T.H. Capital - JOYY Inc. Sponsored ADR Class A (YY) T. H. Data Flash - JOYY Inc. – September 3Q21E: Better Operational Metrics From BIGO; Cautious On Increased Overseas Competition

Report

T.H. Capital

Tian Hou

EUR 220.68 For Business Accounts Only

T. H. Data Flash - JOYY Inc. – September & 3Q21E: Better Operational Metrics From BIGO; Cautious On Increased Overseas Competition

We are positive on the recovery of YY’s operational metrics in 3Q21, but cautious on increasing competition from TikTok and Kwai overseas. Bigo Live’s live streaming revenue is likely to grow 10.5% Y/Y in 3Q21E due to the increase of hosts and online users on the platform. Likee download and grossing ranks went down Q/Q due to fierce competition overseas in 3Q21E.

28/10/2021 5 EN

Underlying

JOYY Inc. Sponsored ADR Class A

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US46591M1099 NASDAQ Stock Market United States

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 - JOYY Inc. – September & 3Q21E: Better Operational Metrics From BIGO; Cautious On Increased Overseas Competition

JOYY INCO. reduces its risk exposure and slightly improves to Neutral

Vermilion Short Shots: Technically Vulnerable Stocks

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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