Linmon Media（8MN）株式概要リンモン・メディア・リミテッドは投資持株会社で、中国本土および国際的なドラマの制作、配給、放送権のライセンス供与を行っている。 詳細8MN ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績2/6財務の健全性4/6配当金0/6報酬収益は年間62.05%増加すると予測されています 今年は黒字化を達成 リスク分析高いレベルの非現金収入 German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る8MN Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW491,113 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG491,113 investors already sharing narrativesYour Fair Value€Current Price€0.2569.0% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-732m4b2016201920222025202620282031Revenue CN¥4.0bEarnings CN¥144.3mAdvancedSet Fair ValueView all narrativesLinmon Media Limited 競合他社Edel SE KGaASymbol: XTRA:EDLMarket cap: €101.3mSplendid MedienSymbol: XTRA:SPMMarket cap: €12.1mJanosch Film & MedienSymbol: HMSE:JFIKMarket cap: €5.3mSpielvereinigung Unterhaching Fußball GmbH KGaASymbol: XTRA:S6PMarket cap: €6.4m価格と性能株価の高値、安値、推移の概要Linmon Media過去の株価現在の株価HK$0.2552週高値HK$0.5852週安値HK$0.20ベータ1.121ヶ月の変化15.45%3ヶ月変化-11.81%1年変化-30.60%3年間の変化-79.84%5年間の変化n/aIPOからの変化-91.41%最新ニュースNew Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).New Risk • Jun 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €82.3m (US$95.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Market cap is less than US$100m (€82.3m market cap, or US$95.0m).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ning Liang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 25Linmon Media Limited, Annual General Meeting, May 27, 2026Linmon Media Limited, Annual General Meeting, May 27, 2026.お知らせ • Mar 13Linmon Media Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Linmon Media Limited announced that they will report fiscal year 2025 results on Mar 25, 2026お知らせ • Aug 19+ 1 more updateLinmon Media Limited to Report First Half, 2025 Results on Aug 29, 2025Linmon Media Limited announced that they will report first half, 2025 results on Aug 29, 2025最新情報をもっと見るRecent updatesNew Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).New Risk • Jun 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €82.3m (US$95.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Market cap is less than US$100m (€82.3m market cap, or US$95.0m).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ning Liang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 25Linmon Media Limited, Annual General Meeting, May 27, 2026Linmon Media Limited, Annual General Meeting, May 27, 2026.お知らせ • Mar 13Linmon Media Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Linmon Media Limited announced that they will report fiscal year 2025 results on Mar 25, 2026お知らせ • Aug 19+ 1 more updateLinmon Media Limited to Report First Half, 2025 Results on Aug 29, 2025Linmon Media Limited announced that they will report first half, 2025 results on Aug 29, 2025お知らせ • Jul 10Linmon Media Limited Announces Board and Committee Changes, Effective 10 July 2025The board of directors of Linmon Media Limited announced that Ms. Long Yu has resigned as the independent non-executive director, member of each of the audit committee and nomination committee of the Board and the chairwoman of the remuneration committee of the Board of the Company due to her personal career planning arrangement with effect from 10 July 2025. The Board also announced that Ms. Liang Ning has been appointed as an independent non-executive director, a member of each of the audit committee and nomination committee of the Board and the chairwoman of the remuneration committee of the Board of the Company with effect from 10 July 2025. Ms. Liang Ning, aged 50, has approximately 30 years experience in the IT internet and business management fields, and has become an independent scholar since 2014. She delivered ‘30 Lectures on Product Thinking’ in 2018 and ‘30 Lectures on Growth Mindset’ in 2019 and published her work under the name of ‘Real Demand’ 2024. Ms. in Liang previously worked for Lenovo Group, and then started her own business by founding the tourism website - lvrenw.com, which was acquired by Tencent in 2011. Ms. Liang graduated from Beijing Technology and Business University with a bachelor degree in June 1996.お知らせ • Mar 26Linmon Media Limited, Annual General Meeting, May 28, 2025Linmon Media Limited, Annual General Meeting, May 28, 2025.