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大行評級|美銀:上調美團目標價至135港元 預計首季收入按年增長20%
格隆匯 06-03 10:41
美銀髮表研究報吿指,美團預料將於本月6日公佈2024年首季業績,估計在市場競爭趨於穩定的情況下,美團首季表現大致符合預期,季度及全年核心業務利潤均將增長。該行目前估算,今年農曆新年市場表現穩定,將帶動美團首季配送服務訂單量按年增長20%。美銀預期,美團拼好飯業務的發展有助於推動訂單量增長,目前仍預計美團全年每張訂單經營利潤可維持在1.18元的水平。至於到店、酒店及旅遊業務,該行認為行業競爭已趨於合理化,預測今年第二季起該業務的經營溢利率將逐步改善;新業務的虧損則預期在管控範圍內。美銀預測美團首季收入按年增長20%至705億元,核心業務經營溢利料達86億元,目標價從132港元上調至135港元,重申“買入”評級。
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