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《大行報告》高盛:美團(03690.HK)推六措施支持中小企回應當局指引 重申「買入」評級
阿思達克 03-02 14:32
高盛發表報告指,美團(03690.HK)向今年3月到12月對疫情中高風險地區經營困難的中小商戶,推出六項援助措施回應當局指引,包括為合資格的困難商戶推出佣金收費減半優惠,並以每單1元人民幣封頂,對完成費率透明化的困難商戶推佣金收費上限5%等。該行維持對美團的「買入」評級,目標價300元。 高盛預計,美團的行動將幫助商家降低運營成本,提高運營效率,並通過進一步的業務數字化創造更多收入,這與美團在2020年向餐廳提供的「春風行動」類似。 該行透過情景分析評估這些政策對2022年美團外賣單位經濟效益的潛在影響,預計對美團2023年的中長期單位經濟效益軌跡沒有實質性影響。
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