【瑞银:重申泡泡玛特(09992.HK)为行业首选 目标价329.2港元 重申“买入”评级】智通财经APP获悉,瑞银发布研报称,泡泡玛特(09992.HK)市场反应显示需求仍然旺盛,当中Labubu
3.0在补货后,二手市场仍有约50%的溢价;新系列“怪味便利店”炸虾溢价约3倍,加上公司上调了美国市场上一代Labubu的售价。该行认为公司上半年的盈利预告以及Labubu动画将会是近期的股价催化剂;重申泡泡玛特为中国零售业首选,目标价329.2港元,重申“买入”评级。
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