《大行報告》招銀國際:內地本地生活GMV在長假期間強勁增長 重申美團「買入」評級
美團-W(03690.HK)今早股價造好,最新報112.9元上升3.7%。招銀國際發表報告表示,今年國慶及中秋節整體旅遊業相較2019年呈現溫和成長趨勢,因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。內地本地生活商品交易總額(GMV)在假期期間維持強勁增長趨勢,主因強勁的線下流量及美團-W(03690.HK)與其競爭對手進一步提高線上滲透率所做的投入。公司基本面修復及短期估價較低,該行重申對美團「買入」投資評級。
據美團早前公布,今年長假期間(截至2023年10月5日),與2019年同期相比,其平台服務零售業務日均總交易額(GTV)成長153%(2019-2023年複合年增長率為26%),到店餐飲業務的GTV成長254%(2019年至2023年複合年增長率為37%)。美團服務零售業務的初階段GTV成長數據基本上符合該行對其今年第四季預期,顯示線上滲透率持續成長。(wl/k)
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