TickerTalks
Browse all tickers →
TickerTalks›$TME
TMTME

Tencent Music Entertainment Group

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$TME·$12B·Internet Content & Information·Communication Services
$8.63-0.2%YTD-53.5%1Y-62.3%
Price updated 2h ago·X counts updated 5d ago
TMTME
$TMETencent Music Entertainment Group
$8.63-0.23%180 posts5×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $TME on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

180X posts · last 7 days
Sep 28Oct 11
Chatter Meter
5×
QuietNormal · 1×Loud

How loud $TME's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TME — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Tencent Music at 1% of 52-week range — $400M buyback, 33% operating margin, chart is pricing a China discount that may be overdone.

Tencent Music Entertainment is China's leading online music, karaoke, and live-streaming platform — the Spotify equivalent for mainland China, with 100M+ paying subscribers. The stock is at the literal 0.4% of its 52-week range after a 66% TTM decline on China-ADR discount.

  • The P&L is actually strong: revenue grew 5.8% YoY to $8.93B RMB (approximately $1.25B USD) at a 33% operating margin and EPS $1.58 — this is a China tech company at 10x P/E with 33%+ margins and a $400M buyback program.
  • The $400M share repurchase program announced is the specific capital-return signal — China ADR management teams typically only authorize meaningful buybacks when they believe shares are undervalued, so this is a modest conviction tell.
  • Insider PAN TSAI-CHUN's M-Exempt at $3.86 for 310K shares is a routine option exercise, not a conviction move.

Breaking-down holds unless Nov 11 earnings confirm Music subscription revenue growth above 10% YoY and the $400M buyback is actively executing. A soft music-subscription print, or any specific China regulatory headline on music royalties/live-streaming, is what seals the de-rating; a strong music-subscription growth plus live-streaming revenue stabilization is what could restart the move — but the China discount is the overhang bulls can't easily overcome.

What to watch: Nov 11 earnings — music subscription revenue growth above 10% YoY, live-streaming revenue stabilization, operating margin trajectory, and $400M buyback execution pace. A soft music print or China regulatory headline is what seals the breaking-down.

On the calendar: 2026-11-11 — Q3 FY26 earnings

Read the AI verdict on $TME

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

China's dominant online music platform operating QQ Music, Kugou, and Kuwo with combined 900M+ monthly users.

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 · Communication Services

No material change from last week — AI-enhanced ad targeting continues to concentrate digital ad share in Google and Meta.

What this means for $TME

Neutral — China's dominant online music platform operating QQ Music, Kugou, and Kuwo with combined 900M+ monthly users.

Top industry ETF

$FDNFirst Trust Dow Jones Internet Index Fund
+7.5%YTD
+5.2%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 earningsTue, Nov 17·consensus EPS $0.22

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

4-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$35.3B$34.1B – $35.7B$5.84$5.72 – $6.0319
FY27$38.1B$35.9B – $39.0B$6.29$6.04 – $6.5520
FY28$40.7B$38.5B – $45.9B$6.95$6.14 – $9.3221
FY29$40.3B$39.2B – $43.1B$7.44$7.17 – $8.1010

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.0.9×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.6%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.+3.1%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.-19.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.755-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 exempt) in window

See when $TME insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 18 other (15 6-Ks · 1 F-3ASR · 1 13G · 1 D) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why this little known Chinese chipmaker has caused a global stock routcnbc.com·4d agoTencent Music Entertainment Group to Report Third Quarter 2026 Financial Results on November 17, 2026prnewswire.com·4d agoAstraZeneca Completes $2 Billion Equity Investment in Summit Therapeuticsgurufocus.com·12d agoSummit Therapeutics Announces Clinical Trial Collaboration with AstraZeneca and Daiichi Sankyo to Evaluate Ivonescimab in Combination with TROP2-Directed ADC Datrowaygurufocus.com·15d agoMajor Indexes Slide as Investors Digest Consumer Sentiment Dataschaeffersresearch.com·17d ago

More in Internet Content & Information

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$META$GOOGL$GOOG$DASH$SNAP$RDDT$MOMO$DJT
Voices on X · last 7 days

No standout posts about $TME on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport