Mobvista's CEO highlighted the substantial revenue growth from programmatic advertising, attributing it to strategic investments in machine learning and intelligent bidding. The success in midcore and hardcore gaming segments have formed a significant share of Mintegral’s revenue, showing effective revenue stream diversification.
$MOBVISTA (01860.HK)$In 8 yuan below the shock of nearly 3 months, today's official breakthrough station 8 yuan. Last Tuesday's rally was also good, but after hitting 8 yuan, it was not clear whether funds continued to enter. This is a marked change from early July, when the data was released and the numbers fell. After the release of this data, the first rise, then shock, today continues to rise, which means that there is no ambush funds, and after standing at 8 yuan today, the funds of the first three months are in a profitable state, chip structure is good. I bought at 8.30 yuan, which is more than 3% more expensive than the sweet spot of 8 yuan. Considering the explosive nature of Mobvista, this opportunity is worth participating in.
$MOBVISTA (01860.HK)$Although mobvista rivals are very powerful, but their own technological capabilities are also increasing. I bought back 50% of the position. Worried about buying too much in the future.
What a nice opportunity! Mintegral+NativeX+GA has full coverage of medium and long tail media to head media, and full coverage of overseas and global markets. If the management of Mobvista can not grasp the big opportunity of this heavy game going to sea, they will find a ground to burrow in.$MOBVISTA (01860.HK)$
Andy-Lai :