《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)將於本周五(21日)公布今年中期業績業績,市場料公司今年第二季度外賣業務恢復正增長(平均單價保持上升趨勢),但到店酒旅業務恢復尚需時日,本網綜合6間券商預測,美團今年上半年將錄得介乎虧損10.78億至34.19億元人民幣,對比2019年同期虧損5.57億人民幣,按年擴大93.5%至514%,中位數為虧損20.5億元人民幣按年擴大268%。
綜合7間券商預測,美團今年上半年將錄非通用會計準則經調整虧損12.9億至溢利11.56億人民幣,對比2019年度中期非通用會計準則經調整溢利4.53億元人民幣,按年盈轉虧至增長155%,中位數為經調整虧損2,100萬人民幣。
本網綜合7間券商預測,美團今年第二季非通用會計準則經調整溢利,會錄得介乎最多虧損10.74億至溢利13.72億人民幣,對比2019年第二季通用會計準則經調整溢利14.92億人民幣,中位數為溢利1.95億人民幣按年跌87%。
投資者將關注美團管理層對各業務最新展望,特別是外賣業務下半年及明年表現、行業競爭及營運成本情況、未來併購計劃,觀察支付寶改版後對美團外賣及配送業務的影響;就到店酒旅業務方面,關注疫情反覆憂慮持續,一定程度減低客戶減少出行和旅遊意欲。
本網列出28間券商對美團點評港股的投資評級及目標價:
券商│投資評級│目標價(港元)
國盛証券│買入│247元
匯豐環球研究│買入│246元
花旗│買入│242元
瑞銀│買入│240元
華泰金控│買入│230.2元
傑富瑞│買入│228元
海通國際│跑贏大市│227.2元
中信証券│買入│225.2元
美銀證券│買入│214.2元
麥格理│跑贏大市│210元
交銀國際│買入│201.4元
招商證券國際│中性│200元
高盛│買入│191元
中銀國際│買入│183元
大華繼顯│買入│175元
摩根大通│增持│165元
中信建投│買入│161元
廣發証券│買入│159.55元
星展│買入│156元
大和│買入│155元
里昂│買入│151元
招銀國際│買入│147元
第一上海│買入│147元
建銀國際│跑贏大市│142元
中金│跑贏行業│140元
摩根士丹利│增持│135元
申萬宏源│持有│133.6元
野村│中性│122元
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