《瑞銀窩輪》美團市值超匯豐 看好參考美團購29775
美團(3690)週一公布業績,好過市場預期,股價週二亦得到大量買盤支持,股價急升超過一成收市,更創出138.9港元的歷史高位。事實上,美團首季收入按年跌12.6%,經調整虧損淨額按年收窄至約2.2億元人民幣,業務雖然曾受累新型肺炎疫情所拖累,不過觀乎股價以及業績數據,似乎已全數收復失地,所以大行更為美團投下信心一票,紛紛上調其目標價,現時最高目標價為195港元,比美團週二創出的高位仍有4成的上望空間。
美團除了業績令市場驚喜,市場亦對美團在下一季恆指季檢中染藍非常有信心,亦是股價近日持續吸引資金留意的原因。另外,根據彭博資訊,經過一輪的急升,美團的市值已升至近7900億港元,已超越匯豐(0005)的7600億港元市值,當然不少投資者會憧憬美團或成為重磅股,其實恆指公司早前表示,同股不同權股份有5%權重上限,不過5%上限仍足夠為市場的資金帶來無限憧憬。如投資者看好美團,可留意美團點評認購29775,行使價152.98港元,20年12月到期,有效槓桿約4.9倍。如投資者看淡美團,可留意美團點評認沽11634,行使價118.88港元,20年11月到期,有效槓桿約4.0倍。~
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