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Legendary Kicking Lionsgate's Tires
Deadline· 2025-07-11 20:56
Group 1 - Legendary Entertainment is considering acquiring Lionsgate Studios, which has recently spun off its operations [1] - Moelis & Company investment bank is involved in early discussions between Lionsgate and Legendary regarding potential co-productions [2] - Lionsgate has a market capitalization of $2 billion, and its share prices increased by 20% following the initial report of acquisition talks [3] Group 2 - Lionsgate's business model involves offloading foreign films, which limits potential buyers from obtaining full ownership of its library [4] - The company has maintained success in the streaming market by acting as a content provider rather than launching its own OTT service [5] - Legendary's CEO indicated plans to utilize Apollo's funds for significant acquisitions in the entertainment sector [6]
Can Coca-Cola Maintain Its Momentum Amid Flat North America Volumes?
ZACKS· 2025-07-09 16:31
Key Takeaways KO saw 6% organic revenue growth in 1Q25, driven by global price/mix strength and share gains. North America volumes were soft amid weak Hispanic sentiment and calendar-related impacts. KO's localization push and innovation, including Orange Cream and Simply Pop, support future growth.Despite volume softness in North America, The Coca-Cola Company (KO) continues to display its trademark resilience. The company delivered 6% year-over-year organic revenue growth in the first quarter of 2025, s ...
信达国际控股港股晨报-20250709
Xin Da Guo Ji Kong Gu· 2025-07-09 01:47
周大福(1929)14.16 元 / 短線目標價:15.00 元 /12.8%潛在升幅 港股早晨快訊 2025 年 7 月 9 日星期三 個股推介 催化劑:i) 金價曾創歷史新高,加上高毛利的一口價黃金產品流水佔 比持續提升,及於同期基數較低下,預期內地同店銷售及流水按年跌幅 可望進一步收窄; 估值:股價自我們 3 月初推介起,累計升 60%,現價對應 FY26E 17.8x 預測市盈率,較其業績上行期時平均約 20x 估值仍折讓 11%;公司為 行業龍頭,隨著同店銷售有望好轉,加上收入結構逐步優化,公司估值 可獲向上重估,其 4.7%預期股息率可為股價帶來支持 泡泡瑪特(9992) 269.60 元 / 短線目標價:300.00 元 /16.3%潛在升幅 催化劑:i) 於重點 IP 如 Monsters 系列(包括 Labubu)及新興 IP CRYBABY 熱度持續,隨著重點 IP 近期陸續回補庫存,料公司最快於 7 月中旬發盈喜,並有機會於 1H25 業績上調 FY25E 收入增長指引; 估值:現價對應 FY26E 0.6x 市盈增長率(PEG),其 PEG 仍低於 Sanrio(8136 JP)同期 ...
入境消费快速增长,今年的“上海之夏”有何亮点?
Di Yi Cai Jing Zi Xun· 2025-07-02 07:01
Core Insights - The 2025 "Shanghai Summer" International Consumption Season aims to boost inbound tourism and consumption, showcasing Shanghai's summer vitality and charm [1][2] Group 1: Inbound Tourism and Consumption Growth - The first "Shanghai Summer" event achieved significant results, with inbound traveler numbers increasing by 42.2% and foreign card consumption rising by 68.2% [1] - From January to June, Shanghai welcomed 4.248 million inbound tourists, a year-on-year increase of 38.5%, and saw a remarkable 85% growth in tax refund sales for goods [1] - The rapid rise in inbound consumption is expected to diversify market demand in Shanghai [1] Group 2: Event Highlights and Focus Areas - The 2025 "Shanghai Summer" will focus on attracting global travelers through a combination of activities, products, services, and policies, tailored to different regional characteristics [2] - This year's event will feature a broader brand participation, diverse activities, and precise demand matching, including the introduction of city-customized events by well-known domestic and international brands [2] - Notable activities include the "潮玩之夏" IP series by Pop Mart, a limited-time experience space by Van Cleef & Arpels, and the integration of Lululemon's "Summer Challenge" event [2] Group 3: Targeted Audience Engagement - The event will introduce the "LEGO World Fun Festival" targeting family audiences, synchronized with global events in London, Berlin, and Boston [3] - For younger audiences, the inaugural "Shanghai Summer International Animation Month" will feature three major anime exhibitions and special ticket sales [3] - The 2026 Spring/Summer Shanghai Fashion Week is expected to attract over 80,000 industry elites and thousands of overseas guests, while major sports events like the World Rowing Championships and ATP Shanghai Masters will also take place [3]
