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Central China Securities: "Black Myth: Wukong" explodes in popularity, attention to the valuation repair of the gaming sector.
Central China Securities released a research report stating that the value of the gaming industry is beginning to spill over into the fields of culture, tourism, consumer goods, and other areas.
CICC: The mid-year performance report will be released in August. Pay attention to new content and thematic catalysts for undervalued media targets.
With the landing of the semi-annual performance, the market has begun to focus on the expectations for the second half of 2024 and 2025 for individual stocks. It is recommended to pay attention to changes in the new product cycle, as well as the potential boost to market sentiment and the possibility of marginal valuation recovery brought by topics in the media industry.
Focus Media Information Technology Co., Ltd.'s (SZSE:002027) Top Owners Are Individual Investors With 42% Stake, While 26% Is Held by Institutions
Focus Media Information Technology (002027.SZ): Most of the company's overall revenue in the first half of the year came from domestic business.
On September 6, Focus Media (002027.SZ) stated on the investor interaction platform that the company's overseas business is currently in the development stage and its revenue accounts for a small portion of the overall revenue. Most of the company's overall revenue in the first half of the year came from domestic business.
China International Capital Corporation: The year-on-year growth rate of advertising revenue of listed companies in the second quarter slowed down overall, with trade-oriented advertising growing at a faster pace.
The year-on-year growth rate of advertising revenue has slowed down due to the impact of both internal and external factors: the weak performance of the external consumer end affects the advertising budget of advertisers, while the internal factor is the pressure on growth rate after the low base effect in 2Q24.
Focus Media Information Technology (002027.SZ): has distributed cash dividends of about 2.71 billion yuan.
Focus Media Information Technology (002027.SZ) stated on the investor interaction platform on August 14 that the company has always attached great importance to creating long-term returns for shareholders. Since its listing, we have repurchased approximately 1.53 billion yuan and cancelled approximately 1.48 billion yuan. In addition, the company has paid a cash dividend of approximately 27.1 billion yuan. We will continue to carefully listen to and consider the opinions and demands of the shareholders, actively give back to investors through various means, and share the growth achievements of the company together with everyone.
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