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大行評級|花旗:預期美團第三季業績表現將穩健 維持“買入”評級

花旗發表研究報吿指,美團將於下月底公佈第三季業績,預期受惠於到店消費、旅行需求以及即時購物的增長,季績表現將穩健,同時在嚴格的成本控制和經營槓桿改善推動下,每名用户經濟效益及利潤率可能會超出預期,維持“買入”評級及目標價192港元不變。

該行目前預測美團第三季收入將按年增長20%至919億元,非通用會計準則下淨利潤料達138億元,對比市場普遍預期為117億元。花旗預新業務收入可按年增長24.5%至234億元,虧損可能符合預期或略微減少。展望第四季,花旗預測美團收入可按年增長18.3%至872億元,對比市場預期為874億元,經調整純利則預期達到112.5億元,較市場普遍預期的91億元高。

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