CICC International: Positive view on Meituan's fundamentals as Mainland consumption policies improve, maintaining an "outperform the market" rating

智通財經
2024.10.16 06:40
海通國際發表報告，調整對美團第三季業績預測，預計季內收入按年升 21% 至 922 億元，符合市場共識的 919 億元。經調整淨利潤料為 134 億元，高於市場共識 118 億元 14%。該行枓美團季內核心收入按年升 19.2% 至 688 億元，經營溢利料為 136 億元，經營溢利率料為 19.8%。新業務收入料為 235 億元，符合市場共識，虧損料為 18 億元，對比去年同季的 51 億元虧損。報告指，美團在近期科技股升勢中為最受投資者歡迎股份之一，因其今年業績預測及競爭優勢穩固，投資概念清晰。該行對內地消費政策最終改善公司基本面持正面看法。該行維持對該股 “優於大市” 評級，目標價調整至 230 港元。
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