NetEase Cloud Music（9899）株式概要投資持株会社であるNetEase Cloud Music Inc.は、中華人民共和国において音楽およびソーシャルエンターテイメントサービスを提供するオンラインプラットフォームの運営に従事している。 詳細9899 ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長0/6過去の実績6/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より63.6%で取引されている 過去1年間で収益は76%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析今後3年間の収益は年平均0.2%減少すると予測されている。 すべてのリスクチェックを見る9899 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,538 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 NarrativeBLINRODA482,538 investors already sharing narrativesYour Fair ValueHK$Current PriceHK$114.405.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3b11b2016201920222025202620282031Revenue CN¥11.3bEarnings CN¥4.0bAdvancedSet Fair ValueView all narrativesNetEase Cloud Music Inc. 競合他社China Ruyi HoldingsSymbol: SEHK:136Market cap: HK$22.7bDamai Entertainment HoldingsSymbol: SEHK:1060Market cap: HK$14.5bMaoyan EntertainmentSymbol: SEHK:1896Market cap: HK$5.5bIMAX China HoldingSymbol: SEHK:1970Market cap: HK$2.7b価格と性能株価の高値、安値、推移の概要NetEase Cloud Music過去の株価現在の株価HK$114.4052週高値HK$298.0052週安値HK$100.20ベータ1.11ヶ月の変化7.92%3ヶ月変化-3.95%1年変化-57.47%3年間の変化44.08%5年間の変化n/aIPOからの変化44.08%最新ニュースValuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$120, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Entertainment industry in Hong Kong. Total returns to shareholders of 56% over the past three years.New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-executive Director Caleb Lo 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. Insufficient board refreshment.お知らせ • Apr 15NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026, at 14:00 China Standard Time. Location: no. 399 wangshang road, binjiang district, zhejiang province, hangzhou Chinaお知らせ • Jan 28NetEase Cloud Music Inc. to Report Fiscal Year 2025 Results on Feb 11, 2026NetEase Cloud Music Inc. announced that they will report fiscal year 2025 results After-Market on Feb 11, 2026お知らせ • Jul 31NetEase Cloud Music Inc. to Report First Half, 2025 Results on Aug 14, 2025NetEase Cloud Music Inc. announced that they will report first half, 2025 results on Aug 14, 2025最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$120, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Entertainment industry in Hong Kong. Total returns to shareholders of 56% over the past three years.New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-executive Director Caleb Lo 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. Insufficient board refreshment.お知らせ • Apr 15NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026, at 14:00 China Standard Time. Location: no. 399 wangshang road, binjiang district, zhejiang province, hangzhou Chinaお知らせ • Jan 28NetEase Cloud Music Inc. to Report Fiscal Year 2025 Results on Feb 11, 2026NetEase Cloud Music Inc. announced that they will report fiscal year 2025 results After-Market on Feb 11, 2026お知らせ • Jul 31NetEase Cloud Music Inc. to Report First Half, 2025 Results on Aug 14, 2025NetEase Cloud Music Inc. announced that they will report first half, 2025 results on Aug 14, 2025お知らせ • Apr 15NetEase Cloud Music Inc., Annual General Meeting, Jun 25, 2025NetEase Cloud Music Inc., Annual General Meeting, Jun 25, 2025, at 14:00 China Standard Time. Location: company`s office, no. 399 wangshang road, binjiang district, zhejiang province, 310052, hangzhou Chinaお知らせ • Feb 06NetEase Cloud Music Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025NetEase Cloud Music Inc. announced that they will report fiscal year 2024 results After-Market on Feb 20, 2025Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 31%After last week's 31% share price gain to HK$122, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Entertainment industry in Hong Kong. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$117 per share.Reported Earnings • Sep 22First half 2024 earnings released: EPS: CN¥3.88 (vs CN¥1.39 in 1H 2023)First half 2024 results: EPS: CN¥3.88 (up from CN¥1.39 in 1H 2023). Revenue: CN¥4.07b (up 4.1% from 1H 2023). Net income: CN¥809.8m (up 176% from 1H 2023). Profit margin: 20% (up from 7.5% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Entertainment industry in Hong Kong.Buy Or Sell Opportunity • Sep 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at HK$91.95. The fair value is estimated to be HK$117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.