大行評級|中銀國際:上調泡泡瑪特目標價至71.8港元 第三季營運數據令人驚喜
中銀國際發表研報指,泡泡瑪特公佈令人驚喜的2024財年第三季營運數據,季度收入按年飆升120%至125%,高於上半年的62%。若按地區劃分,中國收入按年升55%至60%;國際市場收入按年升440%至445%。該行表示,除國內線下門店及機器人商店收入表現強勁外,所有線上渠道均錄得顯著增長。另外,泡泡抽盒機收入按年增長55%至60%;其他線上平台收入按年增長135%至140%,主要歸因於線上營運的優化及新產品的推出。
中銀國際亦指,隨着泡泡瑪特成功進入更多海外國家,料2024財年海外收入佔比將提升至39%。該行將泡泡瑪特目標價上調至71.8港元,並重申“買入”評級。
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