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《大行报告》高盛升美团点评(03690.HK)目标价至80元重申「买入」评级
阿思达克 07-04 14:31

高盛发表研究报告指美团点评(03690.HK)近期股价的升势後,该行重新审视其风险回报,考虑了今年来公司对食物外送补贴的数字低於预期,以及其於餐厅管理系统市场的持续领导地位,将目标价由74元升至80元,评级维持「买入」。

该行调升2019年外送分部调整後EBIT 37%,主因今年来补贴增幅有限,及外送驾驶者效率提高,但仍预期第三、四季的竞争会加剧。该行下调2019-21年食物外送量预测2%-6%,以反映行业增长常态化,但2020/21年经调整的经营溢利预测则大致维持不变。

该行又指,在参加完公司举行的会议後,加强了他们对公司向餐厅提供一站式服务的市场领导地位的信心,在中国的饮食业界广泛商户的电子化担当重要角色。

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