Ich schalte mich auch mal ein: https://www.sprucepointcap.com/momo-inc/ Spruce Point Capital setzt ein starkes strong sell für die Aktie und begründet das im Grunde damit, dass es kein amerikanisches Unternehmen ist und gerne Briefe (Stichwort Form 144 per Post statt andere Regulierungsschreiben elektronisch) schreibt. Schaut euch den Bericht mal an. Deren Angriff auf Burlington Stores 2016 ist verpufft, andere Chinesen die sie angegangen sind haben schon ordentlich Federn gelassen. Zeitpunkt ist mit dem Konvertiblen Bond gut gewählt, wobei ich auch finde das das eine gute Regelung ist. Hoffe der wird voll gekauft, Umwandlung erfolgt ja erst bei 64 $ das lohnt sich doch und reduziert Zinssatz von 4,5 % auf 1,25 %. Jetzt kommen meiner Meinung nach ganz gute Einstiegskurse.
"Momo reports record revenues, smashes Wall Street estimates. Shares of Momo have soared more than 30% since earnings and why they have more room to run. Livestreaming market expected to grow to $15 billion in 2020. Despite shares soaring more than 100% this year, Momo (MOMO)still has a lot more room to run. With its recent acquisition of Tantan now official, the growth of live video as well as paying users, analysts are still significantly undervaluing the company and why we see 65% upside from its recent closing price ($45.34). "The Tinder of China," is one of the hottest stocks on the market with shares climbing more than 100% so far this year.
"....- Momo ( MOMO ) was paring some of its prior losses in late Wednesday trading, almost halving a nearly 9% mid-afternoon decline that followed the Chinese social networking platform pricing a $650 million offering of 1.25% convertible senior notes due 2025. The notes are convertible in Momo American depository shares at a rate of $64.61 each, or 15.4776 ADS for each $1,000 in face value of the notes, representing a 42.5% premium over Tuesday's closing price for Momo ADS. Net proceeds will be used to repay a $300 million bank loan used to partially fund the company's Tantan acquisition, with remaining funds used to invest in additional business development initiatives."
...The Company has been made aware of and carefully reviewed the short seller report published by Spruce Point Capital Management LLC, on June 27, 2018. Based upon this review and evaluation, the Company believes that the report contains numerous errors, unsubstantiated statements and misleading conclusions and interpretations regarding events relating to the Company.
The Company notes that it remains committed to maintaining high standards of corporate governance, as well as transparent and timely disclosure in compliance with the applicable rules and regulations of the United States Securities and Exchange Commission and the NASDAQ Global Select Market.... https://www.prnewswire.com/news-releases/...ler-report-300673980.html
https://twitter.com/i/web/status/1012724704669523968 the short report was trying to insinuate that $momo is involved in illegal gambling in China. it is technically correct. momo put 5m RMB as an LP in a 21m RMB AUM VC fund which in turn invested 0.31m RMB into pokermaster for 3% equity.
https://www.youtube.com/watch?v=fJbCmgXZyZs Schon klar, dass z.B. Momo, YY, Tencent oder Oqiyi von Zöllen nicht betroffen sein werden, wird aber trotzdem mit dem Sog mitgerissen werden. Was haltet Ihr davon ? Schon möglich, dass Dirk Müller mittelfristig recht hat, das würde bedeuten, dass man bei chin. Werten besonders vorsichtig sein muss, was die Anleger ja auch angesichts der Bewertungen vieler chin. Firmen ja auch sind. Mfg
Der Handelsstreit ist nervig. Allerdings gibt es dadurch tolle Einstiegs Chancen bei vielen vielversprechenden Aktien. Ich meine Momo, Baozun, Tencent und bei IQIYI bin ich auch wieder investiert. Die stehen alle noch so ziemlich am Anfang, außer Tencent. Das Wachstum ist enorm.
..."The platform allows users to watch videos, play games, and interact with each other via audio and video. Some of the features include Nearby Users, Groups, Message Board, Topics, and Nearby Events. Launched in 2011, the company had 99.1 m users (paid and unpaid) as at Dec. 2017, a growth of over 20% as compared to the previous year. As a result of paid value-added services, revenue has grown by about 140% to US$1,318.3 m in 2017. Revenue gain came from both an increase in the number of paid users as well as average revenue per user.
Paid memberships cost about US$2 per month. These paid memberships entitle the users to advanced search options, higher limits on the number of users they can put in a group, ability to see who viewed their profiles, etc. Another source of revenue is gaming. Third parties develop the games on Momo's platform and revenue from in-game purchases are shared between Momo and the developers. Another source of revenue is advertisements. Merchants can create profile pages of their businesses and these can be found by Momo users. Momo plans to take this even further by referring users to e-commerce stores such as Alibaba and getting a cut of the revenue. Other sources of income include video streaming,...."
Motley Fool "....The bull case Fast, profitable growth. Since its IPO on Nasdaq in 2014, Momo has significantly expanded its user base, revenue, and net income. Momo's tremendous success with live video rocketed the company forward, increasing revenue tenfold and growing net income more than 22 times between 2015 and 2017.In the first quarter of 2018, Momo's revenue exceeded all expectations . The company reported $435.1 million (vs. its own guidance of $387 million to $402 million) and delivered a 38% earnings surprise of $0.69 per share (vs. an expected $0.50). For Q2 2018, Momo expects revenue of $470 million to $485 million, an increase of more than 50% year over year..... The bear case Lack of transparency. It's easy for short-sellers to target Chinese firms for a lack of transparency. Doubts about shadowy subsidiaries, partnerships, and vendor relationships can read like a spy novel, with tangled webs of complicated business relationships. The company has faced accusations of obscured ownership and suspicious incentive programs concerning its talent agencies..." ...Investors looking to profit from China's expanding mobile and social media marketplace should consider adding MOMO to their watch lists.
"MOMO is currently sporting a Zacks Rank of #1 (Strong Buy). Over the past three months, the Zacks Consensus Estimate for MOMO's full-year earnings has moved 18.66% higher. This is a sign of improving analyst sentiment and a positive earnings outlook trend.
Based on the latest available data, MOMO has gained about 85.62% so far this year. Meanwhile, stocks in the Computer and Technology group have gained about 10.37% on average. This shows that Momo is outperforming its peers so far this year.To break things down more, MOMO belongs to the Internet - Software and Services industry, a group that includes 21 individual companies and currently sits at #105 in the Zacks Industry Rank. This group has gained an average of 1.49% so far this year, so MOMO is performing better in this area..." https://www.zacks.com/stock/news/312025/...s-year?cid=CS-ZC-HL-312025
"$MOMO down 7% on note about competitor Douyin getting involved in Live Stream and offering performers much higher revenue shares. We warned about this in our report last month. Same type of revenue share compression happening at $TWOU, you've been warned .."
"Momo (NASDAQ: MOMO) and ConvergeOne (NASDAQ:CVON) are both computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their dividends, valuation, analyst recommendations, institutional ownership, profitability, risk and earnings.46.2% of Momo shares are held by institutional investors. Comparatively, 12.6% of ConvergeOne shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term. 46.2% of Momo shares are held by institutional investors. Comparatively, 12.6% of ConvergeOne shares are held by institutional investors. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term."