郭家耀:美團(03690.HK)面對股東潛在減持和京東競爭
港灣家族辦公室業務發展總監郭家耀分析指,美股週一表現向下,美國總統特朗普宣布針對多國對等關稅措施,拖累市場氣氛,三大指數均錄得跌幅收市。美元走勢向好,美國十年期債息回升至4.38厘水平,金價表現向上,油價亦反覆向好。港股預託證券個別發展,預料大市早段缺乏方向。內地股市昨日個別發展,滬綜指先跌後回穩,收市上升不足1點,滬深兩市成交額亦有所縮減。港股好淡爭持,指數未有明顯方向,整體成交亦有所減少。市場關注關稅措施消息,加上未有新催化劑刺激,預料指數將維持於23,500至24,500點水平徘徊。
行業消息
有報道指美團(03690.HK)計劃進軍南美市場,首要目標巴西市場。作為美團股東之一的Naspers行政總裁表示不看好美團國際擴張策略,不排除會減持美團股份。Naspers及旗下Prosus共持有美團2.58億股,以現價計算,總值約320億元。美團若進軍南美市場,將成為Prosus旗下外賣iFood公司的競爭對手,而且Prosus亦持有Foodpanda母企Delivery Hero股份。Naspers行政總裁表示美團在國際市場取得成功的可能性較小,因將面臨激烈競爭,而且要面對過度擴張的風險。雖然美團Keeta在香港及中東首次落地的投資做得很好,但對現今美團計劃二次擴張中東,進入拉丁美洲市場的國際擴張策略缺乏信心。此外,目前Prosus策略是投資有助強化集團生態的公司,因此可能會出售部分或全部美團股份。受相關消息影響,加上與京東的競爭持續,不利美團股價後市表現。
(筆者為證監會持牌人仕,本人及相關人士沒持有上述股份)~
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