《大行報告》美團(03690.HK)投資評級及目標價(表)
美團(03690.HK)將於下週五(25日)公佈截至去年業績,受新業務虧損、疫情影響外賣及到店業務板塊及宏觀環境疲弱影響,本網綜合17間券商預測美團2021年非國際財務報告準則計量經調整虧損淨額介乎149.29億至204億元人民幣,較2020年經調整溢利淨額31.2億人民幣,錄按年盈轉虧;券商料美團2021年經調整虧損淨額中位數爲176.05億元人民幣。
綜合20間券商預測,美團2021年由盈轉虧,錄虧損料介乎231.89億至266.67億元人民幣,中位數虧損249.89億元人民幣,對比2020年溢利47.08億元人民幣。
內地近日新冠疫情重燃,部份城市已收緊社交距離措施,投資者將關注公司面臨外部的不確定性,包括宏觀經濟及疫情管控趨嚴影響公司到店等業務的影響,市場亦關注內地監管政策對公司策略影響。
下表列出22間券商對其投資評級及目標價:
券商│投資評級│目標價(港元)
海通國際│優於大市│435元
國泰君安│增持│383.73元
裏昂│買入│370元
富瑞│買入│346元
花旗│買入│342元
星展│買入│342元
野村│買入│336元
中金│跑贏行業│324元
交銀國際│買入│324元
瑞銀│買入│320元
中信建投│買入│308.64元
高盛│買入│300元
大和│買入│300元
瑞信│跑贏大市│290元
建銀國際│買入│287.4元
華泰證券│買入│280元
中銀國際│買入│277元
摩根士丹利│增持│250元
美銀證券│買入│236元
大華繼顯│持有│207元
法巴│持有│200元
摩根大通│增持│90元
(fc/w)
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