Tencent Music Entertainment Group
——
Mentions · last 7 days
0
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Internet Content & Information sits in its cycle right now — and what that implies for $TME.
Internet Content & Information
No material change from last week — AI-enhanced ad targeting sustains META and GOOGL digital advertising pricing while LLM-based search agents remain a medium-term displacement risk to search revenue. Digital advertising continues to outperform traditional media as brand budgets follow eyeballs to social and search platforms.
Top industry ETF
$FDNFirst Trust Dow Jones Internet Index Fund
+6.4%YTD
+7.5%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
10.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
9.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
33.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
10.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
2.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
11.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
47.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$0.25$0.24+4.2%
Q1 2026May 12, 2026$0.21$0.210.0%
Q4 2025Mar 17, 2026$0.17$0.23-24.2%
Q3 2025Nov 12, 2025$0.22$0.21+4.8%
Next earningsWed, Nov 11·consensus EPS $0.24
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$8.9B+5.8%44.2%34.0%$1.58$2.9B
Q1 FY26$7.8B+6.7%44.9%29.6%$1.36$2.3B
Q4 FY25$7.7B+3.8%97.7%33.8%$1.22$0
Q3 FY25$8.5B+20.6%43.5%32.0%$1.40$3.7B
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$35.8B$34.6B – $37.3B$6.10$5.84 – $6.2919
FY27$39.1B$37.7B – $43.0B$6.69$6.56 – $6.8919
FY28$42.3B$38.8B – $47.4B$7.62$6.40 – $11.0321
FY29$42.0B$39.7B – $45.6B$7.79$7.24 – $8.6710
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.5%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-1.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-32.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMega float · 1.1B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.845-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Why Tencent Music Stock Sank This WeekTencent Music: Buy Fan Economy And AI Shift When Market Sells The DipTencent Music: Organic Deceleration And Competition Weigh On Outlook (Rating Downgrade)Here Are Wednesday’s Top Wall Street Analyst Research Calls: The Gap, Genmab, Hilton Worldwide, Intuitive Surgical, Marriott International, Merck, Novo Nordisk, Okta, and MoreWhy Tencent Music Entertainment Stock Dived by Nearly 12% Today
More in Internet Content & Information
Peers in the same group — one click to compare setups, fundamentals, and chatter.
Voices on X · last 7 days
No standout posts about $TME on X in the last 7 days.