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大行評級|中銀國際:上調泡泡瑪特目標價至335.8港元 預計下半年強勁增長勢頭持續
格隆匯 07-16 17:09

中銀國際發表研究報吿指,泡泡瑪特昨日發盈喜,預計今年上半年收入按年增長不少於200%,淨利潤按年增長不少於350%。隨着旗下人氣IP商品Labubu成為全球熱潮,該行認為,其強勁表現受惠於品牌知名度提升、北美和歐洲市場順利擴張以及營運槓桿效應,而其他IP產品也逐漸獲得高人氣。

展望今年下半年,該行預計強勁增長勢頭持續,預計全年淨利潤按年增192%,重申“買入”評級,目標價相應由192.1港元上調至335.8港元,相當於預測今明兩年市盈率分別45倍及32倍(原先為預測今年市盈率40倍)。

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