大麦娱乐：IP 拓展是打开中国市场的入口
DAMAI ENTDAMAI ENT(HK:01060)2025-12-08 00:41

December 5, 2025 08:30 AM GMT Damai Entertainment Holdings Ltd | Asia Pacific M Idea Damai's IP Expansion: A Gateway to China's Market Strong 1H26 results and our AlphaWise survey support sustained Sanrio momentum and growing Alifish IP diversification. With China's sub-licensing market expanding and Damai well positioned as a key gateway for global IPs, we see a solid multiyear growth outlook. Maintain HK$1.20 PT and OW. M F1H26 recap: F1H26 total revenue of Rmb4.0bn (+33% yoy, 11% hoh) and GAAP net profit ...