The merger and acquisition targeted Disco Media. Huayi Jiaxin also has TOP25/20/10 in the field of public relations and China's 4A qualifications in the advertising field, enhancing its core competitiveness. Diss Media is one of the earliest and largest professional media groups in mainland China. It has won the “Top 10 PR in Mainland China” for 15 consecutive years. It has good partner resources, including 80 senior media outlets, 26 overseas media, 2,718 internet media, etc. Ranked in the top three in the industry in 2016, Diss Media focuses on integrated marketing and communication of product brands and corporate brands to build strong brands for customers. After DISS Media joined, Huayi Jiaxin also holds TOP25/20/10 in the field of public relations and China's 4A qualifications in the advertising field, and the company's competitiveness in the public relations and advertising industry will be further strengthened.
Investing in YOKA, the company expanded its business into the fields of luxury goods and high-end beauty, and launched “content+e-commerce”
A new operating model. As the first online platform and fashion new media that positions high-end fashion consumption and services high-quality fashion life in China, YOKA has always adhered to the multi-channel marketing strategy of high-end vertical new media platforms. Serves more than 250 brands, including LV, HERMES, BURBERRY, etc. The YOKA mobile app includes 3 major apps, including Fashion Beauty, HOT Man, and Skin Care. After YOKA joins Huayi Jiaxin, it will explore a new “content+e-commerce” operating model to enhance monetization capabilities, and the company will continue to draw on its operating experience and resources in content marketing.
Teamed up with Smaato to achieve an advertising-side supply relationship based on the company's advertising platform, and the global strategy took great strides. Smaato is the world's leading global real-time advertising platform for mobile publishers and app developers. It serves more than 100,000 publishers and app developers, collaborates with 91 of the top 100 advertisers in the “Ad Era”, has more than 1 billion monthly mobile users and more than 300 billion monthly displays. It also covers San Francisco in the US, New York in the US, Hamburg in Germany, Singapore, and Shanghai in China. Smaato's global ad exchange platform connects supply and demand. Through Smaato's standardized platform, developers in China can quickly reach corresponding advertisers in the global market.
Consolidate basic business, take “mergers and acquisitions+integration+collaboration” as the main line, and dig deeper into collaborative value. Supported by “big content and big data”, the company has become the world's leading value marketing service provider by continuously improving its global layout and strengthening resource integration and business collaboration. (1) Big data: lay out high-quality targets such as mobile marketing and programmatic purchases at home and abroad; (2) Big content: lay out high-quality targets for new fashion media, entertainment, etc.; (3) Internationalization: Start an international layout and actively engage with high-quality assets in Europe, America, South Korea and other regions that meet the company's strategic development direction. The company gradually changed from a service company with a flat layout to a value company with rapid three-dimensional growth, and from a company limited to within China to an international marketing and communication group.
Profit forecast: We expect the company's EPS for 2016-2018 to be 0.33 yuan, 0.41 yuan, and 0.52 yuan respectively. Considering the blue cursors of companies in the same industry - Inji Media unanimously predicted PE 30-50 times in 2016, we gave the company 45 times PE in 2016, corresponding to the target price of 14.85 yuan, maintaining the purchase rating.
Risk warning: Business integration risks, industry competition intensifies, and performance promises fall short of expectations.
