大摩:大麦娱乐(01060.HK)上半财年盈利预告胜预期 评级“增持”

Group 1 - Morgan Stanley reports that Damai Entertainment (01060.HK) has issued a profit forecast, estimating a net profit exceeding 500 million RMB for the first half of the fiscal year ending September, which is higher than the bank's prediction of 497 million RMB [1] - The bank believes that the company's IP expansion and new retail business measures will lead to a higher growth rate, projecting a total revenue increase of 27% year-on-year, with IP business growth of 90% and a 13% increase in offline entertainment performance [1] - The bank maintains an "Overweight" rating for the company with a target price of 1.2 HKD [1] Group 2 - Damai Entertainment has a market capitalization of 28.083 billion HKD, ranking 4th in the cultural media industry [2] - Key performance indicators show that Damai Entertainment has a Return on Equity (ROE) of 0.85%, compared to the industry average of -16.18%, ranking 26th [2] - The company's net profit margin is 12.22%, significantly higher than the industry average of -9.9%, ranking 22nd [2]