=YY (YY) reported earnings on Tue 12 Nov 19 (a/h)

YY beats by $0.09, beats on revs; sees Q4 revs +57.7-62% yr/yr

Reports Q3 (Sep) earnings of $0.90 per share, excluding non-recurring items, $0.09 better than the S&P Capital IQ Consensus of $0.81; revenues of $962.9 mln vs the $947.24 mln S&P Capital IQ Consensus. Global average mobile MAUs reached 470.1 million, among that ~77.9% were from markets outside of China. Average mobile MAUs of imo reached 212.0 million.

For the fourth quarter of 2019, the Company expects net revenues to be between RMB7.32 billion and RMB7.52 billion, representing a year-over-year growth of 57.7% to 62.0%.

Earnings this week : Nov 11 - 15, 19 (wk 46)

Monday (Nov 11)

• Morning: FOLD CRR QRTEA
• Afternoon: APYX DXC FGEN FLNT FNV FTK GO HBM ICUI TDW TERP TME UGI

Tuesday (Nov 12)

• Morning: AAP ACM AEIS BPMP CBS CNNE CRON CVET DF DHI DPLO DSKE EBIX EDIT EGRX EPC ERJ GTT IAA IIVI INFN KEM MPAA OSTK PSN RDNT ROK SAGE SE TSN XON
• Afternoon: ADPT ADT APEI BREW CBPX CDLX CPRX DDOG DOX HALO HCAT HIIQ HTHT HUYA KWR MCRN MTSI OMER PTE RUN SCSC SDC SENS SSTI SWKS TLRY TVTY TWOU VRAY VREX YY

Wednesday (Nov 13)

• Morning: BEST CAE CMCM ENR FVRR GOOS LK MTOR SPB SSYS TSEM VIPS
• Afternoon: BZH CHNG CBPO CSCO CPA HI HOLI NTAP PSNL PRSP TGP TNK TTEK TCOM

Thursday (Nov 14)

• Morning: BAM CHC CTRA GDS IGT NBEV NICE RUBY SINA TUFN VIAB WMT WB WIX ZEAL
• Afternoon: AMAT AXNX DLB FTCH FSM GLOB HP KLIC NVDA VFF WPM

Friday (Nov 15) 

• Morning: JCP JD

-=YY (YY) reported earnings on Mon 4 March 19 (a/h)

YY beats by $0.04, beats on revs; sees Q1 revs +23.4-28% y/y

• Reports Q4 (Dec) earnings of $1.87 per ADS, excluding non-recurring items, $0.04 better than the S&P Capital IQ Consensus of $1.83; revenues rose 21.2% year/year to $675 mln vs the $651.56 mln S&P Capital IQ Consensus.
• For the first quarter of 2019, the Company expects net revenues to be between RMB4.01 billion and RMB4.16 billion, representing a year-over-year growth of 23.4% to 28.0%, without giving effect to the acquisition of Bigo Inc.
• Co announced its recent acquisition of the remaining approximately 68.3% of all the issued and outstanding shares of Bigo from the other shareholders of Bigo, including Mr. David Xueling Li, Chairman and acting CEO of YY, for an aggregate purchase price of US$1,452,778,383, comprising of US$343,061,583 in cash, 38,326,579 Class B common shares of YY issued to Mr. Li and 313,888,496 Class A common shares of YY issued to Mr. Li and other selling shareholders of Bigo.

At highest levels since August after beating consensus on Q4 EPS and revs (of US$675.0 mln) and guiding for net revenue growth of +23.4-28.0% year/year for Q1. Live streaming revenues increased +30.4% year/year in the quarter, driving total revenue growth. Co also announced its recent acquisition of the remaining approx. 68.3% of shares of Bigo for an aggregate purchase price of US$1.45 bln in cash and shares, and in its earnings press release, co noted its recent entrance into a strategic partnership with Shanghai Chuangsi, owner of one of China's leading game platforms; under the agreement, co will obtain 30% equity interest of Shanghai Chuangsi by injecting its online game business into Shanghai Chuangsi. Leads generally strong performance among Chinese mid-cap stocks.

