《大行报告》汇丰研究上调美团(03690.HK)目标价至550元 评级「买入」
汇丰研究发表报告表示,对美团(03690.HK)业务增长前景感乐观,尤其是内地杂货零售业务为下一个增长亮点,料该市场规模高达14万亿元人民币,而美团拥有强劲执行及供应链的能力。
该行称,美团将於3月公布去年第四季业绩,料季度收益按年升33%而经调整EBITDA按年跌17%;同时该行将其2021至2022年度GAAP盈利预测下调17%及56%,以反映集团於新业务上的投资,但相信交叉销售会带来更强劲的收入增长,目标价由386元大幅上调至550元,维持「买入」评级。
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