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

智通财经
2024.10.16 06:40
海通国际发表报告，调整对美团第三季业绩预测，预计季内收入按年升 21% 至 922 亿元，符合市场共识的 919 亿元。经调整净利润料为 134 亿元，高于市场共识 118 亿元 14%。该行枓美团季内核心收入按年升 19.2% 至 688 亿元，经营溢利料为 136 亿元，经营溢利率料为 19.8%。新业务收入料为 235 亿元，符合市场共识，亏损料为 18 亿元，对比去年同季的 51 亿元亏损。报告指，美团在近期科技股升势中为最受投资者欢迎股份之一，因其今年业绩预测及竞争优势稳固，投资概念清晰。该行对内地消费政策最终改善公司基本面持正面看法。该行维持对该股 “优于大市” 评级，目标价调整至 230 港元。
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