View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMeituan 将来の成長Future 基準チェック /26Meituan利益と収益がそれぞれ年間13.3%と12.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に19.3% 20.7%なると予測されています。主要情報13.3%収益成長率20.72%EPS成長率Hospitality 収益成長69.3%収益成長率12.1%将来の株主資本利益率19.31%アナリストカバレッジGood最終更新日30 Jun 2025今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.お知らせ • May 16Meituan, Annual General Meeting, Jun 09, 2025Meituan, Annual General Meeting, Jun 09, 2025, at 14:00 China Standard Time. Location: meituan exhibition center, block a, hengjiweiye building, no. 4 wang jing east road, chaoyang district, beijing., Chinaお知らせ • May 14Meituan to Report Q1, 2025 Results on May 26, 2025Meituan announced that they will report Q1, 2025 results on May 26, 2025お知らせ • Mar 11Meituan to Report Fiscal Year 2024 Results on Mar 21, 2025Meituan announced that they will report fiscal year 2024 results on Mar 21, 2025お知らせ • Feb 28KKR, Fountainvest and PAG Reportedly Among Those Eyeing Starbucks China StakeKKR & Co (KKR.N), Fountainvest Partners and PAG are among buyout firms interested in acquiring a stake in Starbucks Corporation (NasdaqGS:SBUX) China business (Starbucks (China) Company Limited), four sources said, as the U.S. coffee chain looks to revive flagging sales in its second-largest market. Chinese companies, including state-owned conglomerate China Resources (Holdings) Co., Ltd. and food delivery giant Meituan (SEHK:3690), have also been approached as potential buyers, said one of the sources with knowledge of the matter. Starbucks' Executive Vice President and Chief Financial Officer, Rachel Ruggeri, is expected to be among senior company executives visiting China in the coming weeks to hold sale talks, said two of the four sources. All the sources spoke on condition of anonymity as the information is not public yet. The talks come as Starbucks CEO Brian Niccol, who took the top job at the coffee chain in August, faces the daunting task of steering the company back to growth amid falling demand in the U.S. and China as well as a decline in its share price. Starbucks said on February 24, 2025 it would eliminate 1,100 corporate roles as Niccol's "Back to Starbucks" plan focuses on streamlining business through job cuts and by improving customer experience at its U.S. stores. The size of the stake to be sold in Starbucks' China business has not been determined and would be subject to negotiations, the sources said. The names of the interested bidders have not been previously reported. The Seattle-based company would likely prefer a franchisee deal with a strategic partner as part of a stake sale plan, said two of the sources. In a franchisee deal, Starbucks China would be valued at more than $1 billion, they added. A Starbucks spokesperson declined to confirm the content of the story and referred Reuters request for comment to Niccol's remarks on China at the earnings call in January, after his first market visit to China. Niccol said at the time that he saw several near-term changes Starbucks could make to strengthen its business while continuing to explore strategic partnerships to grow in China. KKR, PAG and China Resources declined to comment, while Fountainvest and Meituan did not respond. Starbucks is aiming to reach a deal for its China business by the end of this year, although the structure of the potential transaction has not been finalised and is subject to changes, two of the sources said. In China, the chain is dealing with sluggish economic growth and stiff competition from local brands such as Luckin Coffee, which has gained market share with cheaper products and wider coverage in lower-tier cities. Starbucks has been in informal talks with several private equity firms and companies since the second half of 2024 about strategic options for its business in China, home to more than a fifth of all Starbucks stores, the sources said.お知らせ • Nov 19Meituan to Report Q3, 2024 Results on Nov 29, 2024Meituan announced that they will report Q3, 2024 results on Nov 29, 2024お知らせ • Aug 29Meituan (SEHK:3690) announces an Equity Buyback.Meituan (SEHK:3690) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its Class B ordinary shares.お知らせ • Aug 15Meituan to Report First Half, 2024 Results on Aug 28, 2024Meituan announced that they will report first half, 2024 results on Aug 28, 2024お知らせ • May 25Meituan to Report Q1, 2024 Results on Jun 06, 2024Meituan announced that they will report Q1, 2024 results After-Market on Jun 06, 2024お知らせ • Mar 22Meituan Appoints Marjorie Mun Tak Yang as Member of the Audit CommitteeMeituan announced that, Ms. Marjorie Mun Tak Yang (Ms. Yang), an independent non-executive director of the company, has been appointed as a member of the audit committee of the company (the audit committee), with effect from March 22, 2024.