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Last month, on May 15, I spotted a dip-buying opportunity in Momo (MOMO). Then, just before Momo’s earnings report, after having taken a deeper look into Momo for a potential earnings trade, I recommended a long position in the stock to my Exposing Earnings subscribers. Both strategi...
After massive erosion in its valuation, Uxin ( UXIN ) is selling at 1.5x forward sales. With 69% revenue growth and an asset/liability ratio of 1.6x, the company represents a buying opportunity. Bilbao Asset Management was correct when it noted that the company could not sell ADSs at $10.50-...
Investment thesis Momo ( MOMO ) is an 'open' social network, peculiar in the West but hugely popular in China. On Momo's apps, Momo and Tantan, users can interact directly and live with each other, usually in an online performance setting. This works in China, a culturally reserved nation, d...
Momo ( MOMO ) is undervalued. It has Trailing Twelve Month Free Cash Flow of $548m at the end of Q1 2019 while the market cap was $5.72B. That means the company is valued at roughly 10.4x TTM FCF despite a 35% growth in Q1 2019. The company also had $1.8bn in the bank and $722m in conver...
Thesis The Meet Group ( MEET ) describes itself as having a portfolio of social entertainment apps. The company is a mashup of less popular social apps which includes MeetMe, Loovo, Skout, Tagged, and Growlr. The company is seeking to compete the dominant Match Group ( MTCH ) by emulating Ch...
It's May, and this is the best time of the year for a German dividend investor, as this is the month where most of Germany's companies distribute their annual dividends. As such, it was no surprise that May set a new record in dividend income, but I am still baffled by the amount and the growt...
By ALT Perspective With the tit-for-tat retaliation escalating between the two powerhouse nations in the world, investors are generally finding it hard to justify holding onto their shares. Steve Bannon's hardline stance that Chinese companies should have no place in the U.S. markets...
Introduction As my loyal readers know, I have written quite a few articles about Momo ( MOMO ). I selected it in July 2017 as the third pick in the Potential Multibaggers series, and I have written six updates since then. ( Momo's logo ) One of the reasons I have written about the comp...
Momo, Inc. (MOMO) Q1 2019 Earnings Conference Call May 28, 2019 08:00 AM ET Company Participants Cathy Peng - Investor Relations Tang Yan - Co-Founder, Chairman and Chief Executive Officer Wang Li - President and Chief Operating Officer Wang Yu - Founder and Chief Executive Off...
By ALT Perspective Last week, the Chinese tech sphere was rocked by the spreading of the U.S. dragnet which threatened to ensnare more victims beyond Huawei Technologies. While earth-shaking, the Chinese internet companies are not sitting still waiting for a resolution. This week's issue o...
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Hello Group Files Annual Report on Form 20-F for Fiscal Year 2023 PR Newswire BEIJING , April 26, 2024 /PRNewswire/ -- Hello Group Inc. (NASDAQ: MOMO) ("Hello Group" or the "Company"), a leading mobile social and entertainment platform in China , today filed ...
A dating app created and hosted in Houston, Texas, claims it can boost user safety in the often unsafe dating world. With more than 55 million active users in the United States as of 2022, online dating is becoming one of the main ways Americans look for and find partners. Unfortunately, many o...
Social media app TikTok has announced plans to unveil a photo-sharing app in the near future. The Chinese company is currently locked in a fierce battle with Instagram to capture Gen-Z’s attention and has given the Meta subsidiary a serious run for its money in recent years. ...