《大行報告》野村料美團-W(03690.HK)第三季業績大致符市場預期 評級「買入」
野村發表報告指出,預測美團-W(03690.HK)第三季收入按年增長21%至761億元人民幣,大致符合市場預期,其非通用會計準則(non-GAAP)每股盈利預測按年增長54%至8.8分人民幣,略為高過市場預期的8.7分人民幣,大致符市場預期。
該行預期,美團的外賣業務收入可能按年增長18%,主要受惠於訂單量按年增長19%所致,惟平均訂單價值或按年跌3%。另料公司外賣業務的單位經濟效益或達至每單1.1元人民幣,相對於去年為1.05元人民幣。
此外,野村料美團到店業務收入或按年增長34%,該業務毛利率可能受促銷影響而按年跌16個百分點至33%,符合市場預期。該行估計,美團的新業務虧損將按年收窄24%至52億元人民幣。維持對其「買入」評級,目標價184元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.