《大行報告》野村下調美團點評(03690.HK)評級至「中性」 升目標價至122元
野村發表報告表示,下調對美團點評(03690.HK)投資評級,由原來「買入」降至「中性」,指雖然該行仍喜愛美團結構性增長主題,但考慮到美團今年以來股價已累升23%,相信已全面反映短期所有正面因素及外賣業務快速復甦。
該行認為,市場目前低估了美團點評所面臨的風險因素,包外賣市場份額、到店業務的延後復甦、新業務投資上升等。
然而野村上調對美團點評目標價,由114元升至122元,該行指出,美團點評旗下外賣業務已見全面復甦,但到店業務前景仍然存在不明朗因素。而該行料美團於2020年至2022年每股盈利預測各為8.14分、1.89元及3.79元人民幣。
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