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《大行報告》麥格理上調美團(03690.HK)目標價至226元 評級「跑贏大市」
阿思達克 07-21 11:08
麥格理發表報告指,由於內地主要城市於6月開始放鬆疫情管控措施,預期美團(03690.HK)今年第二季的收入表現有韌性,料按年增長13%。其中,食物外賣業務收入增長估計會較快,料按年增長13%,外賣量則預期升3%,反映疫情期間平均訂單價值提高及補貼減少。 該行預期,疫情限制措施放寬有助支持集團的持續復甦趨勢,包括核心食物外賣業務及到店與酒店業務。而競爭減少亦可望推動其外賣業務有更佳盈利。 麥格理上調美團股份目標價,由216元升至226元,評級維持「跑贏大市」,並調升集團今年至2024年盈利預測分別1%、10%及5%,反映食物外賣業務的補貼減少。
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