大行評級 | 大摩:看好美團核心業務復甦 目標價180港元
格隆匯5月8日丨大摩發研報指,相信美團(3690.HK)將跟隨整體服務消費和廣吿行業預算復甦。儘管行業面對競爭,但集團較佳的投資回報率和廣吿業務好轉的前景,均預視着美團核心業務的恢復。報吿予“增持”評級,目標價180港元。報吿指,對總體廣吿開支前景非常樂觀,預計90%的廣吿商將會於今年增加廣吿預算。餐飲和消費服務廣吿支出料分別增長10.4%和9.2%旅遊的總交易額(GTV)在3月的前三個星期分別同比恢復至20%和超過75%,預計服務消費的強勁勢頭將持續到第二季度和今年餘下的時間。該股現報133.9港元,總市值8357億港元。

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