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中金:维持大麦娱乐跑赢行业评级 目标价1.32港元
Zhi Tong Cai Jing· 2025-11-07 01:47
Core Viewpoint - The company maintains its revenue and profit forecasts for the full year, with a target price of HKD 1.32, indicating a potential upside of 40% from the current stock price [1] Group 1: Financial Performance - The company expects a net profit of no less than 500 million yuan for the first half of FY26, representing a year-on-year increase of approximately 48% [1] - The forecast for Non-IFRS EBITA for FY1H26 is 537 million yuan [1] Group 2: Business Segments - The strong performance of the Aliyu business is a key driver of the profit increase, with significant growth in revenue and profit attributed to popular IPs such as Sanrio, Chiikawa, and Crayon Shin-chan [2] - The company predicts a 55% year-on-year increase in derivative income to 930 million yuan for FY1H26, despite the negative impact from the closure of Jinli Naku [2] Group 3: Strategic Initiatives - The company has a solid foundation in its ticketing business and plans to invest in diversified entertainment sectors, including local cultural tourism and sports events, to ensure long-term growth [3] - A three-year strategic cooperation agreement has been renewed with Galaxy Macau, indicating a commitment to expanding its market presence [3] Group 4: Risk Management - The increase in net profit for FY1H26 is also attributed to a reduction in investment portfolio risk exposure, with a controlled risk outlook for upcoming film productions [4]
港股异动 | 大麦娱乐(01060)盈喜后涨超6% 预计中期净利同比增加至不低于5亿元 阿里鱼业务表现优异
Zhi Tong Cai Jing· 2025-11-07 01:47
Core Viewpoint - The company, Damai Entertainment, has announced a positive profit forecast, expecting a significant increase in net profit for the upcoming financial periods, driven by strong performance in its Aliyu business and improved asset structure [1] Group 1: Financial Performance - Damai Entertainment anticipates a net profit of no less than RMB 500 million for the six months ending September 30, 2025, compared to approximately RMB 337 million for the six months ending September 30, 2024 [1] - The increase in net profit is attributed to robust growth in both revenue and profit from the Aliyu business [1] Group 2: Asset Management - The company has reported a more stable asset structure, with a further reduction in investment portfolio risk exposure and a narrowing of investment losses year-on-year [1] - The company maintains a strong cash reserve, allowing for diversification in investments within the entertainment industry [1] Group 3: Long-term Outlook - From a medium to long-term perspective, the company expects its core business to achieve sustained and healthy growth [1]
大麦娱乐(01060.HK)盈喜后涨超6%
Mei Ri Jing Ji Xin Wen· 2025-11-07 01:47
每经AI快讯,11月7日,大麦娱乐(01060.HK)盈喜后涨超6%,截至发稿涨5.32%,报0.99港元,成交额 5053.63万港元。 ...
大麦娱乐盈喜后涨超6% 预计中期净利同比增加至不低于5亿元 阿里鱼业务表现优异
Zhi Tong Cai Jing· 2025-11-07 01:42
Core Viewpoint - The company, Damai Entertainment, has announced a positive profit forecast, expecting a significant increase in net profit for the upcoming financial periods, driven by strong performance in its business segments and improved asset management [1] Financial Performance - Damai Entertainment anticipates a net profit of no less than RMB 500 million for the six months ending September 30, 2025, compared to an estimated net profit of approximately RMB 337 million for the six months ending September 30, 2024 [1] - The increase in net profit is attributed to robust growth in the company's Aliyu business, with both revenue and profit showing strong year-on-year increases [1] Asset Management - The company has improved its asset structure, leading to a reduction in investment risk exposure and a narrowing of investment losses compared to the previous year [1] - Damai Entertainment maintains a strong cash reserve, positioning itself for diversified investments in the entertainment industry [1] Long-term Outlook - The company expects its core business to achieve sustained and healthy growth in the medium to long term [1]
百济神州前三季营收同比增超4成 信利国际年内综合营收达约140亿元
Xin Lang Cai Jing· 2025-11-06 13:11
