Tencent Music's Ximalaya Acquisition Seen to Support Subscription Initiative -- Market Talk

Dow Jones
Jul 04

0213 GMT - Tencent Music Entertainment's acquisition of podcast platform Ximalaya fits well with its latest subscription initiative, Citi analysts say in a research note. TME has been working on converting subscribers to premium subscribers, which proves to be a more sustainable and resilient approach to ensure steady music subscription revenue growth. The addition of Ximalaya's long-form content to TME platform could enhance monetization potential through subscriber conversion and ads. While maintaining a buy rating on TME, Citi raises its target price to US$23.00 from US$17.00, noting the stable subscription model with improving margins profile and future upside of artists/fan-based entertainment ecosystem fits well with the growing service consumption among Chinese young consumers. Shares last ended at US$19.46. (sherry.qin@wsj.com)

 

(END) Dow Jones Newswires

July 03, 2025 22:13 ET (02:13 GMT)

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