《大行報告》匯豐研究上調美團(03690.HK)目標價至550元 評級「買入」
匯豐研究發表報告表示,對美團(03690.HK)業務增長前景感樂觀,尤其是內地雜貨零售業務為下一個增長亮點,料該市場規模高達14萬億元人民幣,而美團擁有強勁執行及供應鏈的能力。
該行稱,美團將於3月公布去年第四季業績,料季度收益按年升33%而經調整EBITDA按年跌17%;同時該行將其2021至2022年度GAAP盈利預測下調17%及56%,以反映集團於新業務上的投資,但相信交叉銷售會帶來更強勁的收入增長,目標價由386元大幅上調至550元,維持「買入」評級。
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