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美團(03690.HK)續漲9%再破頂 季績勝預期獲多間券商升目標價
阿思達克 05-26 10:40
美團點評-W(03690.HK)季績勝預期,尤其是新業務及其他收入按年升4.9%,美銀績後升美團目標價至143元及重申「買入」評級,花旗及招銀國際也將美團目標價分別上調24%至145元及22.5%至147元。該股繼昨天續吐至116.1元接近20天線(115.1元)獲承接倒升6%後,今早股價升破上周四所創上市高位131.4元,最高見138元,現造137.11元,續漲9%,成交已達2,630萬股,涉資35億元。

美團公布,今年首季虧損按年擴大10%至15.78億人民幣(下同),但仍少於市場預期蝕16.41億元及本網站綜合4間券商預測中位數虧損16.6億元。期內,總收入按年減少12.6%至167.54億元,高於市場預期161.14億元,其中餐飲外賣收入按年僅跌11.4%至94.9億元,新業務及其他收入按年更升4.9%至41.68億元。

若按非通用會計準則計算,美團首季經調整EBITDA按年跌91%至4,131萬元,經調整虧損淨額按年收窄至79.4%至2.16億元,優於市場預期。

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