MOMO, die Story ?

"...Over the past three months, the Zacks Consensus Estimate for MOMO's full-year earnings has moved 3.88% higher. This signals that analyst sentiment is improving and the stock's earnings outlook is more positive.
Our latest available data shows that MOMO has returned about 55.35% since the start of the calendar year. Meanwhile, stocks in the Computer and Technology group have gained about 3.62% on average. This means that Momo is outperforming the sector as a whole this year...."

https://www.nasdaq.com/article/...echnology-stocks-this-year-cm960195  

https://www.prnewswire.com/news-releases/...ay-29-2018-300647496.html  

https://www.prnewswire.com/news-releases/...ransaction-300647045.html

der erfolgreiche Twitter in China  

https://www.fool.com/investing/2018/05/19/...app-for-800-million.aspx

Es wird interessant, inwiefern Tantan erfolgreich integriert werden kann....

Allein 2015 waren sie wohl schon bei fast 1 Millarde $Umsatz....aber wohl noch keine Gewinne?!

2016 und 2017 gabs keine Zahlen....

Ich hoffe das Tantan schon Gewinne schreibt mittlerweile...kann mir nicht vorstellen, wie man mit 53 Mitarbeitern(wenn es nicht schon viel mehr sind) keine Gewinne schreiben kann....  

TanTan ist KEIN CHINA TWITTER !!!

Es ist eine Dating App....Sozusagen die China TINDER !!!!!!!!!

nur so nebenbei...  

http://www.it-times.de/news/...chst-enorm-aktien-im-hohenflug-128906/

Der Nettoumsatz von Momo Inc. wuchs um im ersten Quartal des laufenden Geschäftsjahres 2018 im Vergleich zum Vorjahreszeitraum um 64 Prozent auf 435,1 Mio. US-Dollar.
Der Bereich Live Video Service konnte dabei im ersten Quartal 2018 um 74,8 Prozent auf 371,5 Mio. US-Dollar zulegen. Zweitgrößtes Segment war Value-Added Service mit einem Umsatz von 37 Mio. US-Dollar, ein Plus von 62 Prozent.
Momo Inc. erhöhte im ersten Quartal 2018 das operative Ergebnis auf 147,5 Mio. US-Dollar (Vorjahr: 91 Mio. US-Dollar). Übrig blieb ein Nettoergebnis in Höhe von 129,9 Mio. US-Dollar (Vorjahr: 81,2 Mio. US-Dollar).
Im Mai 2018 wurde die Akquisition der chinesischen Social- und Dating-App Tantan abgeschlossen.
Für das zweite Quartal des Geschäftsjahres 2018 erwartet Momo Inc. einen Nettoumsatz in der Bandbreite von 470 Mio. bis 485 Mio. US-Dollar ode ein Wachstum von 51 Prozent.
 

Revenue growth was, once again, very solid.

Margins contracted slightly.

Despite the solid results, we should exert caution.......
https://seekingalpha.com/article/4177935-momo-q1-exert-caution  

Morgan Stanley expects analysts to revise earnings estimates higher on "multiple drivers," the bank said after earnings. Momo is its top pick among Chinese online entertainment companies.

Meanwhile, Citi has raised its price target to $56, from $43; with the Nasdaq quote currently at $44.68, that implies 25% further upside to come....
https://seekingalpha.com/news/...rcent-analysts-chime-earnings-topper  

Der Analyst The Benchmark Company hat das Kursziel für Momo Inc (A) (spons. ADRs) von 48 auf 60 USD angehoben, aber die Einstufung auf "Buy" belassen.

https://www.finanzen.net/analyse/..._Buy-The_Benchmark_Company_645445  

https://www.nasdaq.com/article/...et-stocks-id-buy-right-now-cm971667
"The Chinese social video specialist is coming off of a blowout quarter earlier this week. Net revenue soared 64% for the period, well ahead of the 46% to 52% rise that it was eyeballing in March. It's Momo's first quarter of accelerating revenue growth in more than a year.
Momo got its start as an online dating app, but the booming popularity of its live video platform is giving it a larger role in China than just a place to meet a match. Momo was welcoming 103.3 million monthly active users in March.

Investors would expect to pay up for that kind of growth, but Momo is reasonably priced. The stock is trading for less than 19 times this year's adjusted earnings target and just 15 times next year's analyst forecast."  

