大行評級|招銀國際:上調美團目標價至157.8港元 維持“買入”評級
招銀國際指,美團首季收入按年升25%至733億元,較該行及市場預期高4%及6%;經調整淨利潤達75億元,高於該行及市場預測的55億及58億元,受惠於勝預期的送餐訂單量增長推動核心本地商業經營溢利勝預期,以及新業務虧損少於預期,尤其是美團優選,首季數據均顯示全年盈利增長前景有望更好。該行對美團今年淨利潤增長前景看法更為正面,基於補貼優化導致可能更佳的送餐單位經濟效益,廣吿業務變現化增長,以及美團優選潛在的更大虧損削減。該行將美團的目標價由155.2港元上調至157.8港元,維持“買入”評級。
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