Mango Excellent Media Co Ltd
SZSE:300413
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Intrinsic Value
The intrinsic value of one Mango Excellent Media Co Ltd stock under the Base Case scenario is 32.45 CNY. Compared to the current market price of 27.49 CNY, Mango Excellent Media Co Ltd is Undervalued by 15%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Mango Excellent Media Co Ltd
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Fundamental Analysis
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Mango Excellent Media Co Ltd is a dynamic player in the booming Chinese entertainment landscape, specializing in the production and distribution of high-quality multimedia content, including television shows, films, and online streaming services. Founded in the early 2000s, the company has made a name for itself by harnessing innovative storytelling and cutting-edge technology to captivate audiences across various demographics. With its flagship programs often topping viewer ratings, Mango Excellent Media is not just a content creator but a trendsetter in the industry, consistently pushing the envelope in terms of production values and viewer engagement. As the demand for digital content co...
Mango Excellent Media Co Ltd is a dynamic player in the booming Chinese entertainment landscape, specializing in the production and distribution of high-quality multimedia content, including television shows, films, and online streaming services. Founded in the early 2000s, the company has made a name for itself by harnessing innovative storytelling and cutting-edge technology to captivate audiences across various demographics. With its flagship programs often topping viewer ratings, Mango Excellent Media is not just a content creator but a trendsetter in the industry, consistently pushing the envelope in terms of production values and viewer engagement.
As the demand for digital content continues to surge, especially among younger audiences, Mango Excellent Media is strategically positioning itself for sustainable growth. The company has successfully leveraged partnerships with major streaming platforms, expanding its reach and monetization avenues. Furthermore, its commitment to investing in original content and tapping into emerging markets reflects an ambitious long-term vision that is poised to yield high returns for investors. By capitalizing on China's digital transformation and evolving media consumption habits, Mango Excellent Media stands at the forefront of a rapidly changing industry, making it an attractive option for investors seeking to capitalize on the robust growth potential within the Chinese entertainment sector.
Mango Excellent Media Co., Ltd. is a prominent media company in China, primarily engaged in various segments of entertainment and media. Here are the core business segments typically associated with the company:
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Television Production and Broadcasting: This segment involves the creation and production of television programs, including dramas, variety shows, and reality TV that cater to a wide audience. The company operates several channels providing diverse content.
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Film Production and Distribution: Mango Excellent Media is actively involved in producing films and also in the distribution of both its own productions and third-party films, contributing to the broader Chinese film industry.
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Digital Media and Online Streaming: The company has ventured into the digital space with streaming platforms that host its content as well as licensed content. This includes mobile app offerings and partnerships with other digital platforms, aiming to capture the growing online audience.
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Advertising and Sponsorship: As a media company, Mango Excellent Media generates revenue through advertising sales within its shows and platforms. This segment also includes sponsorship opportunities for brands wanting to reach its audience.
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International Content Sourcing and Distribution: This involves acquiring foreign films and TV shows for local distribution, as well as potentially exporting Chinese content to international markets, thus expanding its global footprint.
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Merchandising and IP Development: The company monetizes its intellectual properties through merchandise linked to its popular shows and characters, creating additional revenue streams.
These core segments reflect Mango Excellent Media's strategy to capitalize on the growing entertainment market in China, while adapting to changes in consumer behavior and technology.
Mango Excellent Media Co., Ltd. possesses several unique competitive advantages that differentiate it from its rivals in the media and entertainment industry. Here are some potential competitive advantages:
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Strong Brand Recognition: As a prominent player in the Chinese media landscape, Mango Excellent Media has built a strong brand associated with quality content, particularly through its flagship platform, Mango TV. This recognition helps attract both audiences and advertisers.
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Content Production Expertise: The company is known for its ability to produce high-quality content, including popular variety shows and dramas. Its expertise in content creation allows it to capture and retain a loyal audience.
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Exclusive Content and Partnerships: Mango Excellent Media may have exclusive partnerships with popular artists, producers, and writers, giving it access to unique content that rivals may not have. This exclusivity can be a significant draw for viewers.
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Innovative Formats and Technology: The company often adopts innovative formats and utilizes advanced technology in its content delivery, such as interactive viewing experiences and data analytics to tailor content suggestions, enhancing user engagement.
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Strong Distribution Networks: Mango Excellent Media has robust distribution channels, including collaborations with telecom operators and other platforms, which expands its reach and accessibility.
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Focus on Youth Demographics: The company has a targeted approach to content that appeals particularly to younger audiences, who are increasingly influential in shaping trends and viewer preferences.
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Diversified Revenue Streams: Mango Excellent Media generates revenue through multiple streams, including advertising, subscription services, and content licensing, making it less susceptible to market fluctuations.
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Government Relations and Support: As a state-affiliated enterprise, Mango Excellent Media may benefit from government support, which can provide stability and opportunities for growth that private companies may not enjoy.
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Data-Driven Decision Making: The company likely employs advanced data analytics to understand viewer preferences and optimize its content strategy, leading to greater viewer satisfaction and engagement.
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Community Engagement and Interactive Features: By fostering a strong online community through social media and interactive programming, Mango Excellent Media enhances viewer loyalty and participation.
These advantages, when effectively leveraged, can help Mango Excellent Media maintain its competitive edge in the fast-evolving media landscape.
