泡泡玛特(09992)盘中涨超6%,高见131.60港元,续创上市新高,截至发稿,股价上涨4.87%,现报129.10港元,成交额8.23亿港元。
大摩发布研报称,预计泡泡玛特2024财年销售额将翻倍,2024财年第四季按年加速增长约135%。至于2025财年,预计泡泡玛特销售额增长47%;2025财年第一季销售额可能增长超过100%,因为数个月前推出的许多热门产品,尽管自2024财年第四季末以来补货更加积极,仍迅速售罄。该行将泡泡玛特目标价由113港元上调至135港元,重申“增持”评级。主要由于对公司2024至2026财年的经调整每股盈利预测分别上调7%、19%及21%。
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