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《大行報告》大摩下調泡泡瑪特(09992.HK)目標價至55元 評級「增持」
阿思達克 03-30 11:00
摩根士丹利發表報告指,泡泡瑪特(09992.HK)管理層稱今年首兩個月錄得強勁的按年增長,但Omicron變種病毒在內地爆發,於3月開始對線下業務造成壓力,在主要區域例如上海及深圳的許多店鋪需要暫時停業。不過,集團仍料3月將錄得增長,並預期首季增長良好。 大摩下調泡泡瑪特股份目標價,由63元降至55元,評級維持「增持」,並調低集團今年中國銷售預測3%,以反映疫情的影響,今明兩年經調整純利預測亦調低8%至13%。但該行指,公司核心競爭力維持完好,海外業務規模今年將會倍增,認爲其股份仍然被市場低估。
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