View ValuationNetEase Cloud Music 향후 성장Future 기준 점검 0/6NetEase Cloud Music 의 수익은 연간 0.2% 감소할 것으로 예상되는 반면, 연간 수익은 7.8% 로 증가할 것으로 예상됩니다. EPS는 연간 0.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.5% 로 예상됩니다.핵심 정보-0.2%이익 성장률0.35%EPS 성장률Entertainment 이익 성장8.7%매출 성장률7.8%향후 자기자본이익률13.51%애널리스트 커버리지Good마지막 업데이트13 Jul 2026최근 향후 성장 업데이트Breakeven 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.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.모든 업데이트 보기Recent 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.공고 • 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 China공고 • 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, 2026공고 • 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, 2025공고 • 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 China공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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.공고 • 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.이익 및 매출 성장 예측SHSC:9899 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20289,8642,5022,5422,3121212/31/20279,1392,2452,3152,0251412/31/20268,4592,0612,1921,8911412/31/20257,7592,7481,6071,618N/A9/30/20257,7332,6931,6601,669N/A6/30/20257,7072,6371,7131,720N/A3/31/20257,8282,0991,7421,747N/A12/31/20247,9501,5621,7711,775N/A9/30/20247,9901,4061,4551,459N/A6/30/20248,0291,2501,1391,144N/A3/31/20247,948992661666N/A12/31/20237,867734184189N/A9/30/20238,254539428438N/A6/30/20238,642343673687N/A3/31/20238,817611,2451,265N/A12/31/20228,992-2211,8171,843N/A9/30/20228,5326301,1971,233N/A6/30/20228,0731,482577622N/A3/31/20227,636-526-462-421N/A12/31/20216,998-2,056-948-908N/A9/30/20216,549-3,894-976-948N/A6/30/20216,101-5,732-1,004-987N/A3/31/20215,533-4,077-1,169-1,146N/A12/31/20204,896-2,951-990-969N/A12/31/20192,318-2,016-1,721-1,706N/A12/31/20181,148-2,006N/A-2,746N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 9899 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.2%).수익 vs 시장: 9899 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.2%).고성장 수익: 9899 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: 9899 의 수익(연간 7.8%)이 Hong Kong 시장(연간 8.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 9899 의 수익(연간 7.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 9899의 자본 수익률은 3년 후 13.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 04:26종가2026/07/23 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스NetEase Cloud Music Inc.는 25명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lei ZhangBofA Global ResearchBoyi ShiCGS InternationalXueqing ZhangChina International Capital Corporation Limited22명의 분석가 더 보기
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.
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.
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.
공고 • 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
공고 • 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
공고 • 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
공고 • 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
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.