As the hit variety show "Sisters Riding the Wind and Waves" became popular, Mango Super Media also began the journey of "Ride the Wind and Waves".
htmlOn July 11, Mango Super Media released its 2020 semi-annual performance forecast, and is expected to achieve a net profit attributable to shareholders of listed companies of 1.04 billion to 1.14 billion yuan, a year-on-year increase of 29.42% to 41.86%. The market value in June this year was even more Break through the 100 billion mark.On the day of "Sisters Riding the Wind and Waves" airing on June 12, the stock price hit the daily limit, and at the same time, it gave Mango Super Media a market value of 100 billion yuan. Data shows that the market value of Mango Super Media in 2018 and 2019 was 24% and 61% respectively, and the market value has increased by more than 70% so far. Since 2020, the share price of Mango Super Media has risen by 108.38%, far exceeding the market. On July 10, Mango Super Media hit 73.60 yuan per share during the session, setting a record high since the stock was listed in 2015. As of the closing, Mango Super Media closed at 72.85 yuan per share, up 8.86%.
Mango Super Media "Ride the Wind and Waves"
It is expected to make a profit of more than 1 billion in the first half of the year
July 11, Mango Super Media released its 2020 semi-annual performance forecast, Net profit in the first half of the year increased by 29.42%-41.86% year-on-year, with a profit of 1.04 billion yuan Yuan-1.14 billion yuan. In addition, the company's non-recurring gains and losses in the 2020 semi-annual period are expected to be approximately RMB 139 million.
It is worth mentioning that Mango Super Media 's semi-annual net profit is close to the full-year net profit last year. According to financial report data, in 2019, Mango Super Media achieved operating income of 12.501 billion yuan, a year-on-year increase of 29.4%, officially entering the era of 10 billion yuan; and achieved net profit attributable to shareholders of listed companies of 1.156 billion yuan, a year-on-year increase of 33.59%.
report shows that in addition to "Sisters Riding the Wind and Waves", Mango Super Media also broadcasted "Under the Power", "Next Stop Is Happiness", "Too Thick Color", "Three Thousand Crows Kill", "I'm Talented" "Don't be friends with you" and other series and variety shows continue to be popular. The company's core platform Mango TV fully utilizes the advantages of content innovation and system self-made, optimizes platform operations and innovative content arrangements, and continues to be popular in many dramas and variety shows, promoting a significant increase in the income of effective members and memberships during the reporting period; as high-quality content continues to continue Output, Mango TV's advertising revenue has achieved a significant increase; the operator's business has increased its business layout and development has accelerated, while the company's revenue structure is optimized, its overall performance has continued to grow.
Due to the impact of the industry and the new crown pneumonia epidemic, the performance of film and television industry companies has been poor since 2020. However, , which does not rely on the big screen, achieved revenue of 2.73 billion yuan in the first quarter of this year, an increase of 9.74% over the same period last year; net profit attributable to shareholders of listed companies was 480 million yuan, an increase of 14.82 over the same period last year. %. Judging from the data in 2019, new media platform operations accounted for 50.54% of the revenue of Mango Super Media . Among them, the Internet video business achieved revenue of 5.044 billion yuan in 2019, accounting for 40.35% of the company's revenue.
As of the end of 2019, the number of paid members of Mango Super Media reached 18.37 million.
In April this year, Mango Super Media said in an institution that in the first quarter of 2020, due to the impact of the epidemic, the national advertising market declined significantly, but the company's advertising business still maintained positive growth. Many variety shows were launched in the second quarter, and the advertising investment effect was better than in the first quarter. Looking at the whole year, the advertising budget will be concentrated on high-quality platforms, and the company remains optimistic about the development of advertising business.
's stock price has increased by 108.38%
institutions are optimistic about
020 financial report season, most of the film and television media sectors such as Wanda Film, Hengdian Film and Television, and Huayi Brothers have been in losses due to the impact of the epidemic. : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : Mango Super Media 's unique appearance continues to grow, and the popular variety show "Sisters Who Make Waves" dominates the hot search page, which has driven the company's stock price to soar and its market value has steadily risen.
In fact, during the epidemic, Mango Super Media has experienced a round of rise. On February 4, Mango Super Media blocked the board, standing out among a group of falling media stocks; on the morning of February 6, Mango Super Media pulled the board again, and finally closed up 8.4%, with an increase of about 17 in three days. %.
