传媒行业机构调研升温

Media industry body research heats up.

北青网 2018-01-15 00:00:00

中证网综合报道，进入2018年后，部分机构开始重新对传媒板块产生兴趣。东方财富Choice数据显示，截至发稿，两市共有6家传媒行业上市公司披露了上周的机构调研记录，较之前明显增加。

慈文传媒上周接待了72家机构调研，成为最受机构关注的上市公司。视觉中国上周迎来汇添富基金、中邮创业基金等13家机构登门拜访。北京文化上周接待了11家机构调研。此外，中青宝、龙韵股份、元隆雅图等传媒行业上市公司，同样在上周迎来机构调研。

华金证券指出，传媒行业关注度持续提升，继续看好传媒行业的表现，A股推荐影规院线推荐平台和渠道能力强的公司，光线传媒（制作发行能力双强），奥飞娱乐（动漫龙头对标迪士尼），完美世界（新剧开花有望今年底到明年确认收入）。建议关注慈文传媒（股东增持大剧颉发18年业绩无虞），新华龙（旗下吆翔影坊作品颉出，股东增持），广告营销板块推荐分众传媒。

长江证券表示，传媒板块仍处于底部，行业个股分化进一步加剧，持续看好优质内容龙头的中长期价值，建议关注传媒平台型公司的估值修复。

海通证券则表示，2018年传媒板块将否极泰来，教育、体育、游戏、影视明年仍将高增长，而版权付费、文化娱乐出海将是未来产业的新方向。影视板块重点推荐：光线传媒、慈文传媒、唐德影视、华策影视。游戏板块推荐：完美世界、三七互娱、游族网络、帝龙文化、中文传媒。营销板块推荐：分众传媒、视觉中国、思美传媒。传统媒体板块推荐：皖新传媒、长江传媒。阅读产业链崛起，推荐：新经典，关注掌阅科技。教育板块推荐：威创股份、开元仪器、百洋股份。体育板块推荐：当代明诚、雷曼股份、星辉娱乐、双象股份、三夫户外。海外板块建议关注：腾讯控股、阿里巴巴、网易、金山软件、阅文集团、新东方、好未来。

Media industry body research heats up.

Beiqing net 2018-01-15 00:00.

After entering 2018, some institutions are beginning to take an interest in the media sector. According to the Oriental fortune Choice data, as of press release, there were 6 media listed companies in the two cities that disclosed the institutional research record of last week, which was significantly higher than before.

Last week, ciwen received 72 institutional investigations, becoming the most closely watched public company. Last week, China saw the visit of 13 institutions, including huifu fund and China post entrepreneurship fund. Beijing culture hosted 11 institutions last week. In addition, zhongqingbao, longyun shares, yuanlongya and other media industry listed companies, also welcomed the institutional research last week.

Joaquin securities pointed out that the media industry attention continues to improve, continue to watch the performance of the media industry, A shares have recommended the shadow of the gauge recommended platform and channel capability of the company, the light media (produced strong double), the fly (anime leading to the Disney) entertainment, perfect world (new flowering is expected to end of this year to affirm income next year). It is recommended to pay attention to the ciwen media (shareholders' increase of 18 years' performance is not in danger), the new huarong (the works of the company's yixiang studio, the shareholder increase), and the advertising marketing section recommends focus media.

Changjiang securities, said the media sector is still at the bottom, industry stocks further differentiation, prosperous quality content leading to long-term value, advice to focus on the media platform type company valuation of repair.

Haitong securities, said the media sector in 2018 will be after a storm comes a calm, education, sports, games, film and television next year will remain high growth, and copyright fee, cultural entertainment at sea will be the new direction of future industry. The film and television sector is highly recommended: light media, ciwen media, tang DE film and television, and China TV. Game plate recommendation: perfect world, sanqi mutual entertainment, tourism network, dragon culture, Chinese media. Marketing board recommendation: focus media, visual China, simei media. Traditional media plate recommendation: anhui new media, Yangtze media. Read the rise of industrial chain, recommend: new classics, pay attention to palm reading technology. Education plate recommendation: weichuang shares, kaiyuan instrument, baiyang shares. Sports section recommendation: contemporary mingcheng, lehman shares, xinghui entertainment, dual - like shares, sanfu outdoor. The overseas section suggests concern: tencent holdings, alibaba, netease, kingsoft software, reading group, new Oriental, good future.