大行評級 | 美銀:重申美團(3690.HK)重申“買入”評級 料今季收入增16%
格隆匯11月28日丨美銀證券發研報表示,基於疫情干擾因素,下調美團(3690.HK)目標價19.7%,由239港元降至192港元;重申“買入”評級,認為公司領導地位將受惠於經濟復甦。該行指出,未來數季內地經濟重啟步伐顛簸,2022年第四季及2023第一季收入料分別增長16%、18%,其中預計外賣收入錄雙位數增長;到店及旅遊收入下跌。該行預計,這兩個季度將錄温和營運虧損或抵銷相關收入壓力。此外,該行提到,於7、8月封控措施較温和時,到店收入錄得較健康的增長,反映潛在市場龐大。不過,該行仍分別下調公司2022至2024年每股盈利預測。該股現報136.2港元,總市值8427億港元。

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