《大行》瑞銀:泡泡瑪特(09992.HK)股價回調創造買入機會
瑞銀發表報告指,泡泡瑪特(09992.HK)股價自近期高位下跌約19%,該行認為主要受三大因素影響,包括納入恆生指數成分股後的獲利了結、部分產品二手市場價格走軟,以及在Google全球搜尋趨勢下滑。值得注意的是,該行曾觀察到類似走勢,惟這些變化並未改變對泡泡瑪特基本面的樂觀展望。
瑞銀認為,泡泡瑪特當前股價回調正為預期中的短期催化劑創造買入機會,包括萬聖節新品與15周年紀念系列上市,以及關鍵的聖誕銷售旺季。該行重申對其「買入」評級,目標價432元。
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