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美團(03690.HK)逆市曾續漲半成 中績勝預期獲摩通及高盛升價
阿思達克 08-29 10:59
聯儲局主席鮑威爾上周五於Jackson Hole全球央行年會上「放鷹」撐進取加息抗通脹,並指利率將維持高水平一段時間。美股繼上周五全面低收急吐3%-3.9%後,期貨曾全面續跌1%-1.7%,現跌幅收窄至0.7%-1.1%,上周五瀉逾千點道指期貨最低見31,926,現報32,044,續跌219點或0.7%;上周五沽壓最大的納指一百期貨最低見12,401,現報12,479,續跌1.1%。亞太股市除大馬反覆續升0.4%外,全部向下,尤其是韓台澳日股急吐2.1%-2.8%。 中美確認已就審計要求達成合作協議。恆指由逾三個月低位連續兩天反彈累漲近4.7%後,今早於期結前夕,在科指、金融、公用及地產分類指數跌1.3%-1.6%拖累,最多回吐280點,低見19,889獲承接,曾回升至20,054,現報19,971,回吐198點或1%,總成交額422億元。 藍籌美團(03690.HK)中績虧損按年收窄約17%勝預期,單計次季更錄得經調整溢利20.58億人民幣(上年同期虧損22.17億人民幣)。摩通及高盛績後升美團目標價至260元及275元,重申「增持」及「買入」評級。該股三連漲,今早逆市曾漲5%高見191元,現報187.9元,續升3.3%,股價重越50天線(185.1元),成交增至2,953萬股。 美團上周五收市後公布,中期虧損按年收窄約17%至68.19億元人民幣(下同),少於預期中位數虧損90.34億元;每股虧損1.11元,總收入按年升逾20%至972.07億元(其中次季收入佔509.38億元)。 非國際會計準則下,美團經調整中期虧損按年收窄約75%至15.29億元(遠少於券商預期中位數虧損55.86億元);單計次季經調整溢利20.58億元,扭轉去年同期虧損22.17億元。
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