$HUYA vs $DOYU - Merger Update, Financial Analysis, and International Competition (Twitch) #75
Ryan Kia (of Quantiumresearch.co.uk) presents an investment case for Huya and DouYu ($HUYA, $DOYU).
He looks at company financials for both $HUYA and $DOYU, comparing them to "Twitch" (Owned by $AMZN), their largest international competitor in the streaming space. He also touches upon the recent merger between $HUYA and $DOYU, sharing his thoughts on whether it will really happen (risks/benefits of/to completion), the influence of "Tencent" in this deal, and his final thoughts on the valuations of both companies (separately, versus one "giant" combined firm).
~Ryan Rahimikia
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