大和:料疫情後線上食物零售交易增 有利美團(3690.HK)長遠發展
大和總研發表研究報告指,美團點評(3690.HK)今年首季業績勝預期。雖然新冠肺炎疫情對外賣服務交易用户造成不利影響,但對平均食物的訂單價值增加感到驚喜,故毛利率勝預期,相信受惠於封城令家庭下單數目大增。酒店預訂業務方面,大和認為會在第二季繼續受影響,但預期會回覆盈利能力,下半年更會進一步改善盈利。料在疫情後,線上食物零售板塊在需求及供應的數碼化會提升,有助美團長遠的市場份額及盈利能力。予其買入投資評級。

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