MOMO

Momo Shs -A- Sponsored American Depositary Share Repr 2 Shs -A-

TMT


Presented:03/22/2018
Price:$38.90
Cap:$8.10B
Current Price:$6.81
Cap:$0.93B

Presented

Date03/22/2018
Price$38.90
Market Cap$8.10B
Ent Value$5.58B
P/E Ratio23.94x
Book Value$4.60
Div Yield0%
Shares O/S208.19M
Ave Daily Vol5,626,497
Short IntN/A

Current

Price$6.81
Market Cap$0.93B
Momo, Inc. operates as a mobile-based social networking platform. The platform includes Momo mobile application and related features, functionalities, tools and services that is provided to users, customers and platform partners. It enables users to establish and expand social relationships based on location and interests. The company was founded by Yan Tang, Yong Li, Xiao Liang Lei and Zhiwei Li on November 23, 2011 and is headquartered in Beijing, China.

Publicly traded companies mentioned herein: Match Group Inc (MTCH), Momo Inc (MOMO), Tencent Holdings Ltd (700 HK), YY Inc (YY)

Highlights

The presenter is long shares of Momo (MOMO), a Chinese mobile livestreaming platform, seeing positive outlook in user numbers, engagement, and monetization. He believes current models and investor sentiment misunderstands and underappreciates the monetization model and growth potential, and thinks the stock trades too cheap. By his model, FCF can double from current levels, and he targets $75 for MOMO shares, on the basis of 20x FCF.

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Idea Discussion

Commentor 1 - 2 weeks ago

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