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美團(03690.HK)吐近半成重失「紅底股」 匯豐降今年經營溢利預測
阿思達克 02-10 14:54
內地新冠肺炎疫情確診個案已累增至40,171宗,死亡人數增至908宗,匯豐下調美團點評(03690.HK)今年經營溢利預測35%及目標價,該股今天重失「紅底股」,最低見96.6元,現造96.9元,回吐4.9%,成交增至4,674萬股,涉資45.64億元。 匯豐研究指,北京外賣訂單下跌約20%,以此推算美團點評送餐業務首季每張訂單盈利跌50%,由於北京有約87%餐廳關閉,認為美團盈利引擎遭到重擊。基於餐廳關門、外送訂單增長減慢加上騎手成本增加,意味公司外賣成本上升,加上旅遊需求受影響等短期將拖累公司盈利能力,但受惠用戶留在家中影響,日用及必需品方面需求增長強勁,惟相關業務盈利能力相對較弱。匯豐將公司美團今年經營溢利預測下調35%,目標價則由138元降至126元,重申「買入」評級,以反映公司長期基本面穩健,業務多元化亦有助應對困境。(sz/t)~ 阿思達克財經新聞 網址: www.aastocks.com
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