野村发布研报称,泡泡玛特(09992)2024年下半年销售及盈利加速增长,同时管理层给出指引远超预期,故上调目标价117.3%,由75港元升至163港元,维持“买入”评级。报告表示,由于泡泡玛特国内市场销售重新加速及海外市场持续扩张,集团下半年收入增长强劲。又因集团经营杠杆改善,以及利润率较高的海外业务收入贡献增加,泡泡玛特在2024年的经调整净利润同比增246%,使得2024年的全年经调整净利达32亿人民币,远高于机构共识预期的28亿人民币。
责任编辑:史丽君
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.