Qihoo 360 Technology Zacks Bull of the Day

Woran hakt es hier eigentlich zur Zeit?  

http://seekingalpha.com/news/...oo-plus-5_5-percent-ahead-of-earnings
   Qihoo (NYSE:QIHU) is up sharply ahead of Monday afternoon's Q4 report. With 2.29M shares already traded, volume appears set to easily surpass a 3-month daily average of 2.46M.
   Pre-earnings short-covering could be helping Qihoo's cause: 9M shares (11% of the float) was shorted as of Feb. 13, and many of those shorts now have large paper profits.
   Last week: Qihoo announces $200M buyback is finished

 

http://www.zacks.com/stock/news/166380/...0-qihu-this-earnings-season

Letztes Mal gab es eine positive Überraschung von 2,08% Gewinn

Qihoo 360 Technology Co. Ltd. is set to release its fourth-quarter and full-year 2014 results on Mar 9.
....
For the fourth quarter, Qihoo expects revenues between $410 million and $415 million, representing an increase of 85–87% year over year and 9–10% sequentially.

Our proven model does not conclusively show that Qihoo is likely to beat the Zacks Consensus Estimate this quarter. That is because a stock needs to have both a positive Earnings ESPand a Zacks Rank of #1, 2 or 3 for this to happen. That is not the case here as you will see below.

Zacks ESP: Qihoo has an Earnings ESP of 0.00%. This is because both the Most Accurate estimate and the Zacks Consensus Estimate stand at 54 cents per share.Zacks Rank: Qihoo’s Zacks Rank #3 (Hold), when combined with a 0.00% ESP, makes surprise predictions difficult.Why Qihoo, YY And Dangdang Could Buck The Trend
http://seekingalpha.com/article/...-and-dangdang-could-buck-the-trend
.....
While analysts continue to downgrade Qihoo purely on speculative reasons (which is laughable right before earnings), the search and security company continues to topple analyst expectations quarter after quarter as you can see from the table above.

After falling more than 20% on the downgrades, I'm actually surprised that the market continues to listen to certain analysts covering QIHU. Many of them have been late to the party on upgrades and downgrades over the years and this time it doesn't look to be any different after these downgrades.

After dropping 50% since August, QIHU's valuation (like Dangdang) is also very attractive right now. At its current price of just over $45 a share, the Chinese giant trades around 11X projected 2015 earnings. This is downright cheap for a company growing its top line over 100% year-over-year and beating analyst projections on the bottom line by 34% over the last four quarters.

I believe QIHU will likely deliver another earnings beat which should help alleviate investor concerns and will put shares back on track to where they were headed back in July and early August.Management stated during the last conference call that they continue to work on monetizing its mobile platforms and that all signs point to great potential. If things continue to go well, don't be surprised to see guidance crush analyst estimates.

...Since it last report in November, QIHU continues to tackle challenges as it continues to grow and looks for new areas of the market to get into. Hardware was one of those areas and I believe QIHU made a smart decision to develop a strategic partnership with Coolpad.

Through the partnership, QIHU will become the default provider of key mobile services on Coolpad's smartphones, including mobile security, mobile app store and mobile search among many other things. Coolpad is one of the leading smartphone makers in China and is also the largest 4G smartphone provider in China in terms of accumulative unit shipment as of October 2014.

Also, QIHU just recently completed the $200M share repurchase program that was announced last October. The Company bought back approximately 3.4M American Depositary Shares with an average cost of $58.98 in the open market.

With positive cash flow and with over $1B in cash, I wouldn't be surprised to see the company announce another buyback program with shares trading at depressed levels. If the company thought shares were cheap at $58-$59 dollars a share, I can only imagine what they must be thinking now. Adding it all up, there is a lot to be excited about QIHU and the earning results should be a great kick start to 2015.  

http://www.it-times.de/news/...ine-werbung-beflugelt-ergebnis-110267/

Qihoo 360 kann sich über ein erfolgreiches viertes Quartal 2014 freuen. Das chinesische Sicherheitssoftware- und Suchmaschinen-Unternehmen konnte den Umsatz verdoppeln und das Ergebnis verfünffachen.

