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Chinese online video market risks

Chinese online video market risks

July 31, 2014 (Chinavestor) Financial Risk: major companies of the industry are making sustained loss except for LeTV, the reason being the high content cost and bandwidth cost. Companies with loss are seeking for external funding sources to power their business investment. If companies don’t find sustainable revenue-generating channels and reduce cost, financial risk might intensify for the industry.

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Dynamics within China's online video industry

Dynamics within China's online video industry
July 29, 2014 (Chinavestor) Strategy: There are more and more mergers in China’s online video market with both vertical and horizontal integration. The industry structure is constantly changing with less, but larger, and more integrated companies.

Product: Online video companies are strengthening the upgrading of their PC terminal and mobile terminal services. Moreover, they are moving towards services relating to living-room entertainment, and launched online-video-related hardware products like set-top boxes, routers, network TVs.

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Ratio analysis: Youku Tudou

Ratio analysis: Youku Tudou

July 18, 2014 (Chinavestor) This ratio analysis of Youku Tudou Inc. (NYSE:YOKU) completes two previous articles on Chinavestor.  Food for thought was introduction and financial analysis was aimed at giving investors an independent view of the income statement and cash flows. This third piece is information obtained from the balance sheet of YOKU.

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Porter’s five forces industry analysis - YOKU

Porter’s five forces industry analysis - YOKU

Degree of rivalry: high

YOKU is operating in a relatively competitive market. With the acquisition with Tudou completed in August 2012, it captures the largest market in Chinese online video market (over 1/3). However, it still faces competition from other video websites like iQiyi.com, and also integrated web portal with video services like Baidu (NASDAQ:BIDU), Sina Corp. (NASDAQ:SINA), Tencent (HKG:0700) and Sohu.com (NASDAQ:SOHU). The competition is for both users and advertisers. The lack of content innovation makes users easily diverted to other video websites. Also, the single profit model relying on advertising adds to the competitiveness of the industry. Unless YOKU Tudou (NYSE:YOKU) manages to differentiate itself in content and diversifies its profit channel, competition remains fierce in the market.

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Food for thought: YOKU

Food for thought: YOKU
July 15, 2014 (Chinavestor) Business Overview- Youku Tudou Inc (NYSE:YOKU)

Youku Tudou Inc (NYSE:YOKU) is a Chinese language online entertainment company. It mainly operates in China and within the online Advertising Business. Its main line of service is providing entertainment video through its website. However, the main source of revenue for the company is online advertising. Currently, the company holds over a third of the market share in China. There is a high degree of competition within the online video industry in China. Similar video contents across websites leave little room for YOKU to differentiate itself. The company needs to establish its competitive edge through video differentiation.

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