港股異動 | 泡泡瑪特(9992.HK)漲5% 獲多家機構看好
格隆匯6月11日丨泡泡瑪特(9992.HK)現報68.8港元,漲5.04%,暫成交6741萬港元,最新市值964億港元。中信建投證券指出,泡泡瑪特高頻補貨下供應鏈改善明顯,黃牛高溢價迴歸理性,長期利好品牌形象與價格體系,對品牌形象和價格體系是長期的正面影響。預計公司21-22年收入41.81/72.94億,淨利潤10.56/17.83億,增速101.5%/68.8%,持續重點推薦。大摩曾指,集團計劃就排名頭五的知識產權(IPs)推出更多盲盒玩具,並預期現有產品的供應短缺將可逐漸解決,因此認為集團第二季的銷售或會較首季加快。

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