港股異動 | 美團-W漲超5%,下週一進入恆生指數,多家機構唱好
uSMART盈立智投12月4日消息,被業績殺跌幾天後,美團-W出現反彈行情,截至14:07分,漲5.51%,消息面上,美團、安踏、百威亞太下週一正式進入恆生指數。
【美團-W目前支持10倍槓桿日內交易】
美團於11月30日公佈Q3業績顯示,收入按年升28.8%至354億元;經調整EBIT(息稅前利潤)按年升4.5%至15億元。
多家機構唱好
業績公佈後,獲里昂和大和看高至350港元,獲野村和瑞信分別看高至342港元和340港元。
傑富瑞發表報告表示,參與了美團與機構投資者的會議,該行引述美團管理層指外賣業務規模效益及投資回報率(ROI)持續改善;到店業務復甦強勁、酒店業務亦回覆至按年正增長水平;拓展雜貨業務是一個巨大的市場,有多個參與者可以捕捉趨勢;強大的品牌及技術支持是公司內地二線城市及線下雜貨業務核心競爭力。
該行指,美團外賣業務保持強勁的趨勢,隨着效益規模不斷增加,業務保持了強勁勢頭,每月的交易用戶和購買頻率達到較高的平均訂單價值(AOV)。公司於今年第三季度,會員數目達4,500萬,約佔訂單的45-50%。
傑富瑞指,內地雜貨零售市場潛力巨大,美團優選是迄今爲止最有效的方法進入內地較偏遠的城市,公司具強大線下能力包括團隊負責人,倉庫和其他第三方的管理服務供應商。
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