November 25 (this Friday) $MEITUAN-W (03690.HK)$Its Q3 results for 2022 will be released. The market expects revenue of 62.39 billion yuan in the third quarter, up 27.8% from the same period last year, and an adjusted net profit of 838 million yuan.
In terms of core business, institutions are generally optimistic about the growth and competitive barriers of takeout business, and predict that Q3 will grow steadily; while due to the impact of the epidemic, the hotel wine and travel business recovers slowly and still has a lot of room for improvement; the loss of new business is expected to further narrow.
However, there seems to be little "peace" in the near future. following the "dividend-sharing" reduction of shares held by shareholder Tencent last week, a letter from brother Dong yesterday entitled "reducing the salaries of senior executives and improving the basic protection of grass-roots employees." the focus of the market is on Meituan, which has a similar employment mechanism.
Many cattle friends begin to worry about whether the performance can release a positive signal. Will the good performance be diluted by public opinion? The rise and fall of Meituan's performance has become more complicated and confusing.
Participate in the vote, and inThe comments section shares your expectations for Q3 financial results, your views on recent events, or the investment logic of holding Meituan (not less than 30 words)You can get 66 points Come and join us.
Activity rules:
1. The reward will be distributed uniformly within 15 working days after the end of the event.
two。 The guessing competition ends at 24:00 on November 25.
3. The right of final interpretation and decision of this activity belongs to Futu.
Click to make an appointment for Meituan 2022Q3 performance call (Chinese simultaneous interpretation)