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There are some concerns with regard to China, declining growth, rising competition, and escalating content and marketing cost pressuring margins. But these worries almost pale in insignificance when compared with YY’s valuation. Quite frankly, we’re still at a loss to explain why the shares are so cheap. Source: Hidden In Plain Sight, YY Is Still […]

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The company produced solid figures but was let down by low Q3 guidance and the shares tanked further. Management blames this on a one-off in Q3 with the world cup broadcast hours coinciding with peak-hours of live streaming, we’ll have to wait to see how that plays out. Even if growth is permanently lower, the […]

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Investors were apparently disappointed by Q4 figures and outlook, as the shares sold off substantially. Growth is indeed slowing down a tad but it is still very solid, and competitive worries are overblown according to management. The company still has numerous expansion opportunities and the shares are fairly cheap. Source: YY’s Shares Have Fallen Off […]

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Shares of Chinese streaming media platforms like Momo and YY are very reasonably priced. Even if there is a clear difference between the two in terms of performance. While we have some reservations about the sector, if you like it, the choice is pretty clear. Source: Momo Vs. YY, The Battle Of The Chinese Live […]

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Live streaming is a hype, especially in China. For those like us, who have some doubts whether this will remain, the figures don’t lie. These figures tell us that growth is still hefty and the shares are still reasonably priced. One of the touted risks, a government crackdown, seems to even have worked in YY’s […]

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