Morgan Stanley: Optimistic about Meituan's core profitability, with a target price of HKD 120

智通財經
2024.08.02 05:45
摩根士丹利發表報告指，考慮到食品外送單位的經濟效益改善，以及店內利潤因競爭穩定而回升，對美團核心盈利能力持較樂觀的看法，維持 “與大市同步” 評級，目標價為 120 港元。大摩預期美團第二季本地核心商務收入為 605 億元，按年增長 18%；經營利潤為 128 億元，按年增長 15%。由於新業務的虧損持續收窄，預期總收入為 813 億元，按年增長 19.7%，非國際財務報告準則經營利潤為 108 億元。
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