Yahoo

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#31
timestamp: 2.58pm 15 Sept

Bloomberg just announced $baba is set to raise its IPO price!
That means $yhoo just got a bump up in valuation as well for those 121.7 million shares it is selling at IPO.

Boooooooyah! (ang mo version of huat ahhhh!)
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#32
As a play on Alibaba, i sold my yahoo shares yesterday, 1 trading day before Alibaba IPO.

I may look to buy back my stake if the price falls another 10%-20% to $36-$32(current $40).

At $$32/36, Yahoo's market cap will be $32B/$36B against my valuation of $45B.

(not vested, waiting patiently)
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#33
Well played on Yahoo post Alibaba IPO.

I agree with you, with the drop in Yahoo to $41 on Friday and Alibaba trading at $90+, Yahoo is now hugely under valued.

My target price is $45-46 to sell.


(20-09-2014, 12:52 AM)yawnyawn Wrote: As a play on Alibaba, i sold my yahoo shares yesterday, 1 trading day before Alibaba IPO.

I may look to buy back my stake if the price falls another 10%-20% to $36-$32(current $40).

At $$32/36, Yahoo's market cap will be $32B/$36B against my valuation of $45B.

(not vested, waiting patiently)
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#34
http://www.businessinsider.com/yahoo-sto...pos-2014-9

Is Yahoo's business really worth zero? :p Certainly undervalued... or is it not? Yahoo's growth as a tech company hasn't been spectucular or anything so far.

I guess some investors dumped Yahoo shares and went to buy $BABA.
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#35
IIRC when Palm IPOed it was the same thing... stake in Palm was worth more than the parent 3Com

So it's either Yahoo is undervalued or there's another alternative explanation....

arbitrage in theory sounds so easy... even trying to arbitrage ADR is already not so easy.
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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#36
(22-09-2014, 12:38 PM)specuvestor Wrote: IIRC when Palm IPOed it was the same thing... stake in Palm was worth more than the parent 3Com

So it's either Yahoo is undervalued or there's another alternative explanation....

arbitrage in theory sounds so easy... even trying to arbitrage ADR is already not so easy.

Well-said. It is the "abnormal normal" of technology stocks. I am trying to make better understanding of it.

Yahoo is probably valued more realistically at present, while Alibaba is valued base on future hope. Both valuation unit in $, but base on different methodologies, which can't be compared as it is, IMO

(not vested in both, Yahoo and Alibaba)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#37
yup I love it when people give this kind of statement to show they are clueless how the real world works Smile

quote: "Here's why: If someone were to step in and buy Yahoo today, that buyer would be able to sell the company's stakes in Alibaba and Yahoo Japan, pay for the acquisition entirely, and start profiting from Yahoo's core business immediately"
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward

Think Asset-Business-Structure (ABS)
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#38
More M&A...

Yahoo! buys video ad platform for S$826m

SAN FRANCISCO — Yahoo! agreed to acquire video-advertising service BrightRoll for about US$640 million (S$826 million) in cash, adding marketing tools to drive chief executive officer Marissa Mayer’s turnaround effort.

BrightRoll, one of Yahoo!’s biggest deals under Ms Mayer, is profitable and should exceed US$100 million in revenue this year, the web portal said on Tuesday in a statement. Yahoo! expects the purchase, which is subject to customary closing conditions, to boost earnings before certain items.
...
http://www.todayonline.com/tech/yahoo-bu...form-s826m
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#39
Yahoo might become a target of M&A...Big Grin

Yahoo without its Alibaba stake may lure buyers

NEW YORK (Jan 22): Yahoo! will be a fraction of its size should the company spin off its remaining stake in Alibaba Group Holding, making it a takeover candidate for SoftBank Corp or private-equity firms.

Marissa Mayer, chief executive of the US$46 billion company, is expected to give an update next week about whether Yahoo will sell its Alibaba shares and how it will avoid paying taxes on the move.

With the Chinese e-commerce company accounting for most of Yahoo’s value, shareholders would be left holding a US Internet advertising and search business worth about US$5 billion to US$8 billion, according to analysts’ estimates compiled by Bloomberg.

Yahoo will also still have a roughly US$8 billion stake in Yahoo Japan Corp.

SoftBank could buy Yahoo to increase its own Yahoo Japan stake, though it's unclear how much the Japanese wireless carrier would be willing to pay for a US business that’s under pressure.

A private-equity suitor could be lured by the cash Yahoo’s operations generate.

Or Alibaba could always just take over Yahoo and retire the Alibaba stock that Yahoo owns, gaining some exposure to the American technology market.

“Marissa Mayer has to make a very big decision, and it will either involve splitting the company up or doing nothing,” Neil Doshi, a San Francisco-based analyst for CRT Capital, said in a phone interview.

If it casts off the Alibaba stake, “the acquisition size becomes much more manageable, and we think Yahoo could become a much more compelling target.”
...
http://www.theedgemarkets.com/sg/article...ure-buyers
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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#40
Yahoo seems is struggling...

(not vested)

Yahoo to shut down Maps, some other services

SWITZERLAND — Yahoo said it was shutting down a few of its services, including Yahoo Maps, as it realigns itself to focus on search and digital content.

Maps.yahoo.com will shut down by the end of this month, Mr Amotz Maimon, Yahoo’s chief architect, said in a blog post, as the service faces intense competition from Google Maps service.

Yahoo’s search and other services including photo-sharing website Flickr will still support Yahoo Maps, Mr Maimon said.

These steps follow efforts by Chief Executive Marissa Mayer to revive meaningful revenue growth with a string of acquisitions and product revamps.

Ms Mayer has been under pressure to make quicker progress in strengthening the company’s media and advertising business.

Yahoo is scaling back mail support on the built-in Mail app for older versions of Apple’s iPhone operating system, Mr Maimon said yesterday (June 4).

Yahoo said the Philippines homepage would be shuttered. It will also close Yahoo Music services in France and Canada and Yahoo Movies in Spain.

Media services such as Yahoo TV and Yahoo Autos will be stopped in the UK, France, Germany, Spain and Italy at the end of this month. REUTERS
http://www.todayonline.com/tech/yahoo-sh...r-services
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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