View ValuationLinmon Media 将来の成長Future 基準チェック /56Linmon Media利益と収益がそれぞれ年間62.1%と35.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.6% 62.7%なると予測されています。主要情報62.1%収益成長率62.70%EPS成長率Entertainment 収益成長16.0%収益成長率35.8%将来の株主資本利益率6.60%アナリストカバレッジLow最終更新日27 Mar 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard 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.業績と収益の成長予測DB:8MN - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20271,834157N/A-276112/31/20261,374116N/A-269112/31/202586331-304-303N/A9/30/2025864-47-334-331N/A6/30/2025866-126-363-359N/A3/31/2025761-157-312-305N/A12/31/2024657-189-262-251N/A9/30/2024825-80-102-93N/A6/30/2024992305865N/A3/31/20241,107122206212N/A12/31/20231,222214354360N/A9/30/20231,058-1613952N/A6/30/2023893-536-275-256N/A3/31/2023692-664-325-308N/A12/31/2022951-732-214-199N/A9/30/20221,058-410104115N/A6/30/20221,164-88422429N/A3/31/20221,67271438446N/A12/31/20211,24961429436N/A12/31/20201,42650522523N/A12/31/20191,79483192193N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8MNの予測収益成長率 (年間62.1% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 8MNの収益 ( 62.1% ) はGerman市場 ( 17.2% ) よりも速いペースで成長すると予測されています。高成長収益: 8MNの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 8MNの収益 ( 35.8% ) German市場 ( 6.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 8MNの収益 ( 35.8% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8MNの 自己資本利益率 は、3年後には低くなると予測されています ( 6.6 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance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2026/06/07 07:04終値2026/06/05 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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
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.