お知らせ • Mar 13Meituan to Report Q4, 2023 Results on Mar 22, 2024Meituan announced that they will report Q4, 2023 results After-Market on Mar 22, 2024お知らせ • Nov 17Meituan to Report Q3, 2023 Results on Nov 28, 2023Meituan announced that they will report Q3, 2023 results After-Market on Nov 28, 2023お知らせ • Aug 12Meituan to Report First Half, 2023 Results on Aug 24, 2023Meituan announced that they will report first half, 2023 results on Aug 24, 2023業績と収益の成長予測DB:9MD1 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2027509,65457,74963,63278,7283112/31/2026447,61847,47958,94269,9774312/31/2025388,10334,65647,06951,747413/31/2025350,87340,49550,29761,296N/A12/31/2024337,59235,80746,14757,147N/A9/30/2024322,80031,80239,97050,678N/A6/30/2024305,69022,53035,93646,644N/A3/31/2024291,40315,86631,57438,453N/A12/31/2023276,74513,85633,64240,522N/A9/30/2023263,17810,55629,74134,192N/A6/30/2023249,3308,17927,92232,373N/A3/31/2023232,3042,37525,00830,739N/A12/31/2022219,955-6,6865,68011,411N/A9/30/2022209,349-10,9422,2408,928N/A6/30/2022195,560-22,153-11,195-4,507N/A3/31/2022188,380-24,394-19,870-10,859N/A12/31/2021179,128-23,538-13,022-4,011N/A9/30/2021168,155-20,444-14,337-961N/A6/30/2021154,508-4,128-11,9966,380N/A3/31/2021135,2691,439-6,0969,084N/A12/31/2020114,7954,708-7,3498,475N/A9/30/2020104,2058,411-2,5656,959N/A6/30/202096,2883,4251,7466,269N/A3/31/202094,2692,0921,0153,816N/A12/31/201996,7422,2392,5745,574N/A9/30/201988,272-2,644N/AN/AN/A6/30/201979,940-87,275-6,705-3,816N/A3/31/201972,511-95,858N/AN/AN/A12/31/201864,771-115,477N/A-9,180N/A9/30/201855,756-114,213N/AN/AN/A6/30/201846,497-35,270N/A-4,381N/A3/31/201838,314-33,766N/AN/AN/A12/31/201733,928-18,917N/A-310N/A12/31/201612,988-10,894N/A-1,918N/A12/31/20154,019-9,231N/A-4,004N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 9MD1の予測収益成長率 (年間13.3% ) は 貯蓄率 ( 1.3% ) を上回っています。収益対市場: 9MD1の収益 ( 13.3% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: 9MD1の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 9MD1の収益 ( 12.1% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 9MD1の収益 ( 12.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 9MD1の 自己資本利益率 は、3年後には低くなると予測されています ( 19.3 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/30 23:54終値2025/06/30 00:00収益2025/03/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Meituan 43 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。61 アナリスト機関Sau Shing ChowABCI Securities Company LimitedZixiao YangArete Research Services LLPJiong ShaoBarclays58 その他のアナリストを表示
お知らせ • Jun 25Naspers May Sell Part of Its 4% Stake in MeituanNaspers Limited (JSE:NPN) is prepared to sell down its ZAR 71 billion stake in the world's largest food delivery company following moves by China's Meituan (SEHK:3690) to enter Brazil, a market in which the JSE-listed group is already dominant. In May, Chinese technology and delivery giant Meituan said it was preparing to launch its food delivery service, Keeta, in Brazil. The company plans to invest $1 billion (ZAR 17.78 billion) over the next five years to establish and expand its operations in the country. This expansion marks Meituan's entry into the South American market. For Naspers, which holds a stake in Meituan of about 4%, the move presents a conundrum as it already operates one of the largest food delivery businesses in the region, iFood. Meituan's entry would see two of its associated companies directly competing in Brazil. During an investor call late on Monday, Naspers and Prosus CEO Fabricio Bloisi said the group may sell part of the stake in Meituan, using the funds to invest in its own e-commerce businesses. The former iFood CEO is bearish about the Chinese company's ability to crack the Latin America market, saying there is a high chance of failure. "Our strategy is to invest more in companies that reinforce our ecosystem and we are going to keep doing that aggressively. I think Meituan has less probability of winning internationally," said Bloisi. "They are going to face some tough competition. As a Meituan shareholder I am disappointed because their risk of failing increases. Therefore, we might sell part of the Meituan shares, [to invest] in other areas with more connection to our existing ecosystems." Such a move is likely to unlock a big cash pile for Naspers, whose Meituan stake is valued about $4 billion (ZAR 71.1 billion). Naspers acquired this stake in 2022 after Chinese internet giant Tencent decided to distribute its 17% stake in Meituan to shareholders. "If we say let's invest more in some businesses in Latin America that we believe will reinforce our ecosystem, we could sell part of [our] Meituan shares, or everything that we think is reasonable, to invest more to reinforce our ecosystem," Bloisi said. "And we are going to do that, looking to our shareholders. If we have opportunities to grow faster and better than Meituan in some of our ecosystems, we will do it." For Meituan, this move is part a broader global expansion strategy, following its previous expansions into Hong Kong and the Middle East.
