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《大行报告》大和升美团点评(03690.HK)评级至「买入」 目标价上望115元
阿思达克 11-25 14:31

大和发表报告表示,对美团点评(03690.HK)盈利能力逐渐体现感到满意,认为随着广告渗透率的提高,其收入增长空间充裕,决定对其投资评级由「跑赢大市」升至「买入」。

该行表示,美团今年第三季业绩表现强劲,业务结构有所改善,外送业务已经能够连续两个季度实现盈利,认为业务到达关键转捩点,相信近期新用户及交易量的健康增长,证明其以投资回报为中心的审慎补贴策略有效,预期随着其「食品+」战略成功明显带动交易量增长後,美团可进一步巩固其领导地位,股价或有进一步上升空间。

太和指,尽管其业务出现季节性波动,但利润仍保持增长,上调2020至2021年度收入预测5%至7%,并调高其每股盈利预测24%至29%,目标价由85元上调至115元,此按综合方式作估值。

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