泡泡玛特(09992)盘中涨超4%,截至发稿,股价上涨3.23%,现报131港元,成交额3.73亿港元。
泡泡玛特将于今日公布2024年度业绩。大摩此前预计,泡泡玛特2024财年销售额将翻倍,2024财年第四季度同比增长约135%。2025财年,预计泡泡玛特销售额增长47%,其中中国市场增长27%,海外市场增长77%。2025财年第一季度销售额有望增长超过100%,得益于数月前推出的多款热门产品迅速售罄。
美银证券则表示,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。该行首次覆盖泡泡玛特并给予“买入”评级,目标价150港元。
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