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大行評級|瑞銀:上調泡泡瑪特、名創優品目標價 評級“買入”
瑞銀髮表研究報吿指,中國消費企業正透過拓展知識產權(IP)及併購發展,並通過社交媒體來宣傳東亞文化,建立全球品牌形象,看好泡泡瑪特、名創優品、海爾、科沃斯及公牛集團在海外市場的擴張,同予“買入”評級,並列為首選股,預計該五家公司在2023至2025年間收入和利潤增幅將介乎5%至49%。 該行目前對泡泡瑪特及名創優品2023至2025年每股盈利預測,較市場預期高出約1%至6%,其中泡泡瑪特盈利上調1%、7%及9%,目標價由26港元升至28.5港元;名創優品盈利則上調3%、3%及4%,將名創優品目標價亦升至28.5美元。瑞銀又指,中國企業擁有高效的供應鏈,部分企業正致力向消費者提供具差異化產品及多渠道營銷,逐步演變為潮流引領者,海外市場拓展及業務增長加快,將直接支持盈利及估值提升。
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