《大行報告》美團點評(03690.HK)投資評級及目標價(表)
美團點評(03690.HK)將於下周一(25日)公布今年首季度業績,公司3月底時曾發通告指,受疫情影響估計首季度收入將錄得按年負值增長及經營虧損。由於內地積極推動復工復產,券商料公司外賣業務恢復相對較佳,但隔座就餐仍影響到店消費。本網綜合5間券商預測,美團今年非國際財務報告準則經調整虧損淨額料介乎8.22億至13.86億元人民幣,較2019年同期經調整虧損淨額10.39億元人民幣,按年收窄20.9%至擴大33.5%,中位數為虧損13.03億元人民幣,按年擴大25.4%。
本網綜合5間券商預測,美團點評今年首季虧損料介乎13.93億至19.57億元人民幣,較2019年首季虧損14.33億元人民幣,按年收窄2.8%至擴大36.6%,中位數為虧損16.6億元人民幣(按年擴大15.8%)。
市場關注美團給予最新管理層指引、外賣業務在疫情後最新平台營銷及增值務業務策略、公司未來會否加大新業務包括電商業務如美團閃購和自營模式美團買菜等投資;公司與阿里巴巴(09988.HK)在本地生活業務的競爭、關注來自抖音、快手及小紅書切入本地生活服務到店業務的競爭、及出行業務及商戶服務策略等。
現表列出29間券商對其評級及目標價:
券商│投資評級│目標價(港元)
星展│買入│141元
華興資本│買入│140元
方正證券│推薦│139.4元
瑞信│跑贏大市│139元
國盛證券│買入│137元
傑富瑞│買入│134元
海通國際│買入│133.86元
中信證券│買入│131.3元
里昂│買入│130元
大和│買入│130元
中信建投證券│買入│128元
招商證券國際│買入│121元
摩根士丹利│增持│120元
摩根大通│增持│120元
招銀國際│買入│120元
太平洋證券│買入│120元
國泰君安│增持│119.7元
廣發證券│買入│118元
花旗│買入│117元
高盛│買入│116元
工銀國際│買入│115元
美銀證券│買入│114元
野村│買入│114元
建銀國際│跑贏大市│110元
中金│跑贏行業│110元
中銀國際│買入│108元
安信證券│買入│107.1元
申萬宏源│跑贏大市│102元
東吳證券│買入│100元
(fc/w)
~
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.