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富瑞:維持美團“買入”評級 目標價346港元
格隆匯 02-21 13:42

國家發展改革委等部門印發《關於促進服務業領域困難行業恢復發展的若干政策》的通知,其中提出引導外賣等互聯網平台企業進一步下調餐飲業商户服務費標準,對疫情中高風險地區所在的縣級行政區域內的餐飲企業,給予階段性商户服務費優惠。消息拖累美團(3690.HK)股價上週五(18日)急瀉。

富瑞發表研報認為,國家發改委強調的支持措施涵蓋了服務業的多個領域,以帶動疫情後的消費和經濟復甦,涵蓋包括零售和旅遊在內的多個行業,而不只針對外賣行業。美團一直有向商户提供支持,並在2021年升級其業務經營。集團以“零售+科技”為中心,該行對其強大的執行力和於持續擴大市場中滿足不同消費者的需求印象深刻,維持“買入”的評級,目標價346港元。

報吿認為,美團在去年第二季升級其收費結構,為商家提供更好的透明度,並解決國家市場監督管理總局要求的問題和整改,另支持疫情影響較大的中高風險地區。此外,自2020年以來,美團一直在數字化工具和流量等多個方面為商户提供支持。

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