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《大行報告》大摩:美團(03690.HK)基本面復原能力優於同業 重申為行業首選
阿思達克 09-28 10:50
摩根士丹利發表研究報告指,疫情下美團(03690.HK)的基本面仍然比同行更具彈性。集團正進行成本優化,重申集團為行業首選,維持目標價240元及「增持」評級。 該行表示,受惠於外賣業務量按年增長17%,及IHT(到店、酒店及旅遊)業務收入增長14%,維持對集團第三季度核心本地商務收入的預測,預計將達464億元人民幣,按年增長25%。該行正等待更清晰的疫情路線圖,以推動集團錄得更好增長。該行認為,集團未來3年的潛在市值為3,500億美元,即以最樂觀的情況計算,每股達450元。
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