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《大行報告》美團(03690.HK)投資評級及目標價(表)
阿思達克 08-20 14:24
市場料美團(03690.HK)將於8月30日(周一)公布今年中期業績,預期公司外賣業務及到店酒旅收入穩健、但受到社區電商業務投資增加所影響下,本網綜合10間券商預測,美團2021年上半年非國際財務報告準則經調整虧損淨額料介乎66.29億至89.87億元人民幣,較2020年同期經調整溢利淨額250.2億人民幣,按年盈轉虧;2021年上半年相關中位數為虧損80.35億元人民幣。 綜合6間券商預測,美團今年上半年淨虧損料介乎82.81億至107億元人民幣,較2020年同期純利6.31億人民幣,按年盈轉虧;今年上半年相關中位數為虧損91.01億元人民幣。在監管趨嚴、社區團購競爭加劇下,市場將關注內地監管政策對數據平台所帶來影響、以及美團旗下新業務未來數季營運策略、騎手相關社保費用等指引。 本網綜合33間券商列出對美團的投資評級及目標價: 券商│投資評級│目標價(港元) 里昂│買入│470元 大和│買入│425元 國金證券│買入│413元 華創證券│推薦│409元 傑富瑞│買入│400元 高盛│買入│396元 廣發證券│買入│395.73元 安信證券│買入│391元 中信證券│買入│385.9元 國泰君安│增持│383.73元 招銀國際│買入│383元 匯豐環球研究│買入│381元 第一上海│買入│380元 中金│跑贏行業│377元 工銀國際│跑贏大市│375元 瑞信│跑贏大市│374元 摩根士丹利│增持│360元 花旗│買入│357元 東方證券│買入│355元 瑞銀│買入│350元 天風證券│買入│347.7元 野村│買入│346元 交銀國際│買入│342元 中銀國際│買入│337元 華泰證券│買入│330.3元 摩根大通│增持│300元 美銀證券│買入│296元 元大證券│買入│340元 中國銀河國際│收集│328元 申萬宏源│增持│317.92元 招商證券國際│買入│304元 麥格理│中性│267元 大華繼顯│買入│209元
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