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泡泡瑪特(9992.HK)漲超7% 獲瑞銀看高至61.5港元
格隆匯 01-18 11:42
格隆匯1月18日丨泡泡瑪特今日盤中一度漲超7%至49.4元,市值692億元。瑞銀最新研報稱,因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,相信泡泡瑪特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。預計泡泡瑪特新IP(知識產權)的銷售、現有IP的新產品系列及品類擴展可刺激股價表現;給予其買入評級,目標價61.5港元。另外,泡泡瑪特日前宣佈與飛書正式簽署合作協議。飛書將幫助泡泡瑪特打造內部一站式協作平台,提升內部協作效率和協作深度,為業務提供堅實支撐
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