You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美團點評(03690.HK)投資評級及目標價(表)
阿思達克 08-19 11:45
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

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.
uSMART
Wealth Growth Made Easy
Open Account