泡泡玛特本周已回购近3.5亿港元股份,大摩称公司财务资源充足

老虎资讯综合
Jan 22

1月22日,泡泡玛特午后涨近6%!公司本周已回购近3.5亿港元股份,大摩称公司财务资源充足。

泡泡玛特近期出手回购。1月19日,泡泡玛特斥资2.51亿港元回购140万股股份;1月21日,公司斥资约9648.96万港元回购50万股。摩根士丹利表示,泡泡玛特自2024年初以来首次回购股份。估算泡泡玛特在2025年录得净利润126亿元人民币,并于2025年底持有200亿元的净现金人民币,显示公司具备充裕的财务资源以进一步回馈股东。

华泰证券发表研报称,该行追踪的数据显示,泡泡玛特去年第四季国内及海外业绩按季表现具高韧性,在经历Labubu 3.0销售高峰后,IP矩阵的力量对销售增长形成坚实支撑。该行认为泡泡玛特业绩增长的可持续性以及中长期空间受低估,在目前市场分歧阶段估值具吸引力。

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