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《大行報告》美團(03690.HK)投資評級及目標價(表)
阿思達克 03-18 15:52
美團-W(03690.HK)將於本周五(22日)公布去年第四季業績,雖然本地生活業務受消費環境影響而承壓,但2022年同期因疫情影基數較低,本網綜合10間券商預測,美團2023年第四季非國際財務報告準則經調整溢利料介乎19.5億至39.07億元人民幣,較2022年第四季8.29億元人民幣,按年上升1.35倍至3.71倍,中位數29.54億元人民幣,按年增加2.56倍。 綜合5間券商預測,美團2023年第四季溢利料介乎4,400萬至16.2億元人民幣,中位數10.47億元人民幣,對比2022年第四季虧損10.84億元人民幣。投資者將關注美團管理層提供最新管理層指引,包括外賣業務利潤率(透過「拼好飯」等業務拓展低客單價用戶)、對騎手補貼成本、到店業務的競爭、以及對美團社區團購業務的未來營運策略等。 下表列出24間券商對評級及目標價: 券商│投資評級│目標價 中銀國際│買入│183元 里昂│買入│182元 匯豐環球研究│買入│180元 建銀國際│跑贏大市│177元 星展│買入│177元 海通國際│優於大市│160元 中信建投│買入│152.55元 美銀證券│買入│152元 高盛│買入│151元 第一上海│買入│151元 大和│買入│150元 招商證券國際│增持│145元 野村│買入│129元 華泰証券│買入│125.2元 國泰君安│增持│121.8元 工銀國際│跑贏大市│120.7元 中金│跑贏行業│119元 花旗│買入│113元 中信証券│買入│107元 法國巴黎銀行│持有│102元 交銀國際│買入│93元 摩根士丹利│與大市同步│85元 大華繼顯│持有│70元 摩根大通│中性│67元
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