MOMO, die Story ?

from a “sell” rating to a “hold” rating in a note issued to investors on Thursday, August 23rd.

https://www.mareainformativa.com/2018/09/07/...d-updated-updated.html  

https://www.americanbankingnews.com/2018/09/24/...ctxs-momo-momo.html

MOMo hat 8 Buy ratings Citrix 4
Citrix Systems presently has a consensus price target of $113.92, suggesting a potential upside of 3.86%. Momo has a consensus price target of $50.60, suggesting a potential upside of 11.65%. Given Momo’s stronger consensus rating and higher possible upside, analysts plainly believe Momo is more favorable than Citrix Systems.  

Match   https://www.nasdaq.com/article/...buy-momo-inc-vs-match-inc-cm1030383

"Momo is growing faster and the valuation is juicy, but it's also the riskier of the two stocks. China can be pretty restrictive, something that investors in online gaming and even search have discovered over the years. Momo's spike in popularity is also tied to its live video social hub, and users can be fickle when the next hot platform emerges. The rub is that the same can be said about Match. ....Each company can lose its growth driver, but Match is the less risky bet. However, the valuation gap is too wide, particularly in light of Momo's superior top-line growth rate. Both stocks should continue to thrive as long as they keep shaking their moneymakers, but the smartest investment right now seems to be Momo...."


besonders glücklich sind wir damit nicht seitdem der Handelskrieg begann .Auch andere wie JD und Weibo verlieren wieder, vielleicht sollte man seitwärts warten solange Trump da wütet  

Da hast du Recht! Ich bin aber bereits etwas größer Investiert und möchte bei diesem Top Wert keine Verluste realisieren müssen. Deshalb halte ich durch. Die Zahlen waren sehr gut und ich denke das wir spätestens nach den nächsten Quatalszahlen durchatmen können. Wäre ich nur ein paar % im Minus würde ich wahrscheinlich verkaufen und später wieder einsteigen.  

Momo (NASDAQ: MOMO) and iQiyi (NASDAQ: IQ) are both often cited as high-growth plays on China's streaming video market. Momo went public in 2014 at $13.50 per share, and now trades in the mid-$40s. iQiyi went public at $18 per share this March, and currently trades in the mid-$20s.

....iQiyi has much lower margins than Momo, since it relies heavily on original and licensed content. That's why it reported a net loss of 2.1 billion RMB ($316.9 million) last quarter, compared to a loss of 953.2 RMB in the prior year quarter. Analysts expect iQiyi's revenue to rise 33% this year, but its earnings should remain deep in the red. Investors should also recall that Baidu spun off iQiyi to remove the unit's losses from its bottom line.

An obvious winner
Momo's stronger sales growth, higher-margin business model, and bigger profits make it a much better play on China's streaming video market than iQiyi. Momo also trades at just 14 times forward earnings, making it an undervalued growth play on China's tech market. iQiyi still has decent growth potential, but it doesn't have much pricing power, and depends too heavily on pricey premium content.  

https://www.nasdaq.com/article/better-buy-momo-inc-vs-iqiyi-cm1031242  

https://www.nasdaq.com/article/3-chinese-stocks-to-buy-now-cm1033664
This company runs one of China's top social and entertainment platforms. This high-growth tech stock is actually up big this year - more than 70% to be exact - but weakness throughout the entire Chinese market has Momo (NASDAQ: MOMO ) sitting about 20% off its June high and at a very attractive level.Momo had a very strong second quarter, with adjusted earnings up 89% and revenue increasing 57%. That growth is expected to continue, and that coupled with a forward P/E ratio of 13.6 and a PEG ratio of 0.6 suggests that that MOMO stock could be a double in the coming year

oder Baidu  

https://pbs.twimg.com/media/DpH1c9TWkAA1j6y.jpg  

https://twitter.com/i/web/status/1050203384467378176

https://pbs.twimg.com/media/DpMSWf1U0AEMwsA.jpg:large  schöner Chart  

Momo
Der Betreiber der Social-Video-Plattform verzeichnete seit seinem Höchststand im Juni einen Kursrückgang um 28 %. Dennoch bleibt er in China einer der größten Gewinner des laufenden Jahres. Die Momo-Aktie notiert, auch nach der jüngsten Schwäche, im Jahr 2018 60 % höher.

Es gibt viel Positives in Momos vierteljährlichen Berichten zu entdecken. Es hat die Erwartungen der Wall Street in sechs aufeinander folgenden Quartalen übertroffen. Das jüngste Quartal war eine weitere Besonderheit: Der Umsatz stieg um 58 % und das bereinigte Ergebnis sogar um 90 %. US-Investoren würden normalerweise viel für diese Art von Wachstum bezahlen. Doch der Ausverkauf der letzten Woche führt bei Momo zu einem 2018er Kurs-Gewinn-Verhältnis von nur 15 und für 2019 von nur 12.

https://www.fool.de/2018/10/13/...ten-quartal-wieder-erholen-sollten/  

eine US company würde sie mindestens doppelt so hoch stehen.  

