Added to YB: 2025-08-08
Pitch date: 2025-08-05
1860.HK [bullish]
Mobvista Inc.
+54.07%
current return
Author Info
No bio for this author
Company Info
Mobvista Inc., together with its subsidiaries, engages in the provision of advertising and marketing technology services required to develop the mobile internet ecosystem to customers worldwide.
Market Cap
HKD 2.0B
Pitch Price
HKD 10.19
Price Target
13.40 (-15%)
Dividend
N/A
EV/EBITDA
27.24
P/E
67.67
EV/Sales
1.20
Sector
Media
Category
growth
Mobvista Inc. (HKG:1860)
1860.HK: Ad-tech co w/ Mintegral platform driving 48.4% growth to $420.8M (80% from AI smart bidding). Q1'25 profit doubled YoY. Trades at 1.1x P/S, 6-8x FCF despite 43% rev growth. Risks: privacy regs, ad fraud concerns, low margins vs peers. Special dividend potential after 35% drop on divestiture talks. Possible 30% upside.
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