MOMO Momo

$MOMO Isn't Hello Group basically a money market fund lmao? With interest rates in China currently so low, the market cap-to-interest income ratio is 19x—the interest alone perfectly covering the dividend—and there seems to be plenty of room for rates to rise in China. Oh, and this "money market fund" can even buy back its own shares; the net cash and interest income per share increase with every buyback, and as the stock price gets cheaper, the ROI of share buyback goes up. Right now, for every 1 yuan spent on buybacks, it nets over 0.7 yuan— Forget about the social networking apps. This is a money market fund with share repurchase upside lmao.

$MOMO Why I’m buying near 52-week lows: • Extremely compressed valuation around ~$5 • Profitable business with strong cash reserves • International revenue still growing strongly • Buybacks + history of special dividends • Analyst consensus remains bullish, with multiple Buy ratings and no meaningful Sell pressure • Recent weakness looks more like sentiment/China/ADR discount than business collapse • Risk/reward becomes very attractive near current levels Main risks: continued decline in core China business, ADR/geopolitical risk, and weak market sentiment. For me, this is a deep-value / mean-reversion setup with asymmetric upside if fundamentals stabilize. $MOMO

$MOMO $YALA In Q2, Momo's Soulchill, Yaahlan, and Amar combined generated approximately $80 million (+50% YoY) in revenue per quarter, while Yalla generated $82 million (-2% YoY). In Q3, the revenue of Momo's three apps is expected to surpass that of Yalla. They are still in a period of rapid growth, and it's unclear where the ceiling is. It remains to be seen whether they can achieve an operating profit margin like Yalla's 30%+ after they stablize.

$MOMO Started buying again $5.18. Rebought 1/5th of position, will DCA from here slowly as long as we remain under $5.50. Target is .5% of my portfolio.

$MOMO Sold everything at 5.38-5.40 out with $.13/share profit. Not my plan but decided to step back. Will buy slowly a few shares if we stay at this price or go lower.

$MOMO Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.26 up 425.00% YoY • Reported revenue of $365.91M up 0.04% YoY • For the third quarter of 2026, Hello Group expects total net revenues to be between RMB2.4B and RMB2.5B, representing a decrease of 9.4% to 5.7% year over year.