IQIYI - YY inc - Bilibili Investment thoughts for China on the New York Stocks Exchange
wanted to share some thoughts with you all, high profile investments which will probably have the wind behind there back for the c'ing years...
Company IQIYI ticker: IQ
Company Bilibili ticker: BILI
Company YY inc ticker: YY
I invested in IQIYI & BILI from day 2 these were listed on the New York Stock Exchange ,
IQIYI got listed in end of march
and BILI begin of April, YY is already listed since 2013 on the market...
IQIYI caught my eye because it's penetrating the Netflix market but for china - asia,
and it's also called the Netflix of China...if looking at the path Netflix followed last years it went up fierce from 3 $ a share to 363 $ / share today in ten years time....IQIYI Ipo came in at 18 $ and is now trading at 28.74 $...so it already got some rocket pulsars loaded in it's windtail since day 1....nonetheless a sound investment with a good prospect to gather more steam in the future...
IQIYI was spunoff by the giant Baidu in china and is mainly doing video streaming business, iQIYI developed and owns the rights to some of the top series in mainland China, it's main revenue comes from selling memberships and revenues income from internet video advertising, with 1 billion people living in China and only a ultra small fraction subscribed to there services one can imagine, we're only seeing the start here of what will come....
So I plan to hold it for the long long pension term don't look at it and see where it ends ...
This is just my personal opinion in this case and none of you should base conclusions on my decisions..
BILIBILI
another china company which is a online entertainment and gaming company, Bilibili's content is user-generated a bit like you see at youtube or licensed videos and games, mobile games,
BILI revenues soared 237% Q4 16 to Q42017...and have robust growth of revenues from mobile games, live broadcasting, value-added services, and advertising....they have over 77 million users and there paid user subscription is rising rapidly...the bulk of there revenues comes from mobile games like Fate/Grand Order and Azur Lane....
I see a substantial rise in this sort of format companies abc penetrating the younger market generation Z.
this is my smallest investment of the three just hoping to see a 10x return in the future...
YY Inc..
YY inc is the largest and also already profitable from the 3 companies I mentioned here, I find the company probably the best bet here from the three and has imho lot's of room to grow from, it has gigantic soaring revenues, a low PE and the price did come off from it's highs recently...recovering a bit last week...
YY is a Chinese life streaming social media company, and has recently spunoff HUYA this month in which they still hold a 42% market share in, huya rocketed from 16 $ to 29 $ today...and is the number 1 game live streaming gaming platform in China. E-SPorts games and gaming tournaments will grow in soaring numbers in the future so this is basically a way to invest early in this sort of field. The company is well positioned to profit from the expansion of this market.
It is the live video-game streaming unit of YY and the monthly active users are growing at a pace of 47%,
One could buy direct shares in HUYA or opt for the safer investment YY so you also hold a large stake in HUYA by investing in YY inc...without taking the risk in HUYA as a standalone investment
YY, Inc started as an online gaming portal growed into a live streaming portal. It has two platforms Huya and YY Live.
Anyway that's it for today,
LIke I said previous stocks mentioned here is just my personal thought and advice, none of you out there should base decisions based on my tips here...DYODD....