《大行報告》高盛引述美團(03690.HK)冀「美團優選」未來數年爭4億新用戶 料長期利潤可與外賣業務相當
高盛發表報告表示,昨日為美團(03690.HK)管理層舉行了一場投資者會議,引述美團管理層預期將鞏固公司核心業務(包括外賣、到店、酒店及旅遊)在行業的領導地位,並會全力配合內地監管部門的要求,公司指今年首季期間一半新增用戶來自「美團優選」(該業務累積客戶已逾1億),稱會繼續投資「美團優選」,以捕捉未來市場機遇。該行重申對美團「買入」投資評級及目標價364元。
該行指,美團管理層料「美團優選」未來數年冀爭取3億至4億新交易用戶,認為該業務的長期而言潛在的利潤規模,可以與外賣業務相當。而高盛引述美團管理層估計「美團優選」產品平均售價在未來數季將會逐步改善。
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