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14	member 12/14/20 3:49AM Re: Responses 13
Hi Kerrcap, Bloomberg just reported that the Chinese regulators are investigating the proposed merger between Huya and Douyu. Coupled with the recent announcement on the banning of teenage users and caps on the tipping amount per view available tags
13	member 12/02/20 10:30AM Responses
300-400 million MAU seems pretty reasonable but I think the universe of consumers who are interested in gaming will continue to grow. Also, going forward post merger, I think the focus for Huya will be... login to read the rest 4 view available tags
12	member 11/24/20 1:23AM China's regulation on teenagers spending on livestreaming platforms
What do you think of this new regulation which bans teens from giving gifts and limits the amount each user can give hosts as a tip? https://asia.nikkei.com/Business/Media-Entertainment/China-bans-spending-by-teens-in-new-curbs-on-livestreaming 1 view available tags
11	member 11/18/20 4:16PM Muddy Waters Short Report on YY
Thoughts on the credibility of the Muddy Waters short report on YY today and implications for Huya? view available tags
10	member 11/18/20 5:01AM Re: Re: Tencent's angle on the Huya / Douyu merger 9
Thanks for your colour on competition and the lucky draw feature. What do you think is the ceiling for MAU of the combined entity? I just spoke to Huya today and they seem to think that... login to read the rest view available tags
9	member 11/16/20 6:03PM Re: Tencent's angle on the Huya / Douyu merger 8
Yeah so we’re pretty bullish on the merger. Obviously this makes Huya the leading live streaming platform for gaming and the combined user base of ~300 million can open the door for new revenue streams. In terms... login to read the rest 1 view available tags
8	member 11/11/20 10:53AM Tencent's angle on the Huya / Douyu merger
Hi Kerrcap, Wanted to have your thoughts on the merger which would give the combined entity ~70% market share of game livestreaming market. Logically it would sound very positive as Tencent would have incentive to make... login to read the rest 2 view available tags
7	member 6/11/20 1:56PM Re: Re: Tencent acquires YY's shares 6
Yes I still think the stock is very attractive even with the bump today. It seems even more clear now that Tencent’s angle is for a merger which would have benefits that I’ve outlined before.... login to read the rest 3 view available tags
5	member 4/03/20 10:55AM Tencent acquires YY's shares
Huya announced this morning that Tencent acquired 16.5 million shares from YY for $263 million ($15.89/share), increasing its voting rights to 50.1% and taking control of the company. Concurrent with the move, four Tencent executives... login to read the rest 1 view available tags
4	member 1/06/20 4:38PM Re: Tencent's Option 3
Yes, actually you're right. It would be up to YY. And given where the stock is, I don't think YY would opt to sell here so Tencent will likely have Huya issue new shares. 1 view available tags
3	member 12/26/19 5:49PM Tencent's Option
Hi Kerrcap, If Tencent decides to acquire control of Huya, I thought it would then be YY's option whether to sell their shares of Huya or to have Huya issue enough new shares to Tencent. Are... login to read the rest view available tags
2	member 12/19/19 7:04PM Re: Questions 1
On YY:We like YY as well but the core YY live business is slowing down quite a bit. Also, I'm not sure to what extent Bigo Live monetizes and how it'll impact margins. You also... login to read the rest 2 view available tags
1	member 12/19/19 1:09PM Questions
Kerrcap, Thanks for your post. I think it's very interesting. A couple of questions: - Why not own YY, you get cash plus Bigo plus Likee? - You mention Tencent options as a catalyst. Why? - Thoughts on new 1 view available tags

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			2008	2009
Price:	12.00	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	384	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT

Description

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