Core Viewpoint - Dama Entertainment has issued a positive profit forecast for the first half of the fiscal year 2026, expecting a net profit of no less than 500 million yuan, representing an approximate 48% year-on-year growth [1] Group 1: Financial Performance - The increase in net profit is primarily attributed to the strong performance of the Aliyu business, with both revenue and profit showing robust year-on-year growth [1] - The leading IPs such as Sanrio, Chiikawa, and Crayon Shin-chan continue to be the core drivers of current revenue and profit, demonstrating good popularity [1] Group 2: Analyst Ratings - CICC maintains its full-year revenue and profit forecasts for Dama Entertainment, reiterating an "outperforming the industry" rating and a target price of HKD 1.32, which corresponds to a 30 times price-to-earnings ratio for 2026, indicating a 40% upside potential compared to the current stock price [1]
研报掘金丨中金：维持大麦娱乐“跑赢行业”评级 持续关注IP经济潜力