《业绩前瞻》券商料美团(03690.HK)去年经调盈利录21亿人币聚焦竞争指引_老虎社区_美港股上老虎

《业绩前瞻》券商料美团(03690.HK)去年经调盈利录21亿人币聚焦竞争指引

阿斯达克财经2023-03-15

美团-W(03690.HK) 将于下周五(24日)公布去年业绩，受内地上季疫情拖累及当局12月优化防疫措施的影响，本网综合14间券商预测，美团2022年非国际财务报告准则经调整盈利料介乎11.42亿至37.72亿元人民币，对比2021年经调整亏损155.72亿元人民币，按年亏转盈；中位数为21亿元人民币。综合18间券商预测，美团2022年亏损料介乎26.52亿至82.26亿元人民币，较2021年...

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Sopaco
·2023-03-15
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HK) recorded a profit of 2.1 billion people last year to focus on competition guidelines","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03690":1},"content_text":"美团-W(03690.HK) 将于下周五(24日)公布去年业绩，受内地上季疫情拖累及当局12月优化防疫措施的影响，本网综合14间券商预测，美团2022年非国际财务报告准则经调整盈利料介乎11.42亿至37.72亿元人民币，对比2021年经调整亏损155.72亿元人民币，按年亏转盈；中位数为21亿元人民币。综合18间券商预测，美团2022年亏损料介乎26.52亿至82.26亿元人民币，较2021年亏损235.36亿人民币，按年收窄65%至88.7%；中位数为亏损70.84亿元人民币，按年收窄70%。综合22间券商预测美团2022年收入介乎2,155.72亿至2,194.2亿元人民币，较2021年收入1,791.28亿人民币，按年上升20.3%至22.5%；中位数2,176.58亿元人民币，按年增加21.5%。中金料美团交易情绪受腾讯(00700.HK) (每10股实物分派1股美团作为中期股息，寄发美团股票的日期为今年3月24日)派息影响较为谨慎，料腾讯将美团股份作实物分派后，估美团将面临一段时间的抛售压力。券商预期市场关注美团所处行业竞争(抖音进军外卖市场)、需求复苏情况，短视频平台对到店及酒店业务的竞争，社区团购、闪购及美团买菜等竞争情况，聚焦公司核心商业盈利率及盈利能力的展望。【受疫情所影响 聚焦行业竞争】中金料美团去年收人按年升22%，估非国际财务报告准则经调整盈利为34.86亿元人民币。该行料美团去年第四季收入按年升19%至587亿元人民币，主要因为防疫政策优化推高外卖和到店业务需求。其中季度核心本地商业收入同增长14%至421亿元人民币，估其核心本地商业营运利润71亿元人民币，均高于公司此前指引高端，主要考虑到去年12月防疫政策优化后，感染人数短期快速达峰或推高外卖业务需求，到店业务或好于防控措施较为严格时的悲观预期。高盛料美团去年收人按年升21%至2,170亿人民币，估计去年经调整EBITDA录85.43亿人民币。该行料美团旗下核心本地商业业务收入按年升16%，相关EBIT录286亿人民币按年升55%(其中料美团去年配送业务收入按年升20%至1,151亿人民币，估计配送业务EBIT毛利率升至13.2%，料配送业务EBIT按年升1.45倍至151.52亿人民币)；创新业务收入按年升39%至585亿人民币，创新业务经调整EBIT负288.28亿元人民币(按年收窄49%)；该行料美团闪购去年收入升53%，经调整EBIT负8.4亿人民币；该行料美团到店、酒店及旅游等业务收入按年跌4%，相关业务EBIT录143亿人民币。此外，高盛料美团旗下外卖业务在内地2023年及2024年市占率各为68%及67%；该行料饿了么在内地2023年及2024年市占率为31%及30%；该行料抖音旗下外卖业务在内地2023年及2024年市占率各为1%及2%。高盛料美团旗下到店、酒店及旅游等业务总交易额(GTV)于2022年至2023年在内地市场份额各为81%及76%；该行料抖音旗下到店、酒店及旅游等业务总交易额于2022年至2023年市场份额各为19%及24%。-------------------------------------------------本网综合14间券商预测，美团2022年非国际财务报告准则经调整盈利料介乎11.42亿至37.72亿元人民币，对比2021年经调整亏损155.72亿元人民币，按年亏转盈；中位数为21亿元人民币。