【券商聚焦】招银国际维持美团(03690)买入评级指二季度收入略超预期

金吾资讯08-29 15:51

金吾财讯 | 招银国际发研报指，美团(03690)第二季度收入达到 823亿元人民币，同比增长21.0%，较招银国际预期和一致预期均高2%。2Q24调整后的净利润达到136亿元人民币，较招银国际预期和市场一致预期分别高20%/32%，主因得益于外卖业务的补贴优化和到店业务竞争比预期更为温和情况下核心本地商业（CLC）经营利润好于预期，且新业务运营效率提升支撑下亏损窄于预期。该行指，尽管面临宏观经济...

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【券商聚焦】招银国际维持美团(03690)买入评级 指二季度收入略超预期

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【券商聚焦】招银国际维持美团(03690)买入评级指二季度收入略超预期