09899 NETEASE MUSIC
- 109.700
- -3.400-3.01%
NETEASE MUSIC News
According to Morgan Stanley, Alibaba (09988.HK) is selling its stake in Gao Xin (06808.HK), which is expected to enhance shareholder returns by the end of the year.
Morgan Stanley released a report stating that Alibaba-W (09988.HK) has sold all its shares in Sun Art Retail Group (06808.HK), which aligns with its plan to reduce non-core Business. It is believed that this move can enhance shareholder returns by the end of the year, and the past 12 months' buybacks and dividends may represent a dividend yield of 10%. The firm gives Alibaba (BABA.US) a "market perform" rating with a Target Price of $105. The report noted that since announcing the restructuring in 2023, Alibaba has engaged in multiple sales or reductions of its Shareholding in non-core Assets, including Bilibili (09626.
Express News | Why do users feel that the report is inaccurate? NetEase Cloud Music: The overall logic of the data is accurate, but it is affected by three factors.
Express News | Is the NetEase Cloud Music annual report inaccurate? Customer service: Randomly played songs will also count, and the report does not support modifications.
Minsheng Securities: Initiated a "recommended" rating for NetEase Cloud Music (09899), with an increase in memberships being the current focus.
Minsheng Securities expects NetEase Cloud Music's net income for 2024, 2025, and 2026 to be 1.3, 1.5, and 1.7 billion yuan, respectively.
NetEase Cloud Music (9899.HK): Creating differentiation through original content and Community, increasing memberships is the current priority.
The company's online music subscription and social Entertainment services are the main sources of revenue, with profitability continuously improving. NetEase Cloud Music was launched in 2013, and by the end of the first half of 2024, the largest Shareholder is NetEase, holding 59.83%, and the second-largest Shareholder is
Breaking through 41 billion! The annual box office is still racing. Next year's Spring Festival lineup is "a big hit" | Year-end summary.
① The 2024 film market has entered the final sprint phase, and as this year's last major release period, the box office for the New Year's season has surpassed 2.1 billion yuan. The total box office for China Film Co., Ltd. in 2024 has reached 41.696 billion yuan; ② With the recovery of production capacity and the scheduling of blockbusters, the industry generally has a good expectation for the 2025 Spring Festival release period, with several listed film companies presenting "big hits" to compete in next year's Spring Festival.
"宏观经济的持续景气带动相关企业增长，同时伴随科技进步推动平台经济扩展。" 中信证券: 继续看好平台经济，首选美团 (03690.HK)、腾讯 (00700.HK)、腾讯音乐 (TME.US) 和阿里 (BABA.US)。
CMB International published a report stating that despite facing some macroeconomic headwinds, leading platform internet companies continue to maintain business resilience, benefiting from ongoing cost reduction and efficiency improvements, healthy profit growth, and stable shareholder returns. The current industry valuation is at a low point, strongly defensive, with potential profit upward factors next year coming from macro policy stimulus, overseas expansion opportunities, and progress in AI business. The firm's preference for sub-industries is local life services → advertising → Gaming = value-added services → e-commerce → cloud → live streaming. Top picks include Meituan (03690.HK), Tencent (00700.HK), Tencent Music (TME.US), and Alibaba.
SPDB International HK Starts NetEase Cloud Music at Buy With HK$145 Price Target
Pu Yin International: Online music has become an important growth driver in the music market, with the platform's bargaining power gradually increasing.
The increase in penetration rates, subscription fee hikes, and expansion of content beyond music will drive the long-term growth of music streaming platforms in the future.
Hong Kong stock movement | NetEase Cloud Music (09899) rose nearly 6% in the morning, continuously expanding its copyright library and optimizing the experience. Institutions are Bullish on the company's potential for revenue and profit growth.
NetEase Cloud Music (09899) rose nearly 6% in the morning session, as of the time of writing, it is up 4.52%, reported at 122.5 Hong Kong dollars, with a turnover of 14.3218 million Hong Kong dollars.
The Spring Festival season is approaching! Hong Kong stock movie shares are rising in response, ali pictures has increased by over 5%.
① What measures has the government implemented to boost consumer spending in the film industry? ② How do the institutions view the film market in 2025?
Market Update | Movie concept stocks continue to heat up, maoyan ent rises over 8% leading the charge, with films for the 2025 Spring Festival gradually being scheduled.
The concept stocks of movies continue to gain popularity.
GF Securities: Digital scenarios continue to penetrate combined with technology-driven, Internet plus-related begins to search for new growth points
Internet plus-related companies are beginning to seek new points of growth, differing from the past tendency to simply shrink and cut costs. In the future, they may embrace new changes with reasonable investments. The business model continues to evolve and iterate, with expansion overseas and AI.
Express News | Netease Cloud Music has crashed again. The official apology states that there was a configuration error on the development page, and the related issues have been resolved.
NetEase Cloud Music has completed the name change of its publicly traded stocks.
Gelonghui November 27th | China's important online music platform netease cloud music has completed the process of changing the company's stock name, with the Chinese stock name changed from the previous "Cloud Music" to "Netease Cloud Music", and the English stock name changed from "CLOUD MUSIC" to "NETEASE MUSIC", with the stock code remaining unchanged at "9899". After the change, both the company name and the stock name are consistent with its iconic product Netease Cloud Music, which helps capital markets better identify and more quickly obtain relevant trading information, and strengthens the overall brand image of the company.
Express News | QQ Music claims to have upgraded the 'customized player' again, possibly in response to a challenge from netease cloud music.
Cloud Music (09899.HK): Intensifying efforts to continue expanding the copyright library, recently offline a large number of ad spaces.
NetEase Cloud Music (09899.HK) announced that it is intensifying efforts to continuously expand its copyright library and has recently taken down a large number of advertisement slots. Aside from the splash screen position, NetEase Cloud Music VIP users enjoy an ad-free experience, which will continuously be optimized. The company also revealed that a simpler new version will be launched soon. At the same time, it emphasized that regardless of how the product develops and optimizes, the company will always adhere to the principles of innovation and respect for originality, and will not change its original intention due to improper competitive behavior in the industry.
Netease Cloud Music and QQ Music are "quarreling" again, who actually "plagiarized" whom?
① Netease Cloud Music publicly urged QQ Music to stop its plagiaristic "innovation". ② The dispute between the two major domestic online music platforms has lasted for years, reflecting the increasingly intense competition among online music platforms today.
Netease Cloud Music: will launch a more concise version soon, and is continuously expanding its copyright library.
On November 25, Gelonghui reported that in response to users' concerns about copyright, advertising, and product experience, netease Cloud Music stated on social platforms that it has recently taken down a large number of advertising spaces, is increasing efforts to continuously expand its copyright library, and plans to launch a simpler new version soon.
Trending! Netease Cloud Music "angrily confronts" QQ Music.
Have the two major music apps "started fighting"?
No Data