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《大行报告》野村下调美团(03690.HK)目标价至346元 评级「买入」
阿思达克 05-31 09:49
野村发表报告表示,美团(03690.HK)首季业绩高於市场及该行预期,当中三大业务表现强劲,整体收入按年升121%至370亿元人民币,高於市场及该行预期分别4%及2%;又料次季其外卖业务收益按年升57%。

该行表示,美团新业务於首季录经营亏损80亿元人民币,当中主要来自社区杂货业务、美团优选,更料新业务於第二季续录亏损103亿元人民币。该行上调其2021至2022年度收益预测1%,经营利润率大致维持不变,维持其「买入」评级,目标价则由404元降至346元。

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