You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|大摩:上調泡泡瑪特目標價至55港元 上調今明兩年銷售及盈利預測
格隆匯 08-22 10:41
摩根士丹利發表報吿指出,泡泡瑪特管理層預期今年集團銷售增長約60%,當中海外市場預期增長超過兩倍。該行稱,泡泡瑪特受歡迎產品吸引力推動其IP熱度,隨着其熱門的IP影響力愈來愈大,優秀的設計更容易獲得消費者關注。該行認為,泡泡瑪特在全球市場的成功,進一步提升品牌價值,公司短期的海外市場增長動力正在增強,管理層預期第四季的海外市場貢獻佔比可能升至約40%水平。該行亦看好公司的新產品類別潛力龐大。大摩將泡泡瑪特今明兩年的銷售預測上調3%及4%,至按年各增長62%與23%,並上調今明兩年盈測各5%,以反映海外市場及新產品類別的前景強勁。另認為公司更多的開店及產品補貨將有利於下半年表現。該行對泡泡瑪特的目標價由52港元上調至55港元,評級“增持”,認為公司在所有合適地方發展蓬勃,並有望獲進一步估值重評。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account