So erwirtschaftete Qihoo 360 im vierten Quartal 2014 einen Umsatz von rund 431,21 Mio. US-Dollar. Im Vorjahreszeitraum betrug dieser Wert noch 221,62 Mio. US-Dollar. Unterm Strich wiesen die Chinesen ein Nettoergebnis in Höhe von 75,8 Mio. US-Dollar aus. Im Vergleich zum Vorjahreswert in Höhe von 15,15 Mio. US-Dollar hat sich das Ergebnis somit verfünffacht.

Mit Blick auf das Gesamtjahr 2014 erzielte Qihoo 360 einen Umsatz in Höhe von 1,39 Mrd. US-Dollar, nach 671,09 Mio. US-Dollar aus dem Vorjahr. Vor allem der Bereich Online-Werbung legten die Erlöse um 81,3 Prozent deutlich zu und steuerten 756.4 Mio. US-Dollar zum Umsatz bei. Das Nettoergebnis belief sich auf 216,16 Mio. US-Dollar, nach 97,85 Mio. US-Dollar aus dem Vorjahreszeitraum.

Für das erste Quartal des Geschäftsjahres 2015 erwartet Qihoo 360 Technology Co. Ltd. (WKN: A1H8TB), die zuletzt in eine neue Domain investierte, einen Umsatz zwischen 375 Mio. und 380 Mio. US-Dollar, was einer Steigerung von 41 bis 43 Prozent im Vergleich zum Vorjahr entspricht. (evd/ami)
 

Qihoo jumps above $50 on Q4 beat, guidance, new buyback

http://seekingalpha.com/news/...ve-50-on-q4-beat-guidance-new-buyback

wirklich sehr gutes Ergebnis und der erneute Buyback beflügelt zusätzlich  

Qihoo now -5.7% post-earnings
Mar 10 2015, 11:23 ET | By: Eric Jhonsa, SA News Editor [Contact this editor with comments or a news tip]

   Up AH yesterday following its Q4 beat, Qihoo (NYSE:QIHU) has fallen to fresh 52-week lows today.
   JG Capital's Henry Guo thinks Qihoo's Q1 guidance (though above consensus) may have left investors wanting more. But he expects a 2H growth pickup.
   Guo: "While Q1 2015 guidance implies significant growth deceleration, we believe it is mainly due to seasonality (Web games and enterprise security) and lottery business disruption ... For the second half of 2015, we see multiple revenue growth drivers, including further desktop search monetization ramp-up, increasing medical/pharmaceutical search contribution, mobile search monetization traction and enterprise security revenue."
   Shares now go for 12x 2015E EPS and 9x 2016E EPS. Estimates have fallen slightly post-earnings.

http://seekingalpha.com/news/...o-now-minus-5_7-percent-post-earnings  

Qihoo 360 Technologies (NYSE:QIHU): "We are not recommending any Chinese stocks right now," said Cramer. He feels their economy is weakening bei seekimgalpha  

Nomura has hiked its Qihoo (NYSE:QIHU) target by $4 to $69, while reiterating a Buy. The firm cites optimism about Qihoo's expansion into the enterprise security market.

Meanwhile, Microsoft has announced Qihoo (along with Tencent, Xiaomi, and Lenovo) will help distribute Windows 10 in China following its summer launch. Notably, the OS will be provided as a free upgrade to users of both genuine and non-genuine (i.e. pirated) versions of Windows.....

CEO Hongyi Zhou argued NSA spying fallout will benefit Qihoo - "[A]s you may know, the Chinese government already make it very clear for the foreign security related companies, the foreign entities need to be out in this market." - and that the huge consumer reach of Qihoo's 360 security apps will make penetrating enterprises easier.

http://seekingalpha.com/news/...ter-nomura-target-hike-microsoft-deal  

wird die Aktie mit einem KGV von weniger als 20 geprügelt. Igendwann kommt es aber auch hier zu einer Neubewertung.  

ist im Moment auch sehr konservativ, ich weis auch nicht warum der Aktienkurs gerade immer weiter sinkt. Das KGV 2016 liegt mittlerweile nurnoch bei 15, mit einem weiteren Gewinnwachstum von umdie 40% ist die Aktie wirklich guenstig. Ich werde die Tage nochmal aufstocken und versuchen den Durchschnittspreis zu verbessern.  

