《大行報告》美團(03690.HK)投資評級及目標價(表)(更新)
市場料美團(03690.HK)將於下周一(30日)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9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86.92億元人民幣,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75.86億元人民幣。
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。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
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
高盛│買入│364元->312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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