Zynga Inc (ZNGA)

[redsox17]

We believe investors in King Digital (NYSE: KING), Zynga (NASDAQ: ZNGA), Gluu Mobile (NASDAQ: GLUU) et al. would find owning MOKO a good way to diversify in the niche mobile app space by owning a Company with a unique and de-risked business model. We expect that as quarterly earnings come into focus, MOKO will guide on user growth and traction for the first time since reporting year-end 2014 numbers, which were related to soft-launches of key products, for instance REC*IT.

Any traction towards the 10-15 Million MAUs by YE2015 could create a catalyst for shares to breakout. As MOKO gains visibility with U.S. investors, we anticipate the Company will trend towards its intrinsic value.