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    Yiqun Chen

    Research Analyst at BOCI

    Yiqun Chen is an Analyst at BOCI, specializing in equity research with a particular focus on Chinese technology and internet companies. Chen covers firms such as Douyu International Holdings Ltd and Hello Group Inc, actively participating in earnings calls and demonstrating a hands-on approach to sector coverage. With multiple years of experience at BOCI and a consistent record of engaging company management, Chen leverages strong analytical skills to provide insightful research, though public rankings and detailed performance metrics are limited. Their professional profile highlights dedication to the Asian digital sector, supported by relevant credentials and ongoing industry involvement.

    Yiqun Chen's questions to DouYu International Holdings (DOYU) leadership

    Yiqun Chen's questions to DouYu International Holdings (DOYU) leadership • Q4 2024

    Question

    Yiqun Chen from BOCI Research, also known as Raphael Chen, questioned the expected user and financial impacts of the strategic adjustments to tournament procurement and streamer contracts.

    Answer

    Co-CEO Simin Ren provided a detailed breakdown. For copyrighted content, she stated the company will forego some high-cost, low-ROI tournaments in 2025, which will significantly decrease copyright costs but may temporarily affect traffic. For streamer content, she explained that fine-tuning resources and using flexible contracts will reduce compensation costs and pressure on gross margin, acknowledging this will also likely cause a short-term decline in traffic and livestreaming revenue. Overall, she expects a significant year-over-year decrease in content costs and a notable improvement in gross margin for 2025.

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    Yiqun Chen's questions to DouYu International Holdings (DOYU) leadership • Q2 2024

    Question

    Yiqun Chen inquired about the estimated cash balance by the end of the year and the company's plans for cash usage and capital allocation.

    Answer

    Hao Cao, Vice President of Finance, reported a Q2 cash balance of RMB 6.56 billion. He noted that significant recent cash expenditures were for shareholder returns, including a USD 20 million share repurchase program and a USD 300 million special cash dividend. Cao assured that the remaining cash is sufficient for operations and continued investment in the community ecosystem and new business ventures for long-term growth.

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    Yiqun Chen's questions to Hello Group (MOMO) leadership

    Yiqun Chen's questions to Hello Group (MOMO) leadership • Q3 2024

    Question

    Yiqun Chen of China Renaissance inquired about the primary growth drivers for Hello Group's overseas business in Q3, requesting the latest revenue and profit figures and the outlook for Q4 and 2025.

    Answer

    CEO Tang Yan attributed the accelerated growth to improved operational efficiency and a robust localization strategy, noting that new apps' revenue reached nearly RMB 220 million, with Soulchill contributing 60-70%. CFO Cathy Peng projected Soulchill's Q4 YoY growth at over 40%, leading to a full-year 2024 growth of nearly 50%. She emphasized a focus on 'profitable growth,' expecting overseas apps to contribute meaningfully to both top and bottom lines in 2025.

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