大行評級|大摩:泡泡瑪特首季銷售數據強勁 予“增持”評級
摩根士丹利發表報吿指,泡泡瑪特首季銷售數據強勁,標誌一個新增長週期的開始,內地銷售增長20%、海外銷售增長240%至245%,數據令人注目,但尚未反映手機遊戲及玩具等其他新的增長點,海外業務加速增長亦值得關注,評級“增持”,目標價38港元。
該行認為首季數據公佈後,泡泡瑪特股價將有正面迴應,未來的催化劑包括五一金周,因為公司近期在長假期的銷售均有好表現,另外近似Lego的玩具組合將於6月推出,手遊將會進行公開測試,熱門知識產權(IP)產品的非玩具系列亦將於下半年推出,因此對公司仍持正面意見。
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