Ja, das ist richtig! Glaube das hier die Rallye erst startet, wenn die Quatalszahlen raus kommen. Vorher vielleicht eine Erholung bis an die 40€/Aktie. Bis jetzt haben die China Techs sich nicht so erholen können wie die US Techs. Schade! Bleibe voll investiert sehe das längerfristig. Bin zur Zeit auch etwas mehr im Minus:(  

Q-Zahlen glaube ich ertmal nicht mehr! Was ein Trauerspiel und das nicht nur hier. Es wird Zeit das der Handelskonflikt aus der Welt geräumt wird. Echt hart das mit ansehen zu müssen:(  

https://www.nasdaq.com/symbol/momo/premarket

wird ja langsam mal Zeit  

...Investors will be hoping for strength from MOMO as it approaches its next earnings release, which is expected to be November 27, 2018. In that report, analysts expect MOMO to post earnings of $0.54 per share. This would mark year-over-year growth of 20%. Meanwhile, our latest consensus estimate is calling for revenue of $536 million, up 51.22% from the prior-year quarter.
For the full year, our Zacks Consensus Estimates are projecting earnings of $2.50 per share and revenue of $2.05 billion, which would represent changes of +41.24% and +55.36%, respectively, from the prior year.
......
https://www.nasdaq.com/article/...rket-what-you-should-know-cm1043848  

"MOMO will be looking to display strength as it nears its next earnings release, which is expected to be November 27, 2018. In that report, analysts expect MOMO to post earnings of $0.54 per share. This would mark year-over-year growth of 20%. Meanwhile, our latest consensus estimate is calling for revenue of $536 million, up 51.22% from the prior-year quarter.
MOMO's full-year Zacks Consensus Estimates are calling for earnings of $2.50 per share and revenue of $2.05 billion. These results would represent year-over-year changes of +41.24% and +55.36%, respectively.It is also important to note the recent changes to analyst estimates for MOMO. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook...."
https://www.nasdaq.com/article/...ains-what-you-should-know-cm1050351  

....Momo boasts the added bullish argument of an oddly low valuation. It is trading at only 10.5 times its forward-looking earnings … a number that's a bargain for any kind of stock.
And for what it's worth, analysts agree that MOMO shares are significantly undervalued. The consensus MOMO stock price target is $55.34 , 55% above the present price of MOMO stock. The pullback since June hasn't fazed any of the pros.
That's not to suggest that Momo shares can't or won't somehow drop again. This is a name that's still dominated by ever-changing sentiment. If history is any indication. though, the sentiment pendulum is close to swinging in a bullish direction. And the fundamentals of MOMO are fairly solid, too.....

https://www.nasdaq.com/article/...od-time-to-buy-momo-stock-cm1051286  

...vergleicht man mal die Wachstumsrate mit dem Ertrag, ist Momo eine der günstigsten Aktien Chinas. Das Unternehme hinter der Social-Video-Plattform wird nur für das 12-fache der diesjährigen Gewinnprognose und für weniger als das 10-fache der erwarteten Gewinne für das nächste Jahr gehandelt. Bei diesen Zahlen erwartet man langsames Wachstum, aber nicht bei Momo. Der Umsatz stieg im letzten Quartal um 58 %, das bereinigte Ergebnis hat sich nahezu verdoppelt. Die Wall Street sollte hier weniger kritisch sein. Momo hat die Gewinnprognosen der Analysten sechs aufeinanderfolgende Quartale lang mit Leichtigkeit übertroffen....

https://www.fool.de/2018/11/09/...-aktien-die-man-jetzt-kaufen-kann/?  

ohne Nachrichten seitens der Firma, die das begründen könnten....
https://www.nasdaq.com/article/...stock-fell-234-in-october-cm1053201

https://www.ariva.de/chart/images/...940x420~Uquarter~VCandleStick~W1

mich kann der Chart nicht begeistern, man kann nur hoffen dass der Report nächste Woche noch besser wird als erwartet  

Bühne
https://www.tagesschau.de/ausland/apec-gipfel-pence-xi-101.html

MOMO minus 5%  

https://www.nasdaq.com/symbol/momo/premarket
da kann man noch warten  

https://www.marketwatch.com/press-release/...cember-5-2018-2018-11-26  

https://www.zacks.com/stock/news/339226/...ng?cid=CS-NASDAQ-FT-339226
"Notably, the company has a positive record of earnings surprises in three of the trailing four quarters, average beat being 14.8%.

In the last reported quarter, Momo reported earnings of 66 cents per share that was in line with the Zacks Consensus Estimate but jumped 88.6% year over year.
Revenues of $494.3 million also beat the consensus mark of $484 million and surged 58% year over year.
For third-quarter 2018, Momo estimates revenues between $525 million and $540 million, a year-over-year increase of 51-55% on a constant-currency basis....Momo is benefiting from an expanding paying user base and improving engagement levels, driven by solid content and product innovation.
In the last reported quarter, monthly active users (MAUs) were 108 million, increasing 18% year over year ...."  

sollte ursprünglich am 26.November erfolgen
daher wohl die 4% minus  

Quatalszahlen