Des ANALystes "bullish" sur des stocks internet Chinois

SINA (SINA.q), owner of the Weibo microblogging service that is often referred to as China’s equivalent of Twitter, is soaring 5% today after Jefferies initiated coverage of the high-flying stock with a “buy” rating and a $150 price target, implying substantial upside from where the shares currently trade. The stock has gained 121% in the past six months. Jefferies said it expects Sina’s online ad revenue to jump 31.5% year-over-year and noted the company is well ahead of rivals in terms of browsing time, average page views per user a day and daily unique visitors. Shares of Baidu (BIDU.q), China’s largest provider of Internet search services, is up 2% after Jefferies started new coverage of that stock with a “buy” rating and a $200 price target. Jefferies is expecting Baidu to post revenue growth of 73% and profit growth of 76% this year and increases of 65% and 64% in 2012. The $200 price target implies significant upside from where the shares currently trade. Youku.com (YOKU.q) is up 5% after Maxim raised its price target on the stock $30 from $22, calling the stock a “momentum play.” Maxim notes the stock has jumped 20%-25% since Youku reported earnings in February. The firm said Yoku should become profitable in the second half of 2012, ahead of the previously expected first half of 2013. Maxim expects Youku to earn 4 cents a share in 2012 and 37 cents a share in 2013, well above the consensus estimates . Donc il faut surveiller aussi les autres Chinoiseries internet comme Changyou (CYOU.q), E-Commerce China Dangdang (DANG.q....qui est une aubaine d'après moi ...) et Sohu.com (SOHU.q).....et pourquoi pas les " Indiennes " ( SIFY.q ) ( REDF.q)...