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Chinese media conglomerate producing films/TV and running the Pumpkin Film streaming app and Jingxiu mobile games; now controls Wanda Film's cinemas.
Chinese media conglomerate producing films/TV and running the Pumpkin Film streaming app and Jingxiu mobile games; now controls Wanda Film's cinemas.
In one line: China's Lionsgate plus AMC Theatres, Tencent-backed.
Moat: narrow (IP / patents, distribution, brand). Tencent-linked content library and, after the Wanda Film deal, China's largest cinema chain distribution.
Headquarters: Hong Kong · Employees: 684
Size China Ruyi (0136.HK) is a Hong Kong Communication Services company (Internet Software/Services) with a market value of $2.82B, the 354th largest of 891 Hong Kong companies the cockpit tracks. Shares closed at HK$1.33 on 6 Nov 2026.
Performance Over six months the shares fell 4.6%, against -6.6% for the median peer and -13.4% for the Hong Kong market (cap-weighted) — 5th highest of 9 in its peer set.
Growth Revenue fell 40.5% over the last twelve months (peer median +9.5%); the operating margin is -17.0% (peer median 13.4%).
Valuation It trades at 12.6× forward earnings against a peer median of 13.6× (4th cheapest of 8).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +70%, so the hurdle is -56 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 10.4 points below its cost of capital (8.5% WACC).
Next results Next results expected around 1 Apr 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | HK$2.59B | HK$3.63B | HK$3.98B | HK$4.01B | HK$1.53B |
| Revenue growth | — | -9% | -1% | +161% | — |
| Gross profit | HK$398M | HK$1.27B | HK$2.06B | HK$1.28B | HK$643M |
| EBITDA | HK$1.01B | HK$1.93B | HK$2.38B | HK$3.01B | HK$816M |
| Net income | HK$1.57B | HK$1.95B | -HK$207M | HK$762M | HK$918M |
| Free cash flow | HK$516M | HK$660M | HK$543M | HK$545M | -HK$373M |
| Capital expenditure | HK$86.1M | HK$40.1M | HK$19.1M | HK$65.9M | HK$1.94M |
| Total debt | n/a | HK$3.01B | HK$1.88B | HK$2.00B | HK$2.03B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| China Ruyi 0136.HK | $2.82B | -5% | -40% | -17% | 12.6× | 13.1% |
| Ruyi Film Entertainment 002739.SZ | $2.94B | -9% | -8% | 3% | 34.1× | 6.7% |
| iQIYI, Inc. Sponsored ADR IQ | $886M | -20% | -3% | -2% | n/a | n/a |
| Tencent 0700.HK | $482B | -11% | +16% | 32% | 12.5× | 6.4% |
| Huayi Brothers Media 300027.SZ | $648M | -14% | -24% | -125% | 20.0× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 0136.HK | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.3% | -1.0% | 4th lowest of 9 |
| 6-month return | -4.6% | -6.6% | 5th highest of 9 |
| Distance from 52-week high | -53.2% | -26.3% | 3rd lowest of 9 |
| Revenue growth (TTM) | -40.5% | +9.5% | lowest of 9 |
| Operating margin | -17.0% | 13.4% | 2nd lowest of 9 |
| Forward P/E | 12.6× | 13.6× | 4th cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | 13.1% | -6.0% | 2nd most demanding of 8 |
| Growth delivered (Del g) | +69.6% | +10.5% | highest of 8 |
| Hurdle (Req g minus delivered) | -56.5 pp | -8.9 pp | least demanding of 8 |
| ROIC minus cost of capital | -10.4 pp | +18.5 pp | 2nd lowest of 8 |
| EV / EBITDA | 13.6× | 10.2× | 3rd most expensive of 7 |
| Net debt / EBITDA | -8.2× | -0.9× | 3rd least indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| China Ruyi 0136.HK | Hong Kong | $2.82B | -5% | -40% | -17% | 12.6× | 13.1% | +69.6% |
| Autohome 2518.HK | Hong Kong | $2.70B | +21% | -22% | 0% | 22.7× | -15.3% | -6.4% |
| CarGurus CARG | United States | $3.01B | -3% | +6% | 26% | 12.1× | 2.7% | +10.5% |
| NetEase Cloud Music 9899.HK | Hong Kong | $2.52B | -21% | +6% | 17% | 10.1× | -18.7% | +8.9% |
| RUM RUM | United States | $2.44B | -41% | +13% | -101% | n/a | n/a | n/a |
| Grindr GRND | United States | $2.35B | -10% | +32% | 31% | 19.7× | -6.0% | +31.1% |
| Cyber Agent 4751.T | Japan | $4.13B | +3% | +14% | 10% | 15.4× | -11.3% | +12.8% |
| Match MTCH | United States | $8.88B | +6% | 0% | 30% | 13.6× | 1.8% | +7.8% |
| Pinterest PINS | United States | $10.9B | -11% | +15% | 6% | 8.8× | 16.2% | +20.1% |