大行評級|花旗:上調美團目標價至140港元 第一季業績好過預期
花旗發表報吿指,美團第一季業績好過預期,收入較該行和市場預期分別高出6.8%和6.2%,淨利潤較該行和市場預期分別高出18.6 %和29.4%。該行指美團快速適應消費轉變和市場動態,予“買入”評級,目標價由134港元升至140港元。展望第二季和下半年,該行指雖然需求和到店/酒店/旅遊業務都將面臨正常化增長,但通過繼續刺激訂單頻率,提高商户投資回報率,並通過擴大產品選擇和服務深入低線城市,再加上早期的全球擴張計劃和改善美團優選費用率的承諾,相信面臨宏觀不利因素下,美團仍將繼續提供穩固的財務表現。
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