Moatable, Inc.

OTCPK:MTBL.Y Stok Raporu

Piyasa değeri: US$4.6m

Moatable Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Şu anda Moatable için büyüme ve gelir tahmini yapmak üzere yeterli analist kapsamımız yok.

Anahtar bilgiler

n/a

Kazanç büyüme oranı

n/a

EPS büyüme oranı

Software kazanç büyümesi19.5%
Gelir büyüme oranın/a
Gelecekteki özkaynak getirisin/a
Analist kapsamı

None

Son güncellemen/a

Gelecekteki son büyüme güncellemeleri

Güncelleme yok

Recent updates

Analiz Makalesi • Sep 14

We're Keeping An Eye On Moatable's (NYSE:MTBL) Cash Burn Rate

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Analiz Makalesi • May 02

Here's Why We're Not Too Worried About Renren's (NYSE:RENN) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • Dec 19

Best Idea: Renren And Beyond

Summary Three things I look for when looking at companies. 2022: It was all about Renren. 2023: What ideas are out there? YCharts Best Ideas Each year, I highlight one top position as a best idea for the subsequent year. This year, the idea has been Renren (RENN), one of my top three holdings. How do I pick? I look for three things: Something safe, lucrative, and uncorrelated with the overall markets. Bottoms up! I look for ways to make money in any market – up, down or sideways. Macro prognosticators are far greater in quantity than quality. What I don’t do: Macro I stay out of the whole discussion of which way the stock market will go. I have no idea. I doubt many of the people who make bold macro calls get it right a statistically significant percentage of the time. What I do: Events Instead I focus on discreet corporate events that unlock shareholder value and do detailed firm-level analysis to find and exploit them to make money in any market. What kind of events? Mostly litigation, M&A, and in particular merger securities (which overlaps quite a bit with litigation). What are we really doing here? Counterparty selection. Avoiding being the patsy. Narrowing down who you’re competing against due to narrow mandates and complexity. Renren My best idea for 2022 was Renren. The year is not yet out but with the S&P 500 down 18%, RENN is up over 120% year to date. It started the year under $15. It will end the year with a $31.62 cash distribution. This was the result of a complex litigation that I was intimately involved with for a long time. It was safe, lucrative, and had absolutely nothing whatsoever to do with what the overall stock market did - it just happened to be publicly traded. When first presented, I estimated the probability of its upside scenario at 90%, now that's 100%. Excluding the cash distribution, I estimated that equity stub would be worth at least $1 and maybe as much as $4. Today, it costs under $1. It's exactly what I look for when sizing a top position and picking an annual idea. Spectrum As I approach the decision on what to name my best idea for 2023, I’m looking for another case that will be safe, lucrative, and uncorrelated with the stock market. One candidate is Spectrum Brands (SPB). It finished this past quarter under $40 per share, has recovered a bit but still trades for under $60 and is worth over $80. The kicker, as with Renren, is litigation. The US Department of Justice sued to block a transformative asset sale that would pay SPB in cash more than their entire market cap. It's a great deal but the current administration is quite wary of deals and claims this would be monopolistic. My view is that the case is weak, especially after the companies named a strong buyer for the entire overlapping product lines. The deal will probably get done by the middle of next year, which could catapult SPB shares regardless of what the rest of the market is doing. Antitrust I blurted out two edgy, actionable ideas – a favorite recent one and upcoming one. But now let me back up to discuss M&A heading into 2023 more generally. This category is a great solution for capital if you don’t know what the market is going to do next. But the solution has a few problems worth highlighting. First the aforementioned antitrust agencies: They're particularly hostile at the moment and will bring a lot of suits to block deals, especially customer-facing deals in tech or healthcare. I like cases such as SPB that are already in front of a judge. The FTC and DoJ can bring cases, but they have to make their case. I prefer to avoid getting hit with the stock price reaction to such suits and then load up when the government brings dumb ones likely to lose. Financing A second problem: The credit market for deal financing is quite weak. If buyers need to raise a lot of debt from banks for their deals, those deals are not likely to get done. While antitrust has been making life hard for strategic deals, the credit market has been making life particularly hard for private equity’s leveraged buyouts. In fact one of the best places in the market for short ideas in 2022 has been in speculated takeover candidates. Many of these made it into the press without making it to definitive merger agreements. So I like M&A but I'm wary of both antitrust risk and financing risk – what kind of deal does that leave me? Looking back at 2022, that left me Twitter, my biggest and best risk arbitrage position ever. Activision Looking forward, here are some of the opportunities. Microsoft (MSFT) is buying Activision (ATVI) in a deal that the FTC is trying to block on dubious antitrust grounds. They can delay it and even interfere enough to stop it, especially if they get an assist from foreign regulators such as the UK’s CMA. But the deal price is $95, as of this writing the shares cost about $77 and they aren’t worth all that much less than they cost even without the deal. So this was not worth it before the antitrust problems were fully priced in but is increasingly interesting since then. This may be one of the best definitive merger arbs at the moment, so is another I have my eye on. Amplify In terms of deal financing, eventually the credit market will stabilize. It doesn’t even need to strengthen as much as just settle down so participants know where to price debt. That’s why I’m focusing on situations for 2023 that need a few more months anyways. One in particular is Amplify Energy (AMPY). It costs about $7 per share and is worth at least twice that. The value is likely to be unlocked well before the end of next year. First, they have a damaged pipeline that needs fixing. Then, they have commodity hedges that can be rolled off. They will be able to use the repaired pipe for the cash flow necessary to completely deleverage their balance sheet. At which point, this wildly undervalued and undersized oil and gas company will be a layup of a sale candidate to a larger strategic buyer. This is safe, lucrative, uncorrelated, and likely to be a one-decision investment from here. If you can buy any under $10 per share, you will probably get a significant premium to that price in a sale. Ideally, the timing could work out so that it closes late enough in 2023 to get long-term tax treatment on what could be a monster gain. This is my biggest and favorite position at the moment (a best idea candidate, but it's volatile, so no decision until closer to Year End so I can see the starting price). Abiomed This one will actually be over (in terms of the window for taking advantage of it) by month end. It's a merger security that avoids any antitrust or financing risk. You could lose a little over a dollar (depending on the specific price you get) or make over $33. Johnson & Johnson (JNJ) is buying Abiomed (ABMD). It has already secured all regulatory approvals including the US, Germany, Austria, and Japan. Then by the end of this week they will tender for shares and send you $380 in cash per share, returning approximately your entire cost basis. That leaves you with, at worst, a tie. Then what? Then you get a non-tradable contingent value right worth up to $35. Sometimes these pay out, sometimes they don’t, and often they settle years later when holders sue the issuers over their treatment. You’re paying just over a dollar (I paid less than nothing) for a ticket that could settle or payout many times that. Details from the offer:
Seeking Alpha • Nov 10