Company News - BeiGene reported total revenue of approximately $3.845 billion for the first nine months, a year-on-year increase of 43%. Adjusted net profit was approximately $693 million, marking a return to profitability. In Q3, revenue reached $1.412 billion, up 41% year-on-year, with adjusted net profit of approximately $304 million, a 489% increase year-on-year. The growth is primarily attributed to the sales increase of BeiYueZe® in the US and Europe, with the US remaining the largest market for the company. The full-year revenue guidance is set at $5.1 billion to $5.3 billion, reflecting strong growth expectations from BeiYueZe® in the US and continued expansion in Europe and other key global markets [2] - Yidu International Holdings announced an earnings upgrade, expecting a profit attributable to shareholders of approximately HKD 1.2 billion for the first half, representing an increase year-on-year [3] - Hua Hong Semiconductor reported sales revenue of $635 million for Q3 2025, a year-on-year increase of 20.7%. However, net profit decreased by 42.6% to $25.725 million [4] - Autohome's net profit attributable to the parent company for Q3 was approximately RMB 436.6 million, with online marketing and other business revenues increasing by 32.1% year-on-year [5] - Xinyi International reported a cumulative net operating income of approximately HKD 13.981 billion for the first ten months, a year-on-year decrease of about 5.3%, with October revenue at HKD 1.457 billion [6] - Dongfeng Motor Group's cumulative vehicle sales for the first ten months reached 1.501 million units, a year-on-year decline of approximately 1.6%. However, sales of new energy vehicles increased by approximately 37.1% to 421,400 units [7] - China Overseas Land & Investment reported a cumulative contracted property sales amount of approximately RMB 189.165 billion for the first ten months, a year-on-year decrease of 21.3% [8] - Poly Property Group reported a cumulative contracted sales amount of RMB 43.8 billion for the first ten months, a year-on-year decrease of 10.43% [9] - Gemdale reported a cumulative contracted sales amount of approximately RMB 9.125 billion for the first ten months, a year-on-year decrease of 43.93% [10] - Sunac China reported a cumulative contract sales amount of approximately RMB 32.77 billion for the first ten months, a year-on-year decline of 25.1% [11] - Guoyin Financial Leasing plans to purchase 1,198 units of domestic information technology computing equipment for a total consideration of RMB 1.04 billion [12] - Youjia Innovation recently received project designation notifications from a globally renowned automotive group's joint venture and luxury brand, with a total order amount of approximately RMB 320 million [13] - Swire Properties reported a rental rate of 96% for Taikoo Place in Q3, with a rental reduction of 13%. Other Swire properties had an occupancy rate of 90%, with a rental reduction of 15% [14] - Zhongshen Construction Industry plans to acquire 100% equity of Huajian Development Co., Ltd. for approximately HKD 213.6 million [15] - Hard Egg Innovation signed a memorandum of understanding with Huixin Investment to jointly develop an AIoT innovation enterprise incubation platform [16] - Damai Entertainment expects mid-term net profit to increase to no less than RMB 500 million, compared to RMB 337 million last year [17] - Cafe de Coral Group issued a profit warning, expecting mid-term profit attributable to shareholders to decline by 65% to 70% [18] - Qingci Games signed a game licensing transfer agreement with Disney, obtaining authorization to develop and publish the game "Disney: Book of Legends," expected to launch in 2026 across various regions [19] - Now Medical Technology's subsidiary signed a strategic cooperation framework agreement with Medtronic Changzhou to promote clinical applications of real-time navigation tracking endoscopic technology in China [19] - Zhaoke Ophthalmology-B signed a distribution agreement with PT FERRON for the commercialization of BRIMOCHOL PF in Indonesia, receiving an upfront payment and potential milestone payments [19] - Shoujia Technology signed a strategic framework cooperation agreement with Stardust Intelligence, covering the development of humanoid robot tendon and related fields [20] Buyback Dynamics - Helen's decided to exercise its share buyback authorization, planning to repurchase up to 127 million shares [21] - China Feihe repurchased 6.806 million shares for a total of approximately HKD 29.4298 million, with a buyback price of HKD 4.29 to HKD 4.35 [22] - Kintor Pharmaceutical repurchased 1.734 million shares for a total of approximately HKD 26.3078 million, with a buyback price of HKD 14.35 to HKD 15.8 [23] - COSCO Shipping Holdings repurchased 1.53 million shares for a total of approximately HKD 20.9869 million, with a buyback price of HKD 13.57 to HKD 13.84 [24] - Sinopec repurchased 2.398 million H-shares for a total of approximately HKD 10.1066 million, with a buyback price of HKD 4.20 to HKD 4.23 [25]
