大行評級丨交銀國際:維持美團買入評級,目標價165港元
交銀國際就美團-W(3690.HK)發佈研報稱,該公司7月因行業補貼戰單日峯值超1.2億,預計3季度日單均值約7500萬,同比增速11-12%。預計3季度補貼戰雖會導致CLC(核心本地商業)利潤降9%,但長期來看,美團仍在行業中具有領先優勢,有較大概率維持市場佔有率,仍具有運營利潤持平可能性。維持美團“買入”評級,給予目標價165港元。
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