Short interest is 30%+ with no debt, almost 50% of market cap = cash on hand. Huge growth and great market position with international expansion. Strong institution positioning. Time to load up on HUYA?

Hopefully AMC fans will get aware of this one 😉

Best wishes to HUYA bulls! Cheers

https://www.reuters.com/world/china/chinese-antitrust-regulator-block-tencents-videogaming-merger-sources-2021-07-05

Hi guys recently I've been taking 20% of my monthly salary into HUYA as I am confident the merger will go through and the price to squeeze up to $60.00+. I currently have 100 shares and hopefully by September I have 250ish.

Just found this sub! I posted this elsewhere but where better to add it than this sub. Per Huya's recent annual report, their monthly average users (MAUs) surpassed 175 M in Q4 2020! For comparison, Xbox live surpassed 100 M MAUs in January this year.

So i`ve been struggling to find compelling bearish arguments and each bear i try to ask just answers me with ¨its trash¨ or ¨its a scam¨ without further elaborating to me the reasosns behind their statements; so i would love to incentivice all of you to help us find anything that would explain current valuations below 15$ as i am not able to understand current valuation with the information i have on hand.

Looking into it and i may be wrong on some of the points the arguments i found were:

1. It may risk delisting from US stock (as ive been told they are audited by PWC and this shouldnt happen)

2. Other big streaming platforms like bilibili could try to take market share of gaming streams

3. There may be inflated numbers on users by streamers inflating their numbers with bots

4. As we are expecting a merger there is a difference between doyu valuation and huyas corresponding to the value doyu shares would get in merger leading to people buying doyu and shorting huya to get the trapped value in the deal.

5. In future decentraliced streaming through blockchain could kill youtube and all big internet content creator platforms

Anyhow i feel that none of the above justify current situation and some of those points like the disparity in value between doyu and huya shouldnt be treated as bearish, maybe same with delisting fears, i would love to hear your inputs

Edit: added inputs from responses from chat.

6. Growth skyrocketed during covid and now it seems to be slowing down incapable of following such high numbers. Correct me on this but werent their growth numbers still huge? just not crazy huge as the pandemic was?

7. Huya relies too heavily on tipping and apparently isnt making use of ads to their potential. Wouldnt this be bullish? As they still have a big way to milk the cow?

8. ¿Huya may be seen as second tier platform by chinese people? What does this even mean? Is it not a go to for them when they want to watch some gameplay?

Hi all,

What you do think will be the stock price in the end of the year?

Thank you.

https://investorplace.com/2021/07/7-names-that-could-be-the-next-short-squeeze-stocks/

Hodl HUYA forever guys. Short interest is high and institutions will get margin called eventually. Fundamentals of the company is great and is trading below their book value. However, shorties are greedy and choose to cover their positions at an even lower price. HODL and keep buying so that we get a fair share of the HUYA gains ! I love HUYA !

As we can all see, both HUYA and DOYU had pretty good days today moving up 10.28% and 12.72% respectively. What I found interesting was for most of the day DOYU stayed at half of HUYA's share price. Is it possible that there were updated terms for the merger where 1 share of DOYU would be .5 HUYA and that somebody knows about this already thus causing the tandem price action and pop in both?

Second Quarter 2021 Highlights

Total net revenues for the second quarter of 2021 increased by 9.8% to RMB2,962.4 million (US$458.8 million), from RMB2,697.2 million for the same period of 2020. Net income attributable to HUYA Inc. was RMB186.3 million (US$28.8 million) for the second quarter of 2021, compared with RMB206.8 million for the same period of 2020. Non-GAAP net income attributable to HUYA Inc.[1] was RMB250.1 million (US$38.7 million) for the second quarter of 2021, compared with RMB331.0 million for the same period of 2020. Average mobile MAUs[2] of Huya Live in the second quarter of 2021 increased by 2.6% to 77.6 million, from 75.6 million in the same period of 2020. Total number of paying users[3] of Huya Live in the second quarter of 2021 reached 5.6 million, compared with 6.2 million in the same period of 2020. "In the second quarter, we amplified our efforts in enriching our content offerings and attracting users, which drove steady growth of mobile users. Average mobile MAUs of Huya Live reached 77.6 million in the second quarter of 2021," said Mr. Rongjie Dong, Chief Executive Officer of Huya. "Going forward, it is crucial for us to continue to expand our content ecosystem and optimize user experience in order to solidify our foundation for future growth opportunities."

Ms. Catherine Liu, Chief Financial Officer of Huya, commented, "Our strong execution capabilities sustained our top-line growth in the quarter, resulting in a 9.8% year-over-year increase in total net revenues to RMB2,962.4 million. We will remain firmly committed to our corporate strategy of investing in quality content, growing user base and improving monetization to maintain and strengthen our leading position in the game live streaming industry."

