大行評級|招銀國際:本地GMV假期維持強勁增長趨勢 重申攜程和美團“買入”評級
招銀國際發表報吿指,今年國慶和中秋節整體旅遊業相較2019年呈現温和成長趨勢。由於越來越多消費者願意為優質服務和體驗付費,消費分級的趨勢在假期期間持續。本地生活商品交易總額(GMV)在假期期間維持強勁增長趨勢,主因強勁的離線流量及美團與其競爭對為進一步提高在線滲透率所做的投入。在基本面修復及短期估價較低的支撐下,該行重申攜程和美團的“買入”評級,長期估值的結構性重估仍將取決於競爭格局的演變、宏觀經濟與消費復甦幅度,及市場流動性的改善。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.