大麦娱乐(01060.HK)盈喜:预计中期净利润不低于5亿元
Ge Long Hui· 2025-11-06 08:42
Core Viewpoint - The company anticipates a net profit attributable to shareholders of no less than RMB 500 million for the six months ending September 30, 2025, compared to approximately RMB 337 million in the same period last year [1] Financial Performance - The expected increase in net profit is primarily due to strong performance in the company's Aliyu business, with both revenue and profit showing robust year-on-year growth [1] - The company's asset structure has become more stable, leading to a reduced risk exposure in its investment portfolio and a narrowing of investment losses compared to the previous year [1] Strategic Outlook - The company has ample cash reserves and plans to diversify its investments within the entertainment industry, indicating a long-term expectation of sustained and healthy growth in its core business [1]
大麦娱乐预计中期净利润同比增加至不低于5亿元
Zhi Tong Cai Jing· 2025-11-06 08:41
Core Viewpoint - The company anticipates a significant increase in net profit for the six months ending September 30, 2025, projecting at least RMB 500 million, compared to approximately RMB 337 million for the same period in 2024, driven by strong performance in its Aliyu business and improved asset structure [1] Financial Performance - The expected net profit for the six months ending September 30, 2025, is projected to be no less than RMB 500 million [1] - The net profit for the six months ending September 30, 2024, is approximately RMB 337 million [1] - The increase in net profit is attributed to robust growth in revenue and profit from the Aliyu business [1] Business Strategy - The company has a strong cash reserve and plans to diversify its investments in the entertainment industry [1] - The company expects its core business to achieve sustained and healthy growth in the medium to long term [1] Risk Management - The company has improved its asset structure, leading to a reduction in investment risk exposure and a narrowing of investment losses year-on-year [1]
大麦娱乐(01060)预计中期净利润同比增加至不低于5亿元
智通财经网· 2025-11-06 08:39
Core Viewpoint - The company anticipates a significant increase in net profit for the six months ending September 30, 2025, projected to be no less than RMB 500 million, compared to approximately RMB 337 million for the same period in 2024, driven by strong performance in its Aliyu business and improved asset structure [1] Financial Performance - The expected net profit for the six months ending September 30, 2025, is projected at no less than RMB 500 million [1] - The net profit for the six months ending September 30, 2024, is approximately RMB 337 million [1] - The increase in net profit is attributed to robust revenue and profit growth in the Aliyu business [1] Business Strategy - The company has a strong cash reserve and plans to diversify investments in the entertainment industry [1] - The company expects sustained and healthy growth in its core business in the medium to long term [1] Risk Management - The company has reduced its investment portfolio risk exposure, leading to a narrowing of investment losses year-on-year [1]
大麦娱乐(01060) - 盈利预告
2025-11-06 08:30
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示 概 不 就 因 本 公 告 全 部 或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 Damai Entertainment Holdings Limited 本 公 告 由 大 麥 娛 樂 控 股 有 限 公 司(「本公司」,連 同 其 附 屬 公 司,合 稱「本集團」)根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則(「上市規則」)第13.09(2)條及香港法例 第571章 證 券 及 期 貨 條 例(香 港 法 例 第571章)第XIVA部 項 下 的 內 幕 消 息 條 文(定 義 見 上 市 規 則)作 出。 本 公 司 董 事(「董 事」)會(「董事會」)謹 此 知 會 本 公 司 股 東(「股 東」)及 潛 在 投 資 者, 根據其對本集團未經審核綜合管理賬目及董事會現時可獲得的資料所作出的初 步 評 估,預 期 本 集 團 於 截 至 二 零 二 五 年 九 月 三 十 日 止 六 個 月 ...
大麦娱乐(01060) - 截至二零二五年十月三十一日股份发行人的证券变动月报表
2025-11-05 03:38
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 大麥娛樂控股有限公司 呈交日期: 2025年11月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01060 | 說明 | - | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 38,000,000,000 | HKD | | 0.25 HKD | | 9,500,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 38,000,000,000 | HKD | | 0.25 HKD | | 9,500,000,000 | 本月底法定/註冊股本總額: HK ...