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NasdaqGS:MOMO Community
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AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Costs Will Depress Margins Despite Faint Global Gains
Key Takeaways Rising regulatory costs, user base decline, and reliance on a few core apps are pressuring profitability and heightening long-term business risks. Overseas growth faces high costs and geopolitical barriers, while brand limitations and demographic shifts threaten future revenue potential.
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US$7.45
FV
1.0% overvalued
intrinsic discount
-0.61%
Revenue growth p.a.
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10 days ago
author updated this narrative
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AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Urbanization And AI Will Drive Digital Adoption Despite Margin Risks
Key Takeaways Rapid international expansion and advanced AI-driven strategies are expected to accelerate revenue growth and profitability across multiple high-growth regions. Early adoption of digital payments and virtual goods, combined with deepening AI integration, is likely to boost user retention, engagement, and long-term earnings quality.
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US$13.07
FV
42.4% undervalued
intrinsic discount
4.78%
Revenue growth p.a.
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16 days ago
author updated this narrative
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AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Overseas Launch Of Soulchill, Yaha Live, And Amarr Will Strengthen Global Presence
Key Takeaways Overseas expansion and app innovations are expected to drive revenue growth and improve margins by enhancing global presence and user experience. Strategic cost optimizations and focused marketing efforts aim to boost efficiency and profitability, despite potential short-term revenue declines.
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US$9.68
FV
22.3% undervalued
intrinsic discount
2.18%
Revenue growth p.a.
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16 days ago
author updated this narrative