《大行報告》富瑞上調美團(03690.HK)目標價至326元 評級「買入」
富瑞發表報告指,對美團(03690.HK)強大的執行力印象深刻。該行考慮到第二季食物外賣以及到店、酒店和旅遊業務的最新趨勢,估計集團外賣業務表現將優於該行之前的預期,主因更高的訂單量增長,及補貼比率下降。至於到店、酒店和旅遊業務的收入估計亦將優於該行預期,主要由於復甦期間的執行力強勁。
富瑞上調美團股份目標價,由323元升至326元,評級維持「買入」,預計集團的新舉措可使基本面有改善。
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