For such an optimistic and happy name, Hurray! Holding
Revenues for the first quarter were $16.6 million, up 11% year over year and mainly driven by Hurray!'s new recorded music division, which had revenues of $1.5 million. Revenues in the wireless services division and the software division were flat and down about 67%, respectively, year over year. Net income was an awful $900,000, down nearly 84%.
All this misery was tied to China Unicom
Management's explanation for this was, essentially: We didn't understand China Unicom's rules for billing or expect to actually contribute to the fund. That doesn't exactly inspire confidence, but management did state that, going forward, both parties clearly understood the rules. Let's hope this is the case.
All this rules business aside, the wireless service sector in China looks rather compelling, especially Hurray! The company trades at a trailing P/E of only 4.5 and a price-to-sales of a little more than one when taking into account its cash position of $78 million, which accounts for roughly half of its market cap. Comparables like TOMOnline
Will Hurray! be on investors' lips again? Maybe, but given the regulatory issues the company is facing, it might be wise to let management show it can successfully navigate these waters before investing some hard-earned dollars.
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Fool contributor Stephen Ellis does not own any companies mentioned in this article.