【小摩:予泡泡玛特(09992.HK)目标价330港元 近期股价疲软可“抄底”】智通财经APP获悉,摩根大通发布研报称,

智通财经
23 Jun
【小摩:予泡泡玛特(09992.HK)目标价330港元 近期股价疲软可“抄底”】智通财经APP获悉,摩根大通发布研报称,泡泡玛特(09992.HK)主要目标客群为18至45岁,与主要面向中小学生的盲卡不同年龄层,预期零售商将更严格执行年龄控制要求,但不太可能影响泡泡玛特的销售,予泡泡玛特“增持”评级,使用市盈增长率(PEG)方法,得出泡泡玛特2026年6月目标价330港元,基准为1.5倍市盈增长。相较之下,小摩研究范围的领先中国消费品公司的PEG为1.9倍,以及全球领先消费品公司的PEG为2至3倍。小摩目标价值意味着泡泡玛特2026年预测市盈率35.6倍。

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