お知らせ • Aug 05Cloud Music Inc. to Report First Half, 2024 Results on Aug 22, 2024Cloud Music Inc. announced that they will report first half, 2024 results on Aug 22, 2024お知らせ • May 24Cloud Music Inc. Announces Resignation of Ran Wang as Non-Executive DirectorThe board of directors of Cloud Music Inc. announced that due to a change of work arrangement, Mr. Ran Wang ("Mr. Wang") has tendered to the Board his resignation as a non-executive director of the Company with effect from 23 May 2024.お知らせ • Apr 28Cloud Music Inc., Annual General Meeting, Jun 26, 2024Cloud Music Inc., Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: Company's office located at No. 399 Wangshang Road, Binjiang District, Hangzhou, Zhejiang Province, People's Republic of China 310052 Zhejiang Province China Agenda: To receive the audited consolidated financial statements of the Company and the reports of the directors and auditors for the year ended 31 December 2023; to re-appoint PricewaterhouseCoopers as auditor of the Company and to authorize the Board to fix its remuneration; to re-elect Mr. William Lei Ding as an executive director of the Company; to re-elect Mr. Yong Li as an executive Director; to re-elect Mr. Ying Kit Caleb Lo as an independent non-executive Director; to authorize the board of Directors to fix the respective Directors' remuneration; and to consider other matters.お知らせ • Feb 07Cloud Music Inc. to Report Fiscal Year 2023 Results on Feb 29, 2024Cloud Music Inc. announced that they will report fiscal year 2023 results at 4:00 PM, China Standard Time on Feb 29, 2024お知らせ • Feb 02Cloud Music Inc. Announces Resignation of Dewei Zheng as Non-Executive Director, Effective 15 February 2024Cloud Music Inc. announced that due to his personal career development, Mr. Dewei Zheng ("Mr. Zheng") has tendered to the Board his resignation as a non-executive director of the Company. Mr. Zheng's resignation will take effect from 15 February 2024.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$103, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 9x in the Entertainment industry in Hong Kong. Total returns to shareholders of 83% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$101 per share.Buying Opportunity • Oct 06Now 20% undervaluedOver the last 90 days, the stock is up 8.9%. The fair value is estimated to be HK$107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.Reported Earnings • Aug 25First half 2023 earnings released: EPS: CN¥1.39 (vs CN¥1.30 loss in 1H 2022)First half 2023 results: EPS: CN¥1.39 (up from CN¥1.30 loss in 1H 2022). Revenue: CN¥3.91b (down 8.2% from 1H 2022). Net income: CN¥293.8m (up CN¥564.6m from 1H 2022). Profit margin: 7.5% (up from net loss in 1H 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Entertainment industry in Hong Kong.お知らせ • Aug 04Cloud Music Inc. to Report First Half, 2023 Results on Aug 24, 2023Cloud Music Inc. announced that they will report first half, 2023 results on Aug 24, 2023Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be HK$100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 64%.お知らせ • Jun 16Cloud Music Inc. Approves Appointment of Ran Wang as A Non-Executive DirectorCloud Music Inc. announced that at its AGM held on 15 June 2023, the shareholders approved appointment of Mr. Ran Wang as a non-executive director with effect from 15 June 2023. Mr. Ran Wang, aged 37, has been a non-executive director of Huitongda Network Co. Ltd. since November 2022, and has been an executive director of the strategic investment department of Alibaba Group Holding Limited since July 2018; since October 2021, he has been a director of Shanghai Baison Co. Ltd. From May 2013 to July 2018, Mr. Wang served as the investment manager of Private Equity Asia Department of Morgan Stanley (China) Private Equity Investment Management Co. Ltd. from February 2012 to 2013, he served as an analyst of the Bank of China Group Investment Limited. Mr. Wang graduated from the University of Oxford with a master's degree in financial economics.お知らせ • May 25Cloud Music Inc., Annual General Meeting, Jun 15, 2023Cloud Music Inc., Annual General Meeting, Jun 15, 2023, at 14:00 China Standard Time. Location: No. 399 Wangshang Road, Binjiang District, Hangzhou, Zhejiang Province China Agenda: To receive the audited consolidated financial statements of the Company and the reports of the directors and auditors for the year ended December 31, 2022; to re-appoint PricewaterhouseCoopers as auditor of the Company and to authorize the board of Directors to fix its remuneration; to re-elect Mr. Yat Keung Li as a non-executive director of the Company; and to consider other matters.