お知らせ • Mar 15Linmon Media Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Linmon Media Limited announced that they will report fiscal year 2024 results at 4:00 PM, China Standard Time on Mar 25, 2025お知らせ • Jan 24Linmon Media Limited Announces Management ChangesThe board of directors of Linmon Media Limited announced that Mr. Sun Zhonghuai has resigned as the non-executive director of the Company due to his personal career planning arrangement with effect from 24 January 2025. Mr. Sun Zhonghuai has confirmed that he has no disagreement with the Board, and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board also announced that Ms. Wang Juan has been appointed as a non-executive director of the Company with effect from 24 January 2025. Ms. Wang Juan, aged 47, is currently the vice president of Tencent On-line Video Business Unit. Ms. Wang Juan joined Tencent in 2003 and is currently responsible for the overall strategic planning, content development and production management of the drama series, movies and other businesses of Tencent Video. She leads the drama series and movies business teams of Tencent Video for their continuous efforts in creating diversified and quality contents, having successfully launched a great number of premium works such as "The Three-body Problem", "The Long Season", "Lost You Forever", "Blossoms Shanghai", "Joy of Life Season 2", "The Tale of Rose" and "The Flowers Blooming". Ms. Wang Juan obtained a Master's degree in Business Administration from China Europe International Business School in November 2017. The Board also announced that Mr. Zhou Yuan ("Mr. Zhou") has resigned as the executive director and vice president of the Company due to his personal career planning arrangement with effect from 24 January 2025. Mr. Zhou has confirmed that he has no disagreement with the Board, and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company.New Risk • Sep 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 261% Cash payout ratio: 149% Dividend yield: 6.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 261% Cash payout ratio: 149% Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).Reported Earnings • Aug 29First half 2024 earnings released: CN¥0.15 loss per share (vs CN¥0.36 profit in 1H 2023)First half 2024 results: CN¥0.15 loss per share (down from CN¥0.36 profit in 1H 2023). Revenue: CN¥192.5m (down 54% from 1H 2023). Net loss: CN¥52.6m (down 140% from profit in 1H 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Entertainment industry in Germany.お知らせ • Aug 15Linmon Media Limited to Report First Half, 2024 Results on Aug 27, 2024Linmon Media Limited announced that they will report first half, 2024 results on Aug 27, 2024Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 54x in the Entertainment industry in Germany. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.50 per share.Reported Earnings • May 01Full year 2023 earnings released: EPS: CN¥0.59 (vs CN¥2.95 loss in FY 2022)Full year 2023 results: EPS: CN¥0.59 (up from CN¥2.95 loss in FY 2022). Revenue: CN¥1.22b (up 28% from FY 2022). Net income: CN¥213.6m (up CN¥945.7m from FY 2022). Profit margin: 18% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany.お知らせ • Mar 29Linmon Media Limited, Annual General Meeting, Jun 20, 2024Linmon Media Limited, Annual General Meeting, Jun 20, 2024.Reported Earnings • Mar 28Full year 2023 earnings released: EPS: CN¥0.59 (vs CN¥2.95 loss in FY 2022)Full year 2023 results: EPS: CN¥0.59 (up from CN¥2.95 loss in FY 2022). Revenue: CN¥1.22b (up 28% from FY 2022). Net income: CN¥213.6m (up CN¥945.7m from FY 2022). Profit margin: 18% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Europe.お知らせ • Mar 28Linmon Media Limited Proposes Ordinary Final Dividend for the Year Ended 31 December 2023, Payable on 19 July 2024Linmon Media Limited proposed ordinary final dividend of RMB 0.218 per share for the year ended 31 December 2023. Date of shareholders' approval is 20 June 2024; Ex-dividend date is 27 June 2024; Record date is 05 July 2024; Payment date is 19 July 2024.New Risk • Mar 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Mar 16Linmon Media Limited to Report Fiscal Year 2023 Results on Mar 27, 2024Linmon Media Limited announced that they will report fiscal year 2023 results on Mar 27, 2024Reported Earnings • Aug 23First half 2023 earnings released: EPS: CN¥0.36 (vs CN¥0.37 loss in 1H 2022)First half 2023 results: EPS: CN¥0.36 (up from CN¥0.37 loss in 1H 2022). Revenue: CN¥422.1m (down 12% from 1H 2022). Net income: CN¥131.0m (up CN¥196.1m from 1H 2022). Profit margin: 31% (up from net loss in 1H 2022). Revenue is forecast to grow 52% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Entertainment industry in Germany.お知らせ • Aug 11Linmon Media Limited to Report First Half, 2023 Results on Aug 22, 2023Linmon Media Limited announced that they will report first half, 2023 results on Aug 22, 2023Board Change • Jul 26Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). VP & Executive Director Yuan Zhou is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Annabelle Long was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.株主還元8MNDE EntertainmentDE 市場7D27.0%-2.1%-2.5%1Y-30.6%-44.7%-0.6%株主還元を見る業界別リターン: 8MN過去 1 年間で-44.7 % の収益を上げたGerman Entertainment業界を上回りました。