View Financial HealthHello Group 배당 및 자사주 매입배당 기준 점검 2/6Hello Group 은(는) 현재 수익률이 4.58% 인 배당금 지급 회사입니다.핵심 정보4.6%배당 수익률12.2%자사주 매입 수익률총 주주 수익률16.8%미래 배당 수익률5.0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).Upcoming Dividend • Apr 05Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 30 April 2024. Trailing yield: 9.0%. Within top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (0.6%).Upcoming Dividend • Apr 20Upcoming dividend of US$0.70 per share at 8.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 22 May 2023. Trailing yield: 8.1%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (0.8%).Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.9%. Within top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (0.6%).Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (4.9%). Higher than average of industry peers (0.4%).모든 업데이트 보기Recent updates공시 • May 11Hello Group Inc. to Report Q1, 2026 Results on Jun 02, 2026Hello Group Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026Board Change • Apr 24Less 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. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).Board Change • Mar 26Less 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. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Mar 18+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2026Hello Group Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects total net revenues to be between RMB 2.3 billion to RMB 2.4 billion, representing a decrease of 8.8% to 4.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.공시 • Feb 13Hello Group Inc. to Report Q4, 2025 Results on Mar 18, 2026Hello Group Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026Board Change • Jan 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 12Third quarter 2025 earnings released: EPS: CN¥2.10 (vs CN¥2.58 in 3Q 2024)Third quarter 2025 results: EPS: CN¥2.10 (down from CN¥2.58 in 3Q 2024). Revenue: CN¥2.65b (flat on 3Q 2024). Net income: CN¥348.9m (down 22% from 3Q 2024). Profit margin: 13% (down from 17% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Dec 11Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Hello Group Inc. provided earnings guidance For the fourth quarter of 2025. For the period, the Company expects total net revenues to be between RMB 2.52 billion to RMB 2.62 billion, representing a decrease of 4.4% to 0.6% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Board Change • Dec 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 12Hello Group Inc. to Report Q3, 2025 Results on Dec 10, 2025Hello Group Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Dec 10, 2025Board Change • Oct 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Oct 02Hello Soju Redifies the Cocktail Landscap with Its First Premium Soju SpiritHello Soju announced the debut of its first premium Soju Spirit, offering a more approachable take on the centuries-old Korean favorite. Long celebrated in Korea as the country's national drink, soju has rapidly gained traction in the U.S. cocktail scene, where mixologists are embracing its versatility and lower ABV as a fresh alternative to traditional Western spirits. Hello Soju now brings that momentum to the shelves with a quality-crafted, small-batch release designed for modern drink. Crafted in small batches from non-GMO "sticky rice" grown in the mineral-rich fields of Northern California's renowned Sacramento Valley, Hello Soju undergoes a five to seven-day fermentation before being distilled in copper pot stills using the traditional Korean method. The process involves a double pot distillation, which extends more flavor and character while ensuring purity. Only the purest portion of the spirit, the hearts, is pulled, resulting in a smooth, balanced, and spirit-forward soju. On the palate, Hello Soju opens with an initial citrus-forward brightness that develops into a burst of fruitiness, layered with notes of rice. The taste is balanced yet complex, with a soft, coating texture that carries a full body more often found in darker-hued spirits. The mid-palate retains the delicate fruit character, giving way to a clean, enduring finish. At 66 proof (33% ABV), it delivers more character than everyday soju or vodka with subtle notes of honey, citrus, and melon, equally suited for sipping neat, sharing as a shot, or mixing into cocktails. The launch also introduces Hello Soju's proprietary design: a beautiful 700mL black ombre bottle adorned with the brand's signature gold phoenix, which symbolizes rebirth, celebration, and cultural pride. The bottle's striking design reflects the brand's modern approach to a centuries-old Korean tradition. With its bold presence and cultural symbolism, it's the kind of bottle you want to display, share and gift. Starting October 1, 2025, Hello Soju Premium Soju Spirit is available for pre-order at <URL> for a suggested retail price of $40. The spirit will begin rolling out to select retailers across California and Nevada later this fall. It will also be featured at Tao Group venues in Los Angeles and Las Vegas.Board Change • Sep 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Sep 09Hello Group Inc. Provides Earning Guidance for the Third Quarter of 2025Hello Group Inc. provided earning guidance For the third quarter of 2025. For the period, the Company expected net revenues to be between RMB 2.59 billion to RMB 2.69 billion, representing a decrease of 3.2% to an increase of 0.6% year over year.공시 • Aug 13Hello Group Inc. to Report Q2, 2025 Results on Sep 09, 2025Hello Group Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 09, 2025Board Change • Jul 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 31%After last week's 31% share price gain to Mex$154, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Interactive Media and Services industry globally. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$137 per share.Board Change • Jun 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jun 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (Mex$49m sold).공시 • Jun 05Hello Group Inc. Provides Revenue Guidance for the Second Quarter of 2025Hello Group Inc. provides revenue guidance for the second quarter of 2025. For the period, the company expects total net revenues to be between RMB 2.57 billion to RMB 2.67 billion, representing a decrease of 4.5% to 0.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Board Change • May 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 16Hello Group Inc. to Report Q1, 2025 Results on Jun 05, 2025Hello Group Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 05, 2025공시 • Mar 12+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2025Hello Group Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company total net revenues to be between RMB 2.4 billion to RMB 2.5 billion, representing a decrease of 6.3% to 2.4% year over year.공시 • Feb 18Hello Group Inc. to Report Q4, 2024 Results on Mar 12, 2025Hello Group Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 12, 2025Board Change • Feb 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 10Third quarter 2024 earnings released: EPS: CN¥2.58 (vs CN¥2.88 in 3Q 2023)Third quarter 2024 results: EPS: CN¥2.58 (down from CN¥2.88 in 3Q 2023). Revenue: CN¥2.67b (down 12% from 3Q 2023). Net income: CN¥449.4m (down 18% from 3Q 2023). Profit margin: 17% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Dec 09Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Hello Group Inc. provided earnings guidance for the fourth quarter of 2024. For the period, the company expects total net revenues to be between RMB 2.56 billion to RMB 2.66 billion, representing a decrease of 14.7% to 11.4% year over year.Board Change • Dec 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Nov 11Hello Group Inc. to Report Q3, 2024 Results on Dec 09, 2024Hello Group Inc. announced that they will report Q3, 2024 results Pre-Market on Dec 09, 2024Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$147, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Interactive Media and Services industry globally. Total loss to shareholders of 9.7% over the past three years.Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Sep 03Hello Group Inc. Provides Revenues Guidance for the Third Quarter of 2024Hello Group Inc. provided revenues guidance for the third quarter of 2024. For the third quarter of 2024, the Company expects total net revenues to be between RMB 2.58 billion to RMB 2.68 billion, representing a decrease of 15.2% to 11.9% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.공시 • Aug 15Hello Group Inc. to Report Q2, 2024 Results on Sep 03, 2024Hello Group Inc. announced that they will report Q2, 2024 results Pre-Market on Sep 03, 2024Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$81.28, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 61% over the past three years.공시 • May 30Hello Group Inc. Provides Revenues Guidance for the Second Quarter of 2024Hello Group Inc. provided revenues guidance for the second quarter of 2024. For the second quarter of 2024, the Company expects total net revenues to be between RMB 2.65 billion to RMB 2.75 billion, representing a decrease of 15.5% to 12.4% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Reported Earnings • May 29First quarter 2024 earnings released: EPS: CN¥0.028 (vs CN¥2.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.028 (down from CN¥2.07 in 1Q 2023). Revenue: CN¥2.56b (down 9.2% from 1Q 2023). Net income: CN¥5.18m (down 99% from 1Q 2023). Profit margin: 0.2% (down from 14% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.공시 • May 12Hello Group Inc. to Report Q1, 2024 Results on May 28, 2024Hello Group Inc. announced that they will report Q1, 2024 results Pre-Market on May 28, 2024Board Change • May 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 05Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 30 April 2024. Trailing yield: 9.0%. Within top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (0.6%).New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% 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. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CN¥10.37 (vs CN¥7.61 in FY 2022)Full year 2023 results: EPS: CN¥10.37 (up from CN¥7.61 in FY 2022). Revenue: CN¥12.0b (down 5.5% from FY 2022). Net income: CN¥1.96b (up 32% from FY 2022). Profit margin: 16% (up from 12% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.공시 • Mar 14+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2024Hello Group Inc. provided earnings guidance for the first quarter of 2024. For the quarter, the company expects total net revenues to be between RMB 2.45 billion to RMB 2.55 billion, representing a decrease of 13.1% to 9.5% year over year.Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Mex$119, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Interactive Media and Services industry globally. Total loss to shareholders of 57% over the past three years.공시 • Feb 23Hello Group Inc. to Report Q4, 2023 Results on Mar 14, 2024Hello Group Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$95.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 67% over the past three years.