摩根士丹利：三个可行的想法
摩根大通·2024-10-19 02:35
October 13, 2024 10:00 PM GMT M Idea Three in Three | Asia Pacific Three Actionable Ideas Meituan – OW | Reliance Industries – OW | AIA Group – OW OW – Meituan (3690.HK): We raise 2026-28 non-IFRS net profit estimates 15-25% as the government's policy pivot reinforces our conviction for CLC GTV to double over 2024-29. For 3Q24, we see core revenue and operating profit up 19% and 37%, respectively, defying a weak macroenvironment. Reiterate OW, raise PT to HK$215. OW – Reliance Industries (RELI.NS): Cyclical ...