中银国际发表研究报告指,泡泡玛特昨日发盈喜,预计今年上半年收入按年增长不少于200%,净利润按年增长不少于350%。随着旗下人气IP商品Labubu成为全球热潮,该行认为,其强劲表现受惠于品牌知名度提升、北美和欧洲市场顺利扩张以及营运杠杆效应,而其他IP产品也逐渐获得高人气。展望今年下半年,该行预计强劲增长势头持续,预计全年净利润按年增192%,重申“买入”评级,目标价相应由192.1港元上调至335.8港元,相当于预测今明两年市盈率分别45倍及32倍(原先为预测今年市盈率40倍)。
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