大行每日評級 | 瑞信料美團單位騎手成本將升1成
今日看點
1.瑞信維持美團(03690)“跑贏大市”評級及目標價410港元,該行認爲美團可以通過優化騎手組合及透過削減補貼以減輕成本上升的影響,續喜愛美團的強大執行力,並對公司在內地服務領域的長期發展前景具信心;麥格理對美團的目標價316港元維持預測不變,予中性投資評級,該行指國家市監局對公司反壟斷的調查尚未得到解決,估計將會利淡美團股價。
2.大和將安踏體育(02020)目標價由154港元升6.8%至164.5港元,維持“買入”評級,公司首季增長強勁,並且該公司計劃推出更高端產品,以捕捉全球品牌的溢出需求,以及發展國產系列,同時也會利用代言及網絡如快手-W、抖音等宣傳。
【安踏支持20倍槓桿日內交易】
3.美國銀行首次覆蓋圖森未來(TSP),予“買入”評級,目標價51美元,預計圖森未來將於2024年與Navistar量產無人駕駛卡車,並於2027年實現業務全面增長。
4.Oppenheimer首次覆蓋Coinbase Global(COIN),予“跑贏大盤”評級,目標價434美元,分析師對公司的商業模式持積極的看法,包括該公司擁有充裕的流動資金和強大的網絡效應、注重與客戶建立信任的監管合規性、作爲安全交易平臺的強大品牌效應以及“推動貨幣化良性循環的創新平臺”。

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