异动解读|孩之宝盘中上涨5.13%,UBS上调目标价至120美元强调估值压缩机遇

行情直击
Jul 29

7月29日,孩之宝盘中上涨5.13%,报95.26美元/股,成交额1.9亿美元。

消息面上,UBS于近日将孩之宝目标价从110美元上调至120美元,维持买入评级,并指出公司估值倍数在业务拐点显现之际进一步压缩,威世智部门营收有望在规模上追平消费品业务,构成显著的估值重估机会。此外,花旗同期也将目标价从101美元上调至107美元。

基本面方面,孩之宝7月21日发布的Q2财报大幅超预期,调整后EPS为1.28美元(预期1.14美元),营收11.4亿美元(预期10.69亿美元),并上调全年固定汇率营收增速指引至5%-7%。核心驱动力来自万智牌业务上半年销售额同比增长34%突破10亿美元,漫威主题系列创下首日及首月销售纪录。UBS认为公司下半年仍具上行空间。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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