Core Viewpoint - Goldman Sachs reports that Damai Entertainment has issued a positive profit forecast for the first half of fiscal year 2026, expecting net profit attributable to shareholders to be no less than 500 million yuan, which is 7% higher than Goldman Sachs' expectations [1] Financial Performance - For the first half of fiscal year 2026, Goldman Sachs predicts total revenue to reach 3.7 billion yuan, representing a year-on-year growth of 20%, primarily driven by an 84% year-on-year increase in the IP business segment [1] - The strong performance in the IP business segment is expected to be supported by continued robust contributions from Sanrio China, along with new IP introductions (including Chiikawa) that will double the gross merchandise volume (GMV) of Alibaba's fish business [1] Investment Rating - Goldman Sachs maintains a "Buy" rating for Damai Entertainment, calculating a 12-month target price of 1.3 HKD based on the sum-of-the-parts (SOTP) valuation method [1]
大行评级丨高盛：维持大麦娱乐“买入”评级 上半年盈利预喜超预期