You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
郭思治: 檸萌影視(09857.HK)領跑影視行業
香港股票分析師協會副主席郭思治分析指,騰訊(00700.HK)持股近20%的檸萌影視(09857.HK)近期來港上市,雖然影視業公司不計其數,但檸萌影視無論從業務規模、財務持續表現,還是資本的背書,都可圈可點。鑒於目前疫情趨於穩定,影視行業急速反彈,投資者可考慮趁早佈局。 檸萌影視手握全方位業務模式,致力於進行劇集的投資、製作、發行、宣傳及衍生品授權等全價值鏈營運。這填補了該行業上游和下游普遍分而治之的市場空白。此外,自2019年至2021年,公司已播映的八部版權劇中有六部屬於高收視率劇集,高收視率劇集率約為75.0%,遠高於行業平均。這已播映的六部高收視率劇集於網絡視頻平台首輪播映期間合共獲得逾163億次的點播量,於同期,於電視台的全年收視率均超過1.0%。 難能可貴的是,即便面對過去三年環境不佳的情況,公司仍能實現連年增長,這對於一家成立不到10年的公司而言,是十分難得的。截至目前,公司有29個正處於劇本開發中及前期籌備中的劇集項目等,預計於未來4-8年內播出。 此外,公司堅持多元化發展戰略。持續探索內容營銷、衍生授權及海外發行等新增長渠道,最大化利用了專有IP產權的商業價值。 股東方面,從招股書可瞭解到,因檸萌影視的優質創作和製作能力,在其創立之初就獲得騰訊的垂青,早在2014年就入股公司。此外,騰訊亦是公司的前幾大客戶之一,未來雙方將繼續合作。(筆者為證監會持牌人)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account