Can Tencent Weibo Threaten Sina Weibo?

  • Posted by
  • on May 31st, 2011

Last week published an analysis of Tencent’s Weibo. It is a must read, especially for people invested in Sina ($Sina). Related to this presentation is an interview iChinastock conducted with Keso, one of China’s top IT analysts, in which he argues that Tencent’s QQ, not Sina Weibo, is China’s social graph and that people thinking that Sina can turn Weibo into the Facebook of China are mistaken.

Here is the presentation on Tencent Weibo:

Inside Tencent Weibo (0700.HK) – by iChinaStock
View more presentations from iChinaStock

For those interested in more detail on Sina Weibo, there are two good Sina Weibo presentations on Slideshare: Inside Sina Weibo (by yours truly) and Way of the Weibo (by Redtech Advisors.)

Inside Sina Weibo
View more presentations from sinocismblog

Way of the Weibo

You can follow me @Bill on Stocktwits, @Niubi on Twitter and @Billbishop on Sina Weibo.

Full disclosure, I am an advisor to Snowball Finance (雪球财经), the Beijing-based parent company of

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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