瑞信:維持美團(3690.HK)優於大市評級 目標價374港元
瑞信發表研究報吿指,美團(3690.HK)4月-5月份外賣訂單量按年升約70%,而6月的升幅則有所放緩,主要由於高基數及廣東疫情再度爆發。該行維持其優於大市評級,目標價374港元。
瑞信指,社區團購的訂單量在6月見按月改善,公司持續聚焦於單位經濟改善,不過在冷凍鏈投資加大後,第二季的單位經濟改善將減慢。該行續指,雖然美團或會因監管帶來不確定性,不過該公司有強大的執行能力、變現潛力及本地服務發展空間。

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