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《大行報告》麥格理:市場若續降美團(03690.HK)估值 料股價或於220至230元有支持
阿思達克 05-11 11:02
麥格理發表報告,市場擔心美團(03690.HK)可能面臨監管及行業競爭的壓力,該股昨日(10日)股價下挫7%,因不利的新聞消息持續增加,而投資者亦關注美團首席執行官王興早前於社交平台言論事件。

該行表示,按該行數個情景分析顯示,若市場續下調對美團的估值預測,料美團股價下一個支撐位可能在220至230元,但同時指國家市監局對公司反壟斷的調查尚未得到解決,在不確定性因素持續下,估計將會利淡美團股價。

麥格理表示,較高估值的股份一旦面臨風險挑戰是,即使估值由預測市盈率60倍下滑33%,其估值高達預測市盈率40倍仍屬昂貴,投資者將會關注股份何時才會完成調整、何時才可再介入,而該行目前對美團的目標價316元維持預測不變(予「中性」投資評級)。

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