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Added to YB: 2025-12-11

Pitch date: 2025-12-08

YALA [neutral]

Yalla Group Limited

+1.57%

current return

Author Info

Pelican Way Research is an activist short selling and research firm dedicated to public market transparency. Sign up for the newsletter.

Company Info

Yalla Group Limited, together with its subsidiaries, operates a social networking and gaming platform in the Middle East and North Africa region.

Market Cap

$1.1B

Pitch Price

$7.01

Price Target

N/A

Dividend

N/A

EV/EBITDA

2.91

P/E

8.65

EV/Sales

1.07

Sector

Interactive Media and Services

Category

N/A

Show full summary:
Update on Yalla Group ($YALA) we remain short

YALA (update - short): Maintained short position as revenue discrepancy persists - company claims $258M 9-month revenue vs our $40M LTM estimate using 3rd party data (~84% lower). Voice chat rooms show <10 users, 52% fake Google Play reviews. Operational reality contradicts reported performance.

Read full article (1 min)