大摩：下調美團目標價至360港元，評級增持
7月19日訊，$摩根士丹利(MS)$發表研究報告，維持對美團次季預測，預期收入將按年增長68%，達到415億元人民幣，並預期非通用會計準則下淨虧損將擴大至51億元人民幣，較首季淨虧損48億元人民幣增加。
該行指，預期美團虧損增加主要來自於期內對社區團購業務及冷鏈設備的投資增加所致。大摩預期，次季食品外賣服務收入料達226億元人民幣，即按季及按年增長10%及55%。大摩並將美團2021至2023年外賣業務調整後經營溢利預測下調5%至21%，預期社區團購業務將於2025年達到收支平衡，維持增持評級，目標價由380港元降至360港元。
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- kaikai20·2021-07-19interesting pls like and comment on my post thanks for the heads upLikeReport
- gg0915·2021-07-19ok1Report