《大行報告》高盛降美團-W(03690.HK)目標價至215元 評級「買入」
高盛發表報告,指投資者對美團-W(03690.HK)的情緒受到騰訊(00700.HK)下月實物分派及來自抖音的潛在競爭加劇所影響,該行相信,相對到店板塊,美團送餐領導地位所受影響較小,因美團具廣泛餐廳覆蓋、一羣目標爲本的忠誠客戶羣,以及其1P騎手網絡。
該行認爲市場已反映美團到店板塊市佔流失,但過度憂慮其送餐業務前景,並忽略了美團其他業務和資產負債表呈淨現金狀態。該行重申予「買入」評級,目標價由238元降至215元。
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