DearU, Tencent Music, and Tencent Music are working together to target China in

https://link.coupang.com/a/cK2aYn

국내산 양파, 3kg (대), 1개 - 양파 | 쿠팡

K-pop fandom platform
**DearU** has started to tap into the Chinese market in collaboration with China **Tent Music Entertainment Group (TME)**.

With the launch of the 'Bubble' service in QQ Music, the possibility of growing into a global fandom platform has increased.

~

Official opening of 'Bubble' service at ♡ QQ Music

At the end of June, the bubble service officially opened on QQ Music.
In the beginning, SM, JYP, CUBE
Artists from large domestic agencies entered the store, and at the end of July, artists from STARS, ACTORS, SOOSOO, and BH joined, expanding the lineup.

Current bubble subscription price is **28 yuan (about W5,400)** per artist,
QQ Music's premium pricing plan
It comes bundled with SVIP.

Through this, TME makes increasing SVIP subscriber conversion a key strategy.

~

Official opening of 'Bubble' service at ♡ QQ Music

At the end of June, the bubble service officially opened on QQ Music.
In the beginning, SM, JYP, CUBE
Artists from large domestic agencies entered the store, and at the end of July, artists from STARS, ACTORS, SOOSOO, and BH joined, expanding the lineup.

Current bubble subscription price is **28 yuan (about W5,400)** per artist,
QQ Music's premium pricing plan
It comes bundled with SVIP.

Through this, TME makes increasing SVIP subscriber conversion a key strategy.

~

♡  It's TME's
Expectations and monetization strategies

"Bubble will be a key driver of SVIP growth in the future," Tencent Music TME said in its latest earnings release.
In the future, we plan to start full-fledged monetization by entering popular Chinese artists and introducing live streaming functions.

Currently QQ Music is a monthly active user
It has 550 million people,
Among them, there were 120 million paid subscribers, up 6% from the previous year.

In particular, SVIP subscribers have exceeded 15 million, driving average revenue growth per user.
The industry believes that the key is how much SVIP conversion rate, which is currently around 12%, can be raised,
Bubbles are powerful to promote this
It is being evaluated as an incentive.


♡ Local reactions and short-term cement

In China SNS, there is a positive response that "autiful communication with artists have improved and communication with artists.
However, I used Korean bubble
There are cases where Chinese fans are overlapping, there are also an important task to manage subscription retention rate management.

In addition, it is scheduled to induce artists' event to induce artists bubble subscription in Macau on August 22 to 23 TIMA's increase in short-term subscribers.

♡ Industry and Investor Assessment

iM Securities analyzed, "If the number of bubble subscribers increases based on TME's strong distribution network, DearU can receive a certain percentage of its sales as royalties, which can improve margins quickly."

"If Chinese artists enter the market by the end of this year, the valuation will be attractive."
It will get bigger."

among investors
Expectations are spreading that "DieU is more likely to leap beyond the K-pop-oriented fandom platform to a super app that connects global artists and fans."

♡ TME Shares Break High For 3rd consecutive Day

Reflecting this mood, Tencent Music shares (TME) have also continued to rise, hitting their highest prices for the last three consecutive trading days.

The background is better-than-expected second-quarter earnings.

Revenue rose 17.9% year-on-year (8.44 billion yuan), significantly exceeding market expectations
The number of paid users reached 150 million, steadily increasing.

In addition, strategic expansion such as China's largest audio platform Ximalaya acquisition, and content diversification (podcast, audio book, etc.)** are also positive factors.

♡ Future prospects

Analysts present a 12-month price target for TME at an average price of $27.4, which could potentially further upside from the current level. Some organizations even forecast a maximum of $33.

In the medium to long term, subscription-based growth,
Steady growth is expected through expansion of audio content and global M&A.
However, intensifying competition and regulatory risk
It's a factor to watch out for.

https://link.coupang.com/a/cK2bI2

쿡생 딱좋은 1인분 국물떡볶이 (냉동), 310g, 2봉 - 국물떡볶이 | 쿠팡

♡ DearU is expanding the Chinese market by cooperating with QQ Music through bubble service
Based on TME
Strengthen SVIP growth and monetization strategies
We're improving our performance

네이버증권

♡ The stock price of TME also reflects mid- to long-term growth expectations based on strong earnings and content expansion
I can see it.

네이버증권

~
Taken together, DearU leaps into the global super app, and TME emerges as a stable growth stock at the same time
It appears to be there.

·Thank you

---

📌 Disclaimer
This content is provided for informational purposes only and does not constitute investment advice.
Any investment decisions and responsibilities lie solely with the reader.


https://link.coupang.com/a/cK2cfM

요리락 양념 소불고기 (냉장), 1kg, 1개 - 소불고기 | 쿠팡

"이 포스팅은 쿠팡 파트너스 활동의 일환으로, 이에 따른 일정액의 수수료를 제공받습니다."