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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.
Is Kingnet Network Co., Ltd. (SZSE:002517) Trading At A 48% Discount?
Kingnet Network (002517.SZ): Goldwind has accumulated a shareholding of 21.31 million shares.
On September 5, Gelonhui announced that Mr. Jinfeng, the controlling shareholder and actual controller of kingnet network (002517.SZ), disclosed a detailed equity change report on November 21, 2023. After this equity change, Mr. Jinfeng directly holds 296,715,484 shares of the company, accounting for 13.78% of the total share capital, and indirectly controls 112,477,078 shares of the company through Shaoxing Ansheng, accounting for 5.23% of the total share capital. Mr. Jinfeng's total controlled number of company shares is 409,192,562, accounting for 19.01% of the total share capital.
Tianfeng Securities: The number of game version approvals reached a new high since 2019, indicating that the release of the pipeline is gradually approaching and the fundamentals of the game industry are expected to improve.
In terms of games, the number of domestic game licenses in August reached a new high since 2019, and the gradual release of the pipeline is expected to improve the fundamentals.
Zhongtai Securities: The gaming sector has hit the bottom and is showing signs of recovery. Focus on companies with more noticeable marginal changes.
zhongtai Securities released research reports stating that, at the current stage, due to the overall sectors being at relatively low valuation levels, the marginal improvement in policies is expected to drive a valuation recovery.
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