Gaming Sector: Low Valuation, Low Expectations, Low Institutional Holdings, High Earnings Certainty [Zhongtai Media & Internet]

English summary

### Gaming Sector: Low Valuation, Low Expectations, Low Institutional Holdings, High Earnings Certainty [Zhongtai Media & Internet] Time: 2026-07-29 23:39:04 Content: Gaming sector: low valuation, low expectations, low institutional holdings, high earnings certainty [Zhongtai Media & Internet] #Low valuation According to Ifind statistics, the gaming sector's PE-TTM (excluding negative values) is currently 16.8x, while over the past 5 years, the second lowest was around 17x in April and September 2022. Looking further back to 2018, there was no time below 18x. In those two periods, the gaming sector was affected by version number approval regulatory controls, with new supply nearly stagnant. Currently, the number of version numbers issued continues to hit new highs, reaching 197 in July, the largest amount so far this year. #Low expectations After Q1 earnings, high expectations cooled, expected EPS was revised down, and the sector has undergone significant adjustment since the beginning of the year, with a decline of 26.5%, exceeding the overall decline of the media sector. Therefore, the sector is currently in a rational and reasonable expectation phase. ...