お知らせ • May 24Cloud Music Inc. Announces the Resignation of Feng Yu as Non-Executive DirectorCloud Music Inc. announced that due to change in work arrangement, Mr. Feng Yu ("Mr. Yu") has resigned from his position as a non-executive director of the Company. His resignation will take effect on the date of appointment of the proposed non-executive director at the annual general meeting to be convened on 15 June 2023 (the "2023 AGM").Reported Earnings • Apr 30Full year 2022 earnings released: CN¥1.06 loss per share (vs CN¥15.92 loss in FY 2021)Full year 2022 results: CN¥1.06 loss per share (improved from CN¥15.92 loss in FY 2021). Revenue: CN¥8.99b (up 28% from FY 2021). Net loss: CN¥221.5m (loss narrowed 89% from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Entertainment industry in Hong Kong.Buying Opportunity • Mar 14Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be HK$99.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 64%.Breakeven Date Change • Mar 03Forecast breakeven date moved forward to 2023The 11 analysts covering Cloud Music previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥62.0m in 2023. Earnings growth of 55% is required to achieve expected profit on schedule.Reported Earnings • Feb 26Full year 2022 earnings released: CN¥1.06 loss per share (vs CN¥15.92 loss in FY 2021)Full year 2022 results: CN¥1.06 loss per share (improved from CN¥15.92 loss in FY 2021). Revenue: CN¥8.99b (up 28% from FY 2021). Net loss: CN¥221.5m (loss narrowed 89% from FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Entertainment industry in Hong Kong.お知らせ • Feb 03Cloud Music Inc. to Report Q4, 2022 Results on Feb 23, 2023Cloud Music Inc. announced that they will report Q4, 2022 results on Feb 23, 2023Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 31% share price gain to HK$99.75, the stock trades at a trailing P/E ratio of 12.5x. Average forward P/E is 8x in the Entertainment industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$167 per share.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 23% share price gain to HK$68.75, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 7x in the Entertainment industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$137 per share.Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$57.65, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 7x in the Entertainment industry in Hong Kong.Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$82.45, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 8x in the Entertainment industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$164 per share.Reported Earnings • Aug 19First half 2022 earnings releasedFirst half 2022 results: Revenue: CN¥4.26b (up 34% from 1H 2021). Net loss: CN¥270.8m (loss narrowed 93% from 1H 2021). Over the next year, revenue is forecast to grow 30%, compared to a 25% growth forecast for the Entertainment industry in Hong Kong.Reported Earnings • May 02Full year 2021 earnings released: CN¥15.92 loss per share (vs CN¥24.22 loss in FY 2020)Full year 2021 results: CN¥15.92 loss per share (up from CN¥24.22 loss in FY 2020). Revenue: CN¥7.00b (up 43% from FY 2020). Net loss: CN¥2.06b (loss narrowed 30% from FY 2020). Over the next year, revenue is forecast to grow 37%, compared to a 30% growth forecast for the industry in Hong Kong.Breakeven Date Change • Apr 27Forecast to breakeven in 2024The 4 analysts covering Cloud Village expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 46% per year to 2023. The company is expected to make a profit of CN¥228.7m in 2024. Average annual earnings growth of 73% is required to achieve expected profit on schedule.Breakeven Date Change • Apr 08Forecast to breakeven in 2024The 5 analysts covering Cloud Village expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 55% per year to 2023. The company is expected to make a profit of CN¥228.7m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.株主還元9899HK EntertainmentHK 市場7D-1.3%-6.0%2.5%1Y-57.5%-20.2%-3.9%株主還元を見る業界別リターン: 9899過去 1 年間で-20.2 % の収益を上げたHong Kong Entertainment業界を下回りました。リターン対市場: 9899は、過去 1 年間で-3.9 % のリターンを上げたHong Kong市場を下回りました。価格変動Is 9899's price volatile compared to industry and market?9899 volatility9899 Average Weekly Movement6.9%Entertainment Industry Average Movement8.4%Market Average Movement7.7%10% most volatile stocks in HK Market16.3%10% least volatile stocks in HK Market3.7%安定した株価: 9899 、 Hong Kong市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 9899の 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19991,288William Dingir.music.163.com投資持株会社であるNetEase Cloud Music Inc.