Renren Non-GAAP EPS of $2.77, revenue of $21.3M

Renren press release (NYSE:RENN): 1H Non-GAAP EPS of $2.77. Revenue of $21.3M (+42.0% Y/Y).
Seeking Alpha • Apr 28

Renren: Our Best Long For 2022

How has RENN done so far? What is it worth? What happens next?
Seeking Alpha • Jan 19

Renren: An Update On Our Best Idea For 2022

Sifting the World presented our best idea to members last month. A lot has happened since then in the market and this stock. Here is why it is a huge opportunity today at under $25.
Seeking Alpha • Jan 10

Renren Is So Bad It's Good

StW’s best idea for 2022. A disastrous – but appealable – decision. An uncorrelated opportunity for the New Year.
Seeking Alpha • Oct 18

Renren In Search Of Identity As Its Stock Surges On Lawsuit Settlement

A 45% surge in shares of Renren, once pegged as the ‘Facebook of China,’ earlier this month was fueled by settlement of a shareholder lawsuit. Despite a $600 million market value after the jump, company is still in search of a long-term business model. In trying to stay alive and thrive during the years when its networking platform was in decline, Chairman Chen Yizhou steered Renren in a new direction by buying stakes in startups that had little to do with the social media.
Analiz Makalesi • Feb 15

What Type Of Shareholders Make Up Renren Inc.'s (NYSE:RENN) Share Registry?

