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《大行》建銀國際首予布魯可(00325.HK)目標價195元 評級「跑贏大市」
阿思達克 06-18 10:27
建銀國際首次覆蓋布魯可(00325.HK),予「跑贏大市」評級,目標價195元。該行指,受惠於不斷擴張的IP玩具市場,按2023年的交易總額(GMV)計算,布魯可是中國拼搭角色玩具市場的領導者,佔據了30.3%的市場份額。近年公司積極拓展其IP組合,目前公司已與超過50個知名IP合作,包括奧特曼、變形金剛、漫威、寶可夢、小黃人等。憑藉其強大的IP組合,布魯可成功抓住快速增長的IP玩具需求,並與這些IP同步增長。
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