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研报掘金|中金:上调美团目标价至177港元 上调2024年经调整盈测

Gelonghui Finance ·  Dec 2, 2024 03:58

格隆汇12月2日|中金发表报告指,美团第三季收入按年增长22%至935.8亿元,超市场预期1.7%;经调整净利润128.3亿元,超市场预期10.1%,经调整净利率为13.7%,主要受益于核心本地商业利润超预期和新业务减亏幅度超预期。报告指,美团第三季新业务收按年增29%至242亿元,营业亏损同环比均缩窄至10亿元,优于预期,主要受益于美团优选持续减亏及其他新业务盈利。该行预期第四季新业务按年增22%至226.8亿元,核心本地商业收入按年增18%至650亿元。同时该行上调2024年经调整净利润预测4%至450亿元,主要考虑核心本地生活经营利润超预期。该行维持对其“跑赢行业”评级,上调目标价21%至177港元。

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