大摩:美团明年有望升至300港元最牛目标 盈利增长快

格隆汇
14 Nov 2024

摩根士丹利发表报告指,美团(3690.HK)是该行所覆盖的中国互联网股票中,经营利润年复合增长最快的公司,维持“增持”评级及目标价215港元,并上调明年最牛情境目标价至300港元(原先为290港元)。大摩指,美团以2024至2026年平均经营业绩复合年增长率36%逆重力而上。在该行的基本情境下,美团是中国互联网覆盖中最快的,公司抓住了2万亿的零售机会,包括到2030年,经营利润增量为200亿元,...

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