"Sisters Riding the Wind and Waves" launched by Mango TV has become a hit variety show this year since it was broadcast on June 12. From June 12 to July 10, Mango Super Media has accumulated stock prices within 19 trading days. The rise reached 38%. On the day of the launch on June 12, the stock price of Mango Super Media rose sharply, hitting the daily limit during the session. As of the closing of the day, the stock price was 56.39 yuan, an increase of 6.82%, and the total market value was 100.395 billion yuan. As of the close of July 10, the share price of Mango Super Media was 72.85 yuan, an increase of 8.86%, and the total market value was 129.791 billion yuan. Since 2020, the share price of Mango Super Media has risen by 108.38%, higher than the 31.07% increase in the same period.
It is worth noting that Mango Super Media controlling shareholder acted as a joint actor, High-tech Venture Capital, reduced its holdings of the company's shares by a total of 730,300 shares from May 13 to May 19 this year, with an average reduction of 49.30 yuan per share. , totaling RMB 36 million.
In addition, the first quarter report of 2020 shows that among the top ten circulating shareholders of Mango Super Media , five major shareholders have reduced their holdings.
"Sisters Riding the Wind and Waves" has started broadcasting, which has really made Mango Super Media popular. In June this year alone, many institutions such as CITIC Securities, Dongwu Securities, Guosen Securities, and Tianfeng Securities gave Mango Super Media "buy" or "strongly recommended" ratings.
Among them, Dongwu Securities Research Report stated that the broadcast and investment promotion effect of "Sister" is expected to exceed expectations. Since variety shows are generally continuity, we are optimistic that subsequent investment promotion will continue to hit new highs and maintain a "buy" rating.
For the program being sought after by capital, Kaiyuan Securities Research Report believes that the model of exclusive broadcasts of top variety shows and members watching first may become a "new tool" to drive the rapid growth of membership and revenue. It is estimated that the sponsored advertising revenue of "Sisters Who Make Waves" will reach 546 million yuan. Under the neutral assumption, the sponsored advertising revenue of the program will be 455 million yuan. Under the pessimistic assumption, the sponsored advertising revenue of the program will reach 364 million yuan. At the same time, based on the assumptions of MAU, paid membership/MAU and ARPPU, membership income may reach 2.793 billion yuan in 2020 under the neutral forecast.
Guosen Securities believes that this program is the first ever to provide a stage for female artists over 30 years old to create a female group of anti-age music for the whole nation. It is innovative and original, and is expected to become a phenomenal hit in the company in 2020. Variety show. While the popular variety shows contribute significant performance, they continue to verify the significant advantages of the company's content creation and operation. It is expected that the variety show will contribute great results to the company's advertising and members.
New Era Securities' research report believes that the popular variety show "Sisters Riding the Wind and Waves" will drive the growth of paid members and advertising on the platform. In the context of 5G integrated media development, we are optimistic about the "talent + content" barriers and diversified commercial monetization prospects. .
Tianfeng Securities believes that in the future, in addition to variety shows, Mango's increased layout of film and television drama products will continue to be launched. At the same time, based on the content advantages and fan base, the Mango ecosystem is constantly expanding around KOL, MCN, 5G technology, etc. The system is also worth looking forward to.
"Sisters Riding the Wind and Waves" has exceeded 3.3 billion
How to practice hot products in Mango Super Media ?
"Sisters Riding the Wind and Waves" is exclusively broadcast on Mango TV, a subsidiary of Mango Super Media . This girl group growth variety show created by Mango TV has gathered 30 well-known female artists of "30+" age, including Ning Jing, Zhang Yuqi, Wu Xin, etc., and is sought after by the audience. The number of views exceeds 25 million in 3 hours of broadcasting.
Let’s first take a look at how popular "Sisters Riding the Wind and Waves" is?
"Variety Show Force List" was released in the 139th issue, and "Sisters Who Make Waves" won a great victory. Even though last Saturday was the finals of "Creation Camp 2020", its popularity still cannot match "Sisters Riding the Wind and Waves".
"Sisters Riding the Wind and Waves" ranked first with 3.33 billion topics.
