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November 5 Caesar Culture Up and Down Analysis: Cloud Games, Kuaishou Concept Stocks, Mobile Game Concept Hot Stocks

author:Securities Star

Caesar Culture closed with a limit of 8.57 yuan. The stock rose and fell at 9:32, opened the limit three times, and the closing order was 56.4832 million yuan, accounting for 0.69% of its circulating market value.

In terms of capital flow data, the net inflow of main funds on the day was 187 million yuan, the net inflow of floating funds was 249 million yuan, and the net outflow of retail funds was 84.9098 million yuan. A list of capital flows in the past 5 days can be found in the following table:

November 5 Caesar Culture Up and Down Analysis: Cloud Games, Kuaishou Concept Stocks, Mobile Game Concept Hot Stocks

The stock is a cloud game, fast hand concept stock, mobile game concept hot stock, the cloud game concept rose 4.28%, the fast hand concept stock concept rose 3.64%, and the mobile game concept rose 3.12%.

The investment logic of the stock is as follows:

1. Subsidiary Kuniu Interactive main mobile game development and operation, representative works include "Legend World", "Tangmen World", etc.; subsidiary Tiantian Youjia main page game, mobile game development and operation, representative works include "Plants vs Zombie ol", "New Paladin Legend 3D"; subsidiary Xianwen Technology is China's leading IP operation company, with a large number of high-quality literary IP, authorized game development and operation, etc.; the company's cooperation with Tencent's game "Silver Keeper" is exclusively issued by Tencent Aurora; January 19, Caissa Hong Kong, Gamesamba, a wholly-owned subsidiary, signed the "exclusive agency agreement for the sale of the overseas distribution rights of < Naruto >, < Fairy Tail > mobile games" with Suzhou Youyou Tripartite, granted Tencent the exclusive agency rights of "Glory of the New Three Kingdoms", and the game share revenue in 18 years was 416 million,

2. The company has cooperated with Tencent, Kuaishou, and Chaoxi Lightyear (ByteDance) in blockbuster products, and the "Three Kingdoms Chronicles" exclusively issued by Kuaishou has been launched in China and has achieved excellent performance after going online

3. The company actively lays out the cloud game market, and works with partners to establish a cloud game company and cloud game strategic cooperation alliance to promote the popularization and development of the cloud game industry

From the perspective of financial status, Caissa Culture's 2021 third quarter report shows that the company's main revenue is 693 million yuan, up 55.89% year-on-year; net profit attributable to the mother is 242 million yuan, up 61.23% year-on-year; deducting non-net profit is 237 million yuan, up 64.62% year-on-year; among them, in the third quarter of 2021, the company's single-quarter main revenue is 222 million yuan, up 60.18% year-on-year; single-quarter net profit attributable to the mother is 29.9172 million yuan, down 8.42% year-on-year. In the single quarter, the non-net profit was 26.8784 million yuan, down 17.04% year-on-year; the debt ratio was 9.34%, the investment income was 4.6847 million yuan, the financial expense was 10.612 million yuan, and the gross profit margin was 62.37%.

According to the Securities Star Valuation Analysis Tool, Caissa Culture (002425) has a good company rating of 2.5 stars, a good price rating of 3 stars, and a valuation composite rating of 2.5 stars. In the past 90 days, a total of 1 institution has given a rating and a buy rating; the target average price of the institution in the past 90 days is 11.34; the net inflow of financing in the past 3 months is 64.3119 million, and the balance of financing has increased; and the net inflow of margin is 5.2297 million, and the balance of margin has increased.

This article is compiled by the Securities Star Data Center based on publicly available data and does not constitute investment opinions or suggestions, if there are any problems in the text, please contact us.

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