摩通:升美團點評(3690.HK)目標價至110港元 評級“增持”
摩根大通發表報告指,對美團點評(3690.HK)
的盈利前景更為正面,預期集團的食物派送業務及整體利潤,在今年第三季將可維持有盈利,主要受惠於競爭較預期温和,及運營效率提高。該行將對美團的股份目標價由85港元上調至110港元,重申“
增持
”評級。對集團今年每股經調整盈利預測,由原先的預期每股虧損0.34元人民幣,上調至每股錄盈利0.09元人民幣,而明年每股盈利預測亦上調24%至1.2元人民幣。
今年第三季業績方面,該行預期美團的經調整淨利潤為7.16億元人民幣,而餐飲外賣業務產生的經營利潤為1.5億元人民幣,到店(in-store)經營利潤為22億元人民幣。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.