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港股異動 | 美團點評漲3.24% 小摩稱其有機會獲快速納入恆指
格隆匯 10-15 11:37
格隆匯10月15日丨美團點評漲3.24%,報90.85港元,成交8.9億港元,總市值5270億港元,躋身為中國第三大互聯網公司。摩通發表的研究報告指,美團點評在去年第四季至今年第三季的市值排名香港上市公司中第15位,根據恆指規則有機會獲快速納入恆指,而下一次恆指季檢將於11月8日收市後公佈結果,並於12月6日收市後生效。該行指出美團是屬於IT行業,相關行業現時在恆指中未有足夠的代表,由於恆指重視行業比例,故認為其納入機會增加。匯豐環球研究上週發表報告,預期美團點評於今年下半年可提升效益、食品速遞業務受惠規模擴大,料近季可再錄得收支平衡,認為公司仍具競爭力,重申“買入”投資評級,對其目標價由95港元上調至111港元。匯豐環球研究認為美團在內地同業中具競爭力,美團在內地廣泛城市具覆蓋,在邊遠城市覆蓋優於餓了麼,指美團基於訂單價值較高和付運速度,有能力向商家收取更多費用。
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