大行評級|花旗:維持美團“買入”評級 Deliveroo撤出香港後Keeta市場份額可提升
花旗發表研報指,外送平台Deliveroo宣佈退出香港市場,並將將部分資產出售予DeliveryHero旗下Foodpanda,考慮到美團Keeta在港營運不足兩年,主要市場參與者退出競爭時間較該行預期早。花旗認為,香港外送行業將成為雙頭壟斷市場,Deliveroo目前的市場份額可能會由Keeta及Foodpanda瓜分,而當中Keeta很有可能取得更多新增市場份額,收窄與Foodpanda之間的差距,未來幾個月基本上可能會形成50/50的市場分割局面。該行指,鑑於Keeta近期推出了優惠套餐,相信有助改善營運資金,刺激訂單頻率提升,並增加用户忠誠度,又相信香港經營策略和經驗可以複製到新拓展的中東市場,對美團維持“買入”評級,目標價200港元。
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.