港股異動 | 泡泡瑪特直線拉漲超7%,多家機構給予84元以上目標價
uSMART盈立智投1月20日消息,沉寂多時的潮玩第一股泡泡瑪特早盤直線拉昇,漲幅一度超過7%。近期有多家機構給予買入評級,目標價最高達114港元。
國信證券給予泡泡瑪特今年目標價爲104港元-114港元區間,分析師認爲,泡泡瑪特核心價值是新消費品牌,渠道是品牌成長的關鍵。從消費視角看,公司的平臺化使其具備行業各種競爭要素,具備成爲潮玩龍頭潛質。
裏昂發佈研究報告,首予泡泡瑪特“跑贏大市”評級,目標價84.4港元。該行表示,在迅速擴展的市場中的領先地位,加上發展能力和經營高質量的IP、廣泛的銷售網絡,及其忠實的粉絲羣,預測泡泡瑪特2020-22年3年間銷售及核心淨利潤的年複合增長分別均爲62%。
中信證券近日給予買入評級,目標價84.5港元。短期看,泡泡瑪特的門店數及潮玩人羣滲透率提升將驅動公司業績穩健增長;長期看,隨着泡泡瑪特品牌影響力不斷擴大,公司積極構建的多元化產品矩陣有望爲品牌帶來長久的增長空間。
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