공시 • Feb 05Hello Group Inc. Launches the Native Social App 'inSpaze' for Apple Vision ProHello Group Inc. has launched the native immersive social app inSpaze for Apple Vision Pro in the U.S. inSpaze, the brand-new app specially developed for visionOS, is now available for all Apple Vision Pro users. With technologies such as 3Ds, Reality Converter, Reality Composer Pro, etc., the native spatial computing app inSpaze allows users to connect with Apple Vision Pro users globally, along with Spatial Audio and 3D interaction content. inSpaze users can immerse themselves completely in a world of their own creation. In addition to persona support, users can also generate 3D avatars with one-click, as well as customize their personal space in the app: choose the wall paint and curtain color, select floor texture, add pictures on the wall, play personal collecting music, etc. Regarding social features, inSpaze users can start or join a party at any time, and chat with Apple Vision Pro users worldwide. The app has 12 built-in language modes and provides real-time synchronized translation. inSpaze users can also play social games in the app such as chess, allowing them to control the chessboard and chess pieces in real time with gaze. Moreover, when not wearing the Apple Vision Pro, inSpaze users can also download the app on the App Store and use it on iPhone to connect with others. With the integration of inSpaze's cutting-edge technology and the unique platform on Apple Vision Pro, inSpaze breaks through the spatial isolation and language barriers, providing ultimate entertainment and social experience through immersive interaction. Similar to the evolution of the App Store on iPhone, the true potential of Apple Vision Pro will be realized through all new applications which haven't been thought of yet. Just like inSpaze reshapes the boundary of social interactions, education, health, shopping, entertainment etc. will all get redesigned.Reported Earnings • Dec 13Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.공시 • Dec 08Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Hello Group Inc. provided earnings guidance for the fourth quarter of 2023. For the fourth quarter of 2023, the company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 9.7% to 6.6% year over year.공시 • Nov 18Hello Group Inc. to Report Q3, 2023 Results on Dec 08, 2023Hello Group Inc. announced that they will report Q3, 2023 results Pre-Market on Dec 08, 2023공시 • Sep 01Hello Group Inc. Announces Revenue Forecast for the Third Quarter of 2023Hello Group Inc. announced revenue forecast for the third quarter of 2023. For quarter the Company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 10.3% to 7.2% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: CN¥3.01 (vs CN¥1.74 in 2Q 2022)Second quarter 2023 results: EPS: CN¥3.01 (up from CN¥1.74 in 2Q 2022). Revenue: CN¥3.14b (flat on 2Q 2022). Net income: CN¥568.4m (up 65% from 2Q 2022). Profit margin: 18% (up from 11% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.공시 • Aug 19Hello Group Inc. to Report Q2, 2023 Results on Aug 31, 2023Hello Group Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 31, 2023Reported Earnings • Jun 07First quarter 2023 earnings released: EPS: CN¥2.07 (vs CN¥1.47 in 1Q 2022)First quarter 2023 results: EPS: CN¥2.07 (up from CN¥1.47 in 1Q 2022). Revenue: CN¥2.82b (down 11% from 1Q 2022). Net income: CN¥390.3m (up 35% from 1Q 2022). Profit margin: 14% (up from 9.2% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.Board Change • May 30Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 19Hello Group Inc. to Report Q1, 2023 Results on Jun 06, 2023Hello Group Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Jun 06, 2023Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 20Upcoming dividend of US$0.70 per share at 8.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 22 May 2023. Trailing yield: 8.1%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (0.8%).Board Change • Apr 17Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 22Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Reported Earnings • Dec 09Third quarter 2022 earnings released: EPS: CN¥2.31 (vs CN¥2.01 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.31 (up from CN¥2.01 in 3Q 2021). Revenue: CN¥3.23b (down 14% from 3Q 2021). Net income: CN¥450.8m (up 12% from 3Q 2021). Profit margin: 14% (up from 11% in 3Q 2021). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥1.74 (vs CN¥2.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.74 (down from CN¥2.26 in 2Q 2021). Revenue: CN¥3.11b (down 15% from 2Q 2021). Net income: CN¥345.6m (down 26% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.3% compared to a 10% growth forecast for the Interactive Media and Services industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.Board Change • Aug 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 08First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: CN¥3.15b (down 9.3% from 1Q 2021). Net income: CN¥289.9m (down 37% from 1Q 2021). Profit margin: 9.2% (down from 13% in 1Q 2021). Over the next year, revenue is expected to shrink by 4.9% compared to a 17% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.Board Change • May 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.9%. Within top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • Mar 17Investor sentiment deteriorated over the past weekAfter last week's 48% share price decline to Mex$100.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 23x in the Interactive Media and Services industry globally. Total loss to shareholders of 85% over the past three years.Board Change • Mar 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jan 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$174, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 27x in the Interactive Media and Services industry globally. Total loss to shareholders of 60% over the past three years.