リターン対市場: 8MNは、過去 1 年間で-0.6 % のリターンを上げたGerman市場を下回りました。価格変動Is 8MN's price volatile compared to industry and market?8MN volatility8MN Average Weekly Movement9.1%Entertainment Industry Average Movement8.9%Market Average Movement5.4%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: 8MNの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 8MNの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2014172Fei Chenwww.linmon.cn投資持株会社であるリンモン・メディア・リミテッドは、中国本土および海外でドラマシリーズの制作、配給、放送権のライセンス供与を行っている。また、コンテンツ・マーケティングやその他の事業にも携わっており、オーダーメイドのドラマ・シリーズの制作、映画の開発・制作・配給、非執行プロデューサーとしてのドラマ・シリーズへの出資、IP派生物の映画化権のライセンス供与などを行っている。また、ラジオ・テレビ番組の制作・運営・配給、インターネット・ライブ・テクニカル・サービスへの投資、ドラマにおけるプロダクト・プレースメント広告の撮影・制作なども行っている。さらに、ドラマシリーズおよび関連派生作品の投資、制作、配給、運営にも携わっている。リンモン・メディア・リミテッドは2014年に設立され、中華人民共和国の上海に本社を置いている。もっと見るLinmon Media Limited 基礎のまとめLinmon Media の収益と売上を時価総額と比較するとどうか。8MN 基礎統計学時価総額€96.95m収益（TTM）€4.04m売上高(TTM)€111.51m24.0xPER（株価収益率0.9xP/Sレシオ8MN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8MN 損益計算書（TTM）収益CN¥862.51m売上原価CN¥632.86m売上総利益CN¥229.64mその他の費用CN¥198.42m収益CN¥31.23m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）0.086グロス・マージン26.62%純利益率3.62%有利子負債／自己資本比率7.1%8MN の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/10 21:28終値2026/07/10 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Linmon Media Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Xueqing ZhangChina International Capital Corporation LimitedRebecca XuMorgan Stanley
New Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).
New Risk • Jun 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €82.3m (US$95.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Market cap is less than US$100m (€82.3m market cap, or US$95.0m).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ning Liang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 25Linmon Media Limited, Annual General Meeting, May 27, 2026Linmon Media Limited, Annual General Meeting, May 27, 2026.
お知らせ • Mar 13Linmon Media Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Linmon Media Limited announced that they will report fiscal year 2025 results on Mar 25, 2026
お知らせ • Aug 19+ 1 more updateLinmon Media Limited to Report First Half, 2025 Results on Aug 29, 2025Linmon Media Limited announced that they will report first half, 2025 results on Aug 29, 2025
New Risk • Jul 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 9.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (9.1% average weekly change).
New Risk • Jun 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €82.3m (US$95.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (38% accrual ratio). Minor Risk Market cap is less than US$100m (€82.3m market cap, or US$95.0m).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Non-Executive Director Ning Liang was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 25Linmon Media Limited, Annual General Meeting, May 27, 2026Linmon Media Limited, Annual General Meeting, May 27, 2026.
お知らせ • Mar 13Linmon Media Limited to Report Fiscal Year 2025 Results on Mar 25, 2026Linmon Media Limited announced that they will report fiscal year 2025 results on Mar 25, 2026
お知らせ • Aug 19+ 1 more updateLinmon Media Limited to Report First Half, 2025 Results on Aug 29, 2025Linmon Media Limited announced that they will report first half, 2025 results on Aug 29, 2025
お知らせ • Jul 10Linmon Media Limited Announces Board and Committee Changes, Effective 10 July 2025The board of directors of Linmon Media Limited announced that Ms. Long Yu has resigned as the independent non-executive director, member of each of the audit committee and nomination committee of the Board and the chairwoman of the remuneration committee of the Board of the Company due to her personal career planning arrangement with effect from 10 July 2025. The Board also announced that Ms. Liang Ning has been appointed as an independent non-executive director, a member of each of the audit committee and nomination committee of the Board and the chairwoman of the remuneration committee of the Board of the Company with effect from 10 July 2025. Ms. Liang Ning, aged 50, has approximately 30 years experience in the IT internet and business management fields, and has become an independent scholar since 2014. She delivered ‘30 Lectures on Product Thinking’ in 2018 and ‘30 Lectures on Growth Mindset’ in 2019 and published her work under the name of ‘Real Demand’ 2024. Ms. in Liang previously worked for Lenovo Group, and then started her own business by founding the tourism website - lvrenw.com, which was acquired by Tencent in 2011. Ms. Liang graduated from Beijing Technology and Business University with a bachelor degree in June 1996.
お知らせ • Mar 26Linmon Media Limited, Annual General Meeting, May 28, 2025Linmon Media Limited, Annual General Meeting, May 28, 2025.
