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《大行報告》花旗上調美團(03690.HK)目標價至216元 評級「買入」
阿思達克 05-29 10:11
花旗發表研究報告指,疫情過後社會經濟復常,加上公司對商家及用戶的激勵措施奏效,美團(03690.HK)核心業務今年首季錄得強勁需求復甦,符合預期。 該行指,來自短視頻平台的競爭依然激烈,但美團通過新的營銷形式及解決方案,降低商家門檻,並加強用戶參與度,同時透過加強對高星級酒店、商務旅行及出境遊的拓展,有助捕捉不斷增長的旅遊需求。 花旗認為美團基本面實力仍然穩健,經營前景具彈性,維持「買入」評級,目標價由211元上調至216元,並將2023至2025年收入預測各上調1.5%、0.8%及0.6%,非國際財務報告準則下經調整利潤淨額預測則各上調42.6%、11.9及8%。
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