1.Report von IPO Huya gehört zu YY

www.prnewswire.com/news-releases/...rch-4-2019-300798659.html

"Can Huya Stock Set Up for Another Massive Breakout?
Huya stock can rally big if the U.S and China reach a trade deal....While trade negotiations are playing the hero right now, they can just as easily play the villain. Should negotiations fall apart, look for it to deal a devastating blow to names like Huya, JD.com (NASDAQ:JD), iQiyi, Alibaba (NYSE:BABA) and others.....
Last quarter the company reported earnings of 8 cents per share and revenue of almost $186 million. That doubled analysts’ earnings estimates and topped revenue expectations by more than $7 million, which rose by almost 120% year-over-year. User growth also showed impressive marks, with monthly active users up 14.6% and mobile monthly average users up over 28%.
For the year, analysts expect earnings of 25 cents per share on revenue of $667 million. In 2019, estimates call for earnings to nearly double to 47 cents per share on revenue of $1.02 billion, up 53% year-over-year. If Huya can achieve those numbers, it’s hard to imagine its stock trading below current levels...."

investorplace.com/2019/01/...stock-another-massive-breakout/?

staying on the sidelines
seekingalpha.com/article/...s-promise-valuations-keep-us-hold

China's game streaming market grew from US$121M in 2015 to US$1.2B in 2017 (as per a report by Frost & Sullivan). Within the game streaming space, consolidation now appears to be taking place. The two biggest players Huya and Douyu (interestingly, Tencent has invested in both) have started to pull away from the rest of the competitors with a higher share of WAU (weekly average user) as well as of online game streaming time on mobile. Such consolidation could lead to a rationalization of content and license costs. Huya has been able to price away users from some of the smaller players to gain market share.

vom November !

Donnerwetter    

www.prnewswire.com/news-releases/...rch-4-2019-300798659.html

+17%

Alle China Aktien ziehen gerade enorm an.  

"...Net income jumped even more, up 1,900% as reported to 166.9M yuan (about $14.5M). Non-GAAP net income rose 487% to 166.9M yuan (about $24.3M).

In metrics, average mobile monthly active users hit 50.7M (up 30.7%); average MAUs overall rose 34.5% to 116.6M.

Total number of paying users jumped 73% to 4.8M.

Revenue breakout: Live streaming, 1.44B yuan (up 108%); Advertising and others, 63.15M yuan (up 30.7%).

For Q1, it's guiding to revenues of 1.51B-1.55B yuan (growth of 79%-83.7%).

seekingalpha.com/news/...percent-metrics-jump-revenues-double

"Huya (HUYA) is the leader and first mover in game live streaming in China - an important emerging industry that is poised to benefit from secular tailwinds.

It's simple: game live streaming and Esports are growing exponentially, and China is the biggest video game market in the world. The premise of Huya as a compelling investment is not based on its valuation and fundamentals today, but what they may be five or ten years from now.

The convergence of gaming, live streaming, Esports and growing mobile penetration in China makes Huya a perfect example of a Secular Grower. Even with an average execution, management is likely to reap the benefits of this inexorable trend.
seekingalpha.com/article/...-growers-series-huya-rise-esports
aber aufpassen, extrem volatil

www.nasdaq.com/article/...ock-is-a-buy-on-every-dip-cm1122223

www.huya.com/

Eine Kapitalerhöhung ...

de.investing.com/news/stock-market-news/...-von-aktien-682222

Einige Fakten dazu:

www.nasdaq.com/article/...a-stock-fell-151-in-april-cm1142691

die Kapitalerhöhung und dann die IPO von Tencents Doyou und Vergleich mit Doyou Huyas Gewinn war grösser und der chinesische markt könne gut 2 solche Player vertragen

in NY

www.it-times.de/news/...aming-plattform-erzielt-gewinn-131960

Huya - Quartalsergebnis
Der Umsatz von Huya Inc. wuchs im ersten Quartal des Geschäftsjahres 2019 im Vergleich zum Vorjahr um 93,4 Prozent auf rund 1,63 Mrd. Renminbi bzw. 243,1 Mio. US-Dollar. Damit wurde die eigene Prognose übertroffen.Übrig blieb bei Huya im gleichen Zeitraum 2019 ein Nettoergebnis von 63,5,6 Mio. Renminbi oder rund 9,5 Mio. US-Dollar, ein Plus von 102,1 Prozent zum Vorjahreszeitraum.

with its Growth
The Motley Fool new.nasdaq.com/articles/...eap-relative-its-growth-2019-05-20

"Chinese streaming-video company YY (NASDAQ: YY) spun off its video-game-streaming unit into a new company called Huya (NYSE: HUYA) with an IPO last May. Huya then impressed investors with five straight quarterly reports featuring massive revenue and earnings growth. The stock has nearly doubled since its debut.

