Momo (MOMO)

Re: Momo (MOMO)

Postby winston » Tue Dec 05, 2017 11:17 am

not vested anymore

Momo Stock: Current Weakness is an Opportunity

By: Christian Tharp, CMT

Momo stock is trading in the red after the Chinese social media company posted third quarter results. Momo revenue increased by 126% in the quarter year over year to reach $354.5 million.

Momo growth in subscriptions slowed down in the quarter, resulting in fears regarding growth prospects. However, live video streaming remains the strength of Momo.

Live video streaming now accounts for more than 85% of the company’s revenue. Live video streaming is getting huge popularity in China.

The industry has a total worth of $3 billion, as of the end of 2016. Analysts think that Momo has huge monetization opportunities. Advertisers are willing to pay higher rates for video ads.

In the fourth quarter, Momo is expecting a revenue of $370 million-$385 million, which shows a 50% jump year over year.

Momo’s monthly active user count stands at 94.4 million, compared to 91.3 million users reported in the third quarter. As of the end of the third quarter, Momo has about 4.1 million users who actually pay to watch live videos.

Momo is converting itself into a one-stop entertainment platform. The company started with a location-based dating app. It now offers videos, social media games and gaming features.

Momo’s new “werewolf” feature is getting a lot of traction in China. The werewolf feature allows users to assume fictional identities to gain attention online.

Momo has a huge growth potential because the internet penetration in China is very thin. Just 53% of the total population in China has access to the internet. Hundreds of new people get online in the country. Most of the population prefer online videos and entertainment content, in which Momo is a leader.

On November 29, Jefferies reiterated a “Buy” rating for Momo stock but lowered its price target to $50. The price target shows a huge upside potential when compared with the current price.

Source: Tech Stock Sensei

http://techstocksensei.com/2017/12/momo ... portunity/
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Re: Momo (MOMO)

Postby winston » Tue Jun 19, 2018 11:32 am

not vested

MOMO Inc (MOMO US)

We continue to expect earnings to grow at a CAGR (2017 – 2020F) of 39.2% as it continues to ramp up its monetization strategy and leverage on its growing Monthly Average Users.

With Millennials forming the bulk of its user base, we expect Momo’s popularity to lead towards higher mobile marketing revenues as enterprises in China shift their focus towards engagement with the millennial generation.

We maintain our buy on Momo Inc with a target price of US$ 58.93

Source: KGI
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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