《大行》野村升泡泡玛特(09992.HK)评级至“买入” 上调目标价至54元

阿斯达克财经08-22 13:53

野村发表研究报告指，虽然市场对泡泡玛特(09992.HK) 上半年业绩表现期望较高，但该公司期内仍交出稳健成绩，收入及纯利分别按年增长62%及93%，略高于此前盈喜公告的预测，并较该行预期高4%及2%。

更重要是管理层上调今年全年销售指引，预期2024年销售额按年增长60%以上，对比之前预测增长30%。当中海外市场销售额目标由按年增长100%上调至200%以上。考虑到泡泡玛特的IP产品大受欢迎，而且开店进度符合预期，因此野村相信全年表现很有可能再次超出预期，憧憬会员数量及ARPU增长较将较预期好，将评级上调至“买入”，目标价升至54元。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-08-22 12:25。)

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