《大行報告》美銀證券下調美團-W(03690.HK)目標價至192元 評級「買入」
美銀證券發表報告指,內地疫情再度爆發令美團-W(03690.HK)業務出現放緩,預計未來幾個季度經營前景將面臨困難,因此預測公司今年第四季及明年首季收入增長為16%及18%,當中外賣業務按年升幅處於低至中等水平,以及到店旅遊業務將下降。
但該行指出美團第三季業績顯示在疫情中成本控制措施見效,透過審慎開支利潤得到支持,預期未來兩個季度將繼續錄得適度經營虧損,並將2023至2024年每股盈利預測下調至3.17及4.98元人民幣。
基於明年每股盈測,美銀將美團目標價從239元下調至192元,重申「買入」評級,看好其行業領先地位,預期公司將受惠於市場復甦。
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