麦格理发表研究报告指，预期泡泡玛特今年海外收入按年升2.45倍至175亿元，占总收入的57%，因市场对以The Monsters为首的IP产品有强劲需求。而根据市场资料，目前Labubu系列的二手价较官方发售价有2.6倍的溢价。该行又认为Sanrio的授权及合作经验，反映泡泡玛特长远可延长IP周期，甚至强化粉丝基础及现有IP内容，以进一步变现。 该行将泡泡玛特的今明两年每股盈利预测分别上调60%及61%，以反映需求强过预期，以及支出比例降低的预测，目标价由223港元大幅上调至360港元，由2024至28年盈利年均复合增长率达56%，予其“跑赢大市”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.