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《大行報告》匯豐研究下調美團(03690.HK)目標價至175元 評級「買入」
阿思達克 03-28 11:53
匯豐研究發表研究報告指出,疫情對今年以來美團(03690.HK)的核心營運(如外賣、店內、酒店及旅遊)再次造成損失,相信至少在今年上半年將持續拖累公司收入及盈利。該行將美團2022及2023財年收入預測分別下調4%及8%,純利預測亦降5%及12%。 該行提及,美團仍對長線外賣訂單和盈利達標具信心,並無股票回購計劃。該行將目標價由325元削至175元,以反映對長期經營盈利較保守的增長預測,維持「買入」評級,認為直至當前的經營環境有所改善之前,美團股份或缺乏重估的催化劑。
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