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《大行報告》高盛下調美團(03690.HK)目標價至300元 維持「買入」評級
阿思達克 01-28 12:04
高盛發表報告表示,由於Omicron具高度傳染性,料中國今年大部分時間會維持「動態清零」政策,由於地方政府的目標是控制地方疫情傳播風險,出臺限制跨省旅遊等措施。該行評估疫情爆發頻率相關的風險對「動態清零」政策所帶來的挑戰,該行決定推遲對內地與香港豁免檢疫的旅遊通關預測,由原來今年上半年修改至今年下半年。 該行指,在內地互聯網服務與旅遊板塊中,重申對美團(03690.HK)「買入」投資評級,下調對其目標價由原來312元降至300元,料其到店的線上滲透率結構性增長趨勢持續,估計外賣訂單增長可於今年下半年加快。 高盛下調對美團2022年及2023年收入預測各7%及8%,調整對其盈利預測以反映疫情令內地部分城市潛在「封城」的風險。
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