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《大行報告》大摩相信泡泡瑪特(09992.HK)股價30日內將升 評級「增持」
阿思達克 01-04 10:02
摩根士丹利相信泡泡瑪特(09992.HK)股價30日內將上升,料機會率達70%至80%,給予評級「增持」,目標價68元。 大摩指,雖然宏觀環境充滿挑戰,而且去年下半年疫情再現,但仍認為泡泡瑪特將實現62%的銷售增長和78%的預期收益增長,是消費行業中最強勁的公司之一。這是由於其IP和設計流行、其核心消費者需求的彈性,以及流行玩具從小眾到主流的快速擴張。 大摩認為,對泡泡瑪特的需求更多的是由產品而不是流量驅動的。因此隨著最近產品的推出,預計增長將在去年12月和今年1月回升。
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