美团(03690.HK)续涨9%再破顶 季绩胜预期获多间券商升目标价
美团点评-W(03690.HK)季绩胜预期,尤其是新业务及其他收入按年升4.9%,美银绩後升美团目标价至143元及重申「买入」评级,花旗及招银国际也将美团目标价分别上调24%至145元及22.5%至147元。该股继昨天续吐至116.1元接近20天线(115.1元)获承接倒升6%後,今早股价升破上周四所创上市高位131.4元,最高见138元,现造137.11元,续涨9%,成交已达2,630万股,涉资35亿元。
美团公布,今年首季亏损按年扩大10%至15.78亿人民币(下同),但仍少於市场预期蚀16.41亿元及本网站综合4间券商预测中位数亏损16.6亿元。期内,总收入按年减少12.6%至167.54亿元,高於市场预期161.14亿元,其中餐饮外卖收入按年仅跌11.4%至94.9亿元,新业务及其他收入按年更升4.9%至41.68亿元。
若按非通用会计准则计算,美团首季经调整EBITDA按年跌91%至4,131万元,经调整亏损净额按年收窄至79.4%至2.16亿元,优於市场预期。
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