は、中華人民共和国において音楽およびソーシャルエンターテイメントサービスを提供するオンラインプラットフォームの運営に従事している。同社はオンライン音楽プラットフォーム「NetEase Cloud Music」を運営している。また、LOOKライブストリーミング、Sheng Bo、Yin Jieなどの付帯サービスやソーシャルエンターテインメント商品、会員制サブスクリプション、コンテンツサブライセンス、オンライン広告サービスをオンラインプラットフォーム上で提供しているほか、デジタル音楽アルバムや楽曲、ライブストリーミングプラットフォームでのバーチャルアイテムの販売も行っている。また、オンライン音楽ストリーミングサービスも提供している。旧社名はクラウド・ミュージック社で、2024年11月に社名をネットイース・クラウド・ミュージック社に変更した。同社は1999年に設立され、中国の杭州に本社を置いている。NetEase Cloud Music Inc.はNetEase, Inc.の子会社である。もっと見るNetEase Cloud Music Inc. 基礎のまとめNetEase Cloud Music の収益と売上を時価総額と比較するとどうか。9899 基礎統計学時価総額HK$24.06b収益（TTM）HK$3.18b売上高(TTM)HK$8.98b7.6xPER（株価収益率2.7xP/Sレシオ9899 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9899 損益計算書（TTM）収益CN¥7.76b売上原価CN¥4.99b売上総利益CN¥2.77bその他の費用CN¥21.38m収益CN¥2.75b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）13.07グロス・マージン35.69%純利益率35.42%有利子負債／自己資本比率0%9899 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2026/07/24 10:02終値2026/07/24 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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NetEase Cloud Music Inc. 15 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。25 アナリスト機関Lei ZhangBofA Global ResearchBoyi ShiCGS InternationalXueqing ZhangChina International Capital Corporation Limited22 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$120, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Entertainment industry in Hong Kong. Total returns to shareholders of 56% over the past three years.
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-executive Director Caleb Lo 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. Insufficient board refreshment.
お知らせ • Apr 15NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026, at 14:00 China Standard Time. Location: no. 399 wangshang road, binjiang district, zhejiang province, hangzhou China
お知らせ • Jan 28NetEase Cloud Music Inc. to Report Fiscal Year 2025 Results on Feb 11, 2026NetEase Cloud Music Inc. announced that they will report fiscal year 2025 results After-Market on Feb 11, 2026
お知らせ • Jul 31NetEase Cloud Music Inc. to Report First Half, 2025 Results on Aug 14, 2025NetEase Cloud Music Inc. announced that they will report first half, 2025 results on Aug 14, 2025
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to HK$120, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Entertainment industry in Hong Kong. Total returns to shareholders of 56% over the past three years.
New Risk • Jun 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Board Change • May 20Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-executive Director Caleb Lo 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. Insufficient board refreshment.
お知らせ • Apr 15NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026NetEase Cloud Music Inc., Annual General Meeting, Jun 23, 2026, at 14:00 China Standard Time. Location: no. 399 wangshang road, binjiang district, zhejiang province, hangzhou China
お知らせ • Jan 28NetEase Cloud Music Inc. to Report Fiscal Year 2025 Results on Feb 11, 2026NetEase Cloud Music Inc. announced that they will report fiscal year 2025 results After-Market on Feb 11, 2026
お知らせ • Jul 31NetEase Cloud Music Inc. to Report First Half, 2025 Results on Aug 14, 2025NetEase Cloud Music Inc. announced that they will report first half, 2025 results on Aug 14, 2025
お知らせ • Apr 15NetEase Cloud Music Inc., Annual General Meeting, Jun 25, 2025NetEase Cloud Music Inc., Annual General Meeting, Jun 25, 2025, at 14:00 China Standard Time. Location: company`s office, no. 399 wangshang road, binjiang district, zhejiang province, 310052, hangzhou China
お知らせ • Feb 06NetEase Cloud Music Inc. to Report Fiscal Year 2024 Results on Feb 20, 2025NetEase Cloud Music Inc. announced that they will report fiscal year 2024 results After-Market on Feb 20, 2025
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 31%After last week's 31% share price gain to HK$122, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Entertainment industry in Hong Kong. Total returns to shareholders of 43% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$117 per share.
Reported Earnings • Sep 22First half 2024 earnings released: EPS: CN¥3.88 (vs CN¥1.39 in 1H 2023)First half 2024 results: EPS: CN¥3.88 (up from CN¥1.39 in 1H 2023). Revenue: CN¥4.07b (up 4.1% from 1H 2023). Net income: CN¥809.8m (up 176% from 1H 2023). Profit margin: 20% (up from 7.5% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Entertainment industry in Hong Kong.
