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《大行報告》麥格理上調拼多多(PDD.US)目標價51%至190美元 評級「跑贏大市」
阿思達克 11-30 11:18
麥格理髮表研究報告指,拼多多(PDD.US)第三季收入按年增長94%至688億元人民幣;經調整淨利潤分別較麥格理及市場預期高出33%和34%,顯示出國內市場和海外擴張之間的平衡策略。該行繼續看好集團,預計2024其收入將按年升48%,而經調整淨利潤或達820億元人民幣。該行預期,Temu的GMV將在2024年將達到360億美元,營收貢獻達到集團的26%。 該行上調集團2023至25財年的經調整每股盈測21%、55%、62%,以反映強勁的業務展望,又將目標價由126美元上調51%至190美元,評級爲「跑贏大市」。
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