お知らせ • Mar 15Linmon Media Limited to Report Fiscal Year 2024 Results on Mar 25, 2025Linmon Media Limited announced that they will report fiscal year 2024 results at 4:00 PM, China Standard Time on Mar 25, 2025
お知らせ • Jan 24Linmon Media Limited Announces Management ChangesThe board of directors of Linmon Media Limited announced that Mr. Sun Zhonghuai has resigned as the non-executive director of the Company due to his personal career planning arrangement with effect from 24 January 2025. Mr. Sun Zhonghuai has confirmed that he has no disagreement with the Board, and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company. The Board also announced that Ms. Wang Juan has been appointed as a non-executive director of the Company with effect from 24 January 2025. Ms. Wang Juan, aged 47, is currently the vice president of Tencent On-line Video Business Unit. Ms. Wang Juan joined Tencent in 2003 and is currently responsible for the overall strategic planning, content development and production management of the drama series, movies and other businesses of Tencent Video. She leads the drama series and movies business teams of Tencent Video for their continuous efforts in creating diversified and quality contents, having successfully launched a great number of premium works such as "The Three-body Problem", "The Long Season", "Lost You Forever", "Blossoms Shanghai", "Joy of Life Season 2", "The Tale of Rose" and "The Flowers Blooming". Ms. Wang Juan obtained a Master's degree in Business Administration from China Europe International Business School in November 2017. The Board also announced that Mr. Zhou Yuan ("Mr. Zhou") has resigned as the executive director and vice president of the Company due to his personal career planning arrangement with effect from 24 January 2025. Mr. Zhou has confirmed that he has no disagreement with the Board, and there are no matters relating to his resignation that need to be brought to the attention of the shareholders of the Company.
New Risk • Sep 26New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 261% Cash payout ratio: 149% Dividend yield: 6.8% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 261% Cash payout ratio: 149% Minor Risk Share price has been volatile over the past 3 months (8.3% average weekly change).
Reported Earnings • Aug 29First half 2024 earnings released: CN¥0.15 loss per share (vs CN¥0.36 profit in 1H 2023)First half 2024 results: CN¥0.15 loss per share (down from CN¥0.36 profit in 1H 2023). Revenue: CN¥192.5m (down 54% from 1H 2023). Net loss: CN¥52.6m (down 140% from profit in 1H 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Entertainment industry in Germany.
お知らせ • Aug 15Linmon Media Limited to Report First Half, 2024 Results on Aug 27, 2024Linmon Media Limited announced that they will report first half, 2024 results on Aug 27, 2024
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.06, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 54x in the Entertainment industry in Germany. Total loss to shareholders of 19% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €1.50 per share.
Reported Earnings • May 01Full year 2023 earnings released: EPS: CN¥0.59 (vs CN¥2.95 loss in FY 2022)Full year 2023 results: EPS: CN¥0.59 (up from CN¥2.95 loss in FY 2022). Revenue: CN¥1.22b (up 28% from FY 2022). Net income: CN¥213.6m (up CN¥945.7m from FY 2022). Profit margin: 18% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Entertainment industry in Germany.
お知らせ • Mar 29Linmon Media Limited, Annual General Meeting, Jun 20, 2024Linmon Media Limited, Annual General Meeting, Jun 20, 2024.
Reported Earnings • Mar 28Full year 2023 earnings released: EPS: CN¥0.59 (vs CN¥2.95 loss in FY 2022)Full year 2023 results: EPS: CN¥0.59 (up from CN¥2.95 loss in FY 2022). Revenue: CN¥1.22b (up 28% from FY 2022). Net income: CN¥213.6m (up CN¥945.7m from FY 2022). Profit margin: 18% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in Europe.
お知らせ • Mar 28Linmon Media Limited Proposes Ordinary Final Dividend for the Year Ended 31 December 2023, Payable on 19 July 2024Linmon Media Limited proposed ordinary final dividend of RMB 0.218 per share for the year ended 31 December 2023. Date of shareholders' approval is 20 June 2024; Ex-dividend date is 27 June 2024; Record date is 05 July 2024; Payment date is 19 July 2024.
New Risk • Mar 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Mar 16Linmon Media Limited to Report Fiscal Year 2023 Results on Mar 27, 2024Linmon Media Limited announced that they will report fiscal year 2023 results on Mar 27, 2024
Reported Earnings • Aug 23First half 2023 earnings released: EPS: CN¥0.36 (vs CN¥0.37 loss in 1H 2022)First half 2023 results: EPS: CN¥0.36 (up from CN¥0.37 loss in 1H 2022). Revenue: CN¥422.1m (down 12% from 1H 2022). Net income: CN¥131.0m (up CN¥196.1m from 1H 2022). Profit margin: 31% (up from net loss in 1H 2022). Revenue is forecast to grow 52% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Entertainment industry in Germany.
お知らせ • Aug 11Linmon Media Limited to Report First Half, 2023 Results on Aug 22, 2023Linmon Media Limited announced that they will report first half, 2023 results on Aug 22, 2023
Board Change • Jul 26Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 9 new directors. No experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). VP & Executive Director Yuan Zhou is the most experienced director on the board, commencing their role in 2021. Independent Non-Executive Director Annabelle Long was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
