Entry8.14→Now7.77
TME long on net cash and buybacks Open original source
TME Tencent Music Entertainment Group Loading... : Investor Sentiment and Bull/Bear Views
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11:59
Sep 15
Sep 15
TME long on net cash and buybacks
The author argues Tencent Music is grossly underpriced because net cash and investments of $8.1 billion against a $13.6 billion market cap leaves the core business at roughly $5.5 billion, or about 1x annual revenue of $5 billion with $1.5 billion in operating cash flow. The mechanism is that this cash generation plus a recent debt offering earmarked partly for share repurchases and a 2.96% dividend yield should narrow the valuation gap to Spotify, which trades at 1/4 to 1/2 higher multiples despite TME's better profit margins. The stated catalyst is management's buyback funding and continued revenue growth, with the main risk being the China domicile and regulatory/jurisdictional discount.
HIGH
20:28
Sep 03
Sep 03
Tencent Music Entertainment Group announced pricing of a $1 billion notes offering split.
Tencent Music Entertainment Group announced pricing of a $1 billion notes offering split between 2031 and 2036 maturities.
00:45
Sep 03
Sep 03
Tencent Music launches a dollar-denominated bond offering across five-year and ten-year.
Tencent Music launches a dollar-denominated bond offering across five-year and ten-year tranches.
10:56
Aug 13
Aug 13
Wolfe Research, JPMorgan, Citizens, Citi, Jefferies, RBC, Wells Fargo, Cantor Fitzgerald.
Wolfe Research, JPMorgan, Citizens, Citi, Jefferies, RBC, Wells Fargo, Cantor Fitzgerald, Roth/MKM, UBS, BofA, and Nomura issue multiple analyst upgrades and downgrades with various price target changes across a broad set of stocks.
10:45
Aug 12
Aug 12
JPMorgan, Deutsche Bank, Mizuho, Oppenheimer, Daiwa, Citizens, BTIG, William Blair, Jefferies.
JPMorgan, Deutsche Bank, Mizuho, Oppenheimer, Daiwa, Citizens, BTIG, William Blair, Jefferies, Berenberg, Raymond James, and China Renaissance issue multiple upgrades and downgrades with price target changes across a broad set of stocks.
03:28
Aug 12
Aug 12
TME earnings recap with no directional view.
Reports TME 2Q26 earnings miss and EPS beat, with stable margins, $400M buyback, and 10.4x PE; stock fell after release, but speaker gives no directional view.
LOW
18:14
Jun 29
Jun 29
Alibaba and Tencent were dropped by DC lobbyists to comply with US law.
Alibaba and Tencent were dropped by DC lobbyists to comply with US law, according to the news report.
15:10
Jun 20
Jun 20
The author mentions Tencent Music in a personal anecdote about a surreal experience.
The author mentions Tencent Music in a personal anecdote about a surreal experience in a Chinese car dealership, not as a trade idea or market commentary.
10:40
Mar 17
Mar 17
Tencent Music reports strong year-over-year revenue growth and increased earnings per ADS.
About TME Investor Commentary
Across the available history and selected sources, Buzzberg tracks TME (Tencent Music Entertainment Group) across 7 sources: 1 bullish vs 0 bearish calls from 7 authors. Historical directional balance: 11% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 9 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: u/Select-Solution-4153, FirstSquawk, DeItaone.