野村:维持美团(3690.HK)目标价107港元 评级“买入”
野村发表研究报告指,美团点评(3690.HK)第三季业绩表现超出彭博调查预测约6%,主要因为集团平台的总交易金额(GTV)按年升近34%,维持目标价107港元,予“买入”投资评级。
报告说,美团第三季按年总收入按年升44%,较彭博预期为高,整体毛利率按年升11个百分点至35%,而其通用会计准则下的营业利润率改善23个百分点至5%,还有非通用会计准则每股盈利录0.33元人民币,上述升幅均高于市场预期。
野村续指,美团管理层在电话会议上表示,将会继续积极投资于酒店预约业务,以获取更多市占率和渗透进高级酒店的市场。

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