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美團(03690.HK)逆吐5.5%曾低見282.2元 績後遭外資行下調目標價
阿思達克 03-29 10:12
美團-W(03690.HK)全年盈利倍增,但按非國際財務準計,去年末季業績盈轉虧,經調整虧損達14.36億人民幣遜於市場預期,麥格理績後削價至316元,該股今早蒸發上周五彈半成所有升幅,低開逾2%,跌幅曾擴至6.6%低見282.2元,現造285.4元,逆市(恆指倒升127點或近0.5%報28,463)回吐5.5%,為最傷藍籌;成交1,345萬股,涉資38.67億元。

美團上周五收市後公布,去年純利按年升1.1倍至47.08億人民幣(下同),每股盈利81分,維持不派息。期內,總營收按年升近18%至1,147.95億元。

若按非國際財務準則計,美團去年經調整EBITDA按年跌34.7%至47.38億元,經調整溢利淨額按年跌33%至31.21億元符預期。不過,受新業務拖累,單計去年末季業績盈轉虧,經調整虧損達14.36億人民幣遜於市場預期。集團更預計,因加大對新業務投資未來幾季將繼續錄得經營虧損。麥格理及高盛績後分別下調美團目標價至316元及396元,評級分別為「中性」及「買入」。

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