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大和:重申對美團(3690.HK)買入評級 目標價升至130港元
格隆匯 03-31 12:40

大和總研發表研究報告指,美團點評(3690.HK)去年核心業務的優勢持續,新業務板塊亦有正面驚喜,去年第四季業績強勁,加上今年首季虧損優於預期,數字化發展可推動長期增長。該行重申其“買入”評級,將目標價由125港元上調至130港元。

大和指,受新型冠狀病毒疫情影響,集團管理層對今年首季前景表示保守,其外賣配送業務在下半年可能會因其效率提高而進一步獲利。該行預期,預計在線食品零售將實現更高的數字化,以增強美團的市場份額和盈利能力。

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