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《大行报告》中金升美团(03690.HK)目标价至426元 料核心业务稳定增长
阿思达克 02-02 14:29
中金发表报告,预期美团(03690.HK)核心业务稳定增长,料公司去年第四季继续受惠於疫情後的持续复苏,料集团季度收入按年增长31%至368.5亿元人民币,大致符合市场预期的370亿元人民币,其中食物派送及店铺业务的增长在轨道上,至於美团优选因上季投资巨大,业务亦稳步扩展。

该行表示,计及美团在其他新业务上持续支出,估计其去年第四季将录得18亿元人民币的经调整亏损,远高於市场预期的11亿元人民币。

中金上调美团股份目标价29%至426元,维持「跑赢行业」评级。该行又维持美团去年收入预测不变,上调今年收入预测11.2%,同时下调去年经调整纯利预测52.4%,及下调今年经调整纯利预测至亏损14亿元人民币,以反映新业务的持续投入,并引入对美团明年经调整纯利135.6亿元人民币预测。

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