研究过美团的基本面，_老虎社区_美港股上老虎

2023-12-15

研究过美团的基本面，毛估一下他FY23-24收入分别为2755亿元、3472亿元，增速分别为25%、26%，Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法，到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值，第一步感觉能看到152.55港元 $美团-W(03690)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":252351411875904,"tweetId":"252351411875904","gmtCreate":1702640634923,"gmtModify":1702640639247,"author":{"id":9000000000000157,"idStr":"9000000000000157","authorId":9000000000000157,"authorIdStr":"9000000000000157","name":"小狗摩天轮","avatar":"https://static.tigerbbs.com/0965d3709fcccd732467fba87aa4ea6e","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/01a9b3ab4649c15e8cfd0ab6ebe53b6d","width":"560","height":"240"}],"coverImages":[{"img":"https://static.tigerbbs.com/01a9b3ab4649c15e8cfd0ab6ebe53b6d","width":"560","height":"240"}],"html":"<html><head></head><body>研究过美团的基本面，毛估一下他FY23-24收入分别为2755亿元、3472亿元，增速分别为25%、26%，Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法，到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值，第一步感觉能看到152.55港元 <a data-mention-id=\"03690\" class=\"teditor-mention\" data-mention-name=\"美团-W\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <img src=\"https://static.tigerbbs.com/01a9b3ab4649c15e8cfd0ab6ebe53b6d\" tg-width=\"560\" tg-height=\"240\"></body></html>","htmlText":"<html><head></head><body>研究过美团的基本面，毛估一下他FY23-24收入分别为2755亿元、3472亿元，增速分别为25%、26%，Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法，到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值，第一步感觉能看到152.55港元 <a data-mention-id=\"03690\" class=\"teditor-mention\" data-mention-name=\"美团-W\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <img src=\"https://static.tigerbbs.com/01a9b3ab4649c15e8cfd0ab6ebe53b6d\" tg-width=\"560\" tg-height=\"240\"></body></html>","text":"研究过美团的基本面，毛估一下他FY23-24收入分别为2755亿元、3472亿元，增速分别为25%、26%，Non-GAAP利润分别为232.98亿元、321.59亿元。按照分部估值法，到家业务、到店酒旅业务分别给予77.93港元、74.62港元估值，第一步感觉能看到152.55港元 $美团-W(03690)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/252351411875904","repostId":0,"isVote":1,"tweetType":1,"viewCount":1111,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["03690","MPNGY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":231,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/252351411875904"}