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<Research>CLSA Slashes TME-SW (01698.HK) TP to $63.6, Cuts Earnings Forecast on Competition/ AI Challenges
TME-SW (01698.HK) delivered strong 4Q25 results, but its performance weakened going into 2026 due to challenges from competition and AI-generated content that the Company has start...
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<Research>CLSA Slashes TME-SW (01698.HK) TP to $63.6, Cuts Earnings Forecast on Competition/ AI Challenges
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TME-SW (01698.HK)  -0.980 (-2.686%)    Short selling $46.13M; Ratio 264.857%   delivered strong 4Q25 results, but its performance weakened going into 2026 due to challenges from competition and AI-generated content that the Company has started to face over the past three months, according to CLSA's research report.

The broker lowered its 2026 adjusted net profit forecast by 5% to reflect the slowdown in subscription revenue growth and higher sales and marketing expenses for promoting original content and developing high-quality IPs to capture long-term value.

Considering the lowered earnings forecasts and reduced earnings visibility, CLSA slashed its target prices for TME-SW's US stock/ H-shares from US$23.7/ $92.1 to US$16.3/ $63.6, with ratings kept at Outperform.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.)

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