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《大行報告》里昂料美團(03690.HK)次季LBIT收窄至20億人民幣 評級「買入」
阿思達克 07-19 11:02
里昂發表評級報告指,美團(03690.HK)今年次季業績受到疫情的嚴重干擾,料總收入按年僅升12.8%至494億元人民幣,當中外賣按年增12.6%,門市、酒店及旅遊按年跌20%;由於補貼減少、成本控制收緊及新措施損失減少,經調整後除息稅前虧損(LBIT)或收窄至20億元人民幣,按季少虧20億元人民幣。 該行表示,相信美團第三季或會面對宏觀經濟的不確定因素,總收入增長或只略改善至按年升17%,在季節性疲軟下,經調整後LBIT或按季持平至按季下調。該行將美團今年及明年總收入預測下調1%,調整後的淨利潤則分別下調0%及4%,其目標價為310元,並重申其評級為「買入」。
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