《大行报告》花旗指美团(03690.HK)季绩强於预期 惟下调目标价至440元
花旗发表报告表示,美团(03690.HK)今年首季业绩强於预期,显示出公司执行力及业务呈复苏,虽然美团优选亏损按季扩大,但相关亏损少於该行原先预期。
该行指美团短期监管风险虽然持续,但旗下三大业务增长势头依然完好,公司管理层亦重申未来数年可额外增加3亿至4亿交易用户目标,重申对其「买入」评级,目标价则由482元下调至440元。
花旗表示,上调对美团今年净收入预测1.3%,但下调对其2022年及2023年收入预测各3.7%及4.6%。基於美团优选亏损因素,该行调整对美团2021年非国际财务报告准则亏损预测由149.76亿人民币修订至147.92亿人民币,调整对美团2022年非国际财务报告准则亏损预测由37.91亿人民币修订至67.2亿人民币、上调对美团2023年非国际财务报告准则盈利预测由99.38亿人民币升至118.56亿人民币。
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