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《大行報告》美團(03690.HK)投資評級及目標價(表)
阿思達克 05-18 15:08
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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