《大行报告》麦格理:抖音进军本地服务业务令竞争加剧 美团-W(03690.HK)处守势 关注长期货币化潜力或受限
麦格理发表研究报告指,市场似乎担心抖音进军本地服务业务令竞争加剧,令美团-W(03690.HK)的市场份额前景处守势,惟该行认为,本地服务业的市场渗透率仍然很低,对于多个参与者而言,仍有足够的扩张空间。但相比品牌而言,零售盈利能力较弱,故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220元,评级为「跑赢大市」。(ca/u)
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