Detail akcie Tencent Music ADS-A diskuze

pod 10 by se dalo vrátit zpět, https://finance.yahoo.com/news/tencent-music-entertainment-beats-quarterly-090806513.html

výsledky pěkné, navrhují divi, při 70% zisku jsem nevydržel, tak gratulace všem co drželi až do 15 vdolků, za rok +100%

https://finance.yahoo.com/news/tencent-music-entertainment-group-announces-090000570.html

tak by to mohlo někam min. ke 12 - 12,5

a pokud budou dobré výsledky u SPOT, kde je 10% cross podílů, tak by dnes mohlo padnout i 10

a to se ještě drží dost opatrně https://seekingalpha.com/news/4057924-ubs-expects-tencent-musics-paying-user-base-to-jump-to-125m-in-2025-upgrades-to-buy

a míří výše

posílá tme opět nad 9 pokud se udrží mohlo by konečně dojít na double dig. :o)

opět, pak by to při p/e 30 mohlo k těm "rozumným" 13-14 :o)

Total revenues were RMB6.57 billion (US$900 million), representing a 10.8% year-over-year decrease, mainly due to the decline in revenues from social entertainment services and others. Revenues from music subscriptions were RMB3.19 billion (US$438 million), representing 42.0% year-over-year growth. The number of paying users increased by 20.8% year-over-year to 103.0 million, up 3.6 million from the second quarter of 2023. Net profit was RMB1.26 billion (US$173 million), representing 15.6% year-over-year growth. Net profit attributable to equity holders of the Company was RMB1.17 billion (US$160 million), representing 10.1% year-over-year growth. Non-IFRS net profit[1] was RMB1.50 billion (US$206 million), representing 6.5% year-over-year growth. Non-IFRS net profit attributable to equity holders of the Company[1] was RMB1.41 billion (US$193 million), representing 2.1% year-over-year growth. Diluted earnings per ADS was RMB0.74 (US$0.10). Total cash, cash equivalents and term deposits as of September 30, 2023 were RMB30.96 billion (US$4.24 billion).

https://finance.yahoo.com/news/chinas-tencent-music-posts-quarterly-090944632.html

slušný nárůst platících zákazníků, čekám min.na 10 https://ir.tencentmusic.com/2023-05-16-Tencent-Music-Entertainment-Group-Announces-First-Quarter-2023-Unaudited-Financial-Results

čekáme na 10 :o) https://finance.yahoo.com/news/tencent-music-entertainment-group-announces-090000254.html

čínský spotify má zřejmě namířeno zpět nad 10 ( i objemy slušné )

i přes všeobecný pokles se vrací na 8 a mohlo by se dostat někam na 9,5 a optimisticky příští rok i ke 12 :o)

tak snad optimismus kolem činy vydrží

overw.

zatím nic moc ale potenciál by tu byl :o)