国泰海通:中国及东南亚IP玩具市场高增 关注三大环节投资机会
智通财经网· 2025-06-30 06:24
Group 1: Market Overview - The global IP toy market is expected to reach a GMV of 525.1 billion yuan in 2024, with China and Southeast Asia projected to achieve GMVs of 75.6 billion yuan and 18.1 billion yuan respectively, and CAGRs of 17.2% and 20% from 2024 to 2029 [1] Group 2: Upstream IP Development - Pop Mart's original IPs have gained global popularity, expanding from Molly in 2017 to multiple successful IPs by 2022, with projected revenues of 8.08 billion yuan from the top five IPs in 2024, a year-on-year increase of 130.7% [1] - The fastest-growing IPs include The Monsters, Hirono, and Molly, with growth rates of 726.6%, 106.9%, and 105.2% respectively [1] - Alibaba's IP licensing platform, Aliyu, has signed contracts with hundreds of quality IPs since its establishment in 2016, leveraging Alibaba's e-commerce platform to connect brands and consumers [1] Group 3: Midstream Development - KAYOU leads the domestic card game industry with a GMV of 18.7 billion yuan in 2024, capturing a market share of 71.1% [2] - BLUKO has emerged as the top player in the building block toy sector with a GMV of 1.7 billion yuan in 2023, holding a market share of 30.3% [2] - Copper Master, a leading brand in copper cultural and creative products, is projected to exceed 500 million yuan in GMV in 2024, with a market share of 35% [2] - 52TOYS operates with both proprietary and licensed IPs, planning to have 35 proprietary IPs and 80 licensed IPs by the end of 2024, with over 500 new SKUs launched annually [2] Group 4: Downstream Channels - Pop Mart has set a benchmark for direct sales models, increasing its number of stores from 329 to 401 between 2022 and 2024, while TOPTOY's stores grew from 8 to 40 [3] - In 2024, the GMV for Pop Mart and TOPTOY stores in mainland China is expected to be 3.83 billion yuan and 1.15 billion yuan respectively, with single-store revenues of 10.02 million yuan and 5.42 million yuan [3] - The success of Pop Mart is attributed to the strong sales of its proprietary IP products like The Monsters and Molly, resulting in significantly higher store efficiency [3]
泡泡玛特,公告致歉
新华网财经· 2025-06-29 07:30
近日,在社交平台上有消费者表示,此前在泡泡玛特官方渠道购买的潮玩产品,未能如订单所显示的最 晚发货时间进行发货。 在泡泡玛特官方抽盒机小程序直播间中,亦有网友留言表示,希望直播间主播帮忙跟进延迟发货等情 况。直播间主播以直播间为售前部门为由,建议网友咨询售后客服解决。但网友表示,售后客服并未能 很好地解决问题。有消费者日前也向记者反馈,原本应该在这几天收货的泡泡玛特商品并未到货。 有用户直指泡泡玛特发货机制为"霸王条款"。该用户在6月23日发起投诉,6月11日于微信小程序点击发 货,约定的72小时发货变成7天左右,最终13天都还未发货,联系客服只答复尽快发货。用户表示若再 未在当天发货,将起诉品牌的不合理条约。该条投诉已在当天得到品牌回复,该用户最终表示涉诉问题 已解决。 出现延迟发货的情况,到底是与近期促销订单激增有关,还是与网友猜测的产能跟不上有关?记者就这 一问题向泡泡玛特求证,公司暂无回应。 至于订单已排到9月的热门预售产品,Labubu前方高能系列的产能是否能如约完成发货,泡泡玛特公司 也暂无回应。此前记者从知情人士处获悉,泡泡玛特的工厂主要在广东省东莞市,急剧增长的需求已让 泡泡玛特感受到了压力, ...
盘前必读丨荣耀、中国移动达成AI终端战略合作;GPT-5迎来新消息
Di Yi Cai Jing· 2025-06-19 23:29
【财经日历】 中国6月LPR。 华为开发者大会2025。 富时罗素多个指数季度调整将于收盘后生效。 机构指出,市场需要量能的放大以激活人气,若后续量能放大能有明显的方向聚焦,则3400点的整数关口有望突破。 6月19日为美国六月节,美股休市一日,6月20日恢复正常交易。 ►►据上交所发布,近日,在中国证监会指导下,上交所制定完成《推动提升沪市上市公司ESG评级专项行动方案》。行动方案落实推动中长期资金入市和 做好金融"五篇大文章"相关要求,衔接《推动提高沪市上市公司ESG信息披露质量三年行动方案(2024-2026年)》,旨在推动沪市上市公司ESG评级水平再 上新台阶。 ►►当地时间6月19日,联合国贸易和发展会议(UNCTAD)发布的《2025年世界投资报告》显示,2024年,全球外国直接投资(FDI)小幅增长4%,达到 1.5万亿美元,但剔除欧洲金融交易波动后,实际下降11%,连续两年两位数下滑。国际项目融资(IPF)下降26%,对数字投资增长14%。跨境并购交易额 增长14%,达到4430亿美元,但仍低于过去十年的平均水平。 ►►第一财经记者通过多方信源确认,宇树科技已经完成了始于去年底C轮融资的交割, ...
3家银行、4家券商APP被曝违法违规◆Labubu大量补货,二手价腰斩◆暑期档票房破10亿元◆ SpaceX“星舰”爆炸
Jin Rong Shi Bao· 2025-06-19 23:00
2025年6月20日 ■ 6月19日下午,国家主席习近平同俄罗斯总统普京通电话,重点就中东局势交换意见。【详情】 ■ 6月19日,《中国特色金融发展之路的源头活水与价值启示——溯源习近平同志在闽金融论述与实 践》报告面向全球发布,对习近平同志探索中国特色金融发展道路的实践经验及其世界意义进行全面回 顾、总结。 ■ 第六届跨国公司领导人青岛峰会6月19日开幕。中共中央政治局委员、国务院副总理何立峰出席开幕 式并致辞。 ■ 外交部发言人郭嘉昆6月19日在例行记者会上表示,截至目前,在外交部和中国驻伊朗、以色列及周 边有关国家使领馆组织协调下,已有1600余名中国公民从伊朗安全撤离,数百名中国公民从以色列撤 离。 ■ 商务部新闻发言人何亚东6月19日在例行新闻发布会上表示,2023年,上海自贸试验区开展全面对接 国际高标准经贸规则试点。一年多来,80条试点措施已基本落地。 ■ 商务部国际贸易经济合作研究院6月19日发布了最新的《跨国公司在中国》报告。报告显示,2019— 2024年期间,全国规模以上外商投资(含港澳台投资)工业企业利润总额从1.6万亿元人民币提升至1.8万 亿元人民币。 ■ 为期6天的第9届中国—南 ...
Labubu大量补货后二手报价腰斩,知情人士回应补货节奏和产能情况
YOUNG财经 漾财经· 2025-06-19 10:21
资料图。本文来源:第一财经 Labubu大量补货后二手报价腰斩,知情人士回应补 货节奏和产能情况 泡泡玛特相关知情人士表示,泡泡玛特相关产品的补货不会呈现出规律,也是在一定程度上规避黄 牛的影响。 潮玩二手交易平台千岛app显示,近2个月内,Labubu3.0系列的成交价呈直线上升,6月16日到达 最高点,近两日有所回落。 近日,Labubu似乎没有那么难抢了。 随之冷静的还有泡泡玛特的股价。截至6月19日17时,泡泡玛特当日跌超5%。在此之前的很长一 段时间内,泡泡玛特的股价一直高歌猛进。今年3月至6月中旬,泡泡玛特股价涨幅达100%。而从 2024年初至今,泡泡玛特的股价涨幅超过了11倍。 ■ 6月18日,泡泡玛特THE MONSTERS前方高能系列-搪胶毛绒挂件盲盒(LABUBU 3.0系列)在泡 泡玛特官方商城小程序等渠道补货,有不少消费者在社交平台表示自己抢到了。 力,从春节开始就紧急找工人复工,扩充产能,但目前看来市场需求远超供应链的反应速度。 补货后,二手市场的Labubu3.0价格也应声下跌。6月18日之前,在泡泡玛特二手交易群里, Labubu3.0一端(整盒内含6个盲盒)的价格多在1100 ...
大量补货后,Labubu二手价格遭腰斩!
第一财经· 2025-06-19 10:19
2025.06. 19 潮玩二手交易平台千岛app显示,近2个月内,Labubu3.0系列的成交价呈直线上升,6月16日到达 最高点,近两日有所回落。 随之冷静的还有泡泡玛特的股价。截至6月19日17时,泡泡玛特当日跌超5%。在此之前的很长一段 时间内,泡泡玛特的股价一直高歌猛进。今年3月至6月中旬,泡泡玛特股价涨幅达100%。而从 2024年初至今,泡泡玛特的股价涨幅超过了11倍。 6月18日,泡泡玛特THE MONSTERS前方高能系列-搪胶毛绒挂件盲盒(LABUBU 3.0系列)在泡 泡玛特官方商城小程序等渠道补货,有不少消费者在社交平台表示自己抢到了。 本次Labubu 3.0系列的最长预售期至今年9月22日,这意味着消费者的等待时间可能长达三个月。 即使如此,小程序由于抢购人数太多,系统出现过卡顿。 一位泡泡玛特内部人士告诉第一财经记者:"近期Labubu前方高能系列在全球收获超高热度,各个 城市的消费者反响热烈,但我们也注意到了不少影响消费者购物体验的不良行为,给真心喜爱IP的粉 丝带来了困扰。为了避免影响普通消费者的购物体验,我们进行了发售环节的优化,正式开启线上预 售,让更多人能够买到Labu ...