在哪里 Rev Up
–2Q rev/np +1%/3%; all eyes on cost savings
- 2Q rev / np + 33% / 49% ; 强度延长至 2H
- 2Q Rev / NP + 20.4 / 21.0% , 如预先公布
–3Q reported/cFX rev +3%/+10%; Miu Miu +48%
4Q preview: rev/np reach RMB30.7bn/1.1bn
–1H rev/EBIT +13%/26%; Heineken grew 60%
–3Q rev/np +13%/16%; mixed near-term outlook
Solid cloud rev growth with improved earnings growth outlook for e-commerce business
业绩符合预期,Q2 Rev PAR恢复超疫前