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《大行報告》大摩升UBER(UBER.US)目標價至82美元 評級「增持」
阿思達克 02-14 10:56
摩根士丹利發表報告指,UBER(UBER.US)第四季度業績符合該行預期,第一季度指引則高於預期,共乘服務及送遞服務市場份額均有提升,核心業務及新興業務有增長,用戶使用頻率及新收入來源擴充。該行認為UBER仍然處於多年的執行期,大行指引可能仍然保守,而在保守分析導致股價波動時,或會出現具吸引力的買入時機。 該行又認為,共乘業務的未來增長,仍然是保守投資者關注重點,管理層需要對未來的指引提出更有力的披露,而推動增長的投資額亦屬未知數,另外亦關注送遞業務的增長前景及股本回報,將其目標價由62美元上調至82美元, 評級「增持」。
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