券商│2022年非国际财务报告准则经调整盈利预测(人民币)浙商证券│37.72亿元中金│34.86亿元中银国际│29.19亿元招商证券国际│27.29亿元招银国际│22.79亿元汇丰环球研究│21.37亿元大华继显│21.34亿元瑞银│20.57亿元中信建投│18.65亿元里昂│18.39亿元高盛│16.95亿元星展│16.59亿元申万宏源│13.26亿元第一上海│11.42亿元按美团2021年非国际财务报告准则经调整亏损155.72亿元人民币。-------------------------------------------------综合18间券商预测，美团2022年亏损料介乎26.52亿至82.26亿元人民币，较2021年亏损235.36亿人民币，按年收窄65%至88.7%；中位数为亏损70.84亿元人民币，按年收窄70%。券商│2022年亏损预测(人民币)│按年变幅中金│26.52亿元│-88.7%星展│29.39亿元│-87.5%中信证券│32.77亿元│-86.1%国泰君安│45.85亿元│-80.5%中银国际│68.65亿元│-70.8%摩根士丹利│69.36亿元│-70.5%浙商证券│69.06亿元│-70.7%美银证券│69.66亿元│-70.4%招银国际│70.68亿元│-70%大华继显│71亿元│-69.8%国海证券│71.57亿元│-69.6%招商证券国际│71.91亿元│-69.4%国信证券│73.19亿元│-68.9%中信建投│73.82亿元│-68.6%瑞银│73.93亿元│-68.6%汇丰环球研究│76.69亿元│-67.4%里昂│79.28亿元│-66.3%第一上海│82.26亿元│-65%按美团2021年亏损235.36亿元人民币。-------------------------------------------------综合4间券商预测，美团2022年非国际财务报告准则EBITDA料介乎66.56亿至98.6亿元人民币，按年亏转盈；中位数为95.24亿元人民币。券商│2022年非国际财务报告准则EBITDA(人民币)招商证券国际│98.6亿元中银国际│91.87亿元高盛│85.43亿元申万宏源│66.56亿元按美团2021年非国际财务报告准则LBITDA录96.94亿元人民币。-------------------------------------------------综合22间券商预测美团2022收入介乎2,155.72亿至2,194.2亿元人民币，较2021年收入1,791.28亿人民币，按年上升20.3%至22.5%；中位数2,176.58亿元人民币，按年增加21.5%。券商│2022年收入预测(人民币)│按年变幅国海证券│2,194.2亿元│+22.5%第一上海│2,186.6亿元│+22.1%中金│2,185.56亿元│+22%华泰证券│2,185.28亿元│+22%中信证券│2,184.12亿元│+21.9%浙商证券│2,182.25亿元│+21.8%海通证券│2,181.01亿元│+21.8%国泰君安│2,180.05亿元│+21.7%招商证券国际│2,178.45亿元│+21.6%法国巴黎银行│2,176.95亿元│+21.5%汇丰环球研究│2,176.82亿元│+21.5%摩根士丹利│2,176.33亿元│+21.5%中银国际│2,176.3亿元│+21.5%国信证券│2,176.11亿元│+21.5%招银国际│2,175.93亿元│+21.5%中信建投│2,174.76亿元│+21.4%星展│2,174.59亿元│+21.4%美银证券│2,172.16亿元│+21.3%里昂│2,171.82亿元│+21.2%高盛│2,170.29亿元│+21.2%大华继显│2,169.99亿元│+21.1%瑞银│2,155.72亿元│+20.3%按美团2021年收入1,791.28亿元人民币。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2023-03-14 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":650382407,"gmtCreate":1678894138009,"gmtModify":1678894139748,"author":{"id":"3440487418844369","authorId":"3440487418844369","name":"Sopaco","avatar":"https://static.tigerbbs.com/ddd684bc9ff12e0992a0876e1223c079","vip":1,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":3,"crmLevelSwitch":0},"htmlText":"挺乐观","listText":"挺乐观","text":"挺乐观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650382407","repostId":2319293869,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false}}