大行評級|大摩:上調泡泡瑪特目標價至45港元 上調盈測
大摩發表報吿指,上調泡泡瑪特目標市盈率,以反映今年更加強勁的盈利增長,並指見證了集團轉型成為領先IP營運商的過程。大摩上調對泡泡瑪特2024至2026年盈利預期,預計今年銷售額和經調整淨利潤將分別按年增長38%和40%。
該行將其目標價上調18%由38港元升至45港元,同時將今年目標市盈率上調至33倍(或預測明年市盈率26倍),牛市情景下的目標價為54港元,當中假設今年盈利增長約50%。
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