お知らせ • May 16Meituan, Annual General Meeting, Jun 09, 2025Meituan, Annual General Meeting, Jun 09, 2025, at 14:00 China Standard Time. Location: meituan exhibition center, block a, hengjiweiye building, no. 4 wang jing east road, chaoyang district, beijing., China
お知らせ • May 14Meituan to Report Q1, 2025 Results on May 26, 2025Meituan announced that they will report Q1, 2025 results on May 26, 2025
お知らせ • Mar 11Meituan to Report Fiscal Year 2024 Results on Mar 21, 2025Meituan announced that they will report fiscal year 2024 results on Mar 21, 2025
お知らせ • Feb 28KKR, Fountainvest and PAG Reportedly Among Those Eyeing Starbucks China StakeKKR & Co (KKR.N), Fountainvest Partners and PAG are among buyout firms interested in acquiring a stake in Starbucks Corporation (NasdaqGS:SBUX) China business (Starbucks (China) Company Limited), four sources said, as the U.S. coffee chain looks to revive flagging sales in its second-largest market. Chinese companies, including state-owned conglomerate China Resources (Holdings) Co., Ltd. and food delivery giant Meituan (SEHK:3690), have also been approached as potential buyers, said one of the sources with knowledge of the matter. Starbucks' Executive Vice President and Chief Financial Officer, Rachel Ruggeri, is expected to be among senior company executives visiting China in the coming weeks to hold sale talks, said two of the four sources. All the sources spoke on condition of anonymity as the information is not public yet. The talks come as Starbucks CEO Brian Niccol, who took the top job at the coffee chain in August, faces the daunting task of steering the company back to growth amid falling demand in the U.S. and China as well as a decline in its share price. Starbucks said on February 24, 2025 it would eliminate 1,100 corporate roles as Niccol's "Back to Starbucks" plan focuses on streamlining business through job cuts and by improving customer experience at its U.S. stores. The size of the stake to be sold in Starbucks' China business has not been determined and would be subject to negotiations, the sources said. The names of the interested bidders have not been previously reported. The Seattle-based company would likely prefer a franchisee deal with a strategic partner as part of a stake sale plan, said two of the sources. In a franchisee deal, Starbucks China would be valued at more than $1 billion, they added. A Starbucks spokesperson declined to confirm the content of the story and referred Reuters request for comment to Niccol's remarks on China at the earnings call in January, after his first market visit to China. Niccol said at the time that he saw several near-term changes Starbucks could make to strengthen its business while continuing to explore strategic partnerships to grow in China. KKR, PAG and China Resources declined to comment, while Fountainvest and Meituan did not respond. Starbucks is aiming to reach a deal for its China business by the end of this year, although the structure of the potential transaction has not been finalised and is subject to changes, two of the sources said. In China, the chain is dealing with sluggish economic growth and stiff competition from local brands such as Luckin Coffee, which has gained market share with cheaper products and wider coverage in lower-tier cities. Starbucks has been in informal talks with several private equity firms and companies since the second half of 2024 about strategic options for its business in China, home to more than a fifth of all Starbucks stores, the sources said.
お知らせ • Nov 19Meituan to Report Q3, 2024 Results on Nov 29, 2024Meituan announced that they will report Q3, 2024 results on Nov 29, 2024
お知らせ • Aug 29Meituan (SEHK:3690) announces an Equity Buyback.Meituan (SEHK:3690) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its Class B ordinary shares.
お知らせ • Aug 15Meituan to Report First Half, 2024 Results on Aug 28, 2024Meituan announced that they will report first half, 2024 results on Aug 28, 2024
お知らせ • May 25Meituan to Report Q1, 2024 Results on Jun 06, 2024Meituan announced that they will report Q1, 2024 results After-Market on Jun 06, 2024
お知らせ • Mar 22Meituan Appoints Marjorie Mun Tak Yang as Member of the Audit CommitteeMeituan announced that, Ms. Marjorie Mun Tak Yang (Ms. Yang), an independent non-executive director of the company, has been appointed as a member of the audit committee of the company (the audit committee), with effect from March 22, 2024.
お知らせ • Mar 13Meituan to Report Q4, 2023 Results on Mar 22, 2024Meituan announced that they will report Q4, 2023 results After-Market on Mar 22, 2024
お知らせ • Nov 17Meituan to Report Q3, 2023 Results on Nov 28, 2023Meituan announced that they will report Q3, 2023 results After-Market on Nov 28, 2023
お知らせ • Aug 12Meituan to Report First Half, 2023 Results on Aug 24, 2023Meituan announced that they will report first half, 2023 results on Aug 24, 2023