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_罗
10-07
不到3字头不会回购的，你得参考年初的价格
@和风同行:
$小米集团-W(01810)$
盘后会不会有回购的消息，跌了两个点是不错的机会
_罗
2021-09-17
这个券商是不是看不懂财报啊。美团最大的盈利部门就是酒店和旅游，还亏损。。
【券商聚焦】麦格里重申美团(03690)中性评级 料新业务投资将拖累盈利表现
_罗
2021-05-25
合格，所以股价暴跌
抱歉，原内容已删除
去老虎APP查看更多动态
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class=\"meta\">\n\n\n2021-09-17 13:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109171304077c3da8c1&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|麦格里发研报指，当前互联网平台竞争正在步入消耗战阶段，美团将利用上游供应链，追求新兴新鲜食品领域的增量增长驱动力。为此，公司继续扩大线上产品的覆盖率，而其新举措业务市场份额取得实质性进展。然而，麦格里认为市场低估了其开发新相关举措所需的复杂性和投资属性，因为主要领域的问题仍未得到解决，包括：1)销售和采购能力；2)仓库运营商、线下门店和供应商之间的利益失调；3)基础设施推出和设施升级，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109171304077c3da8c1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{"03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109171304077c3da8c1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2168245523","content_text":"凤凰网港股|麦格里发研报指，当前互联网平台竞争正在步入消耗战阶段，美团将利用上游供应链，追求新兴新鲜食品领域的增量增长驱动力。为此，公司继续扩大线上产品的覆盖率，而其新举措业务市场份额取得实质性进展。然而，麦格里认为市场低估了其开发新相关举措所需的复杂性和投资属性，因为主要领域的问题仍未得到解决，包括：1)销售和采购能力；2)仓库运营商、线下门店和供应商之间的利益失调；3)基础设施推出和设施升级，所有这些都需要更多的运营和资本支出。该行预计美团社区团购业务在2024财年之前仍将持续亏损。研报续指，美团的外卖、门店及旅游业务的利润表现有望在2021-24年期间实现41%的年复合增长率目标。此外，通过该行对食品配送每单盈利对佣金率及劳动力成本的敏感性分析表明，美团在未来的运营中嵌入了潜在的更大的企业社会责任，特别是在骑手社保方面。该行预计，这对商户费用的影响很小，因为美团在扣除执行成本后的佣金率仅为3.6%（2020年），远低于全球同业水平的10-12%。据该行预测，到2025年，美团60元人民币订单中的每单盈利将达到1.2元人民币，这将令整体交易的佣金率达到4.1%，这继续有助于弥补新业务、旅游和酒店方面的亏损。麦格里预计，该股股价在未来12个月呈区间波动，重申中性评级，目标价244港元。","news_type":1,"symbols_score_info":{"48390":0.6,"48397":0.6,"48457":0.6,"48459":0.9,"48475":0.6,"48476":0.6,"48515":0.6,"48620":0.6,"48624":0.6,"48628":0.6,"48713":0.6,"48757":0.6,"03690":1}},"isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138177049,"gmtCreate":1621921973381,"gmtModify":1621922169694,"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"themes":[],"htmlText":"合格，所以股价暴跌","listText":"合格，所以股价暴跌","text":"合格，所以股价暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138177049","repostId":"1107014524","repostType":2,"isVote":1,"tweetType":1,"viewCount":2225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":486498261876904,"gmtCreate":1759802634084,"gmtModify":1759803366999,"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"themes":[],"htmlText":"不到3字头不会回购的，你得参考年初的价格","listText":"不到3字头不会回购的，你得参考年初的价格","text":"不到3字头不会回购的，你得参考年初的价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486498261876904","repostId":"486230616260800","repostType":1,"repost":{"id":486230616260800,"gmtCreate":1759737388528,"gmtModify":1759737390404,"author":{"id":"4198717395596202","authorId":"4198717395596202","name":"和风同行","avatar":"https://static.tigerbbs.com/8225df8985d92c2ff194dc37c72c69b5","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4198717395596202","authorIdStr":"4198717395596202"},"themes":[],"htmlText":"<a 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盘后会不会有回购的消息，跌了两个点是不错的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486230616260800","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884311728,"gmtCreate":1631855853164,"gmtModify":1631855853164,"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"themes":[],"htmlText":"这个券商是不是看不懂财报啊。美团最大的盈利部门就是酒店和旅游，还亏损。。","listText":"这个券商是不是看不懂财报啊。美团最大的盈利部门就是酒店和旅游，还亏损。。","text":"这个券商是不是看不懂财报啊。美团最大的盈利部门就是酒店和旅游，还亏损。