Earnings this week : March 4 - 8, 2019 (wk 10)

Earnings confirmed to report this week:

Monday (March 4)

• Morning: IPAR
• Afternoon: AFH CTRP HUYA NVGS CRM STRL YY

Tuesday (March 5)

• Morning: AFI BNED CIEN GMS GSKY JW.A KSS KFY SINA TGT TPB WB
• Afternoon: AVAV AMBA CDLX COO FATE NIO OOMA AGS PRMW NX QTT  ROST RYI SSW URBN VSLR WMC  

Wednesday (March 6)

• Morning:  ANF AMRC BZUN BJ BF/B CHS DLTR DCI INXN JILL THO
• Afternoon: ABM AEO ASRT BLDP BREW CBPO CMTL DSGX FTK GWRE HIIQ KIDS MYRG REVG WHD YEXT

Thursday (March 7)

• Morning:  BKS BURL CNQ CPG CRCM DESP FLY HOV HRB IGT IMOS KR MEI PLUG REZI SSYS SUP TECD TWI USPH
• Afternoon: AOBC CHUY COST CYRX EB ERII FIZZ  GSHD INSG LOCO MRVL NVEE OEC OKTA TTOO UPLD WTRH

Friday (March 8)

• Morning: ALLO  BIG DSKE MTN NAV

=YY (YY) reported earnings on Mon 13 Aug 2018 (a/h)

YY beats by $0.17, beats on revs; sees Q3 revs +25.8-30% y/y 

• Reports Q2 (Jun) earnings of $2.03 per ADS, excluding items, $0.17 better than the Capital IQ Consensus of $1.86; revenues rose 48.1% year/year to $570.2 mln vs the $544.76 mln Capital IQ Consensus.
• "Our mobile live streaming monthly active users (MAU) increased by 21.3% year over year to 80.2 million, and our total live streaming paying users increased by 21.1% year over year to 6.9 million."
• Expects Q3 net revenues of RMB3.89 billion and RMB4.02 billion, representing a year-over-year growth of 25.8% to 30.0%.

Earnings this week : Aug 13 - 17, 18 (wk 33)

Earnings confirmed to report this week:

Monday (August 13)

• Morning: CNNE  JKS  SYY TSG  
• Afternoon: AG  HUYA  SWCH TDW VERI  VIPS YY 

Tuesday (Aug 14)

• Morning: AAP ARRY BZUN CAE CDK CSIQ  CVIA EAT EYE GDS HD MMYT TPR 
• Afternoon: A CASA CDLX CGC CREE DDS FENG HOLI MYGN PETQ VIAV  WPM

Wednesday (Aug 15)

• Morning: LXFT M MSGN  PFGC
• Afternoon: BGG CACI CSCO NTAP SPTN

Thursday (Aug 16)

• Morning: DESP JCP JD MSG QIWI WMT   WUBA
• Afternoon: AMAT ATGE  JWN  NVDA  ZOES

Friday (Aug 17)

• Morning: DE

-=YY Inc. (YY) reported earnings on Tue 5 June 2018 (a/h)

YY Inc. operates a live streaming platform in China.
Sector: Technology
Industry: Internet Content & Information
Founded in 2005
HQ: Guangzhou, China
http://www.yy.com


YY beats by $0.18, beats on revs; sees Q2 revs +38-41.8% y/y  

• Reports Q1 (Mar) earnings of $1.72 per ADS, excluding items, $0.18 better than the Capital IQ Consensus of $1.54; revenues of $518 mln vs the $489.3 mln Capital IQ Consensus.
• Business Outlook: Expects Q2 net revenues of RMB3.6 billion and RMB3.7 billion, representing a year-over-year growth of 38.0% to 41.8%. In addition, the Company expects to have a fair value loss on derivative liabilities, which is related to preferred shares of HUYA Inc. (HUYA) amounting to ~RMB2.3 billion due to an increase in HUYA Inc.'s enterprise value as indicated by the price of its initial public offering, which will cause a negative net income attributable to YY Inc. in the second quarter of 2018.