《大行報告》大摩上調美團(03690.HK)目標價至230元 評級「增持」惟剔出首選名單
摩根士丹利發表報告指,美團(03690.HK)是內地重開的受惠人士,並對集團長期盈利前景保持不變,該行表示,隨著公司核心業務盈利能力改善及採取新措施優化成本,公司將會有強勁的增長表現。
該行表示,美團進入的門檻相對較高,加上其2022年至25年的核心收入複合年增長率為28%,以及強大的管理執行力,故該行繼續看好美團在本地服務市場的領先地位。惟該行表示,將美團剔出首選名單,主要是考慮到其估值相對較高、抖音加入商店的競爭,以及近期騰訊(00700.HK)配股後潛在股東拋售的陰霾未解決。
該行將美團目標價由180元上調至230元,並維持其評級為「增持」。(ca/k)
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