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《大行報告》高盛上調美團-W(03690.HK)目標價至275元 評級「買入」
阿思達克 08-29 10:31
高盛發表報告指,美團-W(03690.HK)第二季盈利強勁,並優於預期,且收入具韌性,按年增長16%,對比同期其他中資大型股收入增長放慢至按年下跌中單位數,主要是次季受到疫情的嚴重影響。 高盛上調美團股份目標價,由252元升至275元,評級維持「買入」,並調升集團今年經調整純利預測逾80%,反映食物外賣毛利率擴張。該行相信,集團強勁的業績表現非一次性,因其第三季前景健康,管理層亦重申2025年的目標。
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