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港股異動 | 無懼落榜恒指,美團點評升超6%再創新高,Q2業績成短期催化劑
uSMART友信智投 08-18 11:13

uSMART友信智投8月18日消息,儘管落選恒指,美團點評股價依舊強勢,市中再度刷新歷史新高,截至發稿,最高價報232港元。

美團點評將於本週五(21日)披露二季度業績,市場憧憬其收入、毛利加速增長。

銀河-聯昌稱,相信美團點評有足夠的空間進一步獲得市場份額,並且較其主要對手餓了麼有強大的競爭優勢,首次覆蓋給予增持評級,目標價247港元。

其報告指出,美團點評在外賣市場佔有67%的市場份額,同時也在酒店預定領域佔據行業第一。公司的短期催化劑將是二季度業績,預計外賣訂單量將恢復增長。預計公司2019-2022年的總收入和淨利潤將分別有29.7%和112.8%的複合年均增長。

料公司進入恒指只是時間問題,預計南向資金也將驅動公司重估。

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