Yalla Group (YALA)

• Market cap: $650M
• 1 day: 0.25%
• 5 days: -7.67%
• 1 month: -4.88%
• 3 months: -2.15%
• 6 months: -7.26%
• Year to date: -30.68%
• 1 year: -29.48%
• 5 years: -41.57%
• 10 years: -41.57%

About: Yalla Group Ltd is a MENA-based online social networking and gaming company. It operates two flagship mobile applications, Yalla, a voice-centric group chat platform, and Yalla Ludo, a casual gaming application featuring online versions of board games popular in MENA, with in-game voice chat and localized majlis functions.

Employees: 778

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

0.21% less ownership

Funds ownership: 6.19% [Q2] → 5.98% (-0.21%) [Q3]

5% less capital invested

Capital invested by funds: $37.7M [Q2] → $35.9M (-$1.87M) [Q3]

2% less funds holding

Funds holding: 54 [Q2] → 53 (-1) [Q3]

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

79% less call options, than puts

Call options by funds: $266K | Put options by funds: $1.28M