《大行报告》大摩相信泡泡玛特(09992.HK)股价15日内将升 评级「与大市同步」
摩根士丹利发表技术分析报告,相信泡泡玛特(09992.HK)股价未来15日内将升,发生机会率为70%至80%,予其股份「与大市同步」评级,目标价63元。
该行表示,在泡泡玛特股价过去一周下跌了21%後(对比同期国指为下跌3%),看到股价有两个反弹催化剂,包括集团去年盈利表现较市场预期为佳;及管理层预期於第二季逐步解决供应上的限制。
大摩又指,集团计划就排名头五的知识产权(IPs)推出更多盲盒玩具,并预期现有产品的供应短缺将可逐渐解决,因此认为集团第二季的销售或会较首季加快。
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