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《大行報告》高盛降美團(03690.HK)目標價至139元 業績穩健
高盛發表報告指,美團(03690.HK)上季業績穩健,表現稍勝預期,而管理層重新關注健康增長及盈利能力的策略前景亦好於預期。 該行表示,美團管理層對公司組織重組有信心,透過與商家密切合作和改善使用者體驗,在按需求業務和到店業務之間創造協同效應。另外,公司今年至今食物派送訂單量表現也健康。 考慮及上季業績表現,加上管理層專注於實現核心業務利潤增長,及美團精選的戰略調整,高盛微調美團今明兩年收入預測,今年經調整純利預測亦調整18%。至於股份目標價由151元下調至139元,評級維持「買入」,高盛估計業務前景好於預期有助推動集團今年股價進一步回升。
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