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《大行报告》花旗:市场关注美团-W(03690.HK)或面临抖音竞争 但仍决定开启90日正面催化观察
花旗发表报告,预期美团-W(03690.HK)将于3月底公布去年第四季业绩,相信业绩符合或略好过预期,估计集团季度总收入按年增19%至578亿元人民币,非通用会计准则(non-GAAP)的纯利则料为12.4亿元人民币,对比市场的收入及纯利预测分别为578.5亿元及6.42亿元人民币。 该行提到,随著投资者将注意力转移至基本面反弹,美团因腾讯(00700.HK)分派而造成的短期股价威胁,料将于3月底后逐渐消退。另一方面,虽然对来自抖音的竞争加剧忧虑或仍然存在,但花旗认为需求强劲反弹,集团亦有强大执行力,加上复苏趋势或较预期更快,短期可能会掩盖竞争剧烈的情况,或重振投资者情绪。 花旗将美团股份目标价由202元升至229元,评级维持「买入」,并开启90日正面催化剂观察。
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