高盛:重申美團(3690.HK)買入評級 目標價300港元
高盛發表報吿表示,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(3690.HK)“買入”投資評級,下調對其目標價由原來312港元降至300港元,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。

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.