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《大行報告》野村下調美團(03690.HK)目標價至346元 評級「買入」
阿思達克 05-31 09:49
野村發表報告表示,美團(03690.HK)首季業績高於市場及該行預期,當中三大業務表現強勁,整體收入按年升121%至370億元人民幣,高於市場及該行預期分別4%及2%;又料次季其外賣業務收益按年升57%。

該行表示,美團新業務於首季錄經營虧損80億元人民幣,當中主要來自社區雜貨業務、美團優選,更料新業務於第二季續錄虧損103億元人民幣。該行上調其2021至2022年度收益預測1%,經營利潤率大致維持不變,維持其「買入」評級,目標價則由404元降至346元。

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