新加坡2025年5月2日 /美通社/ -- 新加坡数字营销服务提供商——Smart Digital Group Limited今天宣布其 首次公开发行1,500,000股普通股，每股票面价值0.001美元，公开发行价格为每股4美元。普通股已获准 在纳斯达克资本市场上市，预计将于2025年5月2日开始交易，股票代码为"SDM"。 除历史事实陈述外，所有陈述均为前瞻性说明，包括但不限于公司拟定的发行。这些前瞻性说明涉及已 知和未知的风险和不确定性，并且基于对公司认为可能影响其财务状况，经营成果，业务战略和财务需 求的未来事件和财务趋势的当前预期和预测，包括以下预期：发行将成功完成。投资者可以通过诸 如"可能"，"将要"，"期望"，"预期"，"目标"，"估计"，"打算"，"计划"，"相信"等词语来识别这些前瞻 性陈述。"可能"，"继续"，"可能"或其他类似表达。除非法律要求，否则公司不承担更新前瞻性说明以 反映随后发生的事件或情况或预期变化的义务。尽管公司认为这些前瞻性说明中表达的期望是合理的， 但不能向您保证这些期望将是正确的，并且公司提醒投资者实际结果可能与预期结果存在重大差异，建 议投资者查阅在公司的注册声明 ...

事件：公司于4 月25 日发布2024 年年报及25Q1 季报，公司2024 年实现营业收入42.08 亿元，同比下降 20.35%；实现归母净利润1.23 亿元，同比下降76.65%；扣非归母净利润2.35 亿元，同比下降42.42%。 公司25Q1 实现营业收入8.17 亿元，同比减少12.76%；实现归母净利润0.73 亿元，同比增加50.97%；实 现归扣非归母净利润0.18 亿元，同比减少62.33%。 核心客户与媒体关系保持稳定，受宏观影响主业有所承压。客户端，公司持续为一汽丰田、东风本田、 一汽大众、一汽奥迪、东风乘用车、岚图汽车、极狐汽车、伊利、雪花啤酒、华润饮料、农业银行、建 设银行、邮储银行、中国人寿、交通银行、中信银行、工商银行、中国人保、中国移动、中国电信、中 国联通、京东商城等客户提供服务。媒体端，公司与字节跳动、腾讯、爱奇艺、喜马拉雅、优酷、 bilibili、小红书等互联网媒体及央视等媒体保持良好业务合作关系。分业务来看，2024 年数字营销服务 收入34.83 亿元，同比下降26.44%。场景活动分部实现收入4.41 亿元，同比增长22.89%。校园媒体营销 服务收入0.24 ...

二、打造分层次的母婴KOL矩阵 优秀的母婴KOL矩阵通常包括： 三、制定本地化内容策略，打破文化壁垒 母婴品牌在出海初期，最大挑战是如何快速赢得目标市场年轻父母的信任。而出海KOL营销，正是最有效 的信任搭建方式之一。作为深耕全球母婴领域的营销专家，热点营销Hotlist总结出一套行之有效的母婴类 出海KOL营销方法论，本文将为你详细拆解。 一、明确母婴品牌出海的核心诉求 出海不同阶段，KOL营销的重点各有不同： 母婴市场地域文化差异明显，如美国注重亲子陪伴，日本强调科学育儿，德国父母更注重环保理念。内容 创作必须充分本地化，才能真正打动当地年轻父母群体，避免水土不服。 四、效果追踪与长效资产沉淀 初期阶段：品牌认知曝光 成长期阶段：用户种草转化 成熟期阶段：品牌忠诚度培养 制定策略前，必须先搞清楚自己的品牌处于哪个阶段，明确投入方 向。 大V母婴达人，负责引爆话题、拉高品牌声量 中腰部妈妈博主，负责种草渗透、建立信任 小而精的Nano Influencers，负责带动真实购买转化热点营销Hotlist帮助品牌根据预算与目标灵活搭配 KOL组合，形成科学闭环。 每一轮推广结束，必须科学评估各指标表现，筛选出R ...

Core Viewpoint - The company reported a significant decline in revenue for 2024, with total revenue of 3.271 billion (down 24.04% year-on-year) and a net profit of 539 million (down 4.17% year-on-year) [1] Group 1: Business Performance - The poker business remained stable, while overseas gaming business showed strong performance; however, revenue decline was attributed to reduced income from digital marketing and gaming segments [2] - In 2024, gaming business revenue was 1.015 billion (down 17.20% year-on-year), accounting for 31.04% of total revenue, with domestic gaming revenue declining due to high 2023 base and product cycle factors [2] - The overseas gaming business saw revenue and profit growth, with the subsidiary Dayu Competition achieving revenue of 140 million (up 10.07% year-on-year) and net profit of 5.95 million (returning to profit) [2] - The poker business generated revenue of 1.082 billion (down 0.75% year-on-year), benefiting from sales structure adjustments and improved high-margin poker sales, with a gross margin increase of 3.84 percentage points to 30.40% [2] Group 2: Digital Marketing and Cost Management - Digital marketing revenue for 2024 was 1.142 billion (down 40.25% year-on-year), with a gross margin increase of 2.31 percentage points to 7.76% [3] - The company improved profit margins in Q4 2024, with a gross margin of 75.85% (up from 51.26% in Q3 2024) due to a decrease in low-margin advertising business and improved gross margins [4] - Sales expenses in Q4 2024 decreased by 48% to 50 million, while R&D expenses decreased by 13% to 60 million, indicating effective cost management [4] Group 3: Future Outlook - The company is expected to expand poker production capacity, addressing capacity bottlenecks and increasing market share [4] - The casual gaming segment is performing well, with overseas gaming business showing competitive advantages; prior investments in R&D and marketing are anticipated to yield profits in the future [4] - Strategic investment in Shanghai Luda aims to participate in card development and operations, with expectations for continued growth in the card business [4] - Profit forecasts for 2025 and 2026 are 600 million and 670 million respectively, with corresponding PE ratios of 17.9 and 16.1, maintaining a buy rating [4]

Core Viewpoint - Stagwell (STGW) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which are closely correlated with stock price movements, particularly due to institutional investors adjusting their valuations based on these estimates [4][6]. - For Stagwell, the increase in earnings estimates and the rating upgrade suggest an improvement in the company's underlying business, likely leading to a rise in stock price [5][10]. Earnings Estimate Revisions - Stagwell is projected to earn $0.86 per share for the fiscal year ending December 2025, reflecting a year-over-year increase of 11.7% [8]. - Over the past three months, the Zacks Consensus Estimate for Stagwell has risen by 3.6%, indicating a positive trend in analyst expectations [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a 'Strong Buy' or 'Buy' rating, highlighting their potential for superior returns [9][10]. - Stagwell's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a favorable outlook for near-term stock performance [10].

证券代码：300785 证券简称：值得买 北京值得买科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观  其他：电话会议 | | 参与单位名称 | 金鹰基金 陈颖 | | 及人员姓名 | 广东天贝合资产管理有限公司 黄达 | | | 建信养老金管理有限责任公司 高月 | | | 诺安基金 王晴 | | | 中金公司 王杰睿 | | | 华鑫证券 朱珠 | | | 广发证券 黄静仪 | | | 民生证券 李瑶 | | | 国盛证券 杜玥莹等 60 余人。 | | 时间 2025 | 年 4 月 29 日 15:30-17:00 | | 地点 | 电话会议 | | 上市公司接待 | 董事长兼首席执行官 隋国栋先生 | | 人员姓名 | 联合创始人兼消费内容事业部负责人 刘峰先生 | | | 智能营销及国际化事业部负责人 许欢先生 | | | 首席技术官兼 AI 事业部负责人 王云峰先生 | | | 首席财务官 李楠 ...

Core Viewpoint - The company reported a revenue of 2.79 billion yuan for 2024, reflecting a year-on-year increase of 3.65%, but a significant net loss of 184 million yuan, primarily due to substantial goodwill impairment and changes in revenue structure impacting gross margin [1][2] Revenue and Profitability - The revenue structure change led to a pressure on gross margin, with a comprehensive gross margin of 13.83%, down 1.62 percentage points year-on-year, mainly due to the increased proportion of low-margin virtual redemption business in promotional services [2] - The company recognized a goodwill impairment loss of 171 million yuan in 2024, significantly affecting the net profit attributable to shareholders [2] - For Q1 2025, the revenue was 685 million yuan, a year-on-year increase of 15.4%, but the comprehensive gross margin decreased to 14.96%, down 4.99 percentage points, again due to the higher proportion of low-margin promotional services [2] Strategic Initiatives - The "Big IP + Technology" strategy is accelerating, with significant progress in developing IP cultural products and expanding channels, leading to a rapid increase in product categories and SKUs [2] - The company is actively expanding its offline channels, including self-operated cultural life museums, specialty stores, pop-up stores, airport stores, high-speed rail stores, and vending machines, while also developing online IP e-commerce and WeChat stores [2] Licensing and Event Participation - The company has expanded its licensed business rights, successfully operating exclusive licensed products for the 2025 Harbin Winter Universiade on the JD platform and opening numerous retail stores for licensed products [3] - The company has also obtained licensing qualifications for the 2025 Chengdu World University Games and the Greater Bay Area National Games, and is currently developing and selling related products [3] Earnings Forecast and Valuation - Based on the revenue structure changes and gross margin trends, the company adjusted its net profit forecasts for 2025-2027 to 93 million, 113 million, and 133 million yuan, with adjustments of +9.07% and +10.84% for 2025 and 2026 respectively [4] - The target price is set at 16.1 yuan, corresponding to a 46 times PE for 2025, reflecting the gradual release of the "Big IP + Technology" strategy's effectiveness [4]

