$Yalla Gro_老虎社区_美港股上老虎

2021-08-11

$Yalla Group(YALA)$我怀疑暴跌就是个大乌龙。雅虎财经说estimate profit是0.17，实际0.10，问题是这个0.17是non-gaap的预期，实际的non-gaap盈利是0.18，根本没有miss。另外全年eps预测是0.45。

最大的问题是二季度收入环比下降，刚到指引下限。如果用斋月问题来解释二季度低收入的话，那么三季度指引不应该这么低。实际上前几个季度都是远超指引的，低指引不知道是管理层信心不足还是出于保守?我打算拿到三季度财报后，如果营收没能指引上限就卖了。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Floatingmoun
2021-08-11
Floatingmoun
不过下个财报看它有两个新游戏，土耳其和南美。我刚才玩了一下，中午时间，土耳其那个也就600人，南美的那个也是ludo，人好像挺多。不知道它为什么没提它还有个中东的纸牌游戏，类似红心大战
- Floatingmoun回复igtheshy:
  我看去年五月就出视频了吧，我刚才玩了，不知道是不是机器人
EricStone
2021-08-11
EricStone
乌龙？我笑了……………
- EricStone回复igtheshy:
  哎悲哀
- EricStone回复igtheshy:
  漏洞百出做空重要么？亮眼财报重要么？都不重要！重要的就是股价为啥跌！就算空方都是垃圾，股价为啥跌！
- Michelle2020回复igtheshy:
  还有可能起来吗？
Floatingmoun
2021-08-11
Floatingmoun
斋戒月不是问题，因为游戏收入还是增加，yalla聊天的用户，收入双降
- Floatingmoun回复igtheshy:
  也有yalla房间，还可以看主播打游戏，还有捕鱼游戏，感觉花样比yalla多。人数很少，不知道yalla是不是真的有机器人。我和yalla里面人聊，他们说好多人都是几个账号，一起挂机，不懂真的假的
- Floatingmoun回复igtheshy:
  用户增长应该没用吧，就看付费用户多少，用户增长了还没付费还降了不更是问题。而且我看yoho还有yoyo都挤占了市场，都是国产的，真是内卷厉害
- Floatingmoun回复igtheshy:
  你仔细看付费用户栏，yalla 1215降到1104，整体付费用户增长是游戏带来的，十万可不是小数字

发表看法

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