YY Inc. quo vadis

bin bei lynx broker, kosten pro trade bei handel an us börsen 5 $ (ca.3,60 €) :-), vorbörslicher handel bis 4 stunden vor beginn und nachbörslicher handel bis 2 stunden nach börsenschluß möglich, super tradingsoftware (tws) die auch auf iphone super läuft (deswegen konnte ich auch im urlaub handeln!) aber man muß sich etwas vorm handeln mit der software und den lynx handelsbedingungen beschäftigen (wichtig: unter 25 k depotvolumen schreibt die us börsenaufsicht einen max. 3 daytrades in 5 handelstagen vor, bei größerem depotvolumen dann unbegrenzt, dies dient dem schutz von kleinanlegern, wäre in d auch nicht schlecht dann würden nicht manche ihr ganzes geld verzocken) bei interesse an lynx schick mir ne email an supermoppel@supermoppel.de schick dir dann den link wo du auch noch 50 € bei eröffnung bekommen kannst
lg uwe  

Hat die Ukraine-Kriese starken Einfluß auf yy?
Wenn am Sontag die Wahl auf der Krimm pro Putin ausgeht, was bestimmt so kommt, gibts am Montag einen großen Fall, oder?  

Ist mi zu heiß wegen der Ukraine und der Chinakriese, bin aus und warte auf Einstegskurse um die 50€.
Was meint Ihr?  

fifty fifty chance,
auf ema 20 wurde mittwoch aufgesetzt,
kleines kaufsignal freitag ausgelöst, muß heute bestätigt werden,
entweder wieder hoch oder auf ema 50 runter (ca.70$),
mit verlusten würde ich momentan bei yy nicht verkaufen, lieber halten, mentalen stopp (ca.25%) setzen und abwarten,
aktuelle us analysten sprechen von unterbewertung und kurszielen um 120 $,
dies ist keine kauf - oder verkaufsempfehlung!  

120$, jetzt fast 70$ !
Was ist los, lieber aussteigen?  

Nein, die Kapitalmassnahmen sind nun erfolgreich durchgeführt und jetzt kann man hier wieder erste Positionen aufbauen!

Nur meine Meinung. Ziel 100€. Ich bin long.

 

die 120 $ sollte man auf jahresende sehen nicht kurzfristig, gestern stark runter auf ema 50 (wie immer im letzten jahr) nachdem ema 20 durchbrochen wurde war das klar, jetzt bis zu den nächsten zahlen pendeln zwischen ca. 70 - 90$ angesagt, teil long teil traden und wait and see  

Was ist denn hier los?  

wer schwache nerven hat sollte es mit yy lassen, hier sind nunmal große trader (mit u.a. leerverkäufen) seit 1 jahr am werk und große schwankungen sowohl nach unten wie nach oben normal, ema 50 wird da immer mal wieder getestet :-)  

Was denkt Ihr, ist jetzt ein guter Zeitpunkt zum wieder Einzusteigen nach dem ca. 5%-Anstieg der letzten Tage oder werden sie nochmals auf 50€ fallen?

Die Chinawirtschaftskriese ist vorbei und in der Ukraine hat sich ja alles relativiert!

Ich möchte einen nächsten Anstieg aber auch nicht verpassen!  

vom Freitag auf Montag ist zu.
Jetzt könnte es wieder aufwärts gehen...

 

tja so ist yy, 10 $ sprünge binnen 5 tagen fast normal, würde nächsten 3 wochen 2/3 traden mit spanne zwischen ema 50 + ca. 10 $ und 1/3 long lassen, anfang mai stehen nächste zahlen an, mal gehst davor nochmal richtig rauf und runter manchmal aber auch konstant nach oben, ziel sehe ich vor zahlen bei ca. 100 $, wenn eps weiter steigt sehe ich ende des jahres ca. 150 $ möglich, vorausgesetzt yy ist keine gepushte aktie (gabs gerade bei chinaaktien ja schon öfters) also auch immer vorsicht, nur max. 10 % depotvolumen einsetzen und bei mehr als - 30 % innerhalb einer woche raus!
dies ist keine kauf- oder verkaufsempfehlung und spiegelt nur meine persönliche meinung nach!  

