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《大行報告》美團(03690.HK)投資評級及目標價(表)
阿思達克 11-16 12:01
美團-W(03690.HK)將於公布下周五(25日)公布今年第三季業績,受經營開支控制、以及7至8月業務復甦強勁,抵銷了優選等新業務所帶來相關虧損影響,本網綜合11間券商預測美團2022年第三季非國際財務報告準則經調整溢利料介乎負11億至15.45億元人民幣,對比2021年第三季經調整虧損55.27億元人民幣;中位數為錄經調整溢利6.79億元人民幣,對比上年度同期為虧損55.27億元人民幣。 本網綜合5間券商預測,美團非國際財務報告準則經調整EBITDA料介乎22.29億至35.59億元人民幣,對比2021年經調整LBITDA錄40.62億元人民幣;中位數為經調整EBITDA錄30.96億元人民幣。本市場關注新冠疫情對公司今年第四季業務表現的影響、新業務改善效益等表現及指引。 下表列出25間券商對美團的投資評級及目標價: 券商│投資評級│目標價(港元) 里昂│買入│310元 大和│買入│300元 星展│買入│296元 中金│跑贏行業│279元 瑞信│跑贏大市│275元 富瑞│買入│264元 中銀國際│買入│262元 華興資本│增持│260元 匯豐環球研究│買入│250元 招商證券│強烈推薦│243.8元 華泰證券│買入│243.8元 中信建投│買入│241.06元 東方證券│買入│240.54元 農銀國際│買入│240元 美銀證券│買入│239元 廣發證券│買入│236.15元 高盛│買入│235元 瑞銀│買入│230元 國海證券│買入│226元 中信證券│買入│219元 工銀國際│跑贏大市│218.6元 建銀國際│跑贏大市│207.3元 花旗│買入│200元 摩根士丹利│增持│180元 法國巴黎銀行│持有│165元
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