《大行》美團(03690.HK)投資評級及目標價(表)
美團-W(03690.HK)將於下週一(26日)公佈2025年首季業績,受惠核心本地商業(外賣及到店業務)持續增長及經調整淨利潤率上升,本網綜合4間券商預測,美團今年首季非國際財務報告準則計量經調整溢利淨額預測介乎90.4億元至101.28億人民幣,較去年同期經調整溢利淨額74.88億人民幣,按年增長20.7%至35.3%,中位數98.57億人民幣,按年升31.6%。
綜合3間券商預測,美團今年首季溢利介乎72.17億元至84.62億元,較去年同期53.69億人民幣,按年上升34.4%至57.6%。就京東(09618.HK)近期進軍外送及閃購業務,京東外賣日訂單量已經突破2000萬單,市場將關注美團管理層對相關行業競爭、補貼,其餐飲配送業務每股單位經濟價值情況及所面臨壓力、公司未來新業務(如美團優選及小象超市)及海外(Keeta在中東及巴西的投資)拓展策略及補貼規模等。
下表列出15間券商給予美團投資評級及目標價:
券商│投資評級│目標價(港元)
富瑞│買入│270元
大和│買入│235元
瑞銀│買入│232元
大華繼顯│買入│216元
星展│買入│206元
花旗│買入│204元
高盛│買入│200元
摩根士丹利│增持│200元
里昂│跑贏大市│195元
摩根大通│增持│190元
海通證券│優於大市│180元
東方證券│買入│178.12元
中金│跑贏行業│177元
匯豐環球研究│買入│165元
麥格理│中性│128元
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