zumindest ist YY für mich unter 60 USD ein klarer Kauf  

würde erstmal abwarten in welche richtung es in den nächsten tagen geht, wenn ema 50 wieder erreicht wird (72,89$ momentan) erste posi aufbauen, wenn ema 100 unterschritten wird (65,62$ momentan) wäre ich vorsichtig (zuletzt vor 2 jahren erreicht!), vor zahlen gibt es immer mal solche extremen abstürze und voalitäten, wenn der markt aber nach unten dreht zieht es alle mit dann wäre ema 200 (54,65 $ momentan) und tiefer möglich trotz gutem geschäftsmodell und kgv
 

Weiß jemand wann die nächsten Quartalszahlen kommen?  

1.5.14 (kann sich aber noch paar tage nach vorne ändern)
http://www.nasdaq.com/earnings/report/yy
hier noch investor relations:
http://translate.googleusercontent.com/...58eJTy_sdDibskXjLwf5mYVesqg  

http://translate.googleusercontent.com/...OfL_9XDScqDlOJXRBO6_L42wdMw  

leider nur noch spielball der big leerverkäufer (goldmann sachs gangster usw.), wäre vorsichtig die nächsten tage, leerverkaufhandel wird zwar immer wieder eingeschränkt (wie heute ab 18 uhr bis Mittwoch 2 uhr) aber da ist der kurs schon wieder richtig gedrückt, schade denn die firma ist selber ok  

wie gesagt...
unter 60 USD

zu 42,50 aufgestockt

Hab noch ein Kauflimit bei 38 EUR liegen. Vielleicht fische ich das noch ab...  

der Kurs geht allerdings erst mal in die Knie...

Hier die Fakten:

YY Reports First Quarter 2014 Unaudited Financial Results
By GlobeNewswire,  May 05, 2014, 04:01:00 PM EDT
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1Q14 Net Revenues Up 111.6% YOY to RMB666.3 Million

1Q14 Net Income Up 187.2% YOY to RMB183.6 Million

1Q14 Non-GAAP Net Income Up 153.0% YOY to RMB207.6 Million

Announces US$100 Million Share Repurchase Program

GUANGZHOU, China, May 5, 2014 (GLOBE NEWSWIRE) -- YY Inc. (Nasdaq:YY) ("YY" or the "Company"), a revolutionary real-time interactive social platform, today announced its unaudited financial results for the first quarter ended March 31, 2014.

First Quarter 2014 Highlights

   Net revenues increased by 111.6% to RMB666.3 million (US$107.2 million) from RMB315.0 million in the corresponding period of 2013, primarily driven by a 127.1% increase in revenues from internet value-added services, or IVAS revenues.
   Net income attributable to YY Inc. increased by 187.2% to RMB183.6 million (US$29.5 million) from RMB63.9 million in the corresponding period of 2013.
   Non-GAAP net income attributable to YY Inc.1 increased by 153.0% to RMB207.6 million (US$33.4 million) from RMB82.1 million in the corresponding period of 2013.

Mr. David Xueling Li, Chief Executive Officer of YY, stated, "We are excited to have achieved robust performance and continued strong momentum heading into 2014, even during our seasonally slow first quarter. Once again, online music and entertainment outperformed our expectations, with revenues growing by 228.0% and paying users increasing by over 103.2% year-over-year. In addition, we are very excited about the launch of our online education platform, 100 Education, in February followed by the introduction of the PC and mobile branded client last month. By providing a real-time interactive setting for students and teachers, which utilizes our powerful audio and video communication technologies with massive real-time hosting capabilities, we will continue to broaden our diverse online community and user base. The increasingly rich user-generated content on our scalable platform has enhanced user engagement and stickiness, and helped drive our average monthly active users to reach 95.5 million in the first quarter of 2014. With the strong foundation we have established, we will continue to attract users, enhance our offering and monetize traffic by further developing our online entertainment, live broadcasting, education, and other verticals, and enabling services which cater to users' dynamic and ever-changing demands."

