《大行報告》花旗升UBER(UBER.US)目標價至83美元 評級「買入」
花旗發表研報指,Uber(UBER.US)公布去年第四季業績及今年首季度指引,均好過市場預期,主要受惠於期內平台每月活躍用戶達到1.5億人、司機達到680萬人及商戶規模效應,推動核心的出行及配送業務表現向好。
該行認為,去年第四季業績增長趨勢料延續,公司在平台定製化投資有助提高用戶使用率,同時利潤率預期亦將繼續提升,看好Uber One會員制、英國配送業務等發展,並期待管理層會透露更多增長戰略、盈利前景及資本分配計劃細節。
花旗繼續將Uber列為互聯網行業首選,重申「買入」評級,並將目標價由75美元上調至83美元。
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