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《大行報告》美團(03690.HK)投資評級及目標價(表)
美團-W(03690.HK)將於下周五(24日)公布去年業績,受內地上季疫情拖累及當局12月優化防疫措施的影響,本網綜合14間券商預測,美團2022年非國際財務報告準則經調整盈利料介乎11.42億至37.72億元人民幣,對比2021年經調整虧損155.72億元人民幣,按年虧轉盈;中位數為21億元人民幣。 綜合17間券商預測,美團2022年虧損料介乎26.52億至82.26億元人民幣,較2021年虧損235.36億人民幣,按年收窄65%至88.7%;中位數為虧損70.84億元人民幣,按年收窄70%。中金料美團交易情緒受騰訊(00700.HK)(每10股實物分派1股美團作為中期股息,寄發美團股票的日期為今年3月24日)派息影響較為謹慎,料騰訊將美團股份作實物分派後,估美團將面臨一段時間的拋售壓力。 券商預期市場關注美團所處行業競爭(抖音進軍外賣市場)、需求復甦情況,短視頻平台對到店及酒店業務的競爭,社區團購、閃購及美團買菜等競爭情況,聚焦公司核心商業盈利率及盈利能力的展望。 下表列出20間券商對其評級及目標價: 券商│投資評級│目標價 星展│買入│294元 里昂│買入│290元 瑞信│跑贏大市│275元 中銀國際│買入│258元 招商證券國際│增持│249元 中信建投│買入│234.2元 摩根士丹利│增持│230元 花旗│買入│229元 中信証券│買入│226元 中金│跑贏行業│226元 華泰証券│買入│225.5元 大華繼顯│買入│221元 匯豐環球研究│買入│220元 第一上海│買入│218元 招銀國際│買入│216.4元 高盛│買入│215元 美銀證券│買入│215元 瑞銀│買入│210元 浙商証券│買入│208元 法國巴黎銀行│持有│165元
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