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HUYA

HUYA (1W) - Midterm Plan Hi Traders, Below is my Idea about this very good loking company .... from CHINA !! Compared to competitors (like Twitch) is discountedm same like DOYU. WHich are both owned by TENCENT as one of biggest investors. After some FUD price from chinese government the price is Dummping. In my Opinion, we are approaching end of impulsive wave DWON. you can also see touch with downtrend line + RSI COnvergence + MACD Convergence. Which are very bullish signs for me. ALso fundamentally, this could be very good investment. But lets see. My plan is to take around 75-100% and sell everythin from actual price around 8.40 USD. Trade safe. Enjoy the ride.
NYSE:HUYALong
by LongevityContrarian
3
HUYA Inc: the 'Twitch of China'The game streaming and esports industry is experiencing rapid growth worldwide. China, with the largest gaming and esports community in the world, is anticipated to hold a significant market share. The most prominent Chinese companies in the game streaming and esports industry are Huya (HUYA:NYSE) and DouYu (DOYU:NASDAQ), which together control 80% of the country's market. These companies are both Tencent-backed businesses and are due to merge at some point this year. If the merger is approved, Huya will control and dominate the majority of the Chinese market, potentially expanding and acquiring more market share abroad. Despite this, Huya's share price has tumbled substantially over the last 3-months following a multi-year breakout of price. This can be attributed to regulatory scrutiny of the merger and increased inflation expectations. Alongside, continuous pressure from Bilibili, the third-largest Chinese esports streaming company, with a diversified revenue stream. This can prove to be a fantastic long-term investment opportunity in owning shares of a leading and vibrant business, in a quickly expanding industry at potentially discounted prices. The company Huya Inc was founded in Guangzhou in 2014 and incorporated in the Cayman Islands. Its mission is to operate gaming and esports live streaming platforms to connect broadcasters and their audience. The content covers a wide variety of media from talent shows, anime, outdoor activities, live chatting, online movies and many others. Furthermore, the company operates Nimo TV, a live streaming platform designed for foreign consumption where its audience is primarily in Southeast Asia, the Middle East and Latin America. Industry snapshot The Chinese online game streaming industry is undergoing a boom period where the industry worldwide is expected to grow at a CAGR of 9% over the time period from 2021 to 2026, with China being the centerpiece of innovation and market domination with Huya being in pole position as the largest Chinese game streaming business by revenues (USD 2.61 billion in Q1 2021 vs its competitor DouYu's USD 2.15 billion). The game streaming culture is different in China: in the West, money is typically made primarily from advertisement services and subscriptions, whereas in China 95% of Huya's revenues comes from gifting and user donations to streamers. Furthermore, China is a mobile phone dominant country where users access and use the platforms through such means. Business model summary Huya's business model can be summarised in these bullet points: Consumer engagement – the primary target audience is the younger generation who use social media and the Internet as a tool to communicate. Huya with this in mind creates in-built functions such as bullet chatting, live comments and gifting. Game streaming – Huya's primary focus is on live-streaming gaming content and tries to sign the best streamers and gamers to the platform. The most popular gaming titles are League of Legends, King of Glory, PeaceKeeper Elite and PlayerUnknown's Battlegrounds. Other entertainment content – to attract a wider audience Huya offers talent shows, anime, outdoor activities, live chats and movies and incentivizes its broadcasters to promote this content to their viewers. Broadcasters – the broadcasters consist of qualified professional gamers alongside amateurs who can showcase their gaming skills and talents. They are managed by talent agencies and given personalized training to improve audience stickiness. Platform – Huya Inc operates Huya.com, Huya app which is available on all major app stores, and Huya PC client – Huya products are targeted towards Chinese speakers in China, Huya also operates Nimo.tv and Nimo app which is targeted to non-Chinese speaking foreigners. Others – the company develops and operates mobile games jointly with third-party distribution platforms, and game-related apps. Competition The Chinese online gaming market is still at an early stage and has already shown rapid growth and increasing profitability. This can be attributed to China having the largest gaming population in the world with over 630 million gamers and being the global hub of esports where analysts project an increase of 100 million esports gamers in 2021 alone. There is still plenty of future growth left for Huya with potential opportunities such as selling media rights, ticketing, selling merchandise and increasing advertisement services which can all serve to grow the top line of the company. Furthermore, the Chinese gaming and esports industry has a high barrier of entry resulting in a duopoly between Tencent-backed companies DouYu and Huya. This control of market share results in the best streamers gravitating towards these platforms and are thus able to host large e-sports events drawing in the attention of viewers. DouYu and Huya are expected to merge at some point this year, however, the deal is currently under the scrutiny of Chinese regulators. If the deal is approved, the new entity would control 80% of the Chinese market whilst holding exclusive rights to stream Tencent Games, which is a massive competitive advantage over other competitors such as Bilibili, the third-largest esports streaming company in China. Risks Huya's business model is at risk if the company cannot attract popular broadcasters and viewers, which is fundamental to their business operations. Currently, Huya has no major competitors as they are planning to merge with DouYu. Huya may be at risk of inflation; this is because Huya holds a significant amount of cash and marketable securities. If inflation increases, the purchasing power of cash and marketable securities decreases. Right now, China's CPI and Core CPI growth is way lower than that of GDP, suggesting that inflation remains low despite a fast-growing economy. Huya may be targeted by the Chinese regulators as the government has been cracking down on tech companies alongside business monopolies recently, which may be problematic for the M&A deal in process between Huya and DouYu. This analysis was first published on ChineseAlpha, an equity research platform that demystifies listed Chinese companies by providing in-depth, quality research. Disclaimer: This article's content is intended to be used solely for informational and educational purposes, and not as investment advice. Always do your research and consider your personal circumstances before making investment decisions. Neither EqualOcean nor ChineseAlpha is not liable for any losses that may arise from relying on the information provided.
