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牛熊异动 | 美团重回300元,牛证涨50%
高盛大幅上调目标价,美团(03690.HK)涨超4.6%,股价重回300港元上方。看涨衍生品美团高盛一七牛E(54321.HK)涨50%。
高盛发表报告表示,预计到2025年内地在线杂货销售规模将达到7万亿人民币,对比2019年为不足2万亿人民币,高盛基于美团的跨城市业务、美团精选,美团闪购和美团杂货店的综合商业模式,决定将美团杂货店业务的扩张纳入预测范围之内。
高盛预计美团将继续利用其在中国服务市场的领先地位及利用其实力,决定上调对其目标价,由256元升至349元,按照2022年预测折现现金流方式进行估值,并将估值伸延至2025年,维持“买入”评级。
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