《大行报告》摩通引述美团(03690.HK)料第二季外卖订单或回复按年增长
摩根大通发表报告表示,引述美团点评(03690.HK)管理层透露,外卖业务较到店业务复苏得快,料外卖业务於今年第二季会回复正增长;但店内交易恢复缓慢且面临更多挑战,包括进一步的社会疏离措施带来的风险,可能会导致越来越多的商家关闭。
该行指,美团之外卖及到店业务之变现能力短期内会受到商家之措施所影响,由於前景未明朗,公司目前尚未决定其投资步伐。该行称,即使美团短期内盈利能力转弱,但对其长期线上扩张及改善盈利能力有信心。因此维持其目标价为120元及「增持」评级。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.