NYSE:HUYA
by EqualOcean
2
HUYA - 65% Potential to 28 USD! THE NEW GAMESTOP?In my opinion Huya could be a big Trade in the next weeks/months. Reasons: -The Gaming/E-Sports Streaming Industry is set to triple in the next two years -The Interest on Wallstreetbets is growing -Technically it seems to have a trend reversal -if the merger with Doyu happens they have a complete monopoly (also a risk because of the Chinese government) -the numbers were good, but the chart didn't react -high short interest More details on Wallstreetbets(cant post the link here) So the fundamentals look very good, that's why I think it's also an interesting long term play, but besides that I was very surprised to see some posts on Wallstreetsbets about it in my opinion that's a very bullish signal, the posts performed extremely well, and I can't find a reason why this shouldn't be the next big WSB play. --- If the WSB interest really will grow like that, there is a way bigger growth possible. Excuse my German school English.
NYSE:HUYALong
by mariost14
1
HUYA! Chinese Twitch, ready to take off, Long Play#HUYA Possible big reversal incoming, Multi bullish divergence printed on the daily charts. Big target for Earnings date. Price Target short term:23.8$ Extended:28.5$ Stop loss: if bad news or china market crashes. Video streaming platform in the biggest videogame market of the world..China. What there is to think? Only risks are represented by USA-CHINA tension and delisting threats from the American administration. But NO RISK NO REWARD, it's what it is.
NYSE:HUYALong
by Ankel-ssj
Put these 3 Chinese companies in your portfolioI covered these 3 companies here , here and here . YUEXI Transport - riding on the wave of infrastructure spending by China Government. More budget will be set aside for infrastructure and YUEXI Transport will be a beneficiary. HUYA - This is the new , emerging industry moving forward and a lot of attention, money, sponsorship are in this industry now. The potential for growth is going to be huge. BZUN - I like this company with big boys like Goldman Sach, Invesco, Alibaba ,etc investing in it. Please do your own due diligence as I am invested in all three, thus my views may be biased.
HKEX:1052Long
by dchua1969
Are you investing in Live Commerce stocks yet ?In Singapore where I lived, the influencers online are mainly congregated in Youtube or FB Live. But in China where billions of people lived, there are many more live streaming channels that these young, trendy influencers used. Here's just 3 of them among the many. And Covid-19 making more people stay at home has been a catalyst for this live streaming business. Some say it is for the lazy, mindless shoppers who cannot make their own decisions and need influencers to help them decide while others view it as a way to get products at cheaper discount. After all, vendors can save tons of money from rentals and hiring Sales staff to man the stores and pay commissions. And if you have bought either of these 3 stocks after the sharp downfall in mid March and hold till now, you would have made at least 100% off them. From a sales perspective, ecommerce sites like Alibaba provide the platform for vendors to place their products online but a video session hosted by an actual person hawking and promoting your wares come alive and the interaction with users provide the interaction that is the missing ingredient when one is in the store face to face. Throw in the limited stocks and coupons and discounts, the "fear of missing out" frenzy will drive some users to become buyers. Perhaps culturally, in US and other parts of the world, live streaming has not catch on and consumers are still used to the traditional channels like visiting the stores or simply buying online from Amazon. References : Livestreaming is here to stay WeChat live streaming
NASDAQ:BILILong
by dchua1969
2