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Focus Media Holding Ltd. Message Board

  • paultradestoday paultradestoday Jun 30, 2008 4:51 PM Flag

    Citis Analyst'sTakeaways

    Analyst Day well attended and 6 hours of discussions and very open Q&A left a very positive feeling that the shares should trade on the fundamentals and not rumors.Goal of greater transparency achieved.

    June demand returned to normal — While Focus did not want to adjust
    guidance again (which, we feel, is the right call), it did indicate that not only
    did June demand return to normal after the earthquake-impacted May, but that
    the outlook, at least qualitatively, remains strong

    Internet: Demand remains strong, 09 sees little “Olympics hangover” —Internet
    CEO Zhu stated (more than once) that the online adv. market in 09, despite
    difficult comps from Olympics spend in 08, should grow at least +40% YoY in
    09, with major sites (presumably Sina & Sohu) growing faster than that.

    Sales force comp changes: to improve profitability; not disruptive.advertiser churn rate at Focus is extremely
    low (Focus enjoys 99% advertiser renewal)

    Citi Target remains $80.00 Buy

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    • If there ever was a time to buy and hold this stock, its now.

      I've been following it for over a year. I thought it was a screaming buy at 50. Then, when it went under 40, that it was a no-brainer.

      In the low 30's, it was extremely attractive. That was before a hedge fund or 2 decided to make it the soup dejure.

      Now, at 27, it finally has support. The bad news is out. The company comes out today and gives assurances.

      Buy and hold for a year. Something tells me that 1 year from now, we will be looking at a 60 dollar stock again.