| TME 腾讯音乐 | | 507 | | --- | --- | --- | | 16.340 + +0.410 +2.57% | | 收盘价 02/06 16:00 美东 | | 16.550 + 0.210 +1.29% | | 盘前价 02/09 04:00 美东 | | 一 52 24 4 5 8 日 ♥ 1选 | | ● 快捷交易 | | 最高价 16.365 | 开盘价 16.050 | 成交量 622.86万 | | 最低价 15.855 | 昨收价 15.930 | 成交额 1.01亿 | | 平均价 16.236 | 市盈率 M 16.34 | 总市值 253.09亿 (... | | 振 幅 3.20% | 市盈率(静) 26.74 | 总股本 15.49亿 | | 换手率 1.15% | 市净率 2.122 | 流通值 88.34亿 | | 52周最高 26.700 | 委 比 -25.00% | 流通股 5.41亿 | | 52周最低 11.710 | 量 比 0.95 | 色 手 1股 | | 历史最高 31.559 | 股息TM 0.184 | 换股比率 2.00 | | 历史 ...

Core Viewpoint - The report from Jefferies indicates that Tencent Music (01698) is on track to meet its revenue and non-IFRS profit forecasts for Q3, driven by quality growth and SVIP services, with a "Buy" rating maintained [1] Group 1: Revenue and Profit Forecasts - Tencent Music is expected to achieve total revenue of 8.2 billion RMB in Q3, representing a year-on-year growth of 17% [1] - The company is projected to have a gross profit of approximately 3.59 billion RMB, with a gross margin reaching 43.8% [1] - Other revenue is anticipated to grow by 35% year-on-year, estimated at 2.2 billion RMB [1] Group 2: User Growth and Subscription Services - The forecast for the music subscription business includes a net addition of approximately 1.3 million users in Q3 [1] - The average revenue per user (ARPU) for the quarter is expected to be 11.9 RMB [1] Group 3: Key Growth Areas - The report highlights key growth areas such as SVIP service upgrades, fan economy potential, and the development of offline concerts [1]

Core Viewpoint - The report from Jefferies indicates that Tencent Music (01698) is expected to achieve its revenue and non-IFRS profit forecasts for Q3, driven by quality growth and SVIP services [1] Group 1: Business Trends - The analysis highlights key areas of focus including SVIP feature upgrades, fan economy potential, and the development of offline concerts [1] - The online music service and social entertainment revenue forecasts are maintained [1] Group 2: Financial Projections - Tencent Music is projected to achieve a total revenue of 8.2 billion RMB in Q3, representing a year-on-year growth of 17% [1] - The company anticipates a net addition of approximately 1.3 million users in the music subscription business for Q3 [1] - The quarterly user ARPU is expected to be 11.9 RMB, with gross profit around 3.59 billion RMB and a gross margin of 43.8% [1] - Other revenue is preliminarily forecasted to be 2.2 billion RMB, reflecting a year-on-year growth of 35% [1]