 

bekommen nun reihenweise Ablöseangebote. Jdoch viel zu niedrig. Jetzt wo die Gewinnmaschinerie los geht, wollen sie die Papiere ablösen. Nur mit mindestens 100% Zuschlag.  

Qihoo Gets $9 Billion Buyout Offer From CEO
Bid for Internet company is latest in push by executives to take their Chinese firms private  wsj.com

zieht MOMO und YY mit hoch  

 

....QIHU has been the subject of a number of recent research reports. Analysts at Stifel Nicolaus reiterated a “buy” rating and set a $8.00 price target on shares of Qihoo 360 Technology Co in a research note on Friday. Analysts at TheStreet upgraded shares of Qihoo 360 Technology Co from a “hold” rating to a “buy” rating in a research note on Wednesday, April 29th. Finally, analysts at Summit Research initiated coverage on shares of Qihoo 360 Technology Co in a research note on Monday, April 20th. They set a “buy” rating and a $71.00 price target on the stock.
.....
Qihoo 360 Technology Co (NASDAQ:QIHU) last released its earnings data on Tuesday, May 19th. The company reported $0.57 earnings per share for the quarter, beating the analysts’ consensus estimate of $0.34 by $0.23. The company had revenue of $384.40 million for the quarter, compared to the consensus estimate of $378.12 million. During the same quarter last year, the company posted $0.54 earnings per share. Qihoo 360 Technology Co’s revenue was up 45.0% compared to the same quarter last year. On average, analysts predict that Qihoo 360 Technology Co will post $3.47 earnings per share for the current fiscal year.

http://sleekmoney.com/...tion-of-buy-from-analysts-nasdaqqihu/340408/  

Large Long-Term Gains If It Stays Public


Summary

   Qihoo received a go private offer and is trading 19% below it.
   Investors stand to make 22% short-term profit if the company goes private or a large long-term gain if the company stays public.
   The company is investing heavily for future growth and the recent initiatives are bound to reaccelerate the growth in 2H 2015.
.....


Given the go private offer of $77 per share, investors have a chance for a 23% profit given the current price ($62.54 as of this writing). Increased PC search monetization and the company's entry into the medical search segment, a ramp-up in mobile monetization as well as the increasing penetration in the enterprise security market should positively affect future growth expectations and Qihoo should perform much better in the next 12 to 18 months with potential upside in the triple digits if the company stays public.

http://seekingalpha.com/article/...long-term-gains-if-it-stays-public
 

Earnings and Revenue Update: For the quarter ended December 31, 2014, Qihoo
360 Technology Co Ltd reported earnings of $76.8 million or $0.39 per share
compared with $57.7 million or $0.29 per share for the prior quarter and $16.6 million or $0.08 per share for the same quarter one year ago. Revenues were $431.2 million for the quarter ended December 31, 2014 compared with $376.4 million for the prior quarter and $221.6 million for the same quarter one year ago. Last twelve months' earnings were $1.14 per share compared with no earnings per share a year ago. Last twelve months' revenues were $1.4 billion compared with zero revenues a year ago.


Sabrient rates QIHU a Strong Buy for its superior growth and momentum scores,
which indicate a stock that should outperform the market.
• Growth: QIHU scores very high for growth potential, with a Sabrient Growth
Score of 91.5. This reflects the company's exceptional earnings performance and expectations and makes it an excellent candidate for the growth-minded investor.
• Momentum: Recent upside interest gives QIHU a bullish score of 90.3 for the
Sabrient Momentum Score, which is a composite of price, earnings and group
momentum.
• Value: A score of 51.8 for the Sabrient Value Score implies that QIHU is fairly priced relative to fundamental valuation and growth potential.
• Timeliness: QIHU has a Sabrient Timeliness Score of 54.3. This measures
technical strength based on short-term and long-term price performance and
long-term group strength

via freerealtime.com  als pdf