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《大行报告》高盛下调美团(03690.HK)目标价至300元 维持「买入」评级
阿思达克 01-28 12:04
高盛发表报告表示,由于Omicron具高度传染性,料中国今年大部分时间会维持「动态清零」政策,由于地方政府的目标是控制地方疫情传播风险,出台限制跨省旅游等措施。该行评估疫情爆发频率相关的风险对「动态清零」政策所带来的挑战,该行决定推迟对内地与香港豁免检疫的旅游通关预测,由原来今年上半年修改至今年下半年。 该行指,在内地互联网服务与旅游板块中,重申对美团(03690.HK)「买入」投资评级,下调对其目标价由原来312元降至300元,料其到店的线上渗透率结构性增长趋势持续,估计外卖订单增长可于今年下半年加快。 高盛下调对美团2022年及2023年收入预测各7%及8%,调整对其盈利预测以反映疫情令内地部分城市潜在「封城」的风险。
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