Mr. Eric He, Chief Financial Officer of YY, commented, "In the first quarter, we were once again able to achieve results that exceeded our expectations on the top line, driven by increased user engagement and spending. Moreover, we also saw net income attributable to YY almost triple year-over-year due to the expanding scale and leverage of YY's business operations. As we continue to scale our business, our unique business model, coupled with the economies of scale inherent in our technology platform, will strengthen our operating leverage and enhance our ability to diversify and expand our services."

First Quarter 2014 Financial Results

NET REVENUES

Net revenues increased by 111.6% to RMB666.3 million (US$107.2 million) in the first quarter of 2014 from RMB315.0 million in the corresponding period of 2013, primarily driven by an increase in IVAS revenues.

IVAS revenues, which consisted of revenues from online music and entertainment, online games, as well as other sources including the Company's membership program and live game broadcasting, increased by 127.1% to RMB642.1 million (US$103.3 million) in the first quarter of 2014 from RMB282.8 million in the corresponding period of 2013. The overall increase primarily reflected increases in the number of paying users and average revenue per user ("ARPU").

Revenues from online music and entertainment increased by 228.0% to RMB383.1 million (US$61.6 million) in the first quarter of 2014 from RMB116.8 million in the corresponding period of 2013. This increase primarily reflected a 103.2% year-over-year increase in the number of paying users to 1,006,000 and an increase in ARPU of 61.4% to RMB381 in the first quarter of 2014.

Revenues from online games increased by 36.3% to RMB180.3 million (US$29.0 million) in the first quarter of 2014 from RMB132.3 million in the corresponding period of 2013. This increase primarily reflected a year-over-year increase in ARPU of 24.1% to RMB391 and a 9.8% increase in the number of paying users to 461,000. The number of online games operated by the Company increased to 139 as of March 31, 2014 from 92 as of March 31, 2013.

Other IVAS revenues, which primarily consisted of the membership subscription fees and live game broadcasting, increased by 133.7% to RMB78.7 million (US$12.7 million) in the first quarter of 2014 from RMB33.7 million in the corresponding period of 2013. Revenues from the membership subscription fees increased by 54.3% to RMB43.4 million (US$7.0 million) in the first quarter of 2014 from RMB28.1 million in the corresponding period of 2013. This increase primarily reflected a 55.9% increase in the number of members to 851,000 as of March 31, 2014 from 546,000 as of March 31, 2013. Revenues from live game broadcasting increased by 630.2% to RMB23.6 million (US$3.8 million) in the first quarter of 2014 from RMB3.2 million in the corresponding period of 2013.

Online advertising revenues decreased by 24.7% to RMB24.2 million (US$3.9 million) in the first quarter of 2014 from RMB32.2 million in the corresponding period of 2013.

COST OF REVENUES AND GROSS PROFIT

Cost of revenues increased by 117.6% to RMB317.0 million (US$51.0 million) in the first quarter of 2014 from RMB145.7 million in the corresponding period of 2013. This increase was primarily attributable to an increase in revenue-sharing fees and content costs to RMB179.0 million (US$28.8 million) in the first quarter of 2014 from RMB56.1 million in the corresponding period of 2013. This increase in revenue-sharing fees and content costs paid to performers, channel owners and content providers was primarily due to higher levels of user engagement and spending. In addition, bandwidth costs increased to RMB63.1 million (US$10.1 million) in the first quarter of 2014 from RMB43.6 million in the corresponding period of 2013.

Gross profit increased by 106.4% to RMB349.3 million (US$56.2 million) in the first quarter of 2014 from RMB169.3 million in the corresponding period of 2013. Gross margin was 52.4% in the first quarter of 2014 compared with 53.7% in the corresponding period of 2013. The decrease in gross margin was mainly attributable to the higher portion of revenues resulting from online music and entertainment, and the corresponding higher revenue-sharing fees and content costs.

