野村:維持美團(3690.HK)“買入”評級,目標價336港元
野村發研報指,14部門引導外賣平台下調餐飲業商户服務費,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户,主要是送餐已成為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户的行為。該行維持美團“買入”評級,目標價336港元。

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