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By ALT Perspective With President Trump in Europe after firing his tariff shots at Mexico, media attention shifted away from the US-China 'trade war'. The Chinese finally had a moment to catch a breather. On the other hand, bargain hunters got busy and sent the share prices of many China...
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...
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2024-05-15 16:15:02 ET Morgan Stanley analyst issues UNDERWEIGHT recommendation for MOMO on May 15, 2024 02:46PM ET. The previous analyst recommendation was Equal-Weight. MOMO was trading at $6.055 at issue of the analyst recommendation. The overall analyst consensus : H...
2024-05-15 16:00:04 ET Alex Poon from Morgan Stanley issued a price target of $6.00 for MOMO on 2024-05-15 14:49:00. The adjusted price target was set to $6.00. At the time of the announcement, MOMO was trading at $6.055. The overall price target consensus is at $9.00 wi...
A rise in romance scams with human-trafficking ties has led to increased calls for Congressional action on the risks posed by dating apps. While romance scammers on dating apps typically coerce users into giving them money, there has been an uptick in dating app scams with human-sex-trafficking...