If you want to know who really controls Renren Inc. ( NYSE:RENN ), then you'll have to look at the makeup of its share...

Bu bölümde, yatırımcıların şirketin kâr elde etme kabiliyetini anlamalarına yardımcı olmak için genellikle profesyonel analistlerin fikir birliği tahminlerine dayanan gelir ve kazanç büyüme tahminlerini sunuyoruz. Ancak Moatable yeterli geçmiş veri sağlamadığından ve analist tahmini olmadığından, gelecekteki kazançları geçmiş verileri ekstrapole ederek veya analist tahminlerini kullanarak güvenilir bir şekilde hesaplanamaz.

SimplyWall St tarafından kapsanan şirketlerin %97'si geçmiş finansal verilere sahip olduğu için bu oldukça nadir bir durumdur.

Kazanç ve Gelir Büyüme Tahminleri

OTCPK:MTBL.Y - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
9/30/202575-1-3-2N/A
6/30/2025711-2-1N/A
3/31/202567000N/A
12/31/202463-211N/A
9/30/202460-333N/A
6/30/202456-1122N/A
3/31/202454-19-2-1N/A
12/31/202352-10-4-3N/A
9/30/202351-29-8-6N/A
6/30/202350-75-10-7N/A
3/31/202348-68-9-5N/A
12/31/202246-77-11-4N/A
9/30/202242-109N/AN/AN/A
6/30/202239-61N/AN/AN/A
3/31/202235-83N/AN/AN/A
12/31/202132-103-18-18N/A
9/30/2021-4-46N/AN/AN/A
6/30/202125-49N/AN/AN/A
3/31/202122-31N/AN/AN/A
12/31/202018-14-16-16N/A
6/30/2020176-135N/AN/AN/A
3/31/2020260-31N/AN/AN/A
12/31/20191518-34-33N/A
9/30/2019389-72N/AN/AN/A
6/30/2019450-44N/AN/AN/A
3/31/2019475-142N/AN/AN/A
12/31/201867-62N/A-60N/A
9/30/2018490-154N/AN/AN/A
6/30/2018437-174N/AN/AN/A
3/31/2018288-11N/AN/AN/A
12/31/20171759N/A-115N/A
9/30/2017124-120N/AN/AN/A
6/30/201781-149N/AN/AN/A
3/31/201774-178N/AN/AN/A
12/31/201647-63N/A-11N/A
9/30/201646-144N/AN/AN/A
6/30/201648-202N/AN/AN/A
3/31/201644-228N/AN/AN/A
12/31/201541-222N/A-50N/A
9/30/201515-134N/AN/AN/A
6/30/201563-83N/AN/AN/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MTBL.Y 'un tahmini kazanç büyümesinin tasarruf oranının ( 3.5% ) üzerinde olup olmadığını belirlemek için yeterli veri yok.

Kazançlar ve Piyasa: MTBL.Y 'un kazançlarının US pazarından daha hızlı büyümesinin öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Yüksek Büyüme Kazançları: MTBL.Y şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artıp artmayacağını belirlemek için yeterli veri bulunmuyor.

Gelir ve Pazar: MTBL.Y şirketinin gelirinin US pazarından daha hızlı büyüyeceğinin tahmin edilip edilmediğini belirlemek için yeterli veri yok.

Yüksek Büyüme Geliri: MTBL.Y şirketinin gelirinin yıllık 20% oranından daha hızlı artacağının tahmin edilip edilmediğini belirlemek için yeterli veri yok.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MTBL.Y 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 04:28
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2025/09/30
Yıllık Kazançlar2024/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Moatable, Inc. 9 Bu analistlerden 0, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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Alicia YapBarclays
Eddie LeungBofA Global Research
Muzhi LiCitigroup Inc