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《大行報告》花旗:市場關注美團-W(03690.HK)或面臨抖音競爭 但仍決定開啟90日正面催化觀察
花旗發表報告,預期美團-W(03690.HK)將於3月底公布去年第四季業績,相信業績符合或略好過預期,估計集團季度總收入按年增19%至578億元人民幣,非通用會計準則(non-GAAP)的純利則料為12.4億元人民幣,對比市場的收入及純利預測分別為578.5億元及6.42億元人民幣。 該行提到,隨著投資者將注意力轉移至基本面反彈,美團因騰訊(00700.HK)分派而造成的短期股價威脅,料將於3月底後逐漸消退。另一方面,雖然對來自抖音的競爭加劇憂慮或仍然存在,但花旗認為需求強勁反彈,集團亦有強大執行力,加上復甦趨勢或較預期更快,短期可能會掩蓋競爭劇烈的情況,或重振投資者情緒。 花旗將美團股份目標價由202元升至229元,評級維持「買入」,並開啟90日正面催化劑觀察。
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