Sohu.com, Inc. (NASDAQ:SOHU)

NetscribeECommer (96.72) Submitted: 1/16/2007 1:47:52 AM : Start Price: $26.50 SOHU Score: +67.43

Sohu is a leading internet portal in China, which owns websites that provides information, communication, e-commerce and entertainment. Advertising accounts for major source of revenue, contributing 67% for nine months ending September 2006. Other non-advertising sources of revenues include sponsored search, wireless services, e-commerce and online games, contributing 33% for the same period.

The second largest internet market, China, with 123 million users, presents a good investment opportunity, driven by PC and broadband usage. The online advertising market in China is expected to reach $ 2 billion by 2010, growing over 30% annually. Sohu is likely to benefit from this trend with a strong set of websites across the web.

Beijing Olympics 2008 would be a key catalyst for online advertising for Sohu, as it has been selected exclusive internet sponsor to construct, maintain and host the Olympics website. Sohu creates opportunities for co-branding campaigns with major consumer brands that have marketing initiatives heading into this major event. Sohu is also the internet partner for Team China, which includes all Chinese athletes in international events till 2008.

Sohu is the fourth largest search engine in China, commanding around 8% market share. The paid search engine segment provides an excellent opportunity for its own search engine, sogou.com, by targeting the untapped 25 million Small and Medium Enterprises. The paid search engine is expected to grow by over 50% annually to reach $ 882 million by 2010 from current $ 186million level.

With strong management team, migration of advertisers to online medium and upcoming Beijing Olympics, Sohu is all set to reap the benefits of the positive trends in the Chinese internet market.

ShuntSD (95.78) Submitted: 12/18/2006 3:35:00 PM : Start Price: $24.26 SOHU Score: +82.03

China boom, individual international investing growing, plus the inside companies tend to thrive within the unique Chinese-government economy.

foggsy (< 20) Submitted: 11/29/2006 10:42:07 AM : Start Price: $24.60 SOHU Score: +78.32

Olympics coming. Sponsor site

McRiver (< 20) Submitted: 11/17/2006 4:53:09 PM : Start Price: $24.98 SOHU Score: +75.40

Stock, considered too risky by many, beginning to be discovered by average U.S. investors. Real profits over time now and high-growth portfolio of online properties in most exiting market.

anylawn (36.90) Submitted: 11/10/2006 6:19:37 PM : Start Price: $23.65 SOHU Score: +83.90

Play for the growth of the Chinese economy.

Dehotie (71.96) Submitted: 11/9/2006 10:03:29 AM : Start Price: $23.73 SOHU Score: +83.97

Another china net play. Strong numbers and Best of Breed".

oohlalaland (97.48) Submitted: 10/24/2006 11:34:35 PM : Start Price: $20.72 SOHU Score: +109.82

It's, umm, big in the biggest market ever and smart people are doing it.

rightside (< 20) Submitted: 10/12/2006 7:15:59 PM : Start Price: $21.83 SOHU Score: -97.83

this one can get unlisted after all

leperking (80.73) Submitted: 10/4/2006 4:32:20 AM : Start Price: $21.68 SOHU Score: +96.77

Online content in China should grow ...

pace2001 (< 20) Submitted: 9/20/2006 1:37:34 PM : Start Price: $22.07 SOHU Score: +92.62

As the internet advertising grows in China so will this stock.