《大行報告》高盛升美團(03690.HK)目標價至426元 指雜貨及電商業務快速擴張
高盛發表報告表示,維持對美團(03690.HK)「買入」投資評級,上調對其未來12個月目標價,由349元升至426元,潛在升幅20%,反映其長線價值增長、策略性投資計劃等。
該行指,中國餐飲外賣及服務市場達26萬億元人民幣,指美團在行業具領導地位,料隨著公司新業務(雜貨及電商零售)快速擴張,未來的擴大潛在市場範圍(Total Addressble Market,TAM)未來增長將會加快,估計內地雜貨及電商零售市場規模達41萬億元人民幣。
高盛表示,下調對美團2020年每股盈利預測由0.96元降至0.5元人民幣、降美團2021年每股盈利預測由2.32元降至0.05元人民幣、調低對美團2022年每股盈利預測由5.08元降至4.16元人民幣。
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