Domestic film box office breaks record, optimistic about 7 beneficiary stocks
According to Maoyan.com, the three-day Qingming file (April 5-April 7) in the Mainland’s film market has reached 6 at the box office.
US $ 8.4 billion, a new record for this flight, up from 5.
8.6 billion yuan increased by 17%.
Some people said that the previous domestic film market Qingming files usually used small cost and small production movies. This year’s box office sales will definitely benefit the strong performance of imported movies such as “Number One Player”, but from the historical data, QingmingThere are also many popular movies in the file’s platoon. For example, the movie “War Wolf” released in Qingming file in 2015 also achieved excellent box office performance. Therefore, the box office performance of Qingming file this year was accidental, and the inherent logic is the movie market.Benefiting from the revitalization of consumption upgrades, the excellent results of the Qingming file can be considered as the continuation of the fiery market in the first quarter of this year, and the strong development momentum of the film market in 2018 may be further confirmed.
Data show that in the first quarter of this year, the national movie market box office increased by 39 each year.
80%, reaching 20.2 billion U.S. dollars. While setting a single quarter record in the domestic market, this data also broke the simultaneous box office record in the world’s film history.
Finally, at 17:00 yesterday, the two major promoters of the national box office in the first quarter-“Red Sea” and “Chinatown Detective 2” cumulative box office respectively reached 36.
2.6 billion, 33.
US $ 9.6 billion, of which the box office of “Red Sea” has surpassed “Mermaid”, officially becoming the runner-up in the history of the mainland after “Wolf 2”.
With the relevant records being broken one by one, the performance of related listed companies is ready to be expected by the market. According to statistics from the Flushing Data Market Research Center, the Securities Daily reports that up to now, eight companies in Shanghai and Shenzhen have announced quarterly results for the first quarter of this year.Of the listed companies in the film and television media, 5 companies are expected to double their initial net profit or reverse their losses, accounting for more than 60%.
Specifically, the current four companies including Mingming Cheng, Ciwen Media, Jinyi Film, and Happy Blue Ocean have gradually doubled their net profit in the first quarter of this year. The leading company Huayi Brothers expects to achieve losses this period.Profits are also expected to grow by 80%.
From an estimated perspective, after undergoing shock adjustments in the past two years, it is estimated that the film and animation sector has been at a low level, ending the April 4 closing, and the latest dynamic market surplus of the sector was readjusted.
It is estimated to have fallen by more than 90 times since June 2015.
Among the stocks, the latest dynamic P / E ratios of stocks such as Yewei Culture, Great Wall Film and Television are all less than 20 times. Conversion, New Culture, Beijing Culture, Yinji Media, Hualu Baina, Huayi Brothers, Jinyi Television, Shanghai Film, Chinese FilmThe latest estimates of Tangde Film and Television, Wentou Holdings and other stocks are also lower than the sector average.
Benefiting from the excellent fundamentals, the institution also expressed its optimism about the investment opportunities in the film and television and animation sectors. Among them, New Times Securities stated that the growth of the box office area data in the 苏州夜网论坛 first quarter of 2018 showed that the domestic film market is continuing to be supported by high-quality content.As the market picks up, the industry still has room for growth and maintains the “recommended” level.
In terms of individual stocks, within the past 30 days, a total of 15 relevant film and television stocks received optimistic ratings such as “buy” or “overweight” from institutions, among which, Guangguang Media (15), Huayi Brothers (11), Hengdian Film and Television(10 companies), contemporary Mingcheng (8 companies), Huace Film & TV (6 companies), Beijing Culture (5 companies), Ciwen Media (5 companies) and other 7 stocks are all optimistic about 5 or more institutions, the market outlookThe performance is worth looking forward to.