花旗:反壟斷調查結束美團(3690.HK)不確定性消散 維持買入評級
花旗發表研究報吿指,隨着國家市場監管總局對美團的反壟斷調查結束,美團(3690.HK)所面臨的不確定性也將隨之煙消雲散;該行維持其“買入”評級和364港元的目標價。
該行認為,調查的塵埃落定為美團提供稍作喘息的機會。罰款金額相當於美團2020年國內收入的3%,相對符合預期;又預計宏觀環境放緩,本地的外送服務需求強韌。

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