD mkt cap now.... yahoo's 35% share will put it at about $10bil pretax! That is getting bigger and bigger.

      Sentiment: Strong Buy

    • Yahoo will move up with good Y#$%$ earnings.

    • instead of making wild projection of Japan's yahoo, why don't you exam yahoo's revenue growth. They missed the top line projection, income beats were mainly due to layoff and cut back on expenditures. 10% stock rise certainly not due to growth revenues, just a speculation of Alibaba's earnings (but not much details) and huge write off of M&A costs.. GL on your bogus analysis.

      • 2 Replies to casacujo
      • Most analysts valued YHOO Asian assets at $32 per YHOO share reported recently. YHOO is currently $29.11. Today YJ is 4% higher , new high, and new valuation. From previous YHOO Asian assets valuation, YHOO Core is valued at $-3. So YHOO is at $29 is way undervalued. YHOO baby $30 to $35 this year easily. yeah baby!!

        Sentiment: Strong Buy

      • Great point, currently the market values Yahoo core at $0. Today's rise, and the last 3 years has always been about Asian assets. Until the IPO actually comes to play, it will STILL be about the assets and not the core. My BOGUS analysis has been spot on since early 2009, showing continued decline in revenue and profits in Yahoo core, while having the Asian assets as the "insurance policy" to put a floor on the decline. Whether we believe the speculation of "maybe audited" earnings of Alibaba, and the growth of Yahoo Japan, we finally have good management, (hedge fund + CEO with vision), hedge on yen currency to protect the asian assets, lots of cash now, and potential cash from disposal of asian assets.

        In my opinion, today's Yahoo management will abide by the agreement to dispose half of Alibaba at IPO price (even though they admit this was a mistake), and hold onto the remainder for long term growth (more insurance to protect from further declines of core business). Also, Yahoo will find a solution to the 38% tax on the sale of these assets, thus creating more value to shareholders. Now that Softbank has finished the purchase of Sprint, maybe we will see some movement towards Yahoo's disposal of a portion of Yahoo Japan, while the stock is in maximum growth mode. Best case scenario is still a cash-rich split of these assets, maximizing shareholder value again. In either case, these two Asian companies want their assets back at the lowest possible price, but the market has moved against them substantially in the last 18 months, with no slowdown of growth with either company.

        Marissa still has a long road ahead of her, but she is right on one thing. IT ALL STARTS WITH PEOPLE. Surround yourself with people that are experts in what they do, that will buy your vision, and help create the momentum needed to weather the storm. Belief in growing your company is half the battle. Getting others to believe is the second half.

        Good luck to you, whether short or long.

        Sentiment: Strong Buy

42.58+0.32(+0.76%)Aug 30 4:00 PMEDT