野村:社保覆盖对美团外卖业务单位经济影响可控 重申“买入”评级

观点网
20 Feb

观点网讯:2月20日,野村证券发布研报指出,社保覆盖对美团外卖业务的单位经济影响可控。据了解,野村预计缴纳社保对美团今年外卖业务的单位经济效益和营运利润影响有限。野村分析称,美团可能会采取逐个城市推进的方式实施社保措施,而非一次性全面推行,预计全面推行可能需要3至4年时间。预测显示,2025财年社保覆盖对美团外卖业务单位经济效益的影响可能控制在约5%至7%内。野村重申对美团的“买入”评级,并给予...

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