【瑞银:料美团今年外卖订单及单位经济增长稳定】金十数据3月3日讯,瑞银表示,与一位在第三方本地服务机构工作的专家进行了调研,其表示美团(03690.HK)第四季度食品配送订单增长应能稳定在按年升10%,但按季增长有所放缓。展望2025年,专家预计订单增长将稳定在10%。在市场高预期下,美团(03690.HK)当前以2025年预计市盈率18倍交易,瑞银认为其股价在业绩公布前可能进入整固阶段,以待增长前景、骑手社会保险影响以及海外扩张规模的更清晰信息。短期内,面对具有挑战性的宏观环境,该行预计美团将专注于生态系统投资和商户支持。长期来看,该行持续看好美团在渗透率仍低的本地服务领域的护城河优势及其稳健的变现潜力,维持“买入”评级,目标价270港元。
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