China's Regulatory Scrutiny And Market Shifts Will Undermine Value

AnalystLowTarget

Not Invested

Community Contributor

Published

10 May 25

Updated

13 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

4.3%

-0.6%

4.3%

-0.6%

You can edit this narrative until Dec 14 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$8.618.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 13 Dec 25

WB: Higher Discount Rate Will Likely Pressure Future Earnings Multiple

Narrative Update on Weibo Analysts have modestly raised their price target on Weibo, citing a shift to slightly positive revenue growth and a firmer long term earnings multiple, despite a higher discount rate and some pressure on profit margins. What's in the News Weibo's board has scheduled a meeting for November 18, 2025, to review and approve unaudited Q3 2025 financial results for the quarter ended September 30 and address other corporate matters (company filing) Weibo has been added to the S&P Global BMI Index under its Hong Kong listing SEHK:9898, which may increase visibility and passive fund inflows (index provider announcement) Valuation Changes Fair Value Estimate remains unchanged at 8.6, indicating no revision to the intrinsic value per share in this update.

AnalystLowTarget Fair Value

US$8.6

18.4% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

1.87%

Interactive Media and Services revenue growth rate

0.48%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

11.09%

Calculation

US$335.64m

Earnings '28

7.79x

PE Ratio '28

US$2.62b

Market Cap '28

US$2.62b

Market Cap '28

222.11m

No. shares '28

US$11.78

Share Price '28

US$11.78 Share Price '28

Discounted to 2025 @ 11.06% p.a.

US$8.60

Fair Value '25