《大行報告》麥格理下調美團(03690.HK)目標價至198元 評級「跑贏大市」
麥格理發表報告指,美團(03690.HK)去年第四季總收入按年升21%至601億元人民幣,分別較該行及市場預測的高出5%及4%,其盈利則達8.29億元人民幣,意味著調整後利潤率為1%。
該行指,對本土消費復甦前景持正面看法,並預料美團核心本土商務收入將由去年的24%重新加快至今年30%的增長。該行亦預料,公司核心息稅前利潤按年升24%,而今年息稅前利潤率按年收縮1.4個百分點至12%,主要是反映店內服務競爭激烈。
該行表示,將公司今年經調整後每股盈測上調13%,惟明年則下調8%,同時將其目標價下調10%至198元,維持其評級為「跑贏大市」。(ca/k)
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