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undiedphoeni
2021-08-19
我要抄底
抱歉，原内容已删除
undiedphoeni
2020-08-21
一直亏损市值都能这么高
美团涨超4%再创历史新高，今日将公布第二季度业绩
去老虎APP查看更多动态
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09:44","market":"hk","language":"zh","title":"美团涨超4%再创历史新高，今日将公布第二季度业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1116678252","media":"老虎资讯综合","summary":"8月21日，美团点评涨超4%，报244港元，再创历史新高。今日将公布第二季度业绩。今日港股盘后，美团点评将发布2020年第二季度业绩报告。根据彭博汇总的分析师一致预期，美团Q1营收预计将达到235.8","content":"<p>8月21日，美团点评涨超4%，报244港元，再创历史新高。今日将公布第二季度业绩。</p><p><img src=\"https://static.tigerbbs.com/e19f5c9931636d0376c378b8ea67d646\" tg-width=\"840\" tg-height=\"470\"></p><p>今日港股盘后，美团点评将发布2020年第二季度业绩报告。根据彭博汇总的分析师一致预期，美团Q1营收预计将达到235.82亿元（人民币，下同），预计调整后净利润为4003.3万元。</p><p>回顾2020年一季度，美团总营收实现167.5亿元，同比增长42.2%。经调整后净亏损2.16亿元，在创收遇阻的情况下，有效地控制了亏损幅度。</p><p>拆分各业务线来看，由于<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>居家隔离，美团一季度的餐饮外卖和到店酒旅都收到了不同程度的影响，其中，餐饮外卖收入同比减少11.4%，外卖订单量日均下跌18.2%，总订单同比下滑46%。而酒旅业务受到的冲击更为深远，过去几个季度中，该业务拥有近90%的毛利率水平，并在上一季度为美团贡献了23亿元的经营利润，国外疫情的持续使得整个行业都存在着不确定性。</p><p>此前，王兴在业绩会表示，一季度外卖交付成本同比增长了10％以上，主要由于疫情期间工作的骑手奖励。每笔订单的交付成本已显示出季节性，预计今年也会出现类似趋势。因此，消费恢复叠加订单旺季，交付成本的控制也或帮助美团在这季交出更好的成绩单。</p><p>新业务上，王兴在上季度的财报电话会上表示，美团现有平台和自营（美团买菜）两个模式，未来将基于ROI（投资回报率）为基础，决定如何分配对买菜领域的投资。</p><p><b>在此背景下，市场普遍关注美团二季度外卖订单恢复情况、酒旅业务间夜量的表现、以及买菜和社区团购等新业务的投入力度。二季度外卖货币化率和客单价的变化也是市场关注的重点之一。</b></p><p>展望二季度表现时，Bloomberg Intelligence给出了略为保守的预测，其认为但美团的到店酒旅业务在Q2仍存在较低的活动水平，餐厅就餐和娱乐相关服务的需求也会继续疲软，消费者会居家并避免不必要的旅行。</p><p>此外，BI认为美团二季度的订单量可能会恢复增长，但由于与商家在佣金问题上的徘徊，货币化率可能会保持较低水平。预计第二季度仍将持续经营亏损。</p><p>新业务方面，国盛证券认为随着出行活动的增加，预计Q2单车的亏损环比会有所下降，但随着美团在新零售尤其是买菜和社区团购投入的增加，相应的开支也可能会增长，该行认为美团二季度新业务亏损幅度接近一季度，在10亿元左右。</p><p>截至北京时间8月20日，彭博跟踪的50位分析师中，43位给予美团“买入”评级，7位给予“持有”评级，无“卖出”评级，平均目标价为193.37港元。美团上一交易日收盘价为231港元，二季度单季涨幅高达83.56%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团涨超4%再创历史新高，今日将公布第二季度业绩</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团涨超4%再创历史新高，今日将公布第二季度业绩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-08-21 09:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月21日，美团点评涨超4%，报244港元，再创历史新高。今日将公布第二季度业绩。</p><p><img src=\"https://static.tigerbbs.com/e19f5c9931636d0376c378b8ea67d646\" tg-width=\"840\" tg-height=\"470\"></p><p>今日港股盘后，美团点评将发布2020年第二季度业绩报告。根据彭博汇总的分析师一致预期，美团Q1营收预计将达到235.82亿元（人民币，下同），预计调整后净利润为4003.3万元。</p><p>回顾2020年一季度，美团总营收实现167.5亿元，同比增长42.2%。经调整后净亏损2.16亿元，在创收遇阻的情况下，有效地控制了亏损幅度。</p><p>拆分各业务线来看，由于<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>居家隔离，美团一季度的餐饮外卖和到店酒旅都收到了不同程度的影响，其中，餐饮外卖收入同比减少11.4%，外卖订单量日均下跌18.2%，总订单同比下滑46%。而酒旅业务受到的冲击更为深远，过去几个季度中，该业务拥有近90%的毛利率水平，并在上一季度为美团贡献了23亿元的经营利润，国外疫情的持续使得整个行业都存在着不确定性。</p><p>此前，王兴在业绩会表示，一季度外卖交付成本同比增长了10％以上，主要由于疫情期间工作的骑手奖励。每笔订单的交付成本已显示出季节性，预计今年也会出现类似趋势。因此，消费恢复叠加订单旺季，交付成本的控制也或帮助美团在这季交出更好的成绩单。</p><p>新业务上，王兴在上季度的财报电话会上表示，美团现有平台和自营（美团买菜）两个模式，未来将基于ROI（投资回报率）为基础，决定如何分配对买菜领域的投资。</p><p><b>在此背景下，市场普遍关注美团二季度外卖订单恢复情况、酒旅业务间夜量的表现、以及买菜和社区团购等新业务的投入力度。