Based on the first-quarter report it delivered on Thursday, Huya hasn't been fazed by the slowdown in the Chinese economy, the escalating trade war, or Beijing regulators' nine-month freeze on new video game approvals last year...."

    METRIC§        Q1 2018   Q2 2018 Q3 2018 Q4 2018 Q1 2019
YOY revenue growth 112%   125%         119%        103%               93%

seekingalpha.com/news/...a-plus-1_8-percent-bofaml-starts-buy

JPMorgan sees good entry point with Overweight rating

seekingalpha.com/news/...s-good-entry-point-overweight-rating

That marks 10 countries for Nimo, which was launched last year in Southeast Asia and Latin America, including Indonesia, Vietnam, Thailand, and Mexico.

Nimo has exclusive deals from key providers in the mobile games live streaming segment, including Piuzinho, Elgato, Crusher and Bruno "PlayHard" Bittencourt.

As of December, Nimo had 11.5M monthly active users and 20M Android app downloads overall.

seekingalpha.com/news/3469577-huyas-nimo-tv-launches-brazil

Associates Corporation  jetzt 0 Aktien ? zuvor 526,100 common shares ?
quotes.freerealtime.com/quotes/HUYA/News

Aggregate Amount Beneficially Owned by Each Reporting Person 6,313,200 Common Shares are held within mutual funds and other client accounts managed by Van Eck Associates Corporation, one of which individually owns more than 5% of the outstanding shares......

Huya's business revolves around allowing users to broadcast themselves playing video games or watch broadcasts from other users. The company primarily generates revenue by taking a cut of donations that viewers make to the streamers, a model that's similar to that of Amazon.com's Twitch service. The viewer-donation-based business accounts for more than 90% of Huya's sales, is growing at a rapid clip, and means that the company is pretty insulated from shifts in the digital advertising market. What's more, while other streaming video companies are spending big to create original content and license movies and television shows from other creators, Huya has very little in the way of up-front content costs.

The company is seeing strong momentum across its core engagement metrics, with daily average users climbing 33% year over year last quarter and total paying users climbing 57%.The earnings report delivered 93% year-over-year sales growth, marking its fifth consecutive quarter in which revenue roughly doubled versus the prior-year period, and adjusted net income for the quarter climbed roughly 94%.

Gaming-video content has exploded in popularity over the last decade, the audience for video game live-streams continues to get bigger each day, and Huya is in good position to capitalize on favorable industry trends even as trade tumult is casting uncertainty over the broader Chinese tech space. ....

new.nasdaq.com/articles/...re-just-getting-started-2019-06-11

www.lynxbroker.de/analysen/...-wachstum-und-starkes-chartbild

"Huya ist der Betreiber der gleichnamigen Streaming-Plattform und führend im Segment Gaming.
Das Unternehmen ist mehrheitlich im Besitz von YY (44%) und Tencent (35%). Der Vorstand hält über 6% der Aktien und hat seine Beteiligung zuletzt weiter erhöht. Die chinesische Streaming-Plattform hat also zwei namhafte und gut kapitalisierte Anker-Investoren.

Diese Tatsache sollte man nicht unterschätzen. Die weitere Expansion und Finanzierung scheint gesichert. Wie wertvoll die Kooperation mit Tencent ist, kann man kaum abschätzen.
Schließlich kontrolliert Tencent mit WeChat faktisch das chinesische Internet – auf die App entfallen inzwischen knapp zwei Drittel der mobilen Internetnutzung im Reich der Mitte.
Darüber hinaus hat sich Tencent eine Option für eine Aufstockung der Beteiligung auf 50,1% gesichert.
Mit Blick auf die zwischenzeitlich beschlossene „enge strategische Kooperation“ mit Tencent Games, scheint es nicht unwahrscheinlich, dass man die Option auch nutzen wird.
...Rückwirkend liegen Zahlen ab 2016 vor. Seitdem konnte man den Umsatz von 115 auf 678 Mio. USD steigern. Im abgelaufenen Geschäftsjahr haben sich die Einnahmen mehr als verdoppelt.
Das Wachstum ist rasant und inzwischen ist man operativ profitabel.
Chartbild
cdn.lynxbroker.com/wp-content/uploads/...tarkes-chartbild.png

86 Research upgraded HUYA Inc - ADR
HUYA 0.31%
from Hold to Buy.
www.benzinga.com/analyst-ratings/upgrades/...for-july-2-2019?

from Neutral to Outperform.
www.benzinga.com/analyst-ratings/upgrades/...-for-july-8-2019