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to Mex$193, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 25x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.Reported Earnings • Dec 02Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: CN¥1.96 (down from CN¥2.19 in 3Q 2020). Revenue: CN¥3.76b (flat on 3Q 2020). Net income: CN¥403.2m (down 12% from 3Q 2020). Profit margin: 11% (down from 12% in 3Q 2020). Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 6.8%, compared to a 21% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$250, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$219, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 33x in the Interactive Media and Services industry globally. Total loss to shareholders of 73% over the past three years.Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥2.26 (vs CN¥2.19 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥3.67b (down 5.1% from 2Q 2020). Net income: CN¥464.2m (up 1.7% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.Executive Departure • Jun 12Director Ying Zhang has left the companyOn the 4th of June, Ying Zhang's tenure as Director ended after 9.2 years in the role. We don't have any record of a personal shareholding under Ying's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.Reported Earnings • Jun 09First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.47b (down 3.4% from 1Q 2020). Net income: CN¥461.7m (down 14% from 1Q 2020). Profit margin: 13% (down from 15% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.Executive Departure • May 01Chief Technology Officer has left the companyOn the 30th of April, Chunlai Wang's tenure as Chief Technology Officer ended after 3.7 years in the role. We don't have any record of a personal shareholding under Chunlai's name. Chunlai is the only executive to leave the company over the last 12 months.Reported Earnings • Apr 29Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (4.9%). Higher than average of industry peers (0.4%).Reported Earnings • Mar 26Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥370, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 39x in the Interactive Media and Services industry. Total return to shareholders over the past year is a loss of 38%.Is New 90 Day High Low • Jan 26New 90-day high: Mex$334The company is up 3.0% from its price of Mex$325 on 28 October 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$466 per share.Is New 90 Day High Low • Dec 16New 90-day low: Mex$245The company is down 22% from its price of Mex$316 on 15 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$419 per share.Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS CN¥2.19The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.77b (down 15% from 3Q 2019). Net income: CN¥456.7m (down 49% from 3Q 2019). Profit margin: 12% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 5.8%, compared to a 59% growth forecast for the Interactive Media and Services industry in Mexico.Is New 90 Day High Low • Dec 01New 90-day low: Mex$291The company is down 34% from its price of Mex$444 on 01 September 2020. The Mexican market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$467 per share.Is New 90 Day High Low • Oct 22New 90-day low: Mex$295The company is down 26% from its price of Mex$396 on 24 July 2020. The Mexican market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$446 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: MOMO N 10년 미만 동안 배당금을 지급해 왔으며 이 기간 동안 지급액은 휘발성이었습니다.배당금 증가: MOMO N 6 년 동안만 배당금을 지급해 왔으며 그 이후 지급액이 감소했습니다.배당 수익률 vs 시장Hello Group 배당 수익률 vs 시장MOMO N의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (MOMO N)4.6%시장 하위 25% (MX)0%시장 상위 25% (MX)0%업계 평균 (Interactive Media and Services)0%분석가 예측 (MOMO N) (최대 3년)5.0%주목할만한 배당금: MOMO N 의 배당금( 4.58% )은 MX 시장에서 배당금 지급자의 하위 25%( 2.12% )보다 높습니다.고배당: MOMO N 의 배당금( 4.58% )은 MX 시장에서 배당금 지급자의 상위 25%( 5.75% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 MOMO N 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 40.6% )로 MOMO N 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YMX 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 02:58종가2026/05/14 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 소스Hello Group Inc.는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yanfang JiangBenchmark CompanyLei ZhangBofA Global ResearchXueqing ZhangChina International Capital Corporation Limited16명의 분석가 더 보기
Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).
Upcoming Dividend • Apr 05Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 30 April 2024. Trailing yield: 9.0%. Within top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (0.6%).
Upcoming Dividend • Apr 20Upcoming dividend of US$0.70 per share at 8.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 22 May 2023. Trailing yield: 8.1%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (0.8%).
Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.9%. Within top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (0.6%).
Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (4.9%). Higher than average of industry peers (0.4%).
공시 • May 11Hello Group Inc. to Report Q1, 2026 Results on Jun 02, 2026Hello Group Inc. announced that they will report Q1, 2026 results Pre-Market on Jun 02, 2026
Board Change • Apr 24Less 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. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Apr 03Upcoming dividend of US$0.26 per shareEligible shareholders must have bought the stock before 10 April 2026. Payment date: 30 April 2026. Trailing yield: 5.0%. Lower than top quartile of Mexican dividend payers (5.9%). Higher than average of industry peers (0.4%).
