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大行評級丨富瑞:美團季績勝預期 上調目標價至135港元
格隆匯 06-07 10:44
美團第一季純利為53.69億元,同比增長59.9%;經調整溢利淨額74.88億元,同比增長36.4%。富瑞發表報吿指,美團季績好過預期,將目標價由125港元上調至135港元,維持“買入”評級。報吿指,用户及商家數目增長下,交易頻率仍見上升;外賣表現在宏觀經濟不確定性下,仍展現出強勁的執行力;另外,美團閃購維持快速增長。到店及酒旅維持堅實增長,其首季經營利潤率好過預期。美團優選基本面亦持續改善。富瑞預測美團2024及2025年收入分別為3277.48億及3790.6億元,經調整純利分別為348.95億及468.56億元。
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