You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》美團(03690.HK)投資評級及目標價(表)
阿思達克 11-17 10:45
美團(03690.HK)將於下週五(26日)公佈截至9月底止第三季業績,受內地疫情反覆令外賣及到店業務承壓、新業務(美團優選)相關投資虧損及遭市監局就「二選一」壟斷行爲罰款34.4億人幣等因素拖累下,本網綜合12間券商預測,美團2021年第三季非國際財務報告準則虧損料介乎51.35億至69.24億元人民幣,較2020年第三季溢利20.55億元人民幣由盈轉虧;中位數爲虧損54.65億元人民幣。 綜合9間券商預測,美團2021年第三季虧損料介乎61.58億至115.31億元人民幣,較2020年第三季溢利63.21億元人民幣由盈轉虧。中位數虧損94.04億元人民幣。由於內地「二選一」題得到解決後,市場將關注美團如何實維持騎手的社保等權益及潛在所帶來影響、疫情反覆如何影響目前及未來業務拓展、社區團購業務競爭及如何逐漸過渡到平臺主動控量、優化供應鏈的階段。 下表列出24間券商對其評級及目標價: 券商│投資評級│目標價(港元) 國金證券│買入│413元 裏昂│買入│400元 國泰君安│增持│383.73元 花旗│買入│364元 野村│買入│354元 中信建投│買入│346.29元 傑富瑞│買入│346元 中銀國際│買入│340元 星展│買入│338元 招商證券國際│買入│335元 匯豐環球研究│買入│330元 瑞銀│買入│330元 中金│跑贏行業│324元 交銀國際│買入│323元 摩根士丹利│增持│320元 中信證券│買入│318元 高盛│買入│312元 光大證券│買入│305.71元 華泰證券│買入│304.9元 凱基證券│持有│300元 摩根大通│增持│300元 中國銀河國際│增持│299元 麥格理│中性│244元 大華繼顯│持有│242元
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.
uSMART
Wealth Growth Made Easy
Open Account