《大行報告》美團(03690.HK)投資評級及目標價(表)(更新)
美團-W(03690.HK)將於本周四(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7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利潤淨額料介乎14.11億至22.5億元人民幣,中位數17億元人民幣,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,以新業務與社區團購虧損預期等。
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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