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《大行報告》里昂料美團(03690.HK)旗下美團優選末季虧損開始收窄 重申「買入」評級
阿思達克 05-31 14:20
里昂發表報告表示,美團(03690.HK)首季業績高於該行預期,整體收益按年升121%至370億元人民幣,較預期高出6%,經調整息稅前虧損為42億元人民幣,相對於該行預期為蝕52億元人民幣;至於其所有業務均表現強勁,同時交易用戶增長加速。該行料其第二季收益按年升80%,經調整息稅前虧損為46億元人民幣。

報告補充,美團調整了其業務政策以符合規定,但預計不會對其競爭力產生影響,集團可能必須先支付車手的商業保險,令每張訂單的車手成本增加5分人民幣,而隨著夏季使用冷鏈,「美團優選」之虧損將進一步擴大,但料在第四季度開始縮減。

該行下調其2021至2022年度經調整盈利預測,目標價由500元降至470元,維持「買入」評級。

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