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粤传媒(002181)公司点评:并购香榭丽提升协同作用 开启整合户外屏之旅

Guangdong Media (002181) Company Review: Mergers and Acquisitions of Champs-Elysées Enhance Synergies and Embark on a Journey to Integrate Outdoor Screens

廣證恆生 ·  Apr 17, 2014 00:00  · Researches

We have a different view from the market: we think we can pay attention to the three highlights of Guangdong Media in the near future: (1) Yuncai Network has entered the final testing period, and its professional information analysis capabilities have created product barriers, which is expected to achieve the first batch of connections with the million readers of “Soccer Lottery Winners”. The customer base is huge; (2) the frequency of game launches has accelerated, and the expansion of the game industry chain is anticipated; (3) in 2014, the Xiangxie Lai successfully merged, and LED screen ratio advanced into the “new screen interaction” era.

We think 2014 is a year of transformation for Guangdong media. There is a lot of paving work in the new and old media businesses. It is foreseeable that good news will spread frequently in the future. The establishment of the company into a comprehensive media group integrating distribution, paper advertising, and new media is just around the corner. We are firmly optimistic about the Guangdong media and maintain “strong recommendations.”

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