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《大行報告》大摩相信泡泡瑪特(09992.HK)股價15日內將升 評級「增持」
阿思達克 10-04 10:55
摩根士丹利發表報告,預料泡泡瑪特(09992.HK)股價將在15日內上升,料有70%至80%機會率發生上述情況。該行給予集團目標價76元,評級「增持」。 大摩指,泡泡瑪特股價在過去兩個星期下跌16%,同期國企指跌6%,相信是憂慮經濟放緩、疫情、供應鏈有可能出現問題、及9月天貓平臺銷貨額下跌。不過大摩認爲,泡泡瑪特較不受經濟放緩影響,因爲其客戶基礎小而且黏性強,銷售或會因疫情轉移到網上渠道。
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