T.H. Capital - HUYA Inc. Sponsored ADR Class A (HUYA) T. H. Data Flash - Huya Inc. â€“ June 2Q20E: Positive 2Q20 Performance Driven By Busy Schedule For E-Sports Tournaments And New Game Streaming For DNF and Brawl Stars

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T.H. Capital

Tian Hou

EUR 221.23 For Business Accounts Only

T. H. Data Flash - Huya Inc. â€“ June & 2Q20E: Positive 2Q20 Performance Driven By Busy Schedule For E-Sports Tournaments And New Game Streaming For DNF and Brawl Stars

We are positive on HUYA into 2Q20. The company is cooperating with Tencent and launched live streaming activities for DNF and Brawl Stars in June 2020. In addition, the company had a busy schedule for e-sports tournaments. These two factors, we believe, are likely to be positive to its MAUs and paying members. Based on our data and calculations, we believe Huya’s revenue is likely to be better than consensus at RMB2,635M (31.1% Y/Y growth) and our model at RMB2,619M.

15/07/2020 6 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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T. H. Data Flash - Huya Inc. â€“ June & 2Q20E: Positive 2Q20 Performance Driven By Busy Schedule For E-Sports Tournaments And New Game Streaming For DNF and Brawl Stars

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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