As of July 11th, after the fifth issue of "Sisters Riding the Wind and Waves" was launched, the overall viewing volume in Mango TV exceeded 1.9 billion;
Douban score was 8.2, and nearly 70,000 people participated in the evaluation;
Weibo topic #Sisters Riding the Wind and Waves# Read 11.87 billion, discuss 5.49 million.
No surprise "Sisters Riding the Wind and Waves" is expected to become one of the biggest hit variety shows this year.
In fact, this is not the first time that Mango has made a hot product. Since 2013, Hunan Satellite TV has been hitting phenomenal variety shows, including "I Am a Singer", "Where Are We Going, Dad", "Flowers and Boys", "Real Man", "Chinese Restaurant", "Sounds in the Scene", " The voice of "The Heart of People", "The Life of Longing", and "My Family" series, each innovation leads the evolution direction of the industry. Among the four major video platforms of the online variety show market, iQiyi and Tencent are in the first echelon, while Youku and Mango are in the second echelon. However, Mango TV has strong self-made content capabilities, and in 2019, the number of self-made variety shows ranked first among all platforms, with a total of 45 movies.
Yang Xiaofeng, chief analyst of Guojin Securities Media, said that "Sisters Riding the Wind and Waves" has attracted much attention since May. Netizens pay more attention to the differences between artist sisters and traffic idols in the traditional sense. The participating artists have a solid fan base, the initiator and manager are highly talked about. In addition, the Liu Mintao incident has driven popularity, and "Sisters Who Make Waves" has become a hit variety show.
Industry insiders pointed out that variety show content is the basic platform of Mango Super Media . Mango TV, a subsidiary of Mango Super Media , has established nearly 20 variety show homemade teams in recent years, creating 50% of the hot products in the market at a cost of 10%. "Homemade ability" has become a distinctive label for the absolute advantage of Mango Super Media . .
Hunan Satellite TV Director Ding Cheng once proposed a set of "hot product methodology" for the operation of the channel. He analyzed the relationship between hot product and Hunan Satellite TV in this way: "In mathematical language, hot product is a random event, and there is no one in the world. What is a sure way to guarantee that you can guarantee that you will get a hit. But one thing we can do is increase the probability of Hunan Satellite TV’s hit TV: break the mentality of keeping the ground, use the 'hot' as the standard to guide content creation; break Looking for a stable mentality, aim at 'hot products', optimize the management ecosystem; break the mentality of sitting business, use 'hot products' as the driving force, and expand the cooperation model."
is not only "Sisters Riding the Wind and Waves", Mango Super Media has other Many variety shows occupy the top spot. From January to May this year, among the top ten popular online variety shows on the Internet, 3.4 of them were from Mango TV per month. As of June 5 this year, among the online variety shows that have exceeded 2 billion views this year, Mango TV's "Friends Please Listen" and "Star Detective Season 5" ranked in the top two, reaching 2.79 billion and 2.16 billion respectively. Mango TV's performance in variety shows is significantly better than its peers, and more than 20 self-made variety shows will still be launched this year.
Mango Super Media How to make efforts next?
With the popularity of "Sisters Riding the Wind and Waves", on June 19, Mango TV held a 2020 strategic press conference, releasing some lists of variety shows and film and television dramas in the second half of the year, as well as Damang Plan 2.0. Mango TV projects such as the new variety show "Brother Who Overcomes Trouble", "Sister's Journey of Love", film and television series "Dear Myself", and "Leaving the Heart" have been exposed. Northeast Securities Research Report shows that in 2020, Mango TV variety shows continued to have an advantage. In March 2020, Mango TV occupied 5 seats in the TOP10 monthly broadcasts of variety shows on the entire network and 46 seats in the TOP100. As of June 18, 2020, the platform has launched 10 S-level programs, with a total output of more than 5,000 minutes. In terms of
episodes, Mango TV is expected to have 18 episodes launched in the second half of the year and sign contracts with multiple new film and television production teams. In addition, the company has comprehensively upgraded the Damang Plan and launched the "Damang Plan 2.0". Rich content reserves and business expansion will continue to drive the company's membership and advertising business to promote the company's performance growth.
enters the second half of 2020, and competition in the long video track is still fierce, and platform competition returns to the competition between IP and homemade content. Analysts believe that with the increasing decline of traffic dividends, online video companies will also move towards refined, differentiated and diversified operations. Online video platforms mainly carry out future strategic layouts from the aspects of content creation, form innovation and user focus.
This article is from China Fund News
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