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《大行報告》瑞銀首予泡泡瑪特(09992.HK)「買入」評級 目標價61.5元
阿思達克 01-17 10:00
瑞銀發表報告,首次覆蓋研究泡泡瑪特(09992.HK),予其股份「買入」評級,目標價61.5元。 該行表示,泡泡瑪特為內地的流行玩具行業龍頭,於2020年的市場佔有率達高單位數。雖然投資者更為憂慮業務的可持續性,令其股價較去年上半年的高位下跌了60%,但瑞銀認為流行玩具的需求穩健。在宏觀經濟不明朗、疫情再起及高通脹環境下,相信集團的業務較其他非必須消費如餐廳、服飾及鞋類等更具防守性。 瑞銀預期,泡泡瑪特新IP(知識產權)的銷售、現有IP的新產品系列及品類擴展,或可刺激股價表現。
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