Board Change • Mar 26Less 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. 2 experienced directors. 3 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Mar 18+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2026Hello Group Inc. provided earnings guidance for the first quarter of 2026. For the first quarter of 2026, the Company expects total net revenues to be between RMB 2.3 billion to RMB 2.4 billion, representing a decrease of 8.8% to 4.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
공시 • Feb 13Hello Group Inc. to Report Q4, 2025 Results on Mar 18, 2026Hello Group Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 18, 2026
Board Change • Jan 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 12Third quarter 2025 earnings released: EPS: CN¥2.10 (vs CN¥2.58 in 3Q 2024)Third quarter 2025 results: EPS: CN¥2.10 (down from CN¥2.58 in 3Q 2024). Revenue: CN¥2.65b (flat on 3Q 2024). Net income: CN¥348.9m (down 22% from 3Q 2024). Profit margin: 13% (down from 17% in 3Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Dec 11Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2025Hello Group Inc. provided earnings guidance For the fourth quarter of 2025. For the period, the Company expects total net revenues to be between RMB 2.52 billion to RMB 2.62 billion, representing a decrease of 4.4% to 0.6% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Board Change • Dec 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 12Hello Group Inc. to Report Q3, 2025 Results on Dec 10, 2025Hello Group Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Dec 10, 2025
Board Change • Oct 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Oct 02Hello Soju Redifies the Cocktail Landscap with Its First Premium Soju SpiritHello Soju announced the debut of its first premium Soju Spirit, offering a more approachable take on the centuries-old Korean favorite. Long celebrated in Korea as the country's national drink, soju has rapidly gained traction in the U.S. cocktail scene, where mixologists are embracing its versatility and lower ABV as a fresh alternative to traditional Western spirits. Hello Soju now brings that momentum to the shelves with a quality-crafted, small-batch release designed for modern drink. Crafted in small batches from non-GMO "sticky rice" grown in the mineral-rich fields of Northern California's renowned Sacramento Valley, Hello Soju undergoes a five to seven-day fermentation before being distilled in copper pot stills using the traditional Korean method. The process involves a double pot distillation, which extends more flavor and character while ensuring purity. Only the purest portion of the spirit, the hearts, is pulled, resulting in a smooth, balanced, and spirit-forward soju. On the palate, Hello Soju opens with an initial citrus-forward brightness that develops into a burst of fruitiness, layered with notes of rice. The taste is balanced yet complex, with a soft, coating texture that carries a full body more often found in darker-hued spirits. The mid-palate retains the delicate fruit character, giving way to a clean, enduring finish. At 66 proof (33% ABV), it delivers more character than everyday soju or vodka with subtle notes of honey, citrus, and melon, equally suited for sipping neat, sharing as a shot, or mixing into cocktails. The launch also introduces Hello Soju's proprietary design: a beautiful 700mL black ombre bottle adorned with the brand's signature gold phoenix, which symbolizes rebirth, celebration, and cultural pride. The bottle's striking design reflects the brand's modern approach to a centuries-old Korean tradition. With its bold presence and cultural symbolism, it's the kind of bottle you want to display, share and gift. Starting October 1, 2025, Hello Soju Premium Soju Spirit is available for pre-order at <URL> for a suggested retail price of $40. The spirit will begin rolling out to select retailers across California and Nevada later this fall. It will also be featured at Tao Group venues in Los Angeles and Las Vegas.
Board Change • Sep 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Sep 09Hello Group Inc. Provides Earning Guidance for the Third Quarter of 2025Hello Group Inc. provided earning guidance For the third quarter of 2025. For the period, the Company expected net revenues to be between RMB 2.59 billion to RMB 2.69 billion, representing a decrease of 3.2% to an increase of 0.6% year over year.
공시 • Aug 13Hello Group Inc. to Report Q2, 2025 Results on Sep 09, 2025Hello Group Inc. announced that they will report Q2, 2025 results Pre-Market on Sep 09, 2025
Board Change • Jul 23Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 31%After last week's 31% share price gain to Mex$154, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Interactive Media and Services industry globally. Total returns to shareholders of 79% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$137 per share.
Board Change • Jun 10Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jun 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% 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. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (Mex$49m sold).
공시 • Jun 05Hello Group Inc. Provides Revenue Guidance for the Second Quarter of 2025Hello Group Inc. provides revenue guidance for the second quarter of 2025. For the period, the company expects total net revenues to be between RMB 2.57 billion to RMB 2.67 billion, representing a decrease of 4.5% to 0.8% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Board Change • May 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 16Hello Group Inc. to Report Q1, 2025 Results on Jun 05, 2025Hello Group Inc. announced that they will report Q1, 2025 results Pre-Market on Jun 05, 2025
공시 • Mar 12+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2025Hello Group Inc. provided earnings guidance for the first quarter of 2025. For the quarter, the company total net revenues to be between RMB 2.4 billion to RMB 2.5 billion, representing a decrease of 6.3% to 2.4% year over year.
공시 • Feb 18Hello Group Inc. to Report Q4, 2024 Results on Mar 12, 2025Hello Group Inc. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Mar 12, 2025
Board Change • Feb 17Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 13Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 10Third quarter 2024 earnings released: EPS: CN¥2.58 (vs CN¥2.88 in 3Q 2023)Third quarter 2024 results: EPS: CN¥2.58 (down from CN¥2.88 in 3Q 2023). Revenue: CN¥2.67b (down 12% from 3Q 2023). Net income: CN¥449.4m (down 18% from 3Q 2023). Profit margin: 17% (down from 18% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Dec 09Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2024Hello Group Inc. provided earnings guidance for the fourth quarter of 2024. For the period, the company expects total net revenues to be between RMB 2.56 billion to RMB 2.66 billion, representing a decrease of 14.7% to 11.4% year over year.