Mango Excellent Media Co Ltd, like many companies in the media and entertainment industry, may face several risks and challenges in the near future. Here are some of the key areas to consider:
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Market Competition: The media landscape is highly competitive, with numerous players vying for audience attention. This includes traditional broadcasters, streaming services, and digital content platforms. The ability to differentiate offerings and retain audience engagement is critical.
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Changing Consumer Preferences: Audience tastes and preferences can shift rapidly, influenced by cultural trends, technological advancements, and competitive content. Keeping up with these changes and adapting content strategies is vital for maintaining relevance.
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Regulatory and Compliance Issues: The media industry is subject to various regulations, including content censorship, copyright laws, and broadcasting regulations. Compliance with these laws can pose challenges, especially when operating in multiple jurisdictions.
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Technological Disruption: Advancements in technology are transforming how content is produced, distributed, and consumed. Companies must invest in new technologies and adapt to emerging platforms to remain competitive, which can be costly and resource-intensive.
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Monetization Challenges: Finding effective monetization strategies is becoming increasingly challenging, especially with the rise of ad-blocking technologies and changing advertising models. Balancing subscription revenue with advertising income is crucial for financial sustainability.
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Economic Conditions: Economic downturns can impact the overall entertainment spending of consumers and advertisers. This can lead to reduced revenue from advertising and subscription services.
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Intellectual Property Risks: The risk of infringement on intellectual property rights can lead to legal challenges and associated costs, impacting profitability and brand reputation.
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Operational Risks: Issues related to production, distribution, and supply chain disruptions (e.g., due to pandemics, natural disasters, or geopolitical tensions) can severely impact operations and revenue.
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Talent Retention: Attracting and retaining top creative talent is essential for producing high-quality content. Increased competition for skilled professionals can lead to higher costs and talent turnover.
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Cultural Sensitivity and Globalization: As Mango Excellent Media expands its reach, navigating cultural differences and sensitivities in various markets becomes increasingly complex. Missteps can lead to public backlash and damage brand reputation.
Addressing these risks and challenges will require strategic foresight, agile decision-making, and a commitment to innovation. It’s essential for Mango Excellent Media to continuously assess its environment and adapt its strategies accordingly.
Revenue & Expenses Breakdown
Mango Excellent Media Co Ltd
Balance Sheet Decomposition
Mango Excellent Media Co Ltd
Current Assets | 18.7B |
Cash & Short-Term Investments | 10B |
Receivables | 5.3B |
Other Current Assets | 3.4B |
Non-Current Assets | 13.7B |
Long-Term Investments | 3B |
PP&E | 411.4m |
Intangibles | 8.5B |
Other Non-Current Assets | 1.8B |
Current Liabilities | 10.1B |
Accounts Payable | 5.6B |
Accrued Liabilities | 847.4m |
Short-Term Debt | 1.8B |
Other Current Liabilities | 1.9B |
Non-Current Liabilities | 72.2m |
Long-Term Debt | 159.2m |
Other Non-Current Liabilities | -87m |
Earnings Waterfall
Mango Excellent Media Co Ltd
Revenue
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14.9B
CNY
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Cost of Revenue
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-10.5B
CNY
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Gross Profit
|
4.4B
CNY
|
Operating Expenses
|
-3B
CNY
|
Operating Income
|
1.4B
CNY
|
Other Expenses
|
2B
CNY
|
Net Income
|
3.4B
CNY
|
Free Cash Flow Analysis
Mango Excellent Media Co Ltd
CNY | |
Free Cash Flow | CNY |
Profitability Score
Profitability Due Diligence
Mango Excellent Media Co Ltd's profitability score is 56/100. The higher the profitability score, the more profitable the company is.
Score
Mango Excellent Media Co Ltd's profitability score is 56/100. The higher the profitability score, the more profitable the company is.
Solvency Score
Solvency Due Diligence
Mango Excellent Media Co Ltd's solvency score is 74/100. The higher the solvency score, the more solvent the company is.
Score
Mango Excellent Media Co Ltd's solvency score is 74/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
Price Targets Summary
Mango Excellent Media Co Ltd
According to Wall Street analysts, the average 1-year price target for Mango Excellent Media Co Ltd is 29.24 CNY with a low forecast of 18.58 CNY and a high forecast of 42.63 CNY.
Dividends
Current shareholder yield for Mango Excellent Media Co Ltd is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Profile
Country
Industry
Market Cap
Dividend Yield
Description
Mango Excellent Media Co., Ltd. engages in the operation of electronic commerce media content and communication platform through television, computers, and mobile terminals. The company is headquartered in Changsha, Hunan and currently employs 4,022 full-time employees. The company went IPO on 2015-01-21. The firm includes three business segments. Its Mango Television (TV) Internet video business segment produces content products such as variety shows, film and television dramas, movies, animations and short videos. Its New Media Interactive Entertainment Content Production Business segment is mainly engaged in the production and operation of content such as film and television dramas, variety shows and games, as well as artist management, music copyright and game development. Its Media Retail Business segment mainly includes TV shopping, media e-commerce and outbound business. The firm is also engaged in other e-commerce businesses and others.
Contact
IPO
Employees
Officers
The intrinsic value of one Mango Excellent Media Co Ltd stock under the Base Case scenario is 32.45 CNY.
Compared to the current market price of 27.49 CNY, Mango Excellent Media Co Ltd is Undervalued by 15%.