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《大行報告》華泰證券料美團-W(03690.HK)上季non-IFRS淨利潤30億人幣 按年升2.6倍
華泰證券發表報告指,美團-W(03690.HK)去年第四季本地生活服務因外部消費環境受壓,但仍在低基數下實現增長,估計季度收入749億元人民幣,按年增長24.6%,非國際財務報告準則(non-IFRS)淨利潤30億元人民幣,按年升259%。考慮到今明兩年核心本地生活業務的利潤,因為競爭等外部因素而存在不確定,新業務虧損收窄的進度略慢於預期,預計2023至2025年三年期間non-IFRS淨利潤分別210億、281億及404億元人民幣,按年分別升643%、33.9%及43.7%,目標價由165.5元下調至125.2元,維持「買入」評級。 該行認為,美團去年11月宣布回購,截至今年1月19日共計回購八次,涉資4億元,反映公司對未來發展的信心。
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