Board Change • Dec 06Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Nov 11Hello Group Inc. to Report Q3, 2024 Results on Dec 09, 2024Hello Group Inc. announced that they will report Q3, 2024 results Pre-Market on Dec 09, 2024
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$147, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Interactive Media and Services industry globally. Total loss to shareholders of 9.7% over the past three years.
Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Sep 03Hello Group Inc. Provides Revenues Guidance for the Third Quarter of 2024Hello Group Inc. provided revenues guidance for the third quarter of 2024. For the third quarter of 2024, the Company expects total net revenues to be between RMB 2.58 billion to RMB 2.68 billion, representing a decrease of 15.2% to 11.9% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
공시 • Aug 15Hello Group Inc. to Report Q2, 2024 Results on Sep 03, 2024Hello Group Inc. announced that they will report Q2, 2024 results Pre-Market on Sep 03, 2024
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to Mex$81.28, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 61% over the past three years.
공시 • May 30Hello Group Inc. Provides Revenues Guidance for the Second Quarter of 2024Hello Group Inc. provided revenues guidance for the second quarter of 2024. For the second quarter of 2024, the Company expects total net revenues to be between RMB 2.65 billion to RMB 2.75 billion, representing a decrease of 15.5% to 12.4% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Reported Earnings • May 29First quarter 2024 earnings released: EPS: CN¥0.028 (vs CN¥2.07 in 1Q 2023)First quarter 2024 results: EPS: CN¥0.028 (down from CN¥2.07 in 1Q 2023). Revenue: CN¥2.56b (down 9.2% from 1Q 2023). Net income: CN¥5.18m (down 99% from 1Q 2023). Profit margin: 0.2% (down from 14% in 1Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
공시 • May 12Hello Group Inc. to Report Q1, 2024 Results on May 28, 2024Hello Group Inc. announced that they will report Q1, 2024 results Pre-Market on May 28, 2024
Board Change • May 09Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Benson Tam was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 05Upcoming dividend of US$0.52 per shareEligible shareholders must have bought the stock before 11 April 2024. Payment date: 30 April 2024. Trailing yield: 9.0%. Within top quartile of Mexican dividend payers (6.2%). Higher than average of industry peers (0.6%).
New Risk • Mar 16New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.0% 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. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.0% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Mar 14Full year 2023 earnings released: EPS: CN¥10.37 (vs CN¥7.61 in FY 2022)Full year 2023 results: EPS: CN¥10.37 (up from CN¥7.61 in FY 2022). Revenue: CN¥12.0b (down 5.5% from FY 2022). Net income: CN¥1.96b (up 32% from FY 2022). Profit margin: 16% (up from 12% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 9.9% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
공시 • Mar 14+ 1 more updateHello Group Inc. Provides Earnings Guidance for the First Quarter of 2024Hello Group Inc. provided earnings guidance for the first quarter of 2024. For the quarter, the company expects total net revenues to be between RMB 2.45 billion to RMB 2.55 billion, representing a decrease of 13.1% to 9.5% year over year.
Valuation Update With 7 Day Price Move • Feb 28Investor sentiment improves as stock rises 25%After last week's 25% share price gain to Mex$119, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Interactive Media and Services industry globally. Total loss to shareholders of 57% over the past three years.
공시 • Feb 23Hello Group Inc. to Report Q4, 2023 Results on Mar 14, 2024Hello Group Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 14, 2024
Valuation Update With 7 Day Price Move • Feb 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to Mex$95.00, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Interactive Media and Services industry globally. Total loss to shareholders of 67% over the past three years.
