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《大行報告》中金升美團(03690.HK)目標價至426元 料核心業務穩定增長
阿思達克 02-02 14:29
中金發表報告,預期美團(03690.HK)核心業務穩定增長,料公司去年第四季繼續受惠於疫情後的持續復甦,料集團季度收入按年增長31%至368.5億元人民幣,大致符合市場預期的370億元人民幣,其中食物派送及店舖業務的增長在軌道上,至於美團優選因上季投資巨大,業務亦穩步擴展。

該行表示,計及美團在其他新業務上持續支出,估計其去年第四季將錄得18億元人民幣的經調整虧損,遠高於市場預期的11億元人民幣。

中金上調美團股份目標價29%至426元,維持「跑贏行業」評級。該行又維持美團去年收入預測不變,上調今年收入預測11.2%,同時下調去年經調整純利預測52.4%,及下調今年經調整純利預測至虧損14億元人民幣,以反映新業務的持續投入,並引入對美團明年經調整純利135.6億元人民幣預測。

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