Buy Or Sell Opportunity • Sep 13Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at HK$91.95. The fair value is estimated to be HK$117, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 8.3% per annum over the same time period.
お知らせ • Aug 05Cloud Music Inc. to Report First Half, 2024 Results on Aug 22, 2024Cloud Music Inc. announced that they will report first half, 2024 results on Aug 22, 2024
お知らせ • May 24Cloud Music Inc. Announces Resignation of Ran Wang as Non-Executive DirectorThe board of directors of Cloud Music Inc. announced that due to a change of work arrangement, Mr. Ran Wang ("Mr. Wang") has tendered to the Board his resignation as a non-executive director of the Company with effect from 23 May 2024.
お知らせ • Apr 28Cloud Music Inc., Annual General Meeting, Jun 26, 2024Cloud Music Inc., Annual General Meeting, Jun 26, 2024, at 14:00 China Standard Time. Location: Company's office located at No. 399 Wangshang Road, Binjiang District, Hangzhou, Zhejiang Province, People's Republic of China 310052 Zhejiang Province China Agenda: To receive the audited consolidated financial statements of the Company and the reports of the directors and auditors for the year ended 31 December 2023; to re-appoint PricewaterhouseCoopers as auditor of the Company and to authorize the Board to fix its remuneration; to re-elect Mr. William Lei Ding as an executive director of the Company; to re-elect Mr. Yong Li as an executive Director; to re-elect Mr. Ying Kit Caleb Lo as an independent non-executive Director; to authorize the board of Directors to fix the respective Directors' remuneration; and to consider other matters.
お知らせ • Feb 07Cloud Music Inc. to Report Fiscal Year 2023 Results on Feb 29, 2024Cloud Music Inc. announced that they will report fiscal year 2023 results at 4:00 PM, China Standard Time on Feb 29, 2024
お知らせ • Feb 02Cloud Music Inc. Announces Resignation of Dewei Zheng as Non-Executive Director, Effective 15 February 2024Cloud Music Inc. announced that due to his personal career development, Mr. Dewei Zheng ("Mr. Zheng") has tendered to the Board his resignation as a non-executive director of the Company. Mr. Zheng's resignation will take effect from 15 February 2024.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment improves as stock rises 15%After last week's 15% share price gain to HK$103, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 9x in the Entertainment industry in Hong Kong. Total returns to shareholders of 83% over the past year. Simply Wall St's valuation model estimates the intrinsic value at HK$101 per share.
Buying Opportunity • Oct 06Now 20% undervaluedOver the last 90 days, the stock is up 8.9%. The fair value is estimated to be HK$107, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.1% over the last year. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 31% per annum over the same time period.
Reported Earnings • Aug 25First half 2023 earnings released: EPS: CN¥1.39 (vs CN¥1.30 loss in 1H 2022)First half 2023 results: EPS: CN¥1.39 (up from CN¥1.30 loss in 1H 2022). Revenue: CN¥3.91b (down 8.2% from 1H 2022). Net income: CN¥293.8m (up CN¥564.6m from 1H 2022). Profit margin: 7.5% (up from net loss in 1H 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Entertainment industry in Hong Kong.
お知らせ • Aug 04Cloud Music Inc. to Report First Half, 2023 Results on Aug 24, 2023Cloud Music Inc. announced that they will report first half, 2023 results on Aug 24, 2023
Buying Opportunity • Jul 06Now 21% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be HK$100, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 64%.
お知らせ • Jun 16Cloud Music Inc. Approves Appointment of Ran Wang as A Non-Executive DirectorCloud Music Inc. announced that at its AGM held on 15 June 2023, the shareholders approved appointment of Mr. Ran Wang as a non-executive director with effect from 15 June 2023. Mr. Ran Wang, aged 37, has been a non-executive director of Huitongda Network Co. Ltd. since November 2022, and has been an executive director of the strategic investment department of Alibaba Group Holding Limited since July 2018; since October 2021, he has been a director of Shanghai Baison Co. Ltd. From May 2013 to July 2018, Mr. Wang served as the investment manager of Private Equity Asia Department of Morgan Stanley (China) Private Equity Investment Management Co. Ltd. from February 2012 to 2013, he served as an analyst of the Bank of China Group Investment Limited. Mr. Wang graduated from the University of Oxford with a master's degree in financial economics.
