《大行》花旗:仍對泡泡瑪特(09992.HK)增長動力仍保持建設性看法
花旗發表報告指,泡泡瑪特(09992.HK)近期股價疲軟的主要原因可能是市場對以下兩點的擔憂,分別是LABUBU V3二手價格下滑及人民日報(6月20日)呼籲對 「盲卡」、「盲盒 」產品進行更嚴格的監管。
該行認為,LABUBU V3二手市場價格下滑是由於供應量增加所致,而非IP受歡迎程度下降的跡象。 儘管經過一輪輪補貨,LABUBU V1和V2仍然供不應求,IP熱度持續攀升。
花旗認為《人民日報》文章主要是提醒大家不要盲目刷卡,因為它在未成年人中很受歡迎,而泡泡瑪特的顧客主要是成年人。因此對泡泡瑪特的增長動力仍保持建設性看法,股價調整提供了更多的入市機會。
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