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Yahoo! Inc. (YHOO) Message Board

thetoadtimes 11 posts  |  Last Activity: Mar 14, 2014 5:36 PM Member since: May 27, 2011
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  • Topeka Capital Markets‘s Victor Anthony, who has a Buy rating on Yahoo! shares, and a $49 price target, writes “A U.S. based listing would still be a positive for Yahoo! because investors who only invest in U.S. based companies, or who would rather not do the required work needed to directly own a Chinese domiciled company, can participate in Alibaba’s upside by buying Yahoo!”

    Anthony urges investors to buy for the cash out of part of Yahoo!’s stake assuming such an offering:

    We see Yahoo! netting $9.3B in after-tax proceeds from the initial share sale at the IPO based on a $150B valuation for Alibaba. Subsequently, we see Yahoo!’s remaining after-tax stake valued at near $20B. We believe Yahoo! uses the proceeds for share repurchases. There is potentially further valuation upside tied to the performance of Yahoo Japan.

  • Reply to

    Alibaba opting for U.S. IPO; Yahoo rises

    by thetoadtimes Feb 28, 2014 12:11 PM
    thetoadtimes thetoadtimes Mar 13, 2014 11:22 AM Flag


    Alibaba is “95 per cent certain” to choose New York over Hong Kong for its initial public offering, expected to be one of the largest in history, according to people close to the process.

    The company is no longer “even engaged” with the Hong Kong exchange, according to one person familiar with the matter, while another said a New York listing was now “95 per cent certain”. A third person familiar with the situation said: “I can categorically tell you that Alibaba will not list in Hong Kong.”


  • Some of Yahoo's Mobile applications are more popular than Twitter and Instagram in the United States.

    When compared to other web properties, Yahoo's core business is undervalued and has just as much upside.

    Yahoo's display business is starting to recover, and compatible strategies for mobile monetization are starting to emerge.

    I'm going to stand by my $75 price target for 2014, as I believe investors have undervalued Yahoo's! core web properties. Yahoo's! future proceeds from Alibaba's IPO is added whip-cream that goes on top.


  • SAN FRANCISCO, March 4 (Reuters) - Yahoo Inc will stop letting consumers access its various online services, including Fantasy Sports and photo-sharing site Flickr, by signing-in with their Facebook Inc or Google Inc credentials.

    The change, which will be rolled out gradually according to a Yahoo spokeswoman, will require users to register for a Yahoo ID in order to use any of the Internet portal's services.

    In eliminating the Facebook and Google sign-in features, Mayer, a former Google executive, is effectively reversing a strategy that Yahoo adopted in 2010 and 2011 under then CEO Carol Bartz.

    The sign-in buttons for Facebook and Google will eventually be removed from all Yahoo properties.

  • Bank of America noted Yahoo! could trade up to $45 after the firm predicted that Alibaba, a Chinese e-commerce company in which Yahoo! owns a 24% stake, could launch an IPO within the next two months.

  • Yahoo has long talked a big talk about making a bigger, better footprint in the mobile advertising game. Now, with Gemini, a tool the company just launched that combines native search and mobile ads, it just might be able to walk the walk -- or at least make a move on Twitter and Facebook’s fat slice of the mobile pie.

    Gemini, which Yahoo yesterday announced on Tumblr, is a self-serve all-in-one solution for native advertising and mobile search. The Sunnyvale, Calif.-based Internet giant is calling the “unified marketplace” tool the first of its kind to tie the two ad styles together. (Like twins? Presumably that’s how they came up with the name Gemini.)

    “With Yahoo Gemini, advertisers get the performance and ease of search, combined with the scale and creativity of native advertising,” said Jay Rossiter, senior vice president of Yahoo’s cloud platform group, and Adam Cahan, senior vice president of the company’s mobile and emerging products division, in the announcement. “By bringing the two together, advertisers can now buy, manage and optimize their mobile search and native ad spend in one place — driving greater performance and higher impact for their businesses and brands.”

    Advertisers can access Gemini from the Yahoo Ad Manager, the self-service ad-buying platform that CEO Marissa Mayer introduced in her CES keynote speech on Jan. 7, earlier this year. Previously, advertisers would have had to manage Yahoo’s mobile search ads using the Bing Ads platform.

  • Alibaba’s purchase of AutoNavi is a land grab, in two senses.

    The Chinese e-commerce group has offered a premium price to buy the 72 percent of AutoNavi, a mapping company listed in the United States, it doesn’t already own, valuing the whole thing at $1.6 billion. There’s a compelling competitive reason for Alibaba to get deeper into online maps.

    Buying AutoNavi plugs into the growing mania for O2O commerce – online-to-offline. The theory is that consumers will increasingly use smartphones to point them to nearby services and shops, or even preorder from restaurants online, all of which benefit from detailed mapping. In Alibaba’s case, there’s also an opportunity to weave in its fast-growing payment and financial service, Alipay.

    Alibaba is paying for AutoNavi in cash, and the additional $1.2 billion payment is small for a company that is likely to command a market capitalization of more than 100 times that if a long-awaited listing takes place in 2014 or early 2015.

    Yahoo owns 24% of Alibaba.

  • YahooYHOO +2.73% is partnering with Yelp as it tries to compete in Web search.

    The deal is part of Chief Executive Marissa Mayer’s attempt to build a better search engine by surfacing content from variety of partners. In addition to the search results it gets from Microsoft's Bing, Yahoo will soon begin showing Yelp’s business listings and reviews when users search for restaurants or other local attractions.

    At a conference last year, Marissa Mayer compared Yahoo’s search strategy to a winemaker who buys grapes from a vineyard: “You can grow your own grapes or buy them from someone else and still make a wine with your own style,” she said. Read more about the Yelp partnership here.

    A Yahoo spokeswoman declined to comment on a deal with Yelp.

  • Citigroup views the 5% pullback in shares of Yahoo since the company's Q4 earnings report as a buying opportunity. Citi believes downside from current shares levels is limited and sees potential upside to the mid-$40s or higher on improved confidence in Yahoo's growth, a turnaround in the core business, and accretion from share buybacks. Citi reiterates a Buy rating on Yahoo with a $46 price target.

  • Alibaba, whose estimated valuation has reached US$153 billion, has no plans to seek a backdoor listing and has yet to decide when and where to list.

    That is according to comments in Hong Kong from vice president of finance, Ren Bingzheng.

    The mainland e-commerce giant sparked speculation of a backdoor listing after it joined Yunfeng Capital - a fund set up by Alibaba Group founder- chairman Jack Ma Yun - to buy a HK$1.33 billion controlling stake in information and content service provider CITIC 21CN (0241) on January 23.

  • Marissa Mayer has launched two projects - codenamed Fast Break and Curveball - aimed at creating proprietary search and search ad technology, and that the efforts are "part of a contemplation of how Yahoo can accelerate the end or even end its long-term search and advertising partnership with Microsoft ."

    The effort is said to involve top Yahoo execs, including three product SVPs, and to feature just a 3-4 month time frame. Over time, it could "result in a full search engine, possibly more oriented to mobile than the desktop."

    Marissa Mayer has voiced displeasure with the performance of the Microsoft deal, under which Yahoo's results and search ad platform are powered by Bing, and has reportedly considered abandoning it before.

    Mayer’s inability to negotiate an end to the agreement means Yahoo will probably be bound to Microsoft until 2015, when either side may choose to terminate the deal.

43.99+0.26(+0.59%)Jan 30 4:00 PMEST

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