大行評級|大和:內地科技公司中首選為騰訊及攜程 上調美團目標價至160港元
大和發表研究報吿指,在內地科技公司之中,首選為騰訊及攜程,隨後為美團、拼多多及阿里巴巴,並將美團目標價由145港元升至160港元。該行留意到美團及攜程的主要正面因素,認為攜程的酒店業務在今明兩年已準備好進一步提高市佔率,主要催化劑會是國際旅遊業務的收入貢獻上升;而美團的在店商品交易總額在7月及8月錄得按年逾40%的增幅,同時因為較低的騎手成本而致其外賣業務單位經濟改善。
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.