YY inc. YY

September 19, 2019 - 6:41pm EST by

member

						2019	2020
Price:		62.66		EPS		0.30	2.17
Shares Out. (in M):		81		P/E		0	29
Market Cap (in $M):		5,066		P/FCF		0	29
Net Debt (in $M):		764		EBIT		0	207
TEV (in $M):		3,112		TEV/EBIT		0	15

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#	AUTHOR DATE SUBJECT
9	member 11/20/20 8:16PM Re: Re: Author Exit Recommendation - YY 8
Hi Vincent, I'm kind of at a loss. I read the report very carefully and it's all very techinical stuff that I can't really follow and can't tell if it's meaningful or not. There are a number... login to read the rest 3 view available tags
6	member 12/26/19 6:17PM Re: Great Research 5
Hi Tac, Nice to know someone was reading and I'm not completely shouting into the void here. 1. How to separate the value of Bigo and YY is the crux of the whole situation. YY is a slow... login to read the rest view available tags
5	member 12/17/19 11:46AM Great Research
Appreciate you keeping us up to date on YY. I wonder how do you thing about the following items: -Likee is a top 10 downloaded app (worldwide). They are spending a lot of money on marketing,... login to read the rest view available tags
4	member 12/03/19 4:10PM Re: Update and Name Change 3
Put more succintly, they're trying to change the perception of the company from a Chinese live streaming company to a global social media video company. If they can manage this there will surely be a 1 view available tags
3	member 12/03/19 4:06PM Update and Name Change
Not that anyone else is following this but they reported and generally beat expectation across the board. Nothing made me materially update my projections for the various fundamentals that I modelled in the write up. ... login to read the rest 1 view available tags
2	member 10/01/19 4:35PM Twitch "Just Chatting" is YY But in English
https://www.twitch.tv/directory/game/Just%20Chatting Helps get a feel for what the product is like if you don't read Mandarin 1 view available tags
1	member 9/19/19 6:56PM Hedgeye
I understand they made it a top pick in recent weeks but I don't have access. Perhaps this is why the stock has moved up from $55 to $62. If anyone would like to fill 1 view available tags

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