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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 05-24 11:48
美團(03690.HK)將於下周四(6月2日)公布截至3月底止首季業績,因新冠疫情對外賣及到店、酒店與旅遊業務造成影響,本網綜合12間券商預測,美團2022年首季非國際財務報告準則計量經調整淨虧損料介乎38.94億至50.99億元人民幣,較2021年首季非國際財務報告準則計量經調整淨虧損38.92億元人民幣,按年擴大0.05%至31%;中位數為虧損48.48億元人民幣,按年擴大24.6%。 綜合6間券商預測,美團2022年首季虧損料介乎57.38億至64.58億元人民幣,較2021年首季虧損48.46億元人民幣,按年擴大18.4%至33.3%;中位數為虧損60.935億元人民幣,按年擴大25.7%。投資者將關注美團優選在退出甘肅、青海等市場後最新業務策略、產品SKU(庫存單位)調整、以及如何提升規模效益及投資回報率(ROI)等。 下表列出30間券商對美團的投資評級及目標價: 券商│投資評級│目標價(港元) 國泰君安│增持│383.73元 里昂│買入│370元 富瑞│買入│321元 海通國際│跑贏大市│313元 天風証券│買入│285.68元 星展│買入│269元 高盛│買入│266元 交銀國際│買入│253元 中金│跑贏行業│251元 招銀國際│買入│250元 瑞信│跑贏大市│245元 招商証券│強烈推薦│243.8元 摩根士丹利│增持│240元 中銀國際│買入│240元 華泰証券│買入│238.7元 花旗│買入│238元 申萬宏源│跑贏大市│236元 中信証券│買入│232元 銀河國際│收集│227元 摩根大通│增持│220元 美銀證券│買入│217元 建銀國際│跑贏大市│211.3元 大華繼顯│買入│201元 瑞銀│買入│200元 野村│買入│200元 中信建投│買入│194.82元 農銀國際│買入│190元 工銀國際│跑贏大市│180元 法國巴黎銀行│持有│165元
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