企業プロフィール · Consumer Cyclical

Meituan

3690 · 香港株
取引所
香港株
国 / 地域
Hong Kong
従業員数
111,298
公式サイト
www.meituan.com
現在値
HK$71.8
リアルタイム · 2026年6月22日
妥当買付価格
≤ HK$50
安全マージンの起点
ベイリー成長スコア
51/100
標準
本源的価値 · 3 段階レンジ 現在値 HK$71.8 リアルタイム · 妥当な本源的価値レンジ内

総合バリュエーションレンジ · 保守的 HK$48–HK$50 / 妥当 HK$66–HK$90 / 楽観的 HK$112–HK$125。HK$71.8 時点で 妥当な本源的価値レンジ内。

レポート公開時 HK$68.5(2026年7月1日)

2026年4月17日 Regulatory Needs review

China regulator fines Meituan and peers over food safety oversight

China's market regulator fined several platforms including Meituan over failures to verify online food vendor licenses.

Possible impact:May affect compliance costs, merchant onboarding pace, and perceived risk in food delivery.

The Wall Street JournalView source
2026年4月2日 Product Confirmed

Meituan LongCat team releases LongCat-Next multimodal model

Meituan's LongCat team released and open-sourced LongCat-Next, a native multimodal AI model.

Possible impact:May affect expectations for Meituan's AI investment, technical capabilities, and product use cases.

2026年3月25日 Regulatory Needs review

SAMR signal on food-delivery price war lifts Meituan shares

Meituan shares rose 14% after China's regulator reposted commentary urging an end to the food-delivery price war.

Possible impact:May affect expectations for lower subsidy intensity and margin recovery.

Barron'sView source

Automatically summarized from public sources; for context only, not investment advice.

時価総額HK$4195.49億
売上高(TTM)HK$3696.87億
EBITDA-HK$400.47億
純利益率-10.89%
ROE-24.09%
予想PER153.85
PEG28.72
EPS-HK$4.34
52週レンジHK$63.65 – HK$136.10

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Meituan operates as a technology driven retail company in the People's Republic of China, Hong Kong, Macao, Taiwan, and internationally. It operates through Core Local Commerce and New Initiatives segments. The company offers daily goods and services, such as food delivery, in-store, hotel and travel booking, and other services and sales; bike sharing, e-moped sharing, power banks and micro-credit; and operates Kuailv and Xiaoxiang Supermarkets. It also sells goods from B2B food distribution services; provides online marketing services to merchants; e-commerce; multimedia information technology; online retail platform; cloud computing; and merchant information advisory services. The company was formerly known as Meituan Dianping and changed its name to Meituan in October 2020. Meituan was founded in 2003 and is headquartered in Beijing, China.

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