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港股異動 | 泡泡瑪特(9992.HK)4日反彈逾22% 此前獲機構扎推唱好
格隆匯 05-21 11:49
格隆匯5月21日丨泡泡瑪特(9992.HK)連續4日反彈逾22%,現報67.7港元,漲7.29%,總市值達950億港元。德邦證券此前認為潮玩賽道具有高增長性、未來仍具較大空間,而泡泡瑪特作為賽道中全產業鏈佈局、各渠道銷售體系完善,其競爭優勢依舊顯著,4月末新品提價策略,彰顯運營信心與戰略雄心,維持“買入”評級;國信證券看好公司未來高成長,維持“買入”評級。短期內公司的業績驅動力之一看開店速度;開源之前指出,泡泡瑪特對比三麗鷗-起於同源,前景更優,維持“買入”評級。預計公司2021-2023年歸母淨利潤為11.11/16.45/24.10億元。

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