摩根士丹利：維持美團增持評級，管理層對疫後復甦趨勢維持正面

美港電訊
2022.06.09 06:51
6 月 9 日訊，大摩發研報指，美團管理層表示對疫情後的復甦趨勢維持正面看法，核心業務目標保持不變。大摩預計，對比去年同期高基數，美團 Q2 外賣餐飲業務訂單量將持平，對外送業務的單位收益預測保持不變。該行預期在補貼控制措施下，外送業務經營利潤率可錄得按年改善，未來補貼水平或有進一步降低空間。建議投資者放眼短期挑戰以外展望，該行對其長遠前景維持建設性看法，維持目標價 240 港元。
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