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美團(3690.HK)大漲超9% 反壟斷處罰落地消除負面情緒
格隆匯 10-11 12:07
格隆匯10月11日丨美團(3690.HK)今日跳空高開高走,截至半日收盤漲幅擴大至9.22%報279.6港元,股價創今年7月以來新高,市值1.71萬億港元。市場監管總局上週五(8日)公佈對美團因“二選一”壟斷行為罰款34.42億人民幣,美團的重大不確定性解除.大摩、野村等投行稱罰款數額較此前預期的少,很大程度上消除了投資者的負面情緒。交銀國際稱,反壟斷處罰落地,後續重點關注《行政指導書》提及的對中小餐飲商家的經營支持,對配送員的收入保障及消費者個人信息及隱私保護。小摩稱料美團可能會在未來幾個季度加速推出騎手社會保障福利計劃。一旦美團公佈首批社保福利計劃的政策,投資者應能夠量化對平台利潤率和單位經濟效益的財務影響。根據目前的監管要求,估計向美團所有全職騎手推出社保福利計劃將導致每筆訂單的增量成本低於0.5元人民幣。

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