【港股通】美团早盘跌近3% 交银国际指其3季度收入超预期 惟略削其目标价

金吾资讯
05 Dec 2024

金吾财讯 | 美团(03690)早盘震荡下行,截至发稿,跌2.91%,报160.5港元,成交额14.99亿港元。交银国际发研报指,美团3季度收入936亿元,同比增22%,高于该行/一致预期1%/2%,其中核心商业/新业务增20%/29%。核心商业调整后运营利润率21%,略好于该行预期的20%,同比提升3.5个百分点,得益于竞争缓和下用户补贴和配送成本下降及广告变现提升;新业务运营亏损10亿元,...

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