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1  

This firm, which is in the Internet - Software and Services industry, saw EPS growth of 103.5% last year, and is looking great for this year too. In fact, the current growth estimate for this year calls for earnings-per-share growth of 22.3%. Furthermore, the long-term growth rate is currently an impressive 22%, suggesting pretty good prospects for the long haul. And if this wasn’t enough, the stock has actually seen estimates rise over the past month for the current fiscal year by about 10.2%. Thanks to this rise in earnings estimates, MOMO has a Zacks Rank #1 (Strong Buy) which further underscores the potential for outperformance in this company

https://www.zacks.com/stock/news/306274/...o-momo?cid=CS-ZC-HL-306274

https://www.zacks.com/stock/chart/MOMO/price-consensus-chart  

https://www.zacks.com/stock/news/306494/...to-run?cid=CS-ZC-HL-306494  

"Shares have been on the move with the stock up 32.3% over the past month. MOMO hit a new 52-week high of $50.82 in the previous session. Momo has gained 105.5% since the start of the year compared to the 8.6% move for the Computer and Technology sector and the 1% year-to-date return for its peer group.
For the current fiscal year, Momo is expected to post earnings of $2.49 per share on $1.97 billion in revenues. This represents a 40.68% change in EPS on a 49.47% change in revenues. For the next fiscal year, the company is expected to earn $3.11 per share on $2.49 billion in revenues. This represents a year-over-year change of 24.77% and 26.3%, respectively...."
https://www.nasdaq.com/article/...is-there-still-room-to-run-cm973408  

Kurs zum Einstieg geeignet ist? Eventuell baldiger Rücksätzter?  

tun. Das könnte ich auch zum Einstieg nutzen:)  

Ich zu früh investiert zu 45,40 Euro pro Aktie. Nachkaufen wollte ich erst zu 40 Euro pro Aktie  

https://www.nasdaq.com/article/...al-good-news-for-momo-momo-cm979576

"...Meanwhile, Momo's current year figures are also looking quite promising, with four estimates moving higher in the past month, compared to none lower. The consensus estimate trend has also seen a boost for this time frame, increasing from $2.31 per share 30 days ago to $2.54 per share today, an increase of 9.9%. .The stock has also started to move higher lately, adding 39.9% over the past four weeks, suggesting that investors are starting to take note of this impressive story. ...."


Standpoint Research Downgrades Momo Inc to Hold  wollen wir nicht verheimlichen
 

Baidu, Alibaba, Momo, Tencent , Beigene
https://www.nasdaq.com/article/...-for-market-beating-growth-cm981743

Market value: $10.4 billion

TipRanks consensus price target: $56.80 (11% upside potential)

TipRanks consensus rating: Strong Buy

Welcome to the 'Tinder of China.' Momo Inc. ( MOMO , $51.09) is a free social search and instant messaging mobile app that specializes in match-making, especially following the February acquisition for Tantan - "China's Tinder" - for $735 million.
The Chinese stock recently soared 15% following stellar first-quarter results. MOMO announced revenue for the quarter of $435 million - up 64% year-over-year, and easily enough to crush the Street's consensus estimate of $396.3 million....Thanks to Tantan, MOMO is on the way to delivering upbeat second-quarter revenue of $470 million to $485 million.
UBS analyst Jerry Liu upgraded Momo from "Hold" to "Buy" following the report. He is one of four analysts who recently ramped up their MOMO price targets. Jeffries' Karen Chan ( view Chan's TipRanks profile ) now has a $60 price target (17% upside potential), up from $55 previously....

 

 

weil sie den Bankenkredit  für den Kauf von Tantan ablösen wollen
das ist eine vernünftige Sache  und unklar warum sie so stark mit minus 5 % abgestraft wird

"Momo (NASDAQ:MOMO) plans to offer $650M in convertible senior notes due 2025. Initial purchasers will have a 30-day option to buy up to an additional $100M.
The company will use the net proceeds to repay the $300M bank loan facility entered into in May to partially finance the Tantan acquisition, pay the outstanding consideration for Tantan, and to invest in business development initiatives for the Momo platform."
https://seekingalpha.com/news/...percent-planned-senior-note-offering  

ich zögere bis nachmittags wenn Nasdaq kommt  

https://www.nasdaq.com/symbol/momo/after-hours

und Chart Support 1 bei 42,5 $  Support 2 bei 40,0
https://t.co/QoHzDrNPNa  

Allerdings wollte Ich diese Aktie auch länger halten. Genauso wie Tenceent, Baozun und PAYPAL.
IQIYI werde Ich auch jetzt im Depot liegen lassen. Huya ist auch mega spannend. Will Ich trotzdem nicht kaufen, weil Ich sonst andere Titel nicht mehr nachkaufen kann.  

sie werden natürlich zur Finanzierung benützt, und immer wenn die Firmen Geld brauchen, erhöhen sie die Aktienzahl und verwässern .
Genau so weiss man nie, wie die Bilanzen aussehen werden.Die ADRs  sind verdammt abhängig von den Markt beeinflussenden Faktoren wie Handelskrieg und Zollschranken und sehr volatil. Ich hatte mal  4 der chinesischen Solarwerte und habe längst Gewinnmitnahme gemacht.
natürlich gab es einen solchen Run wie bei IQ und Huya kaum bei anderen Aktien, das ist sehr verführerisch
aber dann schon lieber YY oder Tencent  oder Alibaba für die Cramer so schwärmt