美團-W(03690.HK)初段挫5% 中績扭虧惟預警本季外賣增長或放緩
美團-W(03690.HK)中績扭虧為盈,惟今早(25日)低開逾3%後,初段跌幅擴至5%,報133元。成交量690萬股,涉資9.4億元。
美團昨收市後公布,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。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。
不過首席執行官王興在分析員會議上表示,預計第三季外賣增長或略為放緩,主要受累於宏觀經濟以及極端天氣造成短期阻力。
王興表示,內地經濟觀負面影響只屬暫時性,而外賣亦是可負擔的支出,平均定單金額僅為30至40元,美團亦正積極適應消費能力轉變,將推出更多高質素低價產品,例如可開拓下午茶、咖啡及零食等常規三餐之外的消費場景。(mn-ha/da)~
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