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《大行報告》Jefferies上調美團(03690.HK)目標價至151元 評級「買入」
阿思達克 05-27 10:36
Jefferies發表研究報告,指美團(03690.HK)首季盈利超預期,各業務的收入表現均勝預期,其中食品速遞方面,預期第二季業務量和收入恢復正增長,因有更多品牌餐廳的加入。在線廣告為商家提供的高投資回報率促進了恢復。在店和酒店則需要較長時間恢復。新計劃中的投資回報策略為長期增長鋪路,維持「買入」評級,目標價由134元升至151元。

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