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《藍籌業績》美團(03690.HK)上半年非國際財務準則經調整虧損淨額61.1億人幣 勝預期
阿思達克 08-30 16:53
美團(03690.HK)公布截至今年6月底止中期業績,按非國際財務報告準則經調整虧損淨額61.09億人民幣(下同),去年同期錄25.02億元淨利,勝預期。(本網綜合9間券商預測美團2021年上半年非國際財務報告準則經調整虧損淨額料介乎66.29億至86.92億元)。期內經調整EBITDA虧損36.23億元,去年同期錄EBITDA溢利26.52億元。盈轉虧蝕82.05億元,上年同期賺6.31億元;每股虧損1.38元。不派息。 上半年美團收入807.75億元,按年升94.8%,屬市場預期上限,當中餐飲外賣收入升81.8%至437億元,到店、酒店及旅遊收入升98.8%至151.87億元,新業務及其他收入升123.3%至218.88億元。 截至6月底止十二個月集團交易用戶數目為6.28億家,按年升37.4%,活躍商家數目770萬戶,按年升23.5%,每位交易用戶平均每年交易筆數32.8筆,按年升27.8%。 單計第二季度美團收入升77%至437.59億元,期內按非國際財務報告準則計量經調整虧損22.17億元,去年同期為27.18億元經調整溢利。上半年經調整EBITDA虧損12.4億元,去年同期錄EBITDA溢利26.1億元。 次季美團餐飲外賣交易金額按年升59.5%至1,736.03億元,餐飲外賣交易筆數升58.9%至35.41億宗,國內酒店間夜量升80.5%至1.41億。
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