港股異動 | 美團點評漲逾3% 機構指其估值已接近“絕對底部”
格隆匯1月31日丨美團點評(3690.HK)現報99.85港元,漲3.1%,暫成交19.7億港元,最新總市值5805億港元。
據悉,美團外賣近日發佈業內首個《無接觸配送服務規範》,並已向中國貿促會商業行業委員會申請了該標準的企業標準轉團體標準,目前正在立項推進中。
中信建投證券日前發研報指,受新型冠狀病毒肺炎疫情影響,美團近期回調較快。整體上看,到店酒旅業務在美團的業務矩陣中雖受到較大沖擊,但由於其收入佔比並非頭部,且疫情的結束有望迎來出行大幅上升期,認為該板塊受到的衝擊存在但有限。
美團提出“無接觸配送”服務概念,功能齊全的取餐櫃對於消費者實際上能夠形成沉沒成本,進一步爭奪市場用户,提升用户粘性。繼續維持原有的目標價128港元,給予“買入”評級。從估值角度來看,當前美團已經接近“絕對底部”,給予重點推薦。
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