000793.SZ(000793.SZ)

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000793.SZ(000793.SZ)

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$2.19—

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000793.SZ(000793.SZ)

000793.SZ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/30/26

HUAWEN MEDIA (000793.SZ)

Thursday

6:16 PM

Thesis: The recent underperformance of key film releases and rising production costs are raising concerns about profitability and market competitiveness.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$336M	$356M
Rev. Growth	-40.8%	+6.0%
EPS	$-0.35	$-0.08
EPS Growth	+36.4%	+77.7%
P/E	—	—

What Could Go Wrong

1Increased competition from local streaming platforms is expected to dilute market share by 15% over the next year.
2Operational costs have increased by 20% due to rising talent fees and production expenses, impacting margins.
3Technological disruption from streaming services altering traditional media consumption patterns
4Regulatory changes impacting content production and distribution
5Intense competition from domestic and international streaming platforms
6Emergence of new content creators with lower production costs
7High debt levels relative to equity may limit financial flexibility
8Negative operating cash flow raises concerns about liquidity

FY2025 Snapshot

Revenue: $356M
Rev. Growth: +6.0%
Gross Margin: 13.7%
Op. Margin: -13.5%
Net Margin: -43.9%
Net Income: $-156M
NI Growth: +77.9%
EPS: $-0.08
1Y Return: -13.8%

000793.SZ Chart

My Notes

"Management noted, 'While we have strong IP, the increasing costs and competition are challenging our margins.'"
Moat: Huawen Media's extensive IP library provides a competitive edge, but it is increasingly vulnerable to competition from tech…
Watch: The rapid growth of streaming services poses a significant threat to traditional media companies, including Huawen.
growth - Investors may be attracted to potential upside from successful film and television projects.
Higher interest rates may increase financing costs for production, potentially leading to reduced investment in new projects and impacting…
Watch on earnings: Box office revenue from major releases, Television ratings and audience share, Debt service coverage ratio.

One Sentence Summary:

The bear case: increased competition from local streaming platforms is expected to dilute market share by 15% over the next year.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

—

What Could Go Wrong

1Increased competition from local streaming platforms is expected to dilute market share by 15% over the next year.

2Operational costs have increased by 20% due to rising talent fees and production expenses, impacting margins.

3Technological disruption from streaming services altering traditional media consumption patterns

4Regulatory changes impacting content production and distribution

5Intense competition from domestic and international streaming platforms

6Emergence of new content creators with lower production costs

7High debt levels relative to equity may limit financial flexibility

8Negative operating cash flow raises concerns about liquidity

My Notes

"Management noted, 'While we have strong IP, the increasing costs and competition are challenging our margins.'"

Moat: Huawen Media's extensive IP library provides a competitive edge, but it is increasingly vulnerable to competition from tech…

Watch: The rapid growth of streaming services poses a significant threat to traditional media companies, including Huawen.

growth - Investors may be attracted to potential upside from successful film and television projects.

Higher interest rates may increase financing costs for production, potentially leading to reduced investment in new projects and impacting…

Watch on earnings: Box office revenue from major releases, Television ratings and audience share, Debt service coverage ratio.