《大行報告》富瑞上調美團(03690.HK)目標價至328元 評級「買入」
富瑞發表評級報告指,美團(03690.HK)次季總收入按年增16.4%至509億元人民幣,分別較市場及該行預測高出4.8%及3.4%,調整後EBITDA達38億元人民幣。
該行預計第三季外賣訂單量按年增17%,而由於補貼率較去年同期低,以致外賣訂單收入較訂量超出9個百分點。預料疫後將推較高補貼比率出恢復速度;該行預料,第三季本地訂單需求按季增25%至51.3億,當中美團閃購(MT Instashopping)第三季則達4.5億。
該行將其目標價由326元上調至328元,維持其評級為「買入」。(ca/u)
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