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MEITUAN 2021-03-27T10:53 財經茄呢啡 2020年間,集團的餐飲外賣日均交易筆數按年增長16%至2770萬筆,而每筆餐飲外賣業務訂單的平均價值按年增長7%至48.2元,當中大多數新用戶來自三線及以下城市。
MEITUAN 2021-03-27T10:53 財經茄呢啡 新冠疫情推動餐飲外賣業務,美團(3690)去年全年多賺1.1倍至47.08億元人民幣;收入按年增加17.7%至1147.95億元人民幣。
MEITUAN 2020-08-22T10:34 財經茄呢啡 美團早前以5億美元入股理想汽車,並成為第二大股東,投資電動車屬美團長期投資,加上公司的外賣業務流動性高,相信未來兩者可以產生協同效應。
MEITUAN 2020-08-22T10:34 財經茄呢啡 美團上季交易金額按年升16.9%至1088億元;日均交易筆數按年增長6.9%至2450萬筆。每筆餐飲外賣訂單的平均價值按年增長9.4%。
MEITUAN 2020-08-22T10:34 財經茄呢啡 美團點評(3690)本周績前累升11%,第二季經調整溢利按年急增82%至27.18億元人民幣,遠勝市場預期;收入及經營溢利均勝預期,餐飲外賣業務重拾增長,且給予外賣騎手的獎勵或交易用戶的開支減少,反映於新冠肺炎疫情期間,消費者和商家對餐飲外賣服務的強勁需求。
MEITUAN 2020-07-16T11:26 財經茄呢啡 美團點評(3690)至今從3月低位反彈逾倍,市值已越萬億元,相信仍有上升空間。
MEITUAN 2020-06-07T09:19 財經茄呢啡 美團(3690)股價近月屢創新高,但累計沽空持續上升,並創美團歷來最高沽空額,反映投資者對該股的對沖需求熱切。美團股價在過去一個月持續上升,但上落波幅較大,因此投資者「一路買、一路沽空」去對沖。
MEITUAN 2020-06-07T09:19 財經茄呢啡 美團股價由4月29日的103.8元,升至5月29日的146.7元,騰訊股價亦由400元邊,逐步升至430至440元,多隻新經濟股做好,正好為近期美中概念股回流在港上市營造氣勢。
MEITUAN 2020-06-01T09:38 財經茄呢啡 美團月付的弱點是支付場景限制在自身業務範圍內,美團客戶過去的多用支付寶、微信支付等工具來付款,能否令客戶改變習慣是仍有待觀察。但基於美團交易金額大、用戶黏度高,相信美團月付仍可被炒作。
MEITUAN 2020-06-01T09:37 財經茄呢啡 美團月付也支持帳單延期還款和帳單分期還款,最長可分12期。目前美團月付可以在美團內部美食、外賣、酒店、旅行、出行、買菜等消費場景使用。美團月付跟螞蟻花唄、京東白條、微信支付都是基於龐大客戶基礎的生態圈上衍生出的金融業務。
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