花旗:維持美團(3690.HK)買入評級 目標價357港元
花旗發表研究報吿指,政府有關保障外賣送餐員權益的政策並無給出時間表,基準假設下,預計美團(3690.HK)5年內外賣員成本上升30%。該行將美團目標價從440港元下調至357港元,但維持買入評級,認為美團有望渡過挑戰期,轉型成為值得信賴的本地服務門户公司。
報吿指,對美團第二財季的盈利預測基本保持不變,但下調2021-23財年的盈利預測,料2021-23財年非GAAP虧損分別為187億、193億、92.6億元人民幣,而此前預測分別為2021年虧損148億元和2022年虧損67億元人民幣,而2023年盈利料約118億元人民幣。

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.