《大行報告》大摩升美團(03690.HK)目標價至100元 股價已大致反映利好因素
摩根士丹利發表報告指,美團(03690.HK)上季業績勝預期,股價已大致反映利好因素。美團承諾今年大幅減虧,回應了投資者最關心的問題,但仍需關注交易增長和競爭前景。
該行預計美團首季和全年收入分別為700億和3,230億元人民幣,按年各增長20%和17%,相應的經調整營運利潤分別為55億和335億元人民幣,按年增長24%和81%。評級「與大市同步」,目價價由85元升至100元。
大摩表示,大致維持美團收入預測不變,但將2024至2026年非國際財務報告準則營運利潤預測上調10%至21%,並將新舉措減虧考慮在內。維持保守因為認為美團近期強勁的股價已反映虧損收窄預期和穩健的核心業務表現。美團目前股價對應今明年15倍和11倍市盈率。
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