《大行報告》花旗下調美團(03690.HK)目標價至357元 評級「買入」
花旗發表研究報告指,美團(03690.HK)將於月底公布第二季業績,在國家政策要求平台提升對員工的權益保障後,該行預期美團對旗下外賣騎手的社保開支增加,相關影響可能需要約五年時間完全反映,因此對次季預測維持不變。
該行調整美團2021至2023年預測,收入預測分別下調0.5%、5.4%及6.1%,並下調盈測,估計非通用會計準則下淨虧損將擴大至187億、193億及92.6億元人民幣。
花旗並更改對外送業務的估值計算方法,將目標價由440元下調至357元,指出對美團的社區服務及超級APP定位繼續看好,維持「買入」評級。
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