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挚文集团:海外业务增长加速,股东回馈领先
交银国际证券· 2024-12-11 01:35
交银国际研究 财务模型更新 收盘价 美元7.39 目标价潜在涨幅 美元7.40↑+0.1% 互联网 2024 年 12 月 10 日 挚文集团 (MOMO US) 海外业务增长加速,股东回馈领先 业务调整及社交消费疲软影响持续,我们预计陌陌核心及探探增长仍承压, 海外业务快速增长,部分弥补核心业务下降,预计 2025 年总收入同比降 5%, 我们相应下调 2025 年利润预期。考虑行业估值中枢上移,基于 7 倍 2025 年市 盈率,上调目标价至 7.4 美元(原为 5.9 美元),维持中性。公司市值 13 亿美 元低于 3 季度末净现金 14 亿美元,且公司股东回馈领先其他互联网公司(单 季度 3000-6000 万美元回购金额+股息率>7%),预计股价下行空间有限。 3 季度利润超预期,新业务维持増势。2024 年 3 季度收入 26.8 亿元(人民 币,下同),同比降 12%,略好于预期,并接近公司此前指引高线。经调 整净利润4.9 亿元(同比降19%),高于我们预期的3.4亿元,主要因费用 管控好于预期。经调整净利率 18%,同比降 2 个百分点,主要因海外新应 用收入占比提升及收入下降带来的运营费用 ...
Hello (MOMO) - 2024 Q3 - Quarterly Report
2024-12-09 11:06
Exhibit 99.1 Hello Group Inc. Announces Unaudited Financial Results for the Third Quarter of 2024 BEIJING, CHINA, December 9, 2024 – Hello Group Inc. (NASDAQ: MOMO) ("Hello Group" or the "Company"), a leading player in mainland China's online social networking space, today announced its unaudited financial results for the third quarter of 2024. Third Quarter of 2024 Highlights • Net revenues decreased by 12.1% year over year to RMB2,674.7 million (US$381.1 million*) in the third quarter of 2024. • Net incom ...
Hello Group to Report Third Quarter 2024 Results on December 9, 2024
Prnewswire· 2024-11-11 11:00
BEIJING, Nov. 11, 2024 /PRNewswire/ -- Hello Group Inc. (NASDAQ: MOMO) (the "Company"), a leading player in mainland China's online social networking space, today announced that it will release its unaudited financial results for the third quarter ended September 30, 2024 before U.S. markets open on Monday, December 9, 2024. Hello Group's management will host an earnings conference call on Monday, December 9, 2024, at 7:00 a.m. U.S. Eastern Time (8:00 p.m. Beijing / Hong Kong Time on the same day). Preregis ...
挚文集团:核心业务仍在调整期,短期收入/利润继续承压
交银国际证券· 2024-09-17 08:10
交银国际研究 财务模型更新 | --- | --- | --- | --- | --- | |----------|----------------------|----------------------|----------------|-----------------------------| | | | | | | | | | | | | | 互联网 | 收盘价 美元 6.39 | 目标价 美元 5.90 | 潜在涨幅 -7.7% | 2024 年 9 月 4 日 | | 挚文集团 | (MOMO US) | | | | | | | | | | 核心业务仍在调整期,短期收入/利润继续承压 陌陌核心及探探仍处于调整期,叠加社交消费疲软影响,预计收入侧继续承 压。新业务维持快速增长,但增速将有所放缓。预计下半年陌陌收入同比降 12%,利润侧基本符合此前预期,探探聚焦优化用户体验和匹配效率,下半年 或转亏。我们相应下调2024/25年收入及利润预期,基于5倍2025年市盈率, 维持公司 5.9 美元目标价及中性评级。 核心业务继续承压,新业务维持増势。2024 年 2 季度收入同比降 14%,符 合市场预 ...
Hello (MOMO) - 2024 Q2 - Earnings Call Transcript
2024-09-03 16:19
Hello Group Inc. (NASDAQ:MOMO) Q2 2024 Earnings Call Transcript September 3, 2024 8:00 AM ET Company Participants Ashley Jing - IR Zhang Sichuan - COO Peng Hui - CFO Tang Yan - CEO Conference Call Participants Xueqing Zhang - CICC Thomas Chong - Jefferies Operator Ladies and gentlemen, thank you for standing by and welcome to the Second Quarter 2024 Hello Group Incorporated Earnings Conference Call. All participants are in a listen-only mode. There will be a presentation, followed by a question-and-answer s ...
Hello Group Inc. Sponsored ADR (MOMO) Beats Q2 Earnings and Revenue Estimates
ZACKS· 2024-09-03 12:05
Hello Group Inc. Sponsored ADR (MOMO) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 10%. A quarter ago, it was expected that this company would post earnings of $0.33 per share when it actually produced earnings of $0.04, delivering a surprise of -87.88%.Over the last four quarters, ...
Hello (MOMO) - 2024 Q2 - Quarterly Report
2024-09-03 11:00
Exhibit 99.1 Second Quarter of 2024 Highlights • Net revenues decreased by 14.2% year over year to RMB2,691.4 million (US$370.3 million*) in the second quarter of 2024. • Net income attributable to Hello Group Inc. decreased to RMB397.8 million (US$54.7 million) in the second quarter of 2024, from RMB568.4 million in the same period of 2023. • Non-GAAP net income attributable to Hello Group Inc. (note 1) decreased to RMB449.2 million (US$61.8 million) in the second quarter of 2024, from RMB632.1 million in ...
Hello Group Inc. Announces Unaudited Financial Results for the Second Quarter of 2024
Prnewswire· 2024-09-03 07:30
BEIJING, Sept. 3, 2024 /PRNewswire/ -- Hello Group Inc. (NASDAQ: MOMO) ("Hello Group" or the "Company"), a leading player in mainland China's online social networking space, today announced its unaudited financial results for the second quarter of 2024. Second Quarter of 2024 HighlightsNet revenues decreased by 14.2% year over year to RMB2,691.4 million (US$370.3 million*) in the second quarter of 2024.Net income attributable to Hello Group Inc. decreased to RMB397.8 million (US$54.7 million) in the second ...
With Low P/E, Hello Group Still Shows Value Potential
Seeking Alpha· 2024-08-23 01:09
Asia-Pacific Images Studio In 2020, I wrote an article about Momo, Inc, in which I wrote about the company as a social media play which was experiencing impressive growth and trading at a relatively low P/E. I labeled the company a strong buy at the time, and unfortunately, the stock didn’t do so well, declining as the company’s growth more or less ended, although the company continued at profitability. Today we’ll be looking at the company, which has renamed itself as Hello Group (NASDAQ:MOMO), looking ...
Hello Group to Report Second Quarter 2024 Results on September 3, 2024
Prnewswire· 2024-08-15 11:00
BEIJING, Aug. 15, 2024 /PRNewswire/ -- Hello Group Inc. (NASDAQ: MOMO) (the "Company"), a leading player in mainland China's online social networking space, today announced that it will release its unaudited financial results for the second quarter ended June 30, 2024 before U.S. markets open on Tuesday, September 3, 2024.Hello Group's management will host an earnings conference call on Tuesday, September 3, 2024, at 8:00 a.m. U.S. Eastern Time (8:00 p.m. Beijing / Hong Kong Time on the same day).Preregistr ...