Tencent Music Entertainment Group (NYSE:TME) Valuation After Stimulus Driven Share Price Jump

Simply Wall St.02-15

Tencent Music Entertainment Group (NYSE:TME) jumped 15.7% after China announced its largest stimulus package since the pandemic. The measures include interest rate cuts and looser mortgage rules that ...

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The measures include interest rate cuts and looser mortgage rules that ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-tme/tencent-music-entertainment-group/news/tencent-music-entertainment-group-nysetme-valuation-after-st\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tencent Music Entertainment Group (NYSE:TME) Valuation After Stimulus Driven Share Price Jump</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTencent Music Entertainment Group (NYSE:TME) Valuation After Stimulus Driven Share Price Jump\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-15 15:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/media/nyse-tme/tencent-music-entertainment-group/news/tencent-music-entertainment-group-nysetme-valuation-after-st><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tencent Music Entertainment Group (NYSE:TME) jumped 15.7% after China announced its largest stimulus package since the pandemic. The measures include interest rate cuts and looser mortgage rules that ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/media/nyse-tme/tencent-music-entertainment-group/news/tencent-music-entertainment-group-nysetme-valuation-after-st\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4565","symbol_name":"NFT概念","start_time":0,"source_url":"https://simplywall.st/stocks/us/media/nyse-tme/tencent-music-entertainment-group/news/tencent-music-entertainment-group-nysetme-valuation-after-st","article_id":"2611913126","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4313000-choice2-main-header/1585186808281"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/media/nyse-tme/tencent-music-entertainment-group/news/tencent-music-entertainment-group-nysetme-valuation-after-st","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611913126","pubTimestamp":1771140027,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Tencent Music Entertainment Group (NYSE:TME) jumped 15.7% after China announced its largest stimulus package since the pandemic. The measures include interest rate cuts and looser mortgage rules that lifted sentiment toward Chinese consumer tech names.\nSee our latest analysis for Tencent Music Entertainment Group.\nThe latest jump comes after a weaker few months, with a 30 day share price return of a 4.4% decline and a 90 day share price return of a 16.1% decline, even as the 1 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4565":"NFT概念","LU0359201612.USD":"贝莱德中国基金A2","BK4509":"腾讯概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","01698":"腾讯音乐-SW","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","TME":"腾讯音乐","BK4531":"中概回港概念","BK4526":"热门中概股","BK4571":"数字音乐概念","BK4563":"昨日强势股","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","TCMEF":"Tencent Music Entertainment Group","NYSE":"纽交所","BK4535":"淡马锡持仓","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","BK4108":"电影和娱乐","BK4548":"巴美列捷福持仓","BK4552":"Archegos爆仓风波概念"},"translate_title":"腾讯控股音乐娱乐集团（纽约证券交易所股票代码：TME）在刺激推动股价上涨后的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TCMEF":1.5,"TME":1,"NYSE":1.5,"01698":0.6},"content_text":"Tencent Music Entertainment Group (NYSE:TME) jumped 15.7% after China announced its largest stimulus package since the pandemic. The measures include interest rate cuts and looser mortgage rules that lifted sentiment toward Chinese consumer tech names. See our latest analysis for Tencent Music Entertainment Group. The latest jump comes after a weaker few months, with a 30 day share price return of a 4.4% decline and a 90 day share price return of a 16.1% decline, even as the 1 year total shareholder return sits at 17.9% and the 3 year total shareholder return at about 2x. If stimulus driven moves in Tencent Music have your attention, it could be a good moment to see what else is setting up across 26 AI small caps. With Tencent Music shares up sharply on stimulus news, while still showing mixed recent returns and trading at a discount to some analyst targets, the key question now is whether there is still a buying opportunity here or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 41% Undervalued With Tencent Music shares at $15.85 against a widely followed fair value view of about $26.84, the current setup hinges on how durable its monetization engine really is.  Technology investments, including AI-powered personalization and innovative ad formats (such as incentivized ads and ad-based membership models), are driving higher advertising revenue, improved operational efficiency, and lower customer acquisition costs, thereby boosting both top-line growth and net profit margins.  Read the complete narrative. Curious how this monetization story supports that higher value? The narrative focuses on revenue trends, margins, and a future earnings multiple that reflects Tencent Music’s ability to convert users into higher value spenders. Result: Fair Value of $26.84 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still real watchpoints here, including lower margin offline events weighing on profitability and ongoing regulatory scrutiny that could limit earnings power. Find out about the key risks to this Tencent Music Entertainment Group narrative.  Build Your Own Tencent Music Entertainment Group Narrative If you see the numbers differently or simply want to stress test this view with your own assumptions, you can build a full Tencent Music thesis yourself in just a few minutes. You can get started with Do it your way. A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding Tencent Music Entertainment Group. Looking for more investment ideas? If Tencent Music has you thinking more broadly about your portfolio, now is a smart time to widen your watchlist with a few targeted ideas.  Tap into income potential by reviewing companies that feature 12 dividend fortresses and see which payouts align with your goals. Hunt for quality at a discount by scanning 53 high quality undervalued stocks that pair fundamentals with prices some investors may be overlooking. Strengthen your downside protection by reviewing companies in our 84 resilient stocks with low risk scores and see which names could help steady your portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tencent Music Entertainment Group might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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