美團(03690.HK)續挫7.5% 第三季盈轉蝕遭券商削價
美團-W(03690.HK)第三季扭盈為虧,匯豐研究及花旗績後削美團目標價至分別325元及342元,但維持「買入」評級。該股承上周五失守50天線勢,今早裂口低開8.8%報240.4元失守百天線(254.3元)獲承接,曾回升至248.4元,現報243.8元,續挫7.5%,為最傷藍籌及科指(由低位6,081轉為倒升0.2%報6,167)成份股,成交增至3,091萬股。
美團上周五收市後公布,今年第三季業績盈轉蝕99.94億人民幣(下同),遜於市場預期,去年同期賺63.21億元。期內,總營收按年升約38%至488.29億元,其中餐飲外賣收入按年升28%至264.85億元;新業務及其他收入按年升近67%至137.23億元。
按非國際財務報告準則計算,美團第三季經調整虧損55.27億元(略超本網綜合12間券商預測中位數蝕54.65億元),扭轉去年同期錄得溢利20.55億元。期內,經調整EBITDA虧損40.62億元,扭轉上年同期呈溢利26.75億元;經營虧損101.03億元,扭轉去年同期經營溢利67.24億元。
南非出現較Delta傳播力更快及對現有疫苗有抵抗力的已被世衛命名為Omicron的新變種病毒株,引發市場恐慌,投資者拋售股票等風險資產,油價上周五全面瀉約12%-13%,歐洲主要股市上周五瀉近3.7%-5%;美股三大指數於感恩節翌日「黑色星期五」僅半日市齊挫逾2%,道指曾瀉逾千點,反映市場恐慌情緒VIX指數飆54%收28.62創9個月高。不過,美股期貨全面回升0.7%-1.2%,道指彈力最弱,報35,107,回升249點或0.7%。亞太區股市繼上周五下跌後,今早繼續受壓,但除上周五沽壓較小的越南及菲股分別追挫1.6%及2.5%,報1,469及7,095外,餘下低位見承接,其中日經承上周五急吐2.5%勢,今早曾續跌逾400點至28,335獲承接,掉頭曾倒升高見28,776,半日收28,746,僅續跌5點。港股今早續跌208點低見23,871獲承接,曾倒升高見24,134,現報23,964,續跌115點或0.5%。
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