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China Galaxy Securities: Bullish on the improvement of the media Sector performance, focusing on three main lines: Consumer discretionary, AI applications, and State-owned Enterprise Reform.
Looking ahead to 2025, the performance of key sectors in media is expected to stabilize with high certainty, and there is a bullish outlook for varieties with stable performance foundations or noticeable improvements from external factors. It is recommended to focus on three main lines: cyclical consumer sectors, AI applications, and State-owned Enterprise Reform.
Returns On Capital Are A Standout For Focus Media Information Technology (SZSE:002027)
Focus Media Information Technology Co., Ltd.'s (SZSE:002027) Intrinsic Value Is Potentially 73% Above Its Share Price
Guosen: Media prosperity reversal expected in 2025, driven by new technology and M&A restructuring to boost valuation.
Looking ahead to 2025, the short-term media sentiment is at its lowest, but in the medium term, with the base effect, improvement in content supply, and changes in external macro expectations, the sentiment is expected to gradually reach the bottom and rise.
Focus Media Information Technology's (SZSE:002027) Five-year Total Shareholder Returns Outpace the Underlying Earnings Growth
China Great Wall Securities: The media sector's performance is relatively flat with a slight decline in profitability. The valuation of the media sector has elasticity.
Looking back, under the policies such as "cultural strong country" and "cultural going global", the media industry is expected to enter a stable period of high-quality content online, as an industry where demand is largely driven by supply, its fundamentals are expected to improve.
