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《大行報告》大摩上調泡泡瑪特(09992.HK)目標價至32元 評級「增持」
阿思達克 09-18 09:56
摩根士丹利發表報告指,海外業務已成為泡泡瑪特(09992.HK)主要的增長動力,相信海外市場具大的開發潛力。另外,泡泡瑪特城市樂園將開園,一款手機遊戲亦將於明年推出,將為泡泡瑪特的IP帶來更強的吸引力。該行予泡泡瑪特「增持」評級,目標價由26元升至32元。 該行指,泡泡瑪特上半年海外銷售額按年增長140%,佔總銷售額的13%,惟僅有55家門店。公司計劃到年底在20多個市場將門店數量增加到約90家,並計劃在明年開設更多的門店。該行預計,今年下半年海外銷售額將按年增長約90%,明年將增長約60%,達到總銷售額的20%。
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