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美團(03690.HK)美國預託證券股價挫逾一成 券商料溢利率受壓
阿思達克 11-29 08:55
美團-W(03690.HK)昨日(28日)港股收市後公布第三季業績。該股在美國預託證券股價急跌10.8%報24.8美元。美團公布,董事會於昨日(11月28日)決議,自周五(12月1日)起,根據6月30日舉行之股東周年大會上,股東通過的股份購回授權,不時在公開市場購回總金額不超過10億美元的公司股份。 美團截至9月底止第三季純利按年升1.95倍至35.93億元人民幣,高於本網綜合3間券商預測上限的35.02億元人民幣。按非國際財務報告準則,經調整溢利按年升62%至57.27億元人民幣,高於本網綜合8間券商預測上限的56.95億元人民幣;經調整EBITDA按年增29%至61.89億元人民幣。期內收入按年升22%至764.67億元人民幣。 高盛預計美團第四季經營利率疲軟,尤其在核心本地商業方面,以推動業務增長。該行預測到店、酒店及旅遊業務除息稅前溢利(EBIT)率將從35%降至28%,下調對其目標價由205元降至176元,維持「買入」評級。
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