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《大行報告》美團(03690.HK)投資評級及目標價(表)(更新)
阿思達克 08-24 12:21
美團-W(03690.HK)將於今日(24日)公布截至6月底止中期業績,受惠線下服務業務復甦,公司即時配送業務增長穩健及到店業務呈增長,本網綜合8間券商預測,美團2023年中期經調整溢利淨額料介乎92.76億至108.98億元人民幣,對比2022年同期經調整虧損淨額15.28億元人民幣;中位數為98.98億元人民幣。 綜合5間券商預測,美團2023年中期溢利料介乎40.98億至62.1億元人民幣,對比2022年中期虧損68.19億元人民幣;中位數為57.41億元人民幣。花旗指出,市場關注美團管理層對第三季用戶需求趨勢,以及在宏觀疲軟及極端氣候影響下對騎手成本補貼。市場亦將注美團旗下到店業務與抖音之間競爭、未來相關投入指引,及經調整淨利潤率等。 下表列出28間券商對美團投資評級及目標價: 券商│投資評級│目標價 瑞信│跑贏大市│275元 富瑞│買入│255元 里昂│買入│235元 廣發證券│買入│231.64元 星展│買入│230元 交銀國際│買入│220元 花旗│買入│216元 第一上海│買入│215元 匯豐環球研究│買入│215元 華泰證券│買入│211.6元 高盛│買入│207元 大華繼顯│買入│205元 中銀國際│買入│203元 中信証券│買入│201元 瑞銀│買入│200元 東方證券│買入│192.56元 摩根大通│增持│190元 元大證券│買入│190元 海通證券│優於大市│189元 美銀證券│買入│189元 中金│跑贏行業│184元 野村│買入│184元 招商證券│強烈推薦│181.6元 摩根士丹利│增持│180元 招銀國際│買入│172元 大和│買入│170元 國泰君安│增持│168元 法國巴黎銀行│持有│145元
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