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《大行報告》大摩:美團(03690.HK)擴大服務矩陣 料美團優選2024年達收支平衡
阿思達克 05-20 11:43
摩根士丹利昨發表報告表示,美團(03690.HK)是中國領先的在線食品配送和本地服務平台,利用科技將消費者與商家聯繫起來。 在「零售+科技」的企業戰略下,公司一直在擴大商品和服務矩陣,並提高服務質素。 在新業務方面,該行估計美團旗下「美團優選」可於2024年達收支平衡,估計至2025年商品交易總額(GMV)達到3.5億至4億人民幣及總交易額(GTV)毛利率為1%、及料其長期GTV毛利率可達2%;估計美團閃購可於2023年達收支平衡,至2025年日均訂單達1,000萬及平均訂單價值(AOV)超過100元人民幣;估計美團買菜(Meituan Grocery)於2025年可達收支平衡;料快驢進貨業務可於2024年至2025年達收支平衡。 大摩於本周二(17日)曾發表的報告,給予美團「增持」評級,目標價為240元。(wl/u) ~
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