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《大行報告》美團(03690.HK)投資評級及目標價(表)
阿思達克 03-17 15:56
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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