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《大行報告》花旗料美團(03690.HK)上季非通用準則純利錄11.9億人民幣 季績可符預期
阿思達克 10-20 14:22
花旗發表報告表示,預期美團(03690.HK)第三季業績穩健,主因外賣業務需求勢頭強勁、酒店預訂量和本地服務的廣告預算支出持續回升,以及雜貨配送業務的需求不斷增長所帶動,料季內整體收益為345.4億元人民幣,按年及按季分別上升26%及40%,估計其非通用準則純利為11.92億元人民幣,相對於市場平均預期收益及非通用準則純利分別為340億元人民幣及10.4億元人民幣。

該行指,預料美團今年第四季收入按年升32%至371.01億元人民幣,相對於市場平均預期為365億元人民幣;非通用準則純利料為18.04億元人民幣。

花旗表示,即使隨美團為提高市場份額及市場滲透率而提高用戶激勵及基礎設施上投資,短期利潤率或受影響,但仍然對其執行情況感到樂觀,故維持其「買入」評級,目標價為300元。

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