美團-W(03690.HK)績前挫逾4%創52周低 市場估上季non-IFRS純利升最多61.5%
美團-W(03690.HK)今日(28日)收市後將公布第三季度業績,該股三連跌,今早高開0.6%報109.3元後,轉勢倒跌,午後跌見103.6元創52周低;現報103.9元,跌4.3%,成交2,259.32萬股,涉資23.89億元。
雖然美團外賣單量或受到宏觀經濟及補貼措施的影響,但受暑假期間季節性出行、騎手成本改善(騎手供給充沛帶來成本優化)、到店業務增長及相關營運溢利率或達30%至35%的市場預測上限水平所支持,本網綜合8間券商預測,美團非國際財務報告準則(non-IFRS)經調整溢利料介乎48.23億至56.95億元人民幣(下同),較2022年第三季35.27億元,按年增加36.7%至61.5%。中位數49.29億元,按年增加40%。
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