《藍籌業績》美團-W(03690.HK)上半年扭虧賺80.46億人幣 經調整溢利131.5億人幣均勝預期
美團-W(03690.HK)公布,截至今年6月底止上半年扭虧轉盈,錄得純利80.46億元人民幣(下同),遠高於本網綜合5間券商預測區間介乎40.98億至62.1億元的上限水平,上年同期蝕68.19億元。每股基本盈利1.3元,不派中期息。
按非國際財務報告準則計算,中期錄得經調整溢利131.51億元,同樣高於本網綜合8間券商預測區間介乎92.76億至108.98億元的上限水平,對比去年同期經調整虧損淨額15.28億元。
非國際財報準則下經調整EBITDA為139.44億元,按年升6.1倍。中期經營溢利錄82.99億元,而上年同期錄經營虧損60.77億元。
美團上半年收入按年增長30.2%至1,265.82億元,當中核心本地商業及新業務收入分別達到940.85億及324.97億元,按年增長32.6%及23.8%。公司透露,光年之外收購交易已於今年8月完成,已支付代價約16.75億元。
單計第二季,美團收入錄679.65億元,按年升33.4%。期內錄溢利46.89億元,而去年第二季錄得期內虧損11.16億元。非國際財務報告準則計量經調整溢利淨額為76.6億元,按年升2.72倍。
截至6月底止季度集團即時配送交易逾54億宗,按年升31.6%。次季美團閃購日訂單量峰值再次突破1,100萬;次季到店、酒店及旅遊業務交易額亦按年升1.2倍,年活躍商家數及年交易用戶數均創新高。
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