MOMO, die Story ?
Summary
The introduction of new product offerings has shifted the 'dating and video' image of the company.
MOMO is well-positioned for strict regulations from the government.
The branding efforts are showing results in terms of user engagement leading to new monetization opportunities.
Der Fall ist schon heftig und sicherlich übertrieben. Überlege ob es sinnvoll ist bereits jetzt nachzulegen oder ob der Boden noch 3-5$ weiter unten zu sehen wird. So oder so, sehe die Aktie unterbewertet und im nächsten Jahr wieder ü30$, deswegen günstig einkaufen steht auf dem Programm.
All told, this was another great quarter from Momo as its platform continues to gain steam. And I think long-term investors have nothing to worry about."
New Street KZ $180
Im Zuge der Transaktion wurden dabei rund 5,3 Millionen neue Class A Ordinary Shares ausgegeben. Zudem bezahlte Momo rund 600,9 Mio. US-Dollar in bar. Die Akquisition des Tinder-Pendants sei voraussichtlich zum zweiten Quartal 2018 abgeschlossen.„Unsere Kernposition wird sich weiterhin auf soziale Netzwerke konzentrieren und diese Akquisition wird unsere Produktlinie im sozialen Bereich bereichern. Wir werden weiter investieren und mehr Submarken entwickeln....
http://www.it-times.de/news/...mo-kauft-tinder-pendant-tantan-127985/
https://www.zacks.com/stock/news/293572/...-today?cid=CS-ZC-HL-293572
"....the company continues to have strong growth in both sales and net income, while Momo stock's valuation is quite reasonable.
On Mar. 7, Momo will report its fiscal fourth-quarter results. For the full year, analysts are looking for earnings of $1.71 on revenue of $1.31 billion. If Momo meets or exceeds current expectations - which it has done for four straight quarters - it will represent more than 100% growth for both metrics. Talk about impressive!
Current estimates call for another strong year in 2018. Earnings expectations stand at $2.13-per-share, up almost 25% from 2017 estimates. Revenue expectations call for 30% growth in 2018.
When looking at these numbers, you might realize just how reasonably priced Momo stock is. Shares trade at 19.5 times 2017 earnings and just 15.7 times 2018 estimates...."
hab die schon ne Weile auf der Watchlist, ....der meint zwischen 32 und 33 könne man sie holen oder darunter, gestern waren sie $31,83...
wäre da nicht die strikte Handhabung der chinesischen Regierung bezüglich Internetforen etc und dass das Wachstum sich verlangsamt
"..Last year, revenue surged 313% to $553.1 million, non-GAAP net income jumped 469% to $177 million, and GAAP net income rose more than tenfold to $145.3 million. For 2017, analysts expect Momo's revenue and non-GAAP earnings to climb 137% and 97%, respectively.
Momo's growth is slowing down, but it's still growing faster than many other Chinese tech stocks. Monthly active users went up 27% annually to 94.4 million during the third quarter of 2017, and the company continues to expand its ecosystem with new features like Quick Chat "previews" of live chats, the Werewolf platform for virtual gifts, and Momo Radio.
.. the stock's forward P/E of 17 remains surprisingly low relative to its growth forecasts -- despite the stock's rally of nearly 50% this year. ..."
Fragen über Fragen...
PS: Finde Momo auch richtig spannend...würde mich interessieren,ob Momo von einem größeren übernommen werden kann?!
Gruss
Momo stock has gained 41% since hitting a 52-week low in early December. The acquisition of Tantan – an app similar to Tinder – sent MOMO up 17% in a single session last month. Even after those gains, by any measure, MOMO stock looks much cheaper than other Chinese growth plays. The stock trades at 15x forward earnings, and the average Street target price of $40 implies 25%+ upside.Those same analysts are projecting 54% revenue growth for Q4. The combination of a cheap multiple and big growth would seem to imply that MOMO is set up nicely for gains on Wednesday if it can top consensus expectations.
But MOMO actually has struggled after past reports. Q3 earnings beat consensus handily — but Momo stock fell almost 19%, and would hit that 52-week low just a couple of sessions later. Slowing user growth has been a chief concern here – and investors may focus on that metric over all others on Wednesday.
Investoren werden sich auf die Zahlen der Nutzer konzentrieren und langsameres Wachstum war ein Hauptkonzern..nach dem Q3 Report fiel MOMO um 19%. Fallen die Zahlen besser aus als erwartet, sind nette Gewinne zu erwarten
Fourth Quarter 2017 Highlights
Net revenues increased 57% year over year to $386.4 million.
Net income attributable to Momo Inc. increased to $97.5 million in the fourth quarter of 2017 from $83.8 million in the same period last year.
Non-GAAP net income attributable to Momo Inc. (note 1) increased 20% to $110.0 million in the fourth quarter of 2017 from $91.5 million in the same period last year.
Diluted net income per American Depositary Share ("ADS") was $0.47, compared to $0.41 in the same period last year.
Non-GAAP diluted net income per ADS (note 1) was $0.53, compared to $0.44 in the same period last year.
Monthly Active Users ("MAU")[1] were 99.1 million in December 2017, compared to 81.1 million in December 2016
https://www.nasdaq.com/symbol/momo/premarket
deutlich mehr User ! Umsatzsteigerung 57% Gewinn ca 20% gesteigert