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《大行報告》野村:傾向相信內地當局會讓送餐平臺決定如何支持餐飲企業
阿思達克 02-21 10:03
野村發表研究報告,料內地有關當局不會明確外賣平臺實施普遍降費,認爲利好餐飲商家的收費標準屬暫時性,未來的支持措施或與2020年發佈的類似,其中包括西安、天津等重災區商戶臨時定向降費。 野村認爲,政策未來對美團(3690.HK)盈利能力的最終影響取決於,對餐飲企業的支持措施多少是與財務有關,其時間跨度和將應用於的區域規模,而有多少與財務相關的成本將傳遞給最終客戶,主要是送餐已成爲很多內地市民生活方式中不可缺少的一部分,故適度的價格上漲或削減補貼將不會改變用戶的行爲。該行維持美團「買入」評級,目標價336元。
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