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.
《大行报告》海通国际升美团(03690.HK)目标价至300元 指市场对支出增加已过虑
阿思达克 10-29 15:16
海通国际发表报告表示,认为市场对美团(03690.HK)旗下外卖平台业务的补贴支出增加及其对新业务投入过虑,该行料美团今年第三季收入可符合市场预期,估计经调整纯利可高於预期。

该行料美团可逐步在内地外卖业务市场提升市场份额、旗下到店及酒店业务逐渐复苏,并藉新业务可推动股价向上,该行维持对美团「跑赢大市」评级,上调对其目标价由283.8元升至300元。

海通国际称,上调对美团今年每股盈利预测18%,以反映到店及酒店业务复苏会强於预期,并调高对其2021年及2022年每股盈利预测各3%及2%。该行料美团2020年至2022年每股摊薄盈利预测各为0.88元、3.27元及5.37元人民币。

该行估计美团今年第三季收入录333亿人民币按年升21%,可符合市场预期,料外卖业务可按年升29%(按季升38%)、料到店及酒店业务可按年升2%(按季升39%),料其上季经调整纯利10.92亿人民币,按年跌44%(按季跌60%)。

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