View Future GrowthLinmon Media 과거 순이익 실적과거 기준 점검 2/6Linmon Media은 연평균 10.5%의 비율로 수입이 증가해 온 반면, Entertainment 산업은 수입이 13.5% 증가했습니다. 매출은 연평균 12.6%의 비율로 감소했습니다. Linmon Media의 자기자본이익률은 1.3%이고 순이익률은 3.6%입니다.핵심 정보10.46%순이익 성장률29.00%주당순이익(EPS) 성장률Entertainment 산업 성장률30.34%매출 성장률-12.60%자기자본이익률1.29%순이익률3.62%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트공시 • 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, 2026공시 • 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, 2025공시 • 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, 2025Reported 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.공시 • 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, 2024Reported 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.모든 업데이트 보기Recent updatesNew 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.공시 • Mar 25Linmon Media Limited, Annual General Meeting, May 27, 2026Linmon Media Limited, Annual General Meeting, May 27, 2026.공시 • 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, 2026공시 • 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, 2025공시 • 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.공시 • Mar 26Linmon Media Limited, Annual General Meeting, May 28, 2025Linmon Media Limited, Annual General Meeting, May 28, 2025.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.매출 및 비용 세부 내역Linmon Media가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:8MN 매출, 비용 및 순이익 (CNY Millions)날짜매출순이익일반관리비연구개발비31 Dec 2586331234030 Sep 25864-47291030 Jun 25866-126348031 Mar 25761-157361031 Dec 24657-189373030 Sep 24825-80344030 Jun 2499230314031 Mar 241,107122306031 Dec 231,222214299030 Sep 231,058-161318030 Jun 23893-536336031 Mar 23692-664353031 Dec 22951-732387030 Sep 221,058-410363030 Jun 221,164-88340031 Mar 221,67271321031 Dec 211,24961265031 Dec 201,42650223031 Dec 191,794832110양질의 수익: 8MN의 비현금 수익 수준이 높습니다.이익 마진 증가: 8MN는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 8MN는 지난 5년 동안 흑자전환하며 연평균 10.5%의 수익 성장을 기록했습니다.성장 가속화: 8MN는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: 8MN는 지난해 흑자전환하여 지난 해 수익 성장률을 Entertainment 업계(-6.4%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 8MN의 자본 수익률(1.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMedia 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 02:44종가2026/06/12 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Linmon Media Limited는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Xueqing ZhangChina International Capital Corporation LimitedRebecca XuMorgan Stanley
공시 • 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
공시 • 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
공시 • 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
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.
공시 • 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
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.
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.
공시 • Mar 25Linmon Media Limited, Annual General Meeting, May 27, 2026Linmon Media Limited, Annual General Meeting, May 27, 2026.
공시 • 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
공시 • 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
공시 • 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.
공시 • Mar 26Linmon Media Limited, Annual General Meeting, May 28, 2025Linmon Media Limited, Annual General Meeting, May 28, 2025.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.