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《大行报告》美团(03690.HK)投资评级及目标价(表)
阿思达克 05-18 15:08
美团(03690.HK)将下周五(28日)公布今年首季度业绩,由於公司在「美团优选」上加大投入,令盈利能力承压,本网综合11间券商预测,美团2021年首季非国际财务报告准则亏损料介乎31.08亿至53.81亿元人民币,中位数为亏损45.38亿元人民币,较2020年首季亏损2.16亿元人民币扩大。

综合7间券商预测,美团2021年首季亏损料介乎45.27亿至62.21亿元人民币,中位数为55.16亿元人民币,较2020年首季亏损15.79亿元人民币扩大。

就内地针对互联网数据平台进行反垄断调查,投资者将关注佣金率及社区团购价格战情况,南京市早前亦出台《关於规范新就业形态下餐饮网约送员劳动用工的指导意见》规定用人单位应当就专职骑手订立合同及参加社保,投资者将关注美团管理层最新业务、监管及为骑手缴交社保等指引。

本网综合35间券商列出对美团投资评级及目标价:

券商│投资评级│目标价(港元)

海通国际│优於大市│545元

里昂│买入│500元

花旗│买入│482元

国泰君安证券│增持│450.7元

摩根大通│增持│450元

大和│买入│450元

广发证券│买入│439.45元

大华继显│买入│430元

中金│跑赢行业│426元

摩根士丹利│增持│420元

瑞银│买入│420元

星展│买入│417元

华兴资本│买入│415元

中信证券│买入│414.4元

汇丰环球研究│买入│413元

瑞信│跑赢大市│410元

华创证券│推荐│409元

野村│买入│404元

杰富瑞│买入│400元

农银国际│买入│400元

元大证券│买入│400元

高盛│买入│396元

建银国际│跑赢大市│381.5元

第一上海│买入│380元

国盛证券│买入│378元

工银国际│跑赢大市│375元

方正证券│推荐│375元

美银证券│买入│357元

东方证券│买入│353元

兴业证券│买入│346.85元

中银国际│买入│341元

华泰金控│买入│336.6元

浦银国际│持有│326元

麦格理│中性│316元

招商证券国际│中性│297元

(fc/w)

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