$TME 20261120 7.0 PUT$ TME (Te-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$TME 20261120 7.0 PUT$ TME (Tencent Music) — Recent Bullish & Bearish News

Bottom line: The news flow over the past quarter is genuinely two-sided. The bull case rests on steady Q2 revenue/profit growth, a strong balance sheet plus investment-grade ratings, and a widening content-ecosystem push (Himalaya, film/TV partnerships, AI tooling). The bear case centres on "revenue up, profit not up" — margin pressure from the Himalaya integration, a still-unproven long-audio-to-paid-music conversion, and the structural threat AI-generated content poses to the "exclusive licensed content" subscription narrative. The stock has been drifting lower:

TME (TME)

watchlist

closed 2026-09-29 at USD 7.945, −5.08% on the day, with the Hong Kong line

Tencent Music-SW (01698)

watchlist

at HKD 32.36, −2.24%.

TME PUT

09-29 22:48

US20261120 7.0

Side	Price \| Filled	Realized P&L
Sell Open	0.15 10Lot(s)	-26.66% Holding

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Comments

MatthewWalter
09-29 23:32
MatthewWalter
AI content risk feels overstated to me. TME's moat is still the ecosystem tie-in, and that 7 put sale only really works if the cash flow stays this steady

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The bear case centres on \"revenue up, profit not up\" — margin pressure from the Himalaya integration, a still-unproven long-audio-to-paid-music conversion, and the structural threat AI-generated content poses to the \"exclusive licensed content\" subscription narrative. The stock has been drifting lower: \n  <p></p><span>TME (TME)\n   <p></p><span>watchlist\n    <p></p><span> closed 2026-09-29 at USD 7.945, −5.08% on the day, with the Hong Kong line\n     <p></p><span>Tencent Music-SW (01698)\n      <p></p><span>watchlist\n       <p></p><span> at HKD 32.36, −2.24%.</span></span></span></span></span></span></span></span></body></html>","text":"$TME 20261120 7.0 PUT$ TME (Tencent Music) — Recent Bullish & Bearish News Bottom line: The news flow over the past quarter is genuinely two-sided. The bull case rests on steady Q2 revenue/profit growth, a strong balance sheet plus investment-grade ratings, and a widening content-ecosystem push (Himalaya, film/TV partnerships, AI tooling). 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