お知らせ • May 25Cloud Music Inc., Annual General Meeting, Jun 15, 2023Cloud Music Inc., Annual General Meeting, Jun 15, 2023, at 14:00 China Standard Time. Location: No. 399 Wangshang Road, Binjiang District, Hangzhou, Zhejiang Province China Agenda: To receive the audited consolidated financial statements of the Company and the reports of the directors and auditors for the year ended December 31, 2022; to re-appoint PricewaterhouseCoopers as auditor of the Company and to authorize the board of Directors to fix its remuneration; to re-elect Mr. Yat Keung Li as a non-executive director of the Company; and to consider other matters.
お知らせ • May 24Cloud Music Inc. Announces the Resignation of Feng Yu as Non-Executive DirectorCloud Music Inc. announced that due to change in work arrangement, Mr. Feng Yu ("Mr. Yu") has resigned from his position as a non-executive director of the Company. His resignation will take effect on the date of appointment of the proposed non-executive director at the annual general meeting to be convened on 15 June 2023 (the "2023 AGM").
Reported Earnings • Apr 30Full year 2022 earnings released: CN¥1.06 loss per share (vs CN¥15.92 loss in FY 2021)Full year 2022 results: CN¥1.06 loss per share (improved from CN¥15.92 loss in FY 2021). Revenue: CN¥8.99b (up 28% from FY 2021). Net loss: CN¥221.5m (loss narrowed 89% from FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Entertainment industry in Hong Kong.
Buying Opportunity • Mar 14Now 27% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be HK$99.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has grown by 64%.
Breakeven Date Change • Mar 03Forecast breakeven date moved forward to 2023The 11 analysts covering Cloud Music previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥62.0m in 2023. Earnings growth of 55% is required to achieve expected profit on schedule.
Reported Earnings • Feb 26Full year 2022 earnings released: CN¥1.06 loss per share (vs CN¥15.92 loss in FY 2021)Full year 2022 results: CN¥1.06 loss per share (improved from CN¥15.92 loss in FY 2021). Revenue: CN¥8.99b (up 28% from FY 2021). Net loss: CN¥221.5m (loss narrowed 89% from FY 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Entertainment industry in Hong Kong.
お知らせ • Feb 03Cloud Music Inc. to Report Q4, 2022 Results on Feb 23, 2023Cloud Music Inc. announced that they will report Q4, 2022 results on Feb 23, 2023
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 31% share price gain to HK$99.75, the stock trades at a trailing P/E ratio of 12.5x. Average forward P/E is 8x in the Entertainment industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$167 per share.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 23% share price gain to HK$68.75, the stock trades at a trailing P/E ratio of 9x. Average forward P/E is 7x in the Entertainment industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$137 per share.
Valuation Update With 7 Day Price Move • Oct 26Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to HK$57.65, the stock trades at a trailing P/E ratio of 7.6x. Average forward P/E is 7x in the Entertainment industry in Hong Kong.
Valuation Update With 7 Day Price Move • Sep 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to HK$82.45, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 8x in the Entertainment industry in Hong Kong. Simply Wall St's valuation model estimates the intrinsic value at HK$164 per share.
Reported Earnings • Aug 19First half 2022 earnings releasedFirst half 2022 results: Revenue: CN¥4.26b (up 34% from 1H 2021). Net loss: CN¥270.8m (loss narrowed 93% from 1H 2021). Over the next year, revenue is forecast to grow 30%, compared to a 25% growth forecast for the Entertainment industry in Hong Kong.
Reported Earnings • May 02Full year 2021 earnings released: CN¥15.92 loss per share (vs CN¥24.22 loss in FY 2020)Full year 2021 results: CN¥15.92 loss per share (up from CN¥24.22 loss in FY 2020). Revenue: CN¥7.00b (up 43% from FY 2020). Net loss: CN¥2.06b (loss narrowed 30% from FY 2020). Over the next year, revenue is forecast to grow 37%, compared to a 30% growth forecast for the industry in Hong Kong.
Breakeven Date Change • Apr 27Forecast to breakeven in 2024The 4 analysts covering Cloud Village expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 46% per year to 2023. The company is expected to make a profit of CN¥228.7m in 2024. Average annual earnings growth of 73% is required to achieve expected profit on schedule.
Breakeven Date Change • Apr 08Forecast to breakeven in 2024The 5 analysts covering Cloud Village expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 55% per year to 2023. The company is expected to make a profit of CN¥228.7m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.
