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《大行报告》大和升美团(03690.HK)目标价至350元 上季三大业务盈利能力均优预期
阿思达克 12-01 08:49
大和发表报告表示,美团(03690.HK)公布今年第三季业绩优於预期,季绩再次令人感到惊喜,公司旗下三大业务表现均高於预期,相信未来收入增长趋势将上升,指旗下外卖业务单位经济效益好於预期,指未来关键是杂货零售的前景。

该行指,重申对美团「买入」评级,上调目标价由300元升至350元,此相当预测明年外卖业务市销率11倍估值、到店业务相当明年市盈率24倍、酒店及旅游相关为市销率11倍。

大和表示,大和旗下新业务(来自杂货等)收入按年增长了43.5%,该行预计公司第四季度新业务收入增速可加快至45%,尽管杂货零售方面的投资可能会增加。

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