《大行》花旗:Keeta延迟扩张里约热内卢计划 美团(03690.HK)中国业务仍面临激烈竞争

阿斯达克财经
Mar 11

花旗发表研究报告指出,Keeta延迟进军里约热内卢的计划并不令人意外,Keeta将此归因于竞争对手的独家协议较多。该行认为此次挫折,连同裁减200名当地员工,或可对滴滴及iFood等竞争对手带来正面启示,并可能缓解滴滴2026年国际业务EBITDA亏损假设的压力。虽然中东紧张局势持续,但该行认为Keeta在海湾阿拉伯国家合作委员会国家的外卖业务仍具韧性,日活跃用户略有增加。该行相信这可能意味着订单...

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