HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Equity Capital Markets

<ul>
<li>Whether COL's strategy of "burning money to expand scale" can smoothly transition to a stable profit-making stage is highly uncertain. At present, the profit turning point remains unclear.</li>
<li>Investors have reason to worry when the trend of "AI + micro dramas" weakens, COL may make strategic shifts, resulting in current investment not being able to generate long-term assets.</li>
<li>Although COL's IP library is massive, the scarcity/commercial value of top IPs aren't on the same level as <a href="https://www.smartkarma.com/entities/china-literature-ltd" target="_blank" data-smartkarma-citation="entities:24388:1" rel="noopener">China Literature</a>. So, the "ceiling" for COL’s IP derivative development is lower.</li>
</ul>


Whether COL's strategy of "burning money to expand scale" can smoothly transition to a stable profit-making stage is highly uncertain. At present, the profit turning point remains unclear.
Investors have reason to worry when the trend of "AI + micro dramas" weakens, COL may make strategic shifts, resulting in current investment not being able to generate long-term assets.
Although COL's IP library is massive, the scarcity/commercial value of top IPs aren't on the same level as China Literature. So, the "ceiling" for COL’s IP derivative development is lower.


Pre-IPO COL Global/Chineseall Digital Publishing (A/H Listing)- The Profit Model Is Facing Challenge

China

Col Group Co.,ltd. operates publishing businesses. The Company offers digital and print publishing services. Col Group also offers digital reading, intellectual property operation, game development, educational services, and other services.

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COL Global (1002176D CH)

Pre-IPO COL Global/Chineseall Digital Publishing (A/H Listing)- The Profit Model Is Facing Challenge

Investors are concerned about whether COL's expansion strategy can lead to long-term profit, as the trend of "AI + micro dramas" weakens and top...

Xinyao (Criss) Wang

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Pre-IPO COL Global/Chineseall Digital Publishing (A/H Listing)- The Profit Model Is Facing Challenge

​Investors are concerned about whether COL's expansion strategy can lead to long-term profit, as the trend of "AI + micro dramas" weakens and top...

Xinyao (Criss) Wang

Investors are concerned about whether COL's expansion strategy can lead to long-term profit, as the trend of "AI + micro dramas" weakens and top...