《大行》大摩:泡泡玛特(09992.HK)首季亚太区销售逊预期 未来数周股价取决于高频数据

阿斯达克财经
May 14

摩根士丹利发表报告指,泡泡玛特(09992.HK) 今年首季亚太地区(APAC)销售逊该行预期,成为投资者关注焦点。其中,去年在亚太区销售占比较高的泰国市场今年面临较大的按年压力,而日本和新加坡市场表现则仍然良好。该行认为泰国市场疲弱源于三大因素,包括炒家需求转弱;旅客需求放缓,因泡泡玛特已扩展至其他市场;泰国市场泡泡玛特人均销售已是全球最高,估算较内地高出3倍(即使数字被炒家及旅客推高)。大摩...

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