大行評級|花旗:重申美團“買入”評級 對其快速滲透步伐看法正面
花旗發表報吿指出,美團旗下Keeta繼於去年9及10月進軍沙特利雅德等兩個城市後,再於今年1月1及6日落户沙特的吉達及麥加。根據其擴展速度,該行認為可能表明其於利雅德的表現達到或超過預期。此外,美團亦準備將旗下小象超市業務擴展至海外,而沙特將成為其首個目標市場。考慮到美團在海外業務方面的豐富經驗,以及管理層對於海外擴展的謹慎態度,該行相信整體對利潤率的拖累可控。另外,該行對美團快速滲透步伐看法正面,並預料公司今年市場份額增長顯著。該行重申對美團“買入”評級,目標價為203港元。
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