OPERATING INCOME

Operating expenses for the first quarter of 2014 increased by 37.9% to RMB145.2 million (US$23.4 million) from RMB105.3 million in the corresponding period of 2013. This increase was primarily attributable to higher research and development expenses and general and administrative expenses which were associated with the general growth of the Company's overall business.

Operating income in the first quarter of 2014 increased by 217.9% to RMB205.0 million (US$33.0 million) from RMB64.5 million in the corresponding period of 2013. Operating margin increased to 30.8% in the first quarter of 2014 from 20.5% in the corresponding period of 2013. The increase in operating margin was primarily due to increased operating leverage associated with the Company's expansion.

Non-GAAP operating income2 increased by 177.2% to RMB229.0 million (US$36.8 million) in the first quarter of 2014 from RMB82.6 million in the corresponding period of 2013. Non-GAAP operating margin3 increased to 34.4% in the first quarter of 2014 from 26.2% in the corresponding period of 2013.

NET INCOME

Net income attributable to YY Inc. increased by 187.2% to RMB183.6 million (US$29.5 million) in the first quarter of 2014 from RMB63.9 million in the corresponding period of 2013. Net margin in the first quarter of 2014 increased to 27.5% from 20.3% in the corresponding period of 2013. Non-GAAP net income attributable to YY Inc.4 increased by 153.0% to RMB207.6 million (US$33.4 million) from RMB82.1 million in the corresponding period of 2013. Non-GAAP net margin5 increased to 31.2% in the first quarter of 2014 from 26.1% in the corresponding period of 2013.

NET INCOME PER ADS

Diluted net income per ADS6 in the first quarter of 2014 increased by 175.7% to RMB3.06(US$0.49), from RMB1.11 in the corresponding period of 2013.

Non-GAAP diluted net income per ADS7 in the first quarter of 2014 increased by 143.7% to RMB3.46(US$0.56) from RMB1.42 in the corresponding period of 2013.

BALANCE SHEET AND CASH FLOWS

As of March 31, 2014, the Company had cash and cash equivalents and short-term deposits that totaled RMB4.7 billion (US$761.8million), compared to RMB2.2 billion as of December 31, 2013. The increase in cash and cash equivalents and short-term deposits was mainly attributable to the cash received from the issuance of US$400 million convertible senior notes in the first quarter of 2014. For the first quarter of 2014, net cash from operating activities was RMB195.5 million (US$31.4 million).

SHARES OUTSTANDING

As of March 31, 2014, the Company had a total of 1.1 billion common shares outstanding, or the equivalent of 55.7 million ADSs outstanding.

Business Outlook

For the second quarter of 2014, the Company expects its net revenues to be between RMB745 million and RMB755 million, representing a year-over-year growth of approximately 82% to 85%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which are subject to change.

Share Repurchase Program

On May 4, 2014, the Company's Board of Directors approved a share repurchase program. Under the terms of the approved program, the Company may repurchase up to US$100 million worth of its outstanding ADSs from time to time for a period not to exceed twelve (12) months. The repurchases may be made in the open market at prevailing market prices or through privately negotiated transactions, including block trades. The timing and extent of any repurchases will depend on market conditions, the trading price of the Company's ADSs and other factors. The plan will be implemented in compliance with relevant United States securities rules and regulations and the Company's securities trading policy, in a manner that is consistent with the interests of shareholders. The Company's Board of Directors will review the share repurchase program periodically and may authorize adjustment of its terms and size accordingly. The Company expects to fund the repurchases made under this program from its existing cash balance.  

Hat jemand ne Erklärung dafür?  

Vielleicht ziehen die großen Player schon seit ein paar Wochen Kapital aus Technologietiteln ab um die geschätzten 200 Milliarden $ für den Alibaba Börsengang flüssig zu haben.  

Wart mal ab bis die USA aufmachen, da rührt sich dann schon was...  

entweder hoch, runter oder seitwärts...

Langfristig sollte es weiter gen Norden gehen.