T.H. Capital - HUYA Inc. Sponsored ADR Class A (HUYA) HUYA: Tournaments Drive MAU Growth; Expect Better 3Q19 Results

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T.H. Capital

Tian Hou

EUR 213.40 For Business Accounts Only

HUYA: Tournaments Drive MAU Growth; Expect Better 3Q19 Results

HUYA will report 3Q19 earnings on November 12^th after the markets close followed by an 8pm EST conference call. We are positive on HUYA’s 3Q19E performance. Based on our data and calculations, we believe Huya’s revenue is likely to beat consensus at RMB2,162M as well as our model at RMB2,145M. We believe the better performance is driven by high MAU growth, as HUYA held several major e-sport tournaments during 3Q19.

05/11/2019 7 EN

Underlying

HUYA Inc. Sponsored ADR Class A

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US44852D1081 New York Stock Exchange China

Provider

T.H. Capital

T.H. Capital is an independent research and investment advisory firm specializing in China. We offers real-time, on-the-ground, bottom-up research across a wide spectrum from macro and industry analysis to company specific projects; from China ADRs to international names that have meaningful exposure to China market. We deliver relevant, comprehensive and data driven research adding immense value to clients.

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Analysts

Tian Hou

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HUYA: Tournaments Drive MAU Growth; Expect Better 3Q19 Results

HUYA INCO. sees a downgrade to Negative on account of less fundamental stars

HUYA: Policies Have Limited Impact On HUYA; Expect 3Q21 Revenue To Be In Line With Consensus On Mixed Operating Metrics Due To High Base

HUYA: High Base in 1Q20 Is Likely Leading To A Soft 1Q21; Lingering Merger Approval Is Leading To Softness In Business Operations

TCOM: TCOM’s Potential Better 4Q2024 Performance and Better Long-Term Growth Outlook

BILI: Cautious On Long-Term Outlook Due To Competition And Market Saturation

BIDU: Expect In Line 2Q24 Results; Monetization In AI Is Taking Time To Drive Overall Growth

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