《大行報告》美團(03690.HK)投資評級及目標價(表)
美團(03690.HK)將下周五(28日)公布今年首季度業績,由於公司在「美團優選」上加大投入,令盈利能力承壓,本網綜合11間券商預測,美團2021年首季非國際財務報告準則虧損料介乎31.08億至53.81億元人民幣,中位數為虧損45.38億元人民幣,較2020年首季虧損2.16億元人民幣擴大。
綜合7間券商預測,美團2021年首季虧損料介乎45.27億至62.21億元人民幣,中位數為55.16億元人民幣,較2020年首季虧損15.79億元人民幣擴大。
就內地針對互聯網數據平台進行反壟斷調查,投資者將關注佣金率及社區團購價格戰情況,南京市早前亦出台《關於規範新就業形態下餐飲網約送員勞動用工的指導意見》規定用人單位應當就專職騎手訂立合同及參加社保,投資者將關注美團管理層最新業務、監管及為騎手繳交社保等指引。
本網綜合35間券商列出對美團投資評級及目標價:
券商│投資評級│目標價(港元)
海通國際│優於大市│545元
里昂│買入│500元
花旗│買入│482元
國泰君安證券│增持│450.7元
摩根大通│增持│450元
大和│買入│450元
廣發証券│買入│439.45元
大華繼顯│買入│430元
中金│跑贏行業│426元
摩根士丹利│增持│420元
瑞銀│買入│420元
星展│買入│417元
華興資本│買入│415元
中信証券│買入│414.4元
匯豐環球研究│買入│413元
瑞信│跑贏大市│410元
華創証券│推薦│409元
野村│買入│404元
傑富瑞│買入│400元
農銀國際│買入│400元
元大證券│買入│400元
高盛│買入│396元
建銀國際│跑贏大市│381.5元
第一上海│買入│380元
國盛証券│買入│378元
工銀國際│跑贏大市│375元
方正証券│推薦│375元
美銀證券│買入│357元
東方証券│買入│353元
興業證券│買入│346.85元
中銀國際│買入│341元
華泰金控│買入│336.6元
浦銀國際│持有│326元
麥格理│中性│316元
招商證券國際│中性│297元
(fc/w)
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