《大行報告》花旗指美團(03690.HK)季績強於預期 惟下調目標價至440元
花旗發表報告表示,美團(03690.HK)今年首季業績強於預期,顯示出公司執行力及業務呈復蘇,雖然美團優選虧損按季擴大,但相關虧損少於該行原先預期。
該行指美團短期監管風險雖然持續,但旗下三大業務增長勢頭依然完好,公司管理層亦重申未來數年可額外增加3億至4億交易用戶目標,重申對其「買入」評級,目標價則由482元下調至440元。
花旗表示,上調對美團今年淨收入預測1.3%,但下調對其2022年及2023年收入預測各3.7%及4.6%。基於美團優選虧損因素,該行調整對美團2021年非國際財務報告準則虧損預測由149.76億人民幣修訂至147.92億人民幣,調整對美團2022年非國際財務報告準則虧損預測由37.91億人民幣修訂至67.2億人民幣、上調對美團2023年非國際財務報告準則盈利預測由99.38億人民幣升至118.56億人民幣。
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