reports
HUYA INCO. sees a downgrade to Negative on account of less fundamental...
The independent financial analyst theScreener just lowered the general evaluation of HUYA INCO. (US), active in the Broadcasting & Entertainment industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date March 25, 2022, the closing price was USD 5.23 and its targ...
- Tian Hou
HUYA: Policies Have Limited Impact On HUYA; Expect 3Q21 Revenue To Be ...
HUYA will report 3Q21 results on November 9th before the markets open with a 7am EST conference call. As 3Q21 was a period of intensive policies, HUYA was negatively impacted. The impact is likely to wear out in the 2H2022. Therefore, for 3Q21, we expect the company to deliver results in line with consensus.
- Tian Hou
HUYA: High Base in 1Q20 Is Likely Leading To A Soft 1Q21; Lingering Me...
HUYA will report 1Q21 results on May 18th before the markets open with a 7am EST conference call. Based on our data and model, we believe HUYA’s 1Q21 revenue is likely to be in line with Street consensus at RMB2,668M (10.6% Y/Y growth). The lower growth is mainly due to the high base of 1Q20, as well as the lingering merger with DOYU (DOYU, $8.57, Not Rated) that is likely causing some delays in business operations.
- Tian Hou
HUYA: Lukewarm Operation Is Likely To Lead To At Least In Line 4Q20; M...
HUYA will report 4Q20 results on March 23rd before the markets open with a 7am EST conference call. Based on our data and model, we believe HUYA’s 4Q20 revenue is likely to be in line with Street consensus at RMB3,057.0M (23.9% Y/Y growth) supported by its underlying lukewarm operational data. Looking into 1Q21, as the company is preparing its merger with DOYU (DOYU, $13.03 – intraday, Not Rated), it may experience a weaker level of growth.
- Tian Hou
HUYA: Less Traffic Spending Is Likely Positive To Bottom Line; 4Q20 Tr...
HUYA will report 3Q20 results on November 11th before the markets open with a 7am EST conference call. Based on our data and model, we believe HUYA is likely to deliver in line revenue, but better net earnings compared to consensus, as the company spent less on traffic acquisition. Looking into 4Q20, we believe the fight for traffic is still tense as most of the traffic is occupied by ecommerce’s annual promotional sales. However, working with Tencent, we believe HUYA has the capability to manag...
- Tian Hou
T. H. Data Flash - Huya Inc. – June & 2Q20E: Positive 2Q20 Performan...
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.
- Tian Hou
HUYA: Less Impacted By COVID-19 Outbreak In 1Q20ï¼› More Hosts And Gam...
Huya will report 1Q20 results on May 20th after the markets close followed by an 8pm EST conference call. Based on our data and model, Huya’s revenue is likely to be higher than consensus at RMB2,382M. We believe COVID-19 may have less of an impact on live broadcasting platforms as the impact to game broadcasting and to entertainment broadcasting is different. Most game broadcastings are individuals who do not have studios and operation personnel, and can be conducted easily, vs. most other form...
- Tian Hou
T. H. Data Flash - Huya Inc. - December 2019 & 4Q19: Maturing Game Liv...
We are neutral into HUYA’s 4Q19E performance and cautious for its outlook in 2020. After a period of rapid growth of its users and revenue, HUYA’s operational metrics showed some levels of slower growth. In addition, Bilibili (BILI, $22.87, Not Rated) and Kwai (private) have already started to and will continue to invest heavily in game broadcasting. These two vendors are strong in terms of their user bases. At this point, we are unsure of HUYA’s strategies, particularly its S&M plans for 2020.
- Tian Hou
HUYA: Tournaments Drive MAU Growth; Expect Better 3Q19 Results
HUYA will report 3Q19 earnings on November 12th 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.
- Tian Hou
T. H. Data Flash - Huya Inc. – August & 3Q19E: Positive on 3Q19E Per...
We are positive on HUYA’s 3Q19E performance. Based on our data and model, we believe Huya’s revenue is likely to beat consensus at RMB2,133M. The better performance is driven by high user growth, which is the result of rich e-sport tournaments in the quarter. There are four major e-sport vendors in China, including Huya, DouYu (DOYU, $8.24, Not Rated), QQ eSport and Kuaishou, but all of them are invested by Tencent (700.HK, HK$322.80, Not Rated).
- Tian Hou
HUYA: Rising Popularity Of e-Sport Tournaments As Well As Healthy Oper...
HUYA will report 2Q19 results on August 13th after the markets close with an 8pm EST conference call. We are positive on HUYA into its 2Q19 earnings. Based on our data and model, we believe Huya’s revenue is likely to be above the high-end of the guidance range of RMB1,730M – RMB1,790M and our estimate. The main drivers for the healthy growth are the number of audience/users, which we believe is attributable to the rising popularity of e-Sports in China in general as well as the high number of e...
- Tian Hou
T. H. Data Flash - Huya Inc. – May & 2Q19E: Increase in Competition ...
We are positive on HUYA into its 2Q19E earnings. As an e-sports platform, the company is increasingly hosting more competition events, which drive up the average concurrent users. Based on our data and model, we believe HUYA’s 2Q19E revenue is likely to be above the high end of the guidance range of RMB1,730M – RMB1,790M, and higher than consensus at RMB1,773M, as well as our model.
- Tian Hou
T. H. Data Flash - Huya Inc. – March & 1Q19: Better Performance of U...
We are positive on HUYA into its 1Q19 earnings. Based on our data and model, we believe Huya’s revenue is likely to be higher than consensus at RMB1,548M, the high end of the guidance range of RMB1,510M – RMB1,550M, and our model at RMB1,539M.
- Tian Hou
HUYA: Key Measurements Of HUYA Were Growing Well; Expect 3Q18 To Be Be...
HUYA will report 3Q18 results on November 12th after the markets close followed by an 8pm EST conference call. Based on our data and model, we believe Huya’s revenue is likely to reach RMB1,223.8M in 3Q18 (109.7% Y/Y growth, vs. 125.1% Y/Y growth in 2Q18), tops the high end of the guidance range of RMB1,190M – RMB1,220M and better than our model at RMB1,220.0M.
- Tian Hou
T. H. Data Flash – Huya Inc. (HUYA) – 3Q18: Rapid Growth In Audien...
In recent quarters, Huya has been making more contribution to YY’s growth than YY live. The growth of YY Live is mainly driven by ARPU with flat growth in active users, while Huya was mainly driven by user growth. Based on our data and model, we believe Huya’s revenue is likely to reach RMB1,229.2M in 3Q18E (110.6% Y/Y growth vs. 125% Y/Y growth in 2Q18), topping the high end of the guidance range of RMB1,190M – RMB1,220M, and is likely to be largely in line with consensus at RMB1,233.0M.
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