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Recommendations: 2
Larry,
Do you consider whether the growth rates are increasing or
decreasing ? Wouldn't a decreasing growth rate indicate that these
growth rates are not sustainable?
I just checked the growth rates of the companies that you had
posted. I couldn't find data for all quarters for SINA. I have
included OVTI in the list. This compares quarterly revenue growth yoy
for the last 5 quarters. 1Q yoy growth is the most recent quarter, 2Q
yoy is the previous quarter etc.
NTE(1) OVTI(2) SOHU(3) UTSI(4) NTES(5)
---------------------------------------------------------------
1Q yoy growth 123 204 215 75 254
2Q yoy growth 72 206 218 80 393
3Q yoy growth 13 77 157 52 813
4Q yoy growth -4 50 110 55 943
5Q yoy growth -6 40 113 65 638
Though NTES has the best yoy growth rate in the list, its growth
rate has been falling for the past 4 quarters. A growth rate of 943%
probably was not sustainable. SOHU on the other hand, has an increasing
growth rate over the past 5 quarters.
So, for "rate of growth rate", NTE is on the top of the list followed
by OVTI, SOHU, UTSI and NTES.
Comments appreciated.
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