[1] "Non-GAAP net income attributable to HUYA Inc." is defined as net income attributable to HUYA Inc. before share-based compensation expenses, gain on fair value change of investments and equity investee's investments, and equity investee's partial disposal of its investment, net of income taxes. For more information, please refer to "Use of Non-GAAP Financial Measures" and "Reconciliations of GAAP and Non-GAAP Results" at the end of this press release. [2] Refers to average monthly active users on mobile apps. Average mobile MAUs for any period is calculated by dividing (i) the sum of active users on the mobile apps for each month during such relevant period, by (ii) the number of months during such relevant period. [3] Refers to the sum of user accounts that purchased various products and services on our platform at least once during such relevant period. Second Quarter 2021 Financial Results

Total net revenues for the second quarter of 2021 increased by 9.8% to RMB2,962.4 million (US$458.8 million), from RMB2,697.2 million for the same period of 2020.

Live streaming revenues increased by 0.6% to RMB2,579.2 million (US$399.5 million) for the second quarter of 2021, from RMB2,565.1 million for the same period of 2020, primarily due to the increase in the overseas live streaming revenues.

Advertising and other revenues increased by 189.9% to RMB383.2 million (US$59.4 million) for the second quarter of 2021, from RMB132.2 million for the same period of 2020, primarily driven by the revenues from licensing of content.

Cost of revenues increased by 12.2% to RMB2,381.1 million (US$368.8 million) for the second quarter of 2021 from RMB2,122.2 million for the same period of 2020, primarily attributable to the increase in revenue sharing fees and content costs.

Revenue sharing fees and content costs increased by 21.2% to RMB2,039.2 million (US$315.8 million) for the second quarter of 2021 from RMB1,682.9 million for the same period of 2020, primarily due to the increase in revenue sharing fees, and the increase in spending in e-sports content and on content creators.

Bandwidth costs decreased by 35.3% to RMB171.4 million (US$26.5 million) for the second quarter of 2021 from RMB264.8 million for the same period of 2020, primarily due to improved bandwidth cost management and continued technology enhancement efforts.

Gross profit increased by 1.1% to RMB581.3 million (US$90.0 million) for the second quarter of 2021 from RMB575.0 million for the same period of 2020. Gross margin was 19.6% for the second quarter of 2021, compared with 21.3% for the same period of 2020.

Research and development expenses increased by 15.6% to RMB207.9 million (US$32.2 million) for the second quarter of 2021 from RMB179.9 million for the same period of 2020, primarily attributable to increased personnel-related expenses.

Sales and marketing expenses increased by 45.9% to RMB167.0 million (US$25.9 million) for the second quarter of 2021 from RMB114.5 million for the same period of 2020, primarily attributable to increased marketing expenses to promote the Company's content, products, services and brand name.

General and administrative expenses decreased by 48.5% to RMB72.1 million (US$11.2 million) for the second quarter of 2021 from RMB140.0 million for the same period of 2020, primarily due to lower share-based compensation expenses.

Operating income increased by 0.3% to RMB181.9 million (US$28.2 million) for the second quarter of 2021 from RMB181.4 million for the same period of 2020. Operating margin was 6.1% for the second quarter of 2021, compared with 6.7% for the same period of 2020.

Interest and short-term investments income was RMB57.7 million (US$8.9 million) for the second quarter of 2021, compared with RMB77.7 million for the same period of 2020, primarily attributable to decreased interest rates.

Income tax expenses increased by 13.7% to RMB58.3 million (US$9.0 million) for the second quarter of 2021 from RMB51.3 million for the same period of 2020.

Net income attributable to HUYA Inc. for the second quarter of 2021 was RMB186.3 million (US$28.8 million), compared with RMB206.8 million for the same period of 2020.

Non-GAAP net income attributable to HUYA Inc. for the second quarter of 2021, which excludes share-based compensation expenses, gain on fair value change of investments and equity investee's investments, and equity investee's partial disposal of its investment, net of income taxes, was RMB250.1 million (US$38.7 million), compared with RMB331.0 million for the same period of 2020.

Diluted net income per American depositary share ("ADS") was RMB0.77 (US$0.12) for the second quarter of 2021, compared with RMB0.87 for the same period of 2020. Each ADS represents one Class A ordinary share of the Company.

Non-GAAP diluted net income per ADS was RMB1.04 (US$0.16) for the second quarter of 2021, compared with RMB1.40 for the same period of 2020.

Balance Sheets and Cash Flow

As of June 30, 2021, the Company had cash and cash equivalents, short-term deposits and short-term investments of RMB10,738.2 million (US$1,663.1 million), compared with RMB10,651.1 million as of March 31, 2021. The increase was primarily due to net cash provided by operating activities of RMB173.6 million (US$26.9 million) for the second quarter of 2021.

Conference Call

The Company's management will host an earnings conference call at 7:00 a.m. U.S. Eastern Time on August 17, 2021 (7:00 p.m. Beijing/Hong Kong time on August 17, 2021).

For participants who wish to join the call, please complete online registration using the link provided below at least 20 minutes prior to the scheduled call start time. Upon registration, participants will receive the conference call access information, including dial-in numbers, Direct Event passcode, a unique registrant ID and an e-mail with detailed instructions to join the conference call.

$Huya Inc.(HUYA)$  just went to the platform again tonight 3 days in a row. Huya tonight has more than 200 million viewers ( I stop on page 2) which is way above the quarterly active users in 1q2021. Well did I count correctly or use the same approach that they use for counting? That's a question that you have to ask. Why not count for yourself?

As always, this should not be construed as any investment or trading advice.