Nomura: Raises Meituan's target price to HKD 235, reiterates "Buy" rating

智通财经
2024.10.07 09:12
大和发表研究报告指，美团的食品外卖及本地服务业务应可从消费复苏中得益，近期股价跑赢市场令其估值较同业更高。该行重申对公司评级 “买入”，目标价由 160 港元升至 235 港元。 大和调高美团明年至 2026 年的收入预测 2%，考虑到经营杠杆，也上调其对美团明年至 2026 年的每股盈利预测介于 3% 至 5%。该行补充，美团现估值相当于预测明年市盈率 20 倍，市盈增长率仅 0.6 倍。倘本地商业服务竞争格局进一步稳定，则有望驱动估值重评。如果内地刺激消费国策明年见效，则该行对美团明年预测有向上修订空间。
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