HUYA: Strategic Transformation And Special Dividend Provide Downside Protection, Upside Potential

Aug. 15, 2024 11:12 PM ETHUYA Inc. (HUYA) StockDOYU, HUYA22 Comments
CJ Value
385 Followers

Summary

  • HUYA has out-performed DOYU in China's game live-streaming market.
  • HUYA has shown early signs of success of strategic transformation.
  • HUYA's capital allocation provides both downside protection and upside potential for investors.

Video game controller, gaming concept

simpson33

HUYA Inc. (NYSE:HUYA) is a leading game live-streaming platform in mainland China. The company embarked on strategic transformation in 2023 to expand its game-related services and advertising revenue and gradually reduce the importance of its live-streaming business. The transformation is

This article was written by

385 Followers
I am the co-founder and portfolio manager for a multi-family office with a focus on U.S and Asia markets.I have a bachelor's and master's degree in accounting and finance from one of the top programs in the U.S. I am a CFA Charterholder. Prior to starting on my own, I worked as an analyst at a U.S multi-billion dollar value fund for several years. During this period of time I covered both U.S and Asia equities with no market capitalization restrictions. The industries I am most familiar with are consumers, tech, healthcare, semiconductors, banking and industrials. I have business and investing connections across the world. My circle of connections helps me understand global businesses much better than the average.In my research I try my best to gather complete and accurate information. My source of information includes public filings, industry periodicals, industry conferences and expos, company visits, analyst calls, management meetings, and scuttlebutt research.As a value investor, my investing style has been directly influenced by Warren Buffett, Peter Lynch and Charlie Munger. I have a very flexible investment approach. My investment universe includes growth, GARP, deep value, turnaround, cyclical and special situations. I also search for values across the globe. I am writing on Seeking Alpha because I want to seek intelligent discussions and verifiable disconfirming evidences to my thesis.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of HUYA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About HUYA Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on HUYA

Related Stocks

SymbolLast Price% Chg
HUYA
--