《大行》中金维持美团(03690.HK)“跑赢行业”评级 料Keeta于巴西推行精细化营运

阿斯达克财经
Feb 25

中金发表研报指,去年滴滴(DIDIY.US)  旗下99Food及美团(03690.HK) Keeta先后进军巴西外卖市场,打破当地企业iFood独大的局面,引发市场关注,预期两个品牌将采取差异化竞争策略,所掀起的价格战将推动巴西外卖渗透率提升,目前估算巴西外卖市场规模有望从2024年的187亿美元,提升至2028年的333亿美元,渗透率则由18.7%升至28.5%。中金指出,99Food依托出行...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10