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.
大行評級 | 安信國際:直播板塊有望開啟新增長曲線 建議關注華夏視聽教育(1981.HK)
格隆匯 06-28 13:27
格隆匯6月28日丨華夏視聽教育(1981.HK)簽約頭部主播,直播電商板塊整裝待發。安信國際認為教育板塊為公司業績的估值安全墊。公司教育業務穩固,2022年公司高等教育及職業教育業務錄得營收5.62億元,同比增長18.8%。另外,華夏視聽教育在精品影視劇投資方面擁有優質的精品內容製作水平和藝人資源,有望為公司其他業務板塊賦能。直播板塊是公司2023年開啟的新業務模式,有望為公司帶來新的業務和業績的增量。此外,公司與頭部流量明星開展合作,佈局垂直領域頭部直播間,用自身的教育與影視資源賦能達人直播間運營;計劃打造華夏自有IP及品牌矩陣賬號覆蓋全品類網絡,發揮教育板塊優勢,通過多形式培養專業人才,多平台佈局,通過供應鏈支持打造自有品牌+聯名品牌,形成明星達人矩陣與華夏IP品牌的直播業務發展優勢。影視製作與投資業務目前仍有《鬥破蒼穹》等影視劇作等待上線,未來可以為公司教育與直播板塊賦能。公司當前估值並未將直播板塊的業績增量納入考量,未來直播板塊的業績放量有望帶動公司業績與估值的提升,建議投資者保持關注。
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