《大行報告》摩通:投資者憂美團-W(03690.HK)本季指引或面臨風險 從百勝中國審慎指引可引證
美團-W(03690.HK)今日(28日)收市後將公布第三季度業績,今日午後沽壓加劇,盤中曾低見100.7元一度下挫7.3%,最新報103.1元跌近5%。摩根大通上周五(24日)發表中國互聯網行業告,估計美團今年第三季業績將符合預期,但料公司第四季指引或面臨風險。
該行估計美團今年第三季營收基本符合預期(該行及市場料公司旗下本地商業收入按年升23%),每股盈利較市場預測有上行風險,然而大多數投資者將關注美團今年第四季指引,鑑於宏觀消費(包括線下本地消費活動)疲軟,預計該指引將保持審慎,百勝中國(09987.HK)等相關企業的審慎指引就證明了這一點。摩通亦表示,美團旗下虧損的社區團購業務指引亦將至關重要。
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