一度涨超42%,巨星传奇(06683.HK)受啥刺激?

Core Viewpoint - The significant stock price surge of Giant Star Legend (06683.HK) is primarily driven by the recent success of Jay Chou's concert and the high viewership of "Travel Diary 3," which has generated substantial consumer engagement and revenue potential [1][2]. Group 1: Company Performance - In 2024, Giant Star Legend achieved a revenue of 584 million yuan, representing a year-on-year growth of 35.8%, with a net profit attributable to shareholders of 56.05 million yuan, up 62.4% [2]. - The company's IP creation and operation business generated 314 million yuan in revenue, a significant increase of 65.1%, largely attributed to the popularity of "Travel Diary 2" [2]. - The new retail business also saw a revenue increase of 12.5%, reaching 270 million yuan, with notable brands including Magic Body, Aichixian Moren, and VIVICYCLE [2]. Group 2: Market Dynamics - The stock price of Giant Star Legend has been closely tied to the value of Jay Chou's IP, with the stock doubling within a year of its listing due to the strong monetization potential of the IP [3]. - However, since mid-June 2024, the stock has experienced a continuous decline, with a notable drop of 72.24% on September 11, 2024, falling below the issue price [3]. - As of the latest closing, the company's price-to-earnings ratio (TTM) stands at 61.71 times, indicating a high valuation that may pose risks of market bubble concerns despite the strong market imagination driven by Jay Chou's IP [3].