Last night, I swiped the video and browsed to the promotional video of “Sister 3” by Mango Supermedia.
Seeing that the lineup is very solid, many of the coffees coming this season are relatively big names.
Before, the team followed $mango supermedia (SZ300413)$ , knowing that the first quarter of this year was worse.
In the past few weeks, there have also been special works such as “The Sound of Life” that clearly marked the 25th anniversary of Hong Kong’s return to the motherland. At the same time, after March this year, the regulatory policy has changed significantly, and the follow-up will be stable and expected.
In the first quarter, there were actually not many variety shows. Last year, the supervision of the rice circle and entertainment circle actually caused You Aiteng to lose the path of variety show selection. At present, the supply side of variety shows has insufficient production capacity.
At this time, Mango Channel, the first variety show with a high signal of patriotic unity, such as “The Voice”, is a clear and stable signal. It has to be said that this is the only one on the supply side of variety shows.
At the same time, it can be seen that compared with last year’s variety show pipeline, the number of S-class variety shows this year is much higher than the same period last year.
However, this highlights the configuration value even more. In other words, at present, the performance of Mango Supermedia in this technology sector may hit the bottom ahead of schedule, while at present, more of them are JD.com, Tencent, Xiaomi, and Ali, which have not reached the bottom of their full performance.
in conclusion:
The bottom of the performance + the release of variety shows in the second quarter is destined to increase significantly in the second quarter;
Compared with last year’s more explosive pipelines, it means that there may be a good “year-on-year” growth in performance;
At the same time, changes on the supply side mean that this trend will continue for some time.
Of course, the cultural and entertainment regulatory environment has been reversed, so don’t worry too much about policy repetition.
In terms of allocation, it relatively outperformed the Internet stocks in the same period, bottoming out ahead of schedule.
As for the specific situation, you can track the popularity of related variety shows, at least “The Voice” is not bad. “Sister 3” will be broadcast at 12 o’clock today, and you can make your own assessment.
On the basis of bottoming out at 3.15, the stock price has risen by about 20%. The winning rate is very high. The odds depend on the popularity of the specific explosion and market sentiment. $IQIYI(IQ)$
Disclosure of interests: In the morning, Mango Supermedia added, the A-share holding ratio has reached 10% of the position, and there is no trading plan in the next 72 hours.
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