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884311728","repostId":"2168245523","repostType":2,"repost":{"id":"2168245523","kind":"news","pubTimestamp":1631855022,"share":"https://www.laohu8.com/m/news/2168245523?lang=&edition=full","pubTime":"2021-09-17 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料新业务投资将拖累盈利表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2168245523","media":"凤凰网港股","summary":"该行预计，这对商户费用的影响很小，因为美团在扣除执行成本后的佣金率仅为3.6%，远低于全球同业水平的10-12%。据该行预测，到2025年，美团60元人民币订单中的每单盈利将达到1.2元人民币，这将令整体交易的佣金率达到4.1%，这继续有助于弥补新业务、旅游和酒店方面的亏损。麦格里预计，该股股价在未来12个月呈区间波动，重申中性评级，目标价244港元。","content":"<html><body><article><p>凤凰网港股|麦格里发研报指，当前互联网平台竞争正在步入消耗战阶段，美团将利用上游供应链，追求新兴新鲜食品领域的增量增长驱动力。为此，公司继续扩大线上产品的覆盖率，而其新举措业务市场份额取得实质性进展。</p><p>然而，麦格里认为市场低估了其开发新相关举措所需的复杂性和投资属性，因为主要领域的问题仍未得到解决，包括：1)销售和采购能力；2)仓库运营商、线下门店和供应商之间的利益失调；3)基础设施推出和设施升级，所有这些都需要更多的运营和资本支出。该行预计美团社区团购业务在2024财年之前仍将持续亏损。</p><p>研报续指，美团的外卖、门店及旅游业务的利润表现有望在2021-24年期间实现41%的年复合增长率目标。此外，通过该行对食品配送每单盈利对佣金率及劳动力成本的敏感性分析表明，美团在未来的运营中嵌入了潜在的更大的企业社会责任，特别是在骑手社保方面。该行预计，这对商户费用的影响很小，因为美团在扣除执行成本后的佣金率仅为3.6%（2020年），远低于全球同业水平的10-12%。据该行预测，到2025年，美团60元人民币订单中的每单盈利将达到1.2元人民币，这将令整体交易的佣金率达到4.1%，这继续有助于弥补新业务、旅游和酒店方面的亏损。</p><p>麦格里预计，该股股价在未来12个月呈区间波动，重申中性评级，目标价244港元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-09-17 13:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109171304077c3da8c1&s=b><strong>凤凰网港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网港股|麦格里发研报指，当前互联网平台竞争正在步入消耗战阶段，美团将利用上游供应链，追求新兴新鲜食品领域的增量增长驱动力。为此，公司继续扩大线上产品的覆盖率，而其新举措业务市场份额取得实质性进展。然而，麦格里认为市场低估了其开发新相关举措所需的复杂性和投资属性，因为主要领域的问题仍未得到解决，包括：1)销售和采购能力；2)仓库运营商、线下门店和供应商之间的利益失调；3)基础设施推出和设施升级，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109171304077c3da8c1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00745cd781f91ef6ef359064c639fbb","relate_stocks":{"03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109171304077c3da8c1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2168245523","content_text":"凤凰网港股|麦格里发研报指，当前互联网平台竞争正在步入消耗战阶段，美团将利用上游供应链，追求新兴新鲜食品领域的增量增长驱动力。为此，公司继续扩大线上产品的覆盖率，而其新举措业务市场份额取得实质性进展。然而，麦格里认为市场低估了其开发新相关举措所需的复杂性和投资属性，因为主要领域的问题仍未得到解决，包括：1)销售和采购能力；2)仓库运营商、线下门店和供应商之间的利益失调；3)基础设施推出和设施升级，所有这些都需要更多的运营和资本支出。该行预计美团社区团购业务在2024财年之前仍将持续亏损。研报续指，美团的外卖、门店及旅游业务的利润表现有望在2021-24年期间实现41%的年复合增长率目标。此外，通过该行对食品配送每单盈利对佣金率及劳动力成本的敏感性分析表明，美团在未来的运营中嵌入了潜在的更大的企业社会责任，特别是在骑手社保方面。该行预计，这对商户费用的影响很小，因为美团在扣除执行成本后的佣金率仅为3.6%（2020年），远低于全球同业水平的10-12%。据该行预测，到2025年，美团60元人民币订单中的每单盈利将达到1.2元人民币，这将令整体交易的佣金率达到4.1%，这继续有助于弥补新业务、旅游和酒店方面的亏损。麦格里预计，该股股价在未来12个月呈区间波动，重申中性评级，目标价244港元。","news_type":1,"symbols_score_info":{"48390":0.6,"48397":0.6,"48457":0.6,"48459":0.9,"48475":0.6,"48476":0.6,"48515":0.6,"48620":0.6,"48624":0.6,"48628":0.6,"48713":0.6,"48757":0.6,"03690":1}},"isVote":1,"tweetType":1,"viewCount":3262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":138177049,"gmtCreate":1621921973381,"gmtModify":1621922169694,"author":{"id":"3523849115230315","authorId":"3523849115230315","name":"_罗","avatar":"https://static.tigerbbs.com/b28357ad5c28e4ca0e95d59b6c971bed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523849115230315","authorIdStr":"3523849115230315"},"themes":[],"htmlText":"合格，所以股价暴跌","listText":"合格，所以股价暴跌","text":"合格，所以股价暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138177049","repostId":"1107014524","repostType":2,"isVote":1,"tweetType":1,"viewCount":2225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
