摩通升美团点评(3690.HK)目标价至85港元评级“增持”
摩根大通发表研究报告指,虽然并不认为美团点评(03690.HK)第二季强劲业绩代表财务转势及利润率持续改善的前奏,但相信业绩反映了食物配送市场规模扩大,将降低每个订单的配送成本;以及管理层开始将专注力转移至注重成本和投资回报。

与中国的快递市场类似,该行认为食物配送市场的长期竞争优势之一是规模,能够为降低成本铺路。该行认为公司下半年盈利倾向有上行风险,公司基本优势改善将继续带动股价上升,维持该股“增持”评级,目标价由75港元升至85港元。
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