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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 05-19 15:43
美團-W(03690.HK)將於下周四(25日)公布今年首季度業績,受線下業務恢復及新業務虧損收窄影響,本網綜合6間券商預測,美團2023年首季非國際財務報告準則計量經調整淨利潤淨額料介乎14.11億至19.84億元人民幣,中位數16.78億元人民幣,對比上年度同期虧損35.86億元人民幣。 花旗預料,市場將關注美團對到店及餐飲外賣業務受短視頻競爭的看法,核心本地商業的補貼幅度及經營溢利率趨勢,餐飲外賣交易量需求、每單單價(AOV)及補貼水平,餐飲外賣單位經濟及騎手成本與騎手供應趨勢,美團閃購需求及競爭,以及新業務價值與社區團購虧損預期。 下表列出24間券商對其評級及目標價: 券商│投資評級│目標價(港元) 瑞信│跑贏大市│275元 富瑞│買入│251元 星展│買入│251元 里昂│買入│235元 中信建投│買入│230.89元 中金│跑贏行業│226元 中信証券│買入│216元 大華繼顯│買入│213元 花旗│買入│211元 匯豐環球研究│買入│210元 建銀國際│跑贏大市│207.6元 大和│買入│205元 海通國際│優於大市│205元 華泰証券│買入│204.2元 高盛│買入│201元 瑞銀│買入│200元 野村│買入│200元 中銀國際│買入│194元 摩根大通│增持│190元 美銀證券│買入│185元 興業証券│買入│184.39元 摩根士丹利│增持│180元 招商證券│強烈推薦│171元 招銀國際│買入│168元
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