《大行报告》花旗下调美团(03690.HK)目标价至482元 评级「买入」
花旗发表报告表示,美团(03690.HK)去年第四季整体收入进一步加快增长34.7%至379亿元人民币,显示公司业务已全面复苏,同时公司看重长线增长多於短期盈利能力,料新业务於未来数个季度仍会影响整体盈利。该行相信美团将迈向成为一站式本地服务及生活供应商,维持其「买入」评级,且将其列为行业首选。
该行将美团2021至2023年各年总收入预测下调4.6%、1.8%及1%,今明两年经调整亏损预测为150亿元及37亿元人民币,而2023年度录盈利99亿元人民币,目标价由495元降至482元。
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