NETEASE MUSIC (09899) surged nearly 5%, reaching HK$203.2 by the time of writing, with a trading volume of HK$227 million.
CLSA's recent research report highlighted that the risk of direct competition with ByteDance's Qishui Music is low due to differentiated platform strategies and product positioning. NETEASE MUSIC currently trades at a 2026 adjusted forward P/E of 17x, supported by its resilient subscription model and robust long-term profit potential from multiple cost levers. The target price was set at HK$310.5.
SWS Research noted that the company remains committed to its differentiated content strategy (independent artists, original music, niche copyrights, etc.), while its user-focused approach for younger demographics lays a solid foundation for mid-to-long-term growth, ensuring ample revenue and profit potential.
Comments