| 品牌/机构 | 节目 | 上线时间 | | --- | --- | --- | | 金川WPS | 文档漂流记 | 202503 | | 圣贝拉旗下的女性护理品牌 | | | | 「Bella ISLA艾屿」 | 艾屿回声 | 202503 | | 上海滩 | 穿行录 | 202503 | | edition | her edition | 202502 | | IBrandi品创 | 全球新流行 | 202501 | | Prada | Prada品牌播客 | 202501 | | 长江商学院 | 江江讲讲 | 202501 | | 嘉德艺术中心 | 王府井一号 | 202501 | | 麦肯 | 麦肯会客厅 | 202501 | | 蔚来原创科普IP《Tech | | | | Talk》 | Tech Talk | 202412 | | 字节跳动公益 | 一件好事 | 202412 | | 群运 | 营销有邑思 | 202411 | | 小红书电商 | 薯光主理人 | 202411 | | IWC万国表 | 够万国 | 202411 | | 喜茶 | HEYTEA喜茶 | 202411 | | 飞鸟集 ...

Core Insights - BlueFocus Communication Group reported mixed results for 2024, achieving revenue exceeding 60 billion yuan for the first time, but experiencing a significant drop in net profit to -331 million yuan, a year-on-year decrease of over 300% [1][2] - The company's AI transformation strategy faces challenges, with its core overseas business generating substantial revenue but suffering from low gross margins [1][6] Financial Performance - In 2024, BlueFocus achieved revenue of 60.8 billion yuan, a year-on-year increase of 15.55%, but reported a net loss of 290.7 million yuan, a decrease of 349.32% compared to the previous year [2] - The company attributed its losses primarily to significant impairment losses on long-term equity investments and high provisions for bad debts [2][3] - The total impairment losses for 2024 reached 386.6 million yuan, exceeding the net loss after deductions [3] Business Segment Analysis - The two main business segments, comprehensive promotion services and comprehensive advertising agency services, both experienced significant declines in performance [4][5] - Comprehensive promotion services generated revenue of 8.133 billion yuan in 2024, down 27.91% year-on-year, with a gross margin dropping from 21.92% in 2019 to 6.78% in 2024 [4] - Comprehensive advertising agency services achieved revenue of 4.331 billion yuan, a year-on-year increase of 9.06%, but faced a gross margin decline, resulting in a 31.22% drop in main profit [5] Overseas Business Performance - The overseas advertising business was the only segment to show growth in 2024, with revenue reaching 48.33 billion yuan, a year-on-year increase of 29.36% [6] - Despite the revenue growth, the gross margin for the overseas business remained low at 1.73%, contributing only 834.4 million yuan to the main profit [6][7] - The overall gross margin for BlueFocus in 2024 was 2.56%, a decline of 25.6% year-on-year, largely due to the low margins in the overseas business [7]

华扬联众（维权）2024年年报显示，公司在报告期内面临诸多挑战，营业收入大幅下降63.07%，经营 活动现金流量净额减少159.04%。这些数据的背后，反映出公司在业务发展、成本控制和现金流管理等 方面存在的问题，值得投资者高度关注。 营收净利双下滑，经营形势严峻 营业收入：大幅缩水，业务结构调整阵痛明显 2024年公司在费用控制上取得了一定效果。销售费用为323,328,961.93元，同比减少36.03%，主要因营 业收入下降，公司相应调整了销售费用投入；管理费用为113,029,753.64元，同比减少16.55%，得益于 组织结构及人员优化；财务费用为58,076,104.04元，同比增加21.00%，主要源于贷款成本增加。虽然销 售和管理费用的下降体现了公司的成本控制能力，但财务费用的上升可能会对公司利润造成进一步挤 压，需关注公司后续的融资策略和资金使用效率。 2024年度，华扬联众实现营业收入2,030,939,857.49元，与2023年的5,499,864,640.28元相比，大幅减少 63.07%。公司解释称，这是调整业务结构所致。从业务细分来看，品牌营销实现营业收入 2,029,837, ...