大行评级 | 瑞银上调美团目标价至365港元,评级买入
瑞银发表报告表示,近月拼多多、美团 、阿里巴巴及京东增加了对新业务的投资,特别是在新鲜农产品方面,该行看到了新鲜农产品业务的快速发展,并相信将在未来几个季度成为增长动力。
因此预期美团于今年第三季及以后之新业务录得亏损会增加,惟料该部分收益于2021至2022年度将提升10%至14%。该行将美团第三季外送经营利润率轻微下调,以反映外卖成本及补贴增加,但长线而言料其外送业务毛利率仍然会扩张。
该行将美团今明两年盈利预测下调22%及10%,但基于长远收入增长,目标价则由300港元升至365港元,维持买入评级。
美团-W预计于11月30日盘后发布财报。
【美团-W目前支持10倍杠杆日内交易】
点击上方个股行情,可在页面底部看到“日内交易”入口。
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