《大行報告》瑞信下調美團-W(03690.HK)目標價至262元 評級「跑贏大市」
瑞信發表報告指,美團-W(03690.HK)次季收入按年升33%,符合預期,經調整營運利潤達59億元人民幣,明顯勝於預期。該行表示,視美團次季業績表現為中性的結果,即使次季利潤率高於預期,但來自於投資者的擔憂仍需觀察,包括宏觀經濟放緩對外賣數量的影響、來自抖音的競爭以及美團精選的虧損收窄速度。
該行將美團今年每股盈測上調20%,但維持今年下半年及明年預測大致上不變,並將其目標價由275元下調至262元,維持其評級為「跑贏大市」。
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