美团(03690.HK)逆吐5.5%曾低见282.2元 绩後遭外资行下调目标价
美团-W(03690.HK)全年盈利倍增,但按非国际财务准计,去年末季业绩盈转亏,经调整亏损达14.36亿人民币逊於市场预期,麦格理绩後削价至316元,该股今早蒸发上周五弹半成所有升幅,低开逾2%,跌幅曾扩至6.6%低见282.2元,现造285.4元,逆市(恒指倒升127点或近0.5%报28,463)回吐5.5%,为最伤蓝筹;成交1,345万股,涉资38.67亿元。
美团上周五收市後公布,去年纯利按年升1.1倍至47.08亿人民币(下同),每股盈利81分,维持不派息。期内,总营收按年升近18%至1,147.95亿元。
若按非国际财务准则计,美团去年经调整EBITDA按年跌34.7%至47.38亿元,经调整溢利净额按年跌33%至31.21亿元符预期。不过,受新业务拖累,单计去年末季业绩盈转亏,经调整亏损达14.36亿人民币逊於市场预期。集团更预计,因加大对新业务投资未来几季将继续录得经营亏损。麦格理及高盛绩後分别下调美团目标价至316元及396元,评级分别为「中性」及「买入」。
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