大行評級|花旗:維持美團目標價214港元及評級“買入”
花旗發表報吿,預期美團11月底公佈的第三季度業績,再次反映穩健表現,估計純利及EBITDA好過市場預期,主要受惠夏季出行及到店業務增長,食品配送收入符合預期,新業務虧損有望收窄。展望第四季,國慶黃金週及雙11促銷支持穩定需求,估計管理層對第四季數據樂觀,投資者焦點將為宏觀經濟及消費表現,維持對美團的預測不變,維持目標價214港元及評級“買入”。該行預期美團第三季收入762.3億元,按年升21.7%,非國際財務報吿準則淨利潤53.1億元,而市場預測收入為760億元,非國際財務報吿準則淨利潤為53.7億元。該行又指,美團與Agoda的合作,反映公司對海外酒店業務的發展機會,將會更加積極。
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