美银证券:首予泡泡玛特(09992)“买入”评级 目标价150港元

智通财经
17 Mar

智通财经APP获悉,美银证券发布研报称,首次覆盖泡泡玛特(09992)并给予“买入”评级,目标价150港元,指出泡泡玛特是中国潮流玩具龙头企业,全球业务版图正迅速扩张,预测2023至2026年间收入及净利润年均复合增长率将分别达到56%及84%,目前对2024至2026年每股盈利预测比市场普遍预期分别高出25%、37%及49%,认为市场低估了其海外业务的增长及用户参与度。

该行估计泡泡玛特2026年海外业务收入占比将达到55%,对比2024年上半年为30%,同时憧憬利润率将大幅提升,而海外业务的持续强劲表现可能成为股价上涨的催化剂。

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