Análisis Argos
TME
TMEOportunidad
Tencent Music Entertainment Group · Communication Services
US$ 8.63
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
82/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 30% al año — menos de lo que viene demostrando (9.2%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 66% el último año.
Tiene más caja que deuda: balance fuerte.
Riesgos
Sin riesgos destacados.
VALOR6/6FUTURO4/6PASADO4/6SALUD6/6DIVIDENDO6/6
El Iris de calidad
VALOR6/6FUTURO4/6PASADO4/6SALUD6/6DIVIDENDO6/6
ValorCotiza por debajo de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos82de 100Oportunidad
Ingresos16%
US$ 32.9 B
Margen operativo4%
29.6%
Flujo de caja libre7%
US$ 9.9 B
Deuda neta
US$ -4.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 13.3B
P/E1.2x
EV/EBITDA0.8x
FCF yield74.4%
ROIC11%
Margen operativo29.6%
Crecim. ingresos+15.8%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

prnewswire.com · 30 jun
Tencent Music Entertainment Group Announces Poll Results of the 2026 Annual General Meeting
SHENZHEN, China, June 30, 2026 /PRNewswire/ -- Tencent Music Entertainment Group ("TME," or the "Company") (NYSE: TME and HKEX: 1698), the leading online music and audio entertainment platform in China, today announced that its annual general meeting (the "AGM") was held in Hong Kong on June 30, 2026 and all the proposed resolutions set out in the notice of the AGM dated May 20, 2026 were duly passed at the AGM. About Tencent Music Entertainment Tencent Music Entertainment Group (NYSE: TME and HKEX: 1698) is the leading online music and audio entertainment platform in China, operating the country's highly popular and innovative music apps: QQ Music, Kugou Music, Kuwo Music and WeSing.
seekingalpha.com · 25 jun
Tencent Music: Recent Strategic Moves Are Reshaping The Investment Case
Tencent Music (TME) is rated Buy, with upside driven by premium memberships, concerts, and deeper Tencent ecosystem integration. TME's SVIP membership and concert strategy create a high-value flywheel, supporting margin expansion and resilience against Bytedance competition. The Ximalaya acquisition enhances TME's audio ecosystem and premium value proposition, though immediate competitive advantages versus Bytedance may be limited.
gurufocus.com · 31 may
Ivonescimab with Chemotherapy Demonstrated a Statistically Significant Overall Survival Benefit Compared to Tislelizumab Plus Chemotherapy in 1L Treatment of Patients with Squamous NSCLC in the HARMON
Summit Therapeutics Inc. (NASDAQ: SMMT) today announced positive overall survival (OS) results from the Phase III HARMONi-6 trial, conducted in China and spons
gurufocus.com · 30 may
Encouraging Global Phase II Ivonescimab Data in First-Line Metastatic Colorectal Cancer Presented at ASCO 2026
Summit Therapeutics Inc. (NASDAQ: SMMT) today presented new results from the AK112-206 trial (NCT05382442), a global, open-label, multicenter Phase II study in
prnewswire.com · 26 may
Coca-Cola's 2026 FIFA World Cup Anthem "JUMP" Lets the World Hear China's Voice
BEIJING, May 26, 2026 /PRNewswire/ -- As the world counts down to the 2026 FIFA World Cup, Coca-Cola ignites the excitement with its brand-new official anthem, "JUMP" – the 2026 FIFA World Cup Coca-Cola Anthem. The song is jointly produced by Tencent Music Entertainment Group (TME) and Coca-Cola.
seekingalpha.com · 21 may
Tencent Music: Trading User Growth For Ecosystem Dominance
Tencent Music is positioned for ecosystem expansion following the regulatory approval of its Ximalaya acquisition. TME's Q1 results beat on efficiency, but Q2 guidance is lowered due to intensifying competition and rising user churn risk. The Ximalaya deal fills the company's long-form audio gap, potentially boosting user stickiness and offsetting stagnating music subscription growth.
prnewswire.com · 20 may
Tencent Music Entertainment Group to Hold Annual General Meeting on June 30, 2026
SHENZHEN, China, May 20, 2026 /PRNewswire/ -- Tencent Music Entertainment Group ("TME," or the "Company") (NYSE: TME and HKEX: 1698), the leading online music and audio entertainment platform in China, today announced that it will hold its annual general meeting of shareholders (the "AGM") at 10/F, The Hong Kong Club Building, 3A Chater Road, Central, Hong Kong on Tuesday, June 30, 2026 at 10 a.m. (Beijing/Hong Kong time) for the purposes of considering and, if thought fit, passing the resolutions as set forth in the notice of the AGM (the "AGM Notice").
marketbeat.com · 15 may
Tencent Music Entertainment Group Q1 Earnings Call Highlights
Tencent Music Entertainment Group NYSE: TME reported steady first-quarter 2026 results as management highlighted growth in music-related services, rising contributions from offline performances and continued pressure from competition and AI-related copyright issues.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.