《大行報告》大摩料美團(03690.HK)首季受疫情影響錄營運虧損 料次季復甦
摩根士丹利發表報告,預期美團(03690.HK)今年首季業績會因新型肺炎疫情而受壓,料集團首季錄經調整營運虧損3億元人民幣,收入則按年下跌15%至162億元人民幣,但較市場預測高5%,相信主因食物派送的訂單額較高,及1月初的勢頭穩固。
該行表示,中國正在復工及恢復社交活動,相信疫情的影響逐步減輕,預料美團第二季的業務亦會有所復甦。大摩估計,集團第二季的總收入會改善至237億元人民幣,按年增長4%,經調整營運利潤為4億元人民幣。
大摩維持對美團股份「增持」評級,目標價120元。
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.