공시 • Feb 05Hello Group Inc. Launches the Native Social App 'inSpaze' for Apple Vision ProHello Group Inc. has launched the native immersive social app inSpaze for Apple Vision Pro in the U.S. inSpaze, the brand-new app specially developed for visionOS, is now available for all Apple Vision Pro users. With technologies such as 3Ds, Reality Converter, Reality Composer Pro, etc., the native spatial computing app inSpaze allows users to connect with Apple Vision Pro users globally, along with Spatial Audio and 3D interaction content. inSpaze users can immerse themselves completely in a world of their own creation. In addition to persona support, users can also generate 3D avatars with one-click, as well as customize their personal space in the app: choose the wall paint and curtain color, select floor texture, add pictures on the wall, play personal collecting music, etc. Regarding social features, inSpaze users can start or join a party at any time, and chat with Apple Vision Pro users worldwide. The app has 12 built-in language modes and provides real-time synchronized translation. inSpaze users can also play social games in the app such as chess, allowing them to control the chessboard and chess pieces in real time with gaze. Moreover, when not wearing the Apple Vision Pro, inSpaze users can also download the app on the App Store and use it on iPhone to connect with others. With the integration of inSpaze's cutting-edge technology and the unique platform on Apple Vision Pro, inSpaze breaks through the spatial isolation and language barriers, providing ultimate entertainment and social experience through immersive interaction. Similar to the evolution of the App Store on iPhone, the true potential of Apple Vision Pro will be realized through all new applications which haven't been thought of yet. Just like inSpaze reshapes the boundary of social interactions, education, health, shopping, entertainment etc. will all get redesigned.
Reported Earnings • Dec 13Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 09Third quarter 2023 earnings released: EPS: CN¥2.88 (vs CN¥2.31 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.88 (up from CN¥2.31 in 3Q 2022). Revenue: CN¥3.04b (down 5.9% from 3Q 2022). Net income: CN¥546.4m (up 21% from 3Q 2022). Profit margin: 18% (up from 14% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings.
공시 • Dec 08Hello Group Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Hello Group Inc. provided earnings guidance for the fourth quarter of 2023. For the fourth quarter of 2023, the company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 9.7% to 6.6% year over year.
공시 • Nov 18Hello Group Inc. to Report Q3, 2023 Results on Dec 08, 2023Hello Group Inc. announced that they will report Q3, 2023 results Pre-Market on Dec 08, 2023
공시 • Sep 01Hello Group Inc. Announces Revenue Forecast for the Third Quarter of 2023Hello Group Inc. announced revenue forecast for the third quarter of 2023. For quarter the Company expects total net revenues to be between RMB 2.9 billion to RMB 3.0 billion, representing a decrease of 10.3% to 7.2% year over year. This forecast reflects the Company's current and preliminary views on the market and operational conditions, which are subject to change.
Reported Earnings • Sep 01Second quarter 2023 earnings released: EPS: CN¥3.01 (vs CN¥1.74 in 2Q 2022)Second quarter 2023 results: EPS: CN¥3.01 (up from CN¥1.74 in 2Q 2022). Revenue: CN¥3.14b (flat on 2Q 2022). Net income: CN¥568.4m (up 65% from 2Q 2022). Profit margin: 18% (up from 11% in 2Q 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
공시 • Aug 19Hello Group Inc. to Report Q2, 2023 Results on Aug 31, 2023Hello Group Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 31, 2023
Reported Earnings • Jun 07First quarter 2023 earnings released: EPS: CN¥2.07 (vs CN¥1.47 in 1Q 2022)First quarter 2023 results: EPS: CN¥2.07 (up from CN¥1.47 in 1Q 2022). Revenue: CN¥2.82b (down 11% from 1Q 2022). Net income: CN¥390.3m (up 35% from 1Q 2022). Profit margin: 14% (up from 9.2% in 1Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 32% per year, which means it has not declined as severely as earnings.
Board Change • May 30Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 19Hello Group Inc. to Report Q1, 2023 Results on Jun 06, 2023Hello Group Inc. announced that they will report Q1, 2023 results at 9:30 AM, US Eastern Standard Time on Jun 06, 2023
Reported Earnings • Apr 26Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 20Upcoming dividend of US$0.70 per share at 8.1% yieldEligible shareholders must have bought the stock before 27 April 2023. Payment date: 22 May 2023. Trailing yield: 8.1%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (0.8%).
Board Change • Apr 17Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 22Less 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. 4 non-independent directors. Independent Director Eddie Wu was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: CN¥7.61 (vs CN¥14.40 loss in FY 2021)Full year 2022 results: EPS: CN¥7.61 (up from CN¥14.40 loss in FY 2021). Revenue: CN¥12.7b (down 13% from FY 2021). Net income: CN¥1.48b (up CN¥4.40b from FY 2021). Profit margin: 12% (up from net loss in FY 2021). The move to profitability was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Reported Earnings • Dec 09Third quarter 2022 earnings released: EPS: CN¥2.31 (vs CN¥2.01 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.31 (up from CN¥2.01 in 3Q 2021). Revenue: CN¥3.23b (down 14% from 3Q 2021). Net income: CN¥450.8m (up 12% from 3Q 2021). Profit margin: 14% (up from 11% in 3Q 2021). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Interactive Media and Services industry. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
Reported Earnings • Sep 02Second quarter 2022 earnings released: EPS: CN¥1.74 (vs CN¥2.26 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.74 (down from CN¥2.26 in 2Q 2021). Revenue: CN¥3.11b (down 15% from 2Q 2021). Net income: CN¥345.6m (down 26% from 2Q 2021). Profit margin: 11% (down from 13% in 2Q 2021). Over the next year, revenue is expected to shrink by 6.3% compared to a 10% growth forecast for the Interactive Media and Services industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
Board Change • Aug 29Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 12Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 08First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: CN¥3.15b (down 9.3% from 1Q 2021). Net income: CN¥289.9m (down 37% from 1Q 2021). Profit margin: 9.2% (down from 13% in 1Q 2021). Over the next year, revenue is expected to shrink by 4.9% compared to a 17% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 41% per year whereas the company’s share price has fallen by 42% per year.
