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大行評級 | 高盛:維持美團-W(3690.HK)買入評級 目標價275港元
格隆匯 08-31 17:05
格隆匯8月31日丨高盛發表報告表示,昨晚美團-W(3690.HK)舉行投資者會議,管理層透露7月及8月營運趨勢令人鼓舞,8月份外賣每日訂單量恢復到逾20%增長,料9月外賣每日訂單量可維持約20%增長。 美團管理層指重申公司長期第一個目標至2025年每天外賣訂單達到1億份,爭取每筆訂單的息稅前利潤爲1元人民幣,意味着外賣總交易額(GTV)利潤率爲2%,對比全球同業目標爲中間個位數,第二個目標是至2025年“美團閃購”每日1,000萬個訂單,從長遠來看,單位經濟至少與送餐相似,第三目標是到店、酒店及旅遊業務的未來五年的收入複合年增長率爲25%。 高盛表示,維持對美團“買入”評級及目標價275港元。
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