You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級|瑞銀:維持對美團“買入”評級及目標價158港元 作為行業領導者具有吸引力
格隆匯 07-25 14:11

瑞銀髮表報吿表示,更好到業務競爭格局應該會為美團帶來高彈性且可見的未來盈利潛力,這來自於GTV成長(從抖音中奪回市場份額)、收入重新加速,和營運毛利率恢復(2024年第一季為31%,2022年為46%)。美團目前預測2025市盈率13倍,該行認為其作為行業領導者具有吸引力,維持對美團“買入”評級及目標價158港元。該行認為,透過本地服務代理行業渠道瞭解,美團與抖音在到店市場的競爭持續回穩,更理性的競爭格局應該有利於美團。

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.
uSMART
Wealth Growth Made Easy
Open Account