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花旗:維持美團(3690.HK)買入評級 目標價342港元

花旗發表研究報吿指,預計美團(3690.HK)去年第四季業績可能與該行及市場預測一致,認為疫情帶來的防疫限制將對門店╱酒店和外賣量產生負面影響,但這可能會被春節期間穩定的訂單需求部分抵銷。該行維持“買入”評級和342港元的目標價;仍看好美團的“零售+科技”平台,在網約車、地圖開發、配送、門店等領域抓住新機遇。

報吿指,維持美團第四季經調整淨虧損為54.6億元人民幣;預料外賣業務的總交易額為1859億元人民幣,按年升19%;店內收入按年增長23%;新業務按年增長57%。

該行預計,美團今年首季收入按年增長23%至457億元人民幣,經調整淨虧損71億元,同時估計新業務的調整運營虧損總額為120億元人民幣。

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