星展:升泡泡玛特(09992.HK)目标价至368港元 维持“买入”评级

智通财经
Aug 22
【星展:升泡泡玛特(09992.HK)目标价至368港元 维持“买入”评级】智通财经APP获悉,星展发布研报称,泡泡玛特(09992.HK)上半年业绩理想,加速扩展其全球版图,今年将增设200家店铺,而早前的指引目标为增设100家店铺,预期到2025年底,海外销售将超过国内销售。由于利润率上升,星展将公司2025/2026财政年度盈利上调20%和18%;由于业务前景稳健及收入多元化空间充裕,目标价由312港元升至368港元;维持“买入”评级。报告指,在规模、区域优化及成本效益的带动下,全年营收目标由原本200亿人民币,修订为多于300亿人民币,净利润率约为35%。

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