MARK X
2025-02-13
$布鲁可(00325)$
分享下，静待花开！
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太空小飞侠
2025-03-03
太空小飞侠
分享下，我的观点。这家公司大的催化，1.两会又消费政策，β催化；2.公司2024年财报超预期，2025年业绩指引超预期；3.公司奥特曼IP能以合理成本续约成功，其他IP也是。这些如果都能顺利完成，2025年布鲁可看50%涨幅。
太空小飞侠
:
还要追踪公司今年每个季度的业绩增速，如果出海和三四线市场下沉顺利，那么今年业绩超预期不成问题，今年就是公司利润由亏转盈，大幅增长的第一年，可以算做高成长性消费公司。这类公司容易给到40倍以上的PE估值。券商预计公司24-25-26年净利润在5.5-9.5-14亿，如果能按照这个增速完成，未来两年公司看翻倍空间。
放养的小兵张嘎
2025-02-26
放养的小兵张嘎
为什么相信他
什么也没有了～
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