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《大行報告》摩通上調美團(03690.HK)目標價至105元 評級「減持」
阿思達克 03-28 10:11
摩通發表研究報告指出,對美團(03690.HK)的監管風險愈來愈樂觀,因爲對外賣的監管壓力似乎可控,而且其投資虧損按計劃收窄。不過,由於中國疫情再燃的影響,加上今年下半年復甦存在不確定性,該行預期美團上半年的外賣及到店收入增長將放緩至中十位數水平。 該行指出,美團缺乏短期催化劑和盈利支持估值(直到今年第四季仍處於虧損狀態),將使股價保持區間波動,另將其2022及2023財年的收入預測分別下調3%及5%,目標價由90元上調至105元,重申「減持」評級。
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