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大行評級|大和:上調美團目標價至145港元 重申“買入”評級
格隆匯 08-29 13:01
大和發表報吿,上調對美團今年至2026年每股盈利預測介乎4%至11%,反映勝預期的外賣及到店業務盈利,該行認為,美團核心盈利能力超預期,重申予其“買入”評級,目標價由135港元上調至145港元。該行指,次季外賣配送業務單位經濟勝預期;到店業務經營溢利率亦因競爭紓緩而改善。新業務方面,該行指美團優選虧損第二季收窄至20億元,按季收窄9億元,主要來自提價比率增加、減少補貼及關閉表現欠佳分店。
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