Core Viewpoint - The stock of Damai Entertainment (01060) has seen a significant increase, attributed to positive earnings forecasts and strong growth in its IP business and retail measures [1] Financial Performance - Damai Entertainment has issued a profit warning, with Goldman Sachs predicting a net profit attributable to shareholders of no less than 500 million RMB for the first half of the fiscal year 2026, exceeding their previous expectations by 7% [1] - The company is expected to report total revenue of 3.7 billion RMB for the first half of fiscal year 2026, representing a year-on-year growth of 20%, primarily driven by an 84% increase in the IP business segment [1] Business Drivers - The significant growth in net profit is driven by strong year-on-year growth in the Aliyu business and a reduction in investment losses [1] - Goldman Sachs anticipates that the contribution from Sanrio China will remain strong, while newly introduced IPs, including Chiikawa, will double the gross merchandise volume (GMV) of Aliyu [1] - The growth of Aliyu is expected to surpass that of Sanrio China, driven by the contributions from new IPs and the expansion of product sales [1]
港股异动 | 大麦娱乐(01060)涨超6% 盈喜预告超市场预期 IP扩展驱动业绩增长