美銀美林:重申美團點評(3690.HK)“買入”評級 目標價上調至103港元
美銀美林發表報告,預期美團點評(3690.HK)
的食物派送業務在今年下半年有穩固的增長勢頭。根據新浪數據,在10月國慶假期期間的食物派送訂單按年增長43%,該行預期集團下半年的食物派送訂單按年可有逾30%上升,增幅與上半年相約。
該行重申對美團點評的“
買入
”評級,目標價由90港元升至103港元,並上調對集團今年至2021年的收入年均複合增長率預測,由原先的39%升至41%。
由於食物派送訂單業務表現在近期有潛在提升,美銀美林下調對集團今年的虧損預期,2021年的盈測維持大致不變。該行最新預測美團的經調整虧損,將由今年的70億元人民幣,收窄至明年的約50億元人民幣。
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