Board Change • May 10Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2022. Payment date: 29 April 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 9.9%. Within top quartile of Mexican dividend payers (5.2%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment deteriorated over the past weekAfter last week's 48% share price decline to Mex$100.00, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 23x in the Interactive Media and Services industry globally. Total loss to shareholders of 85% over the past three years.
Board Change • Mar 15Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jan 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. Director Wan Haoji Man was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 21Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to Mex$174, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 27x in the Interactive Media and Services industry globally. Total loss to shareholders of 60% over the past three years.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment deteriorated over the past weekAfter last week's 29% share price decline to Mex$193, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 25x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.
Reported Earnings • Dec 02Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: CN¥1.96 (down from CN¥2.19 in 3Q 2020). Revenue: CN¥3.76b (flat on 3Q 2020). Net income: CN¥403.2m (down 12% from 3Q 2020). Profit margin: 11% (down from 12% in 3Q 2020). Revenue exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 6.8%, compared to a 21% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$250, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 28x in the Interactive Media and Services industry globally. Total loss to shareholders of 58% over the past three years.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$219, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 33x in the Interactive Media and Services industry globally. Total loss to shareholders of 73% over the past three years.
Reported Earnings • Aug 27Second quarter 2021 earnings released: EPS CN¥2.26 (vs CN¥2.19 in 2Q 2020)The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: CN¥3.67b (down 5.1% from 2Q 2020). Net income: CN¥464.2m (up 1.7% from 2Q 2020). Profit margin: 13% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
Executive Departure • Jun 12Director Ying Zhang has left the companyOn the 4th of June, Ying Zhang's tenure as Director ended after 9.2 years in the role. We don't have any record of a personal shareholding under Ying's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is less than a year, which is considered inexperienced in the Simply Wall St Risk Model.
Reported Earnings • Jun 09First quarter 2021 earnings releasedThe company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: CN¥3.47b (down 3.4% from 1Q 2020). Net income: CN¥461.7m (down 14% from 1Q 2020). Profit margin: 13% (down from 15% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
Executive Departure • May 01Chief Technology Officer has left the companyOn the 30th of April, Chunlai Wang's tenure as Chief Technology Officer ended after 3.7 years in the role. We don't have any record of a personal shareholding under Chunlai's name. Chunlai is the only executive to leave the company over the last 12 months.
Reported Earnings • Apr 29Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Apr 05Upcoming dividend of US$0.62 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 4.2%. Lower than top quartile of Mexican dividend payers (4.9%). Higher than average of industry peers (0.4%).
Reported Earnings • Mar 26Full year 2020 earnings released: EPS CN¥10.09 (vs CN¥14.31 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥15.0b (down 12% from FY 2019). Net income: CN¥2.10b (down 29% from FY 2019). Profit margin: 14% (down from 18% in FY 2019). The decrease in margin was driven by lower revenue.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 21% share price gain to CN¥370, the stock is trading at a trailing P/E ratio of 9.5x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 39x in the Interactive Media and Services industry. Total return to shareholders over the past year is a loss of 38%.
Is New 90 Day High Low • Jan 26New 90-day high: Mex$334The company is up 3.0% from its price of Mex$325 on 28 October 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$466 per share.
Is New 90 Day High Low • Dec 16New 90-day low: Mex$245The company is down 22% from its price of Mex$316 on 15 September 2020. The Mexican market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$419 per share.
Reported Earnings • Dec 03Third quarter 2020 earnings released: EPS CN¥2.19The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥3.77b (down 15% from 3Q 2019). Net income: CN¥456.7m (down 49% from 3Q 2019). Profit margin: 12% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Dec 03Revenue beats expectationsRevenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 5.8%, compared to a 59% growth forecast for the Interactive Media and Services industry in Mexico.
Is New 90 Day High Low • Dec 01New 90-day low: Mex$291The company is down 34% from its price of Mex$444 on 01 September 2020. The Mexican market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$467 per share.
Is New 90 Day High Low • Oct 22New 90-day low: Mex$295The company is down 26% from its price of Mex$396 on 24 July 2020. The Mexican market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is Mex$446 per share.