STAR CM H1 2026: Revenue Falls 22%, Loss Widens on Weaker Variety Program Pipeline and Investment Valuation Drop

Bulletin Express
Aug 21

STAR CM Holdings Limited reported interim unaudited results for the six months ended 30 June 2026, showing a sharp contraction in top-line and profitability metrics.

Financial highlights • Revenue declined 22.20% year on year to RMB 45.90 million. • Gross profit fell 53.60% to RMB 10.24 million; gross margin slipped to 22.27% from 37.24%. • Loss before tax expanded to RMB 39.65 million versus RMB 10.40 million a year earlier. • Net loss attributable to shareholders widened 267.60% to RMB 40.48 million; basic and diluted loss per share increased to RMB 0.10 from RMB 0.03. • Cash and cash equivalents rose to RMB 454.61 million (31 Dec 2025: RMB 427.39 million). • Net assets stood at RMB 2.46 billion.

Segment performance • Variety program IP production, operation and licensing revenue dropped 77.21% to RMB 3.10 million, turning a gross profit of RMB 3.20 million in 1H 2025 into a gross loss of RMB 6.39 million; segment gross margin swung to –206.5%. • Film & drama series IP revenue decreased 29.87% to RMB 17.85 million; gross margin contracted to 47.2% (1H 2025: 59.8%). • Music IP revenue slipped 26.66% to RMB 4.66 million, but margin improved to 70.2% due to a higher share of one-off catalogue licensing. • Other IP-related business revenue grew 49.26% to RMB 20.29 million; gross margin climbed to 24.1% from 4.4%, driven by more offline events for managed artists.

Cost and expense dynamics • Cost of sales eased 3.80% to RMB 35.66 million, lagging the revenue decline. • Administrative expenses were broadly flat at RMB 22.20 million. • Changes in fair value of financial assets swung from a RMB 12.88 million gain to a RMB 13.40 million loss, reflecting share-price volatility of listed equity holdings. • Net impairment losses on trade receivables totalled RMB 2.79 million (1H 2025: RMB 1.40 million reversal).

Balance sheet and liquidity • Total assets were RMB 2.68 billion; cash covered 18.38% of total current assets. • Gearing ratio remained negligible at 0.04%. • Capital expenditure lifted property, plant and equipment to RMB 217.96 million (31 Dec 2025: RMB 179.48 million), mainly for the Songjiang Star production base. • Trade receivables declined 58.83% to RMB 28.67 million following collections; trade payables were steady at RMB 72.63 million.

Corporate actions and subsequent events • In June 2026 the company agreed to swap its 17.59% stake in associate Shanghai Binqiao for full ownership of Shanghai Xingkongshui’an in a transaction valued at approximately RMB 193.46 million; completion occurred on 12 August 2026, removing Shanghai Binqiao from STAR CM’s associate portfolio. • During the period the company repurchased 486,600 shares for HKD 0.38 million, held as treasury stock. • No interim dividend was declared.

Management outlook The board cited a challenging operating environment and a reduced variety-program pipeline for the weaker first-half performance. Strategic priorities include expanding IP libraries, integrating AI into content creation, widening distribution channels and assessing acquisitions that complement digital content and international reach.

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