二季度外卖货币化率和客单价的变化也是市场关注的重点之一。</b></p><p>展望二季度表现时，Bloomberg Intelligence给出了略为保守的预测，其认为但美团的到店酒旅业务在Q2仍存在较低的活动水平，餐厅就餐和娱乐相关服务的需求也会继续疲软，消费者会居家并避免不必要的旅行。</p><p>此外，BI认为美团二季度的订单量可能会恢复增长，但由于与商家在佣金问题上的徘徊，货币化率可能会保持较低水平。预计第二季度仍将持续经营亏损。</p><p>新业务方面，国盛证券认为随着出行活动的增加，预计Q2单车的亏损环比会有所下降，但随着美团在新零售尤其是买菜和社区团购投入的增加，相应的开支也可能会增长，该行认为美团二季度新业务亏损幅度接近一季度，在10亿元左右。</p><p>截至北京时间8月20日，彭博跟踪的50位分析师中，43位给予美团“买入”评级，7位给予“持有”评级，无“卖出”评级，平均目标价为193.37港元。美团上一交易日收盘价为231港元，二季度单季涨幅高达83.56%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/337fae570d013ae2e12c40a9b753776d","relate_stocks":{"03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116678252","content_text":"8月21日，美团点评涨超4%，报244港元，再创历史新高。今日将公布第二季度业绩。今日港股盘后，美团点评将发布2020年第二季度业绩报告。根据彭博汇总的分析师一致预期，美团Q1营收预计将达到235.82亿元（人民币，下同），预计调整后净利润为4003.3万元。回顾2020年一季度，美团总营收实现167.5亿元，同比增长42.2%。经调整后净亏损2.16亿元，在创收遇阻的情况下，有效地控制了亏损幅度。拆分各业务线来看，由于全民居家隔离，美团一季度的餐饮外卖和到店酒旅都收到了不同程度的影响，其中，餐饮外卖收入同比减少11.4%，外卖订单量日均下跌18.2%，总订单同比下滑46%。而酒旅业务受到的冲击更为深远，过去几个季度中，该业务拥有近90%的毛利率水平，并在上一季度为美团贡献了23亿元的经营利润，国外疫情的持续使得整个行业都存在着不确定性。此前，王兴在业绩会表示，一季度外卖交付成本同比增长了10％以上，主要由于疫情期间工作的骑手奖励。每笔订单的交付成本已显示出季节性，预计今年也会出现类似趋势。因此，消费恢复叠加订单旺季，交付成本的控制也或帮助美团在这季交出更好的成绩单。新业务上，王兴在上季度的财报电话会上表示，美团现有平台和自营（美团买菜）两个模式，未来将基于ROI（投资回报率）为基础，决定如何分配对买菜领域的投资。在此背景下，市场普遍关注美团二季度外卖订单恢复情况、酒旅业务间夜量的表现、以及买菜和社区团购等新业务的投入力度。二季度外卖货币化率和客单价的变化也是市场关注的重点之一。展望二季度表现时，Bloomberg Intelligence给出了略为保守的预测，其认为但美团的到店酒旅业务在Q2仍存在较低的活动水平，餐厅就餐和娱乐相关服务的需求也会继续疲软，消费者会居家并避免不必要的旅行。此外，BI认为美团二季度的订单量可能会恢复增长，但由于与商家在佣金问题上的徘徊，货币化率可能会保持较低水平。预计第二季度仍将持续经营亏损。新业务方面，国盛证券认为随着出行活动的增加，预计Q2单车的亏损环比会有所下降，但随着美团在新零售尤其是买菜和社区团购投入的增加，相应的开支也可能会增长，该行认为美团二季度新业务亏损幅度接近一季度，在10亿元左右。截至北京时间8月20日，彭博跟踪的50位分析师中，43位给予美团“买入”评级，7位给予“持有”评级，无“卖出”评级，平均目标价为193.37港元。美团上一交易日收盘价为231港元，二季度单季涨幅高达83.56%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":979957610,"gmtCreate":1597983291930,"gmtModify":1704217502418,"author":{"id":"3499225736285821","authorId":"3499225736285821","name":"undiedphoeni","avatar":"https://static.tigerbbs.com/c9632be7cdbfc92d483b3da7c9739926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499225736285821","authorIdStr":"3499225736285821"},"themes":[],"htmlText":"一直亏损市值都能这么高","listText":"一直亏损市值都能这么高","text":"一直亏损市值都能这么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/979957610","repostId":"1116678252","repostType":4,"isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831485460,"gmtCreate":1629341001950,"gmtModify":1629341001950,"author":{"id":"3499225736285821","authorId":"3499225736285821","name":"undiedphoeni","avatar":"https://static.tigerbbs.com/c9632be7cdbfc92d483b3da7c9739926","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499225736285821","authorIdStr":"3499225736285821"},"themes":[],"htmlText":"我要抄底","listText":"我要抄底","text":"我要抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831485460","repostId":"1172190821","repostType":4,"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
