《股市简讯》中国外卖巨头美团挫逾2%,花旗将下调目标价但维持“买入”

路透中文
Aug 06
《股市简讯》中国外卖巨头<a href="https://laohu8.com/S/MPNGY">美团</a>挫逾2%,<a href="https://laohu8.com/S/C">花旗</a>将下调目标价但维持“买入”

* 中国外卖和本地生活服务巨头--美团3690.HK周三一度挫2.1%,在盈利预测调整后,花旗小幅下调目标价,但仍维持“买入”评级。

* 恒生科技指数.HSTECH持平。

* 花旗周二发布研报称,近期监管警示及行业促销力度有所缓和,尽管三季度可能成为外卖竞争强度峰值,但花旗对即时零售领域持谨慎态度,尤其考虑到四季度购物节期间折扣/补贴可能集中投向即时零售/闪购板块,或进一步压制盈利前景。

随着Keeta近期向沙特阿拉伯更多城市扩张并持续筹备进军其他海湾国家及巴西,他们认为美团短期内收缩海外扩张计划的可能性较低。盈利预测调整后,将美团的分类加总估值(SOTP)目标价微调至188港元(原192港元)。维持"买入"评级,相信美团将通过高效执行应对短期盈利波动。(完)

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(发稿 宿泱韫; 审校 杨淑祯)

((jenny.su@thomsonreuters.com; 86-10-56692102;))

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