ENTITY
Meituan

Meituan (3690 HK)

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Analysis
Consumer DiscretionaryChina
Meituan operates as a web based shopping platform for locally found consumer products and retail services. The Company offers deals of the day by selling vouchers on local services and entertainment, dining, delivery, and other services. Meituan provides its services throughout China.
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14 Jul 2023 10:02

China TMT Update-Premier's Symposium;a Summary of Meituan Vs Douyin;feedbacks of Amazon Prime Day

Premier Li Qiang chaired a symposium with internet platform enterprises; A summary of recent Meituan local news; Chinese merchants' feedbacks of...

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bullishMeituan
10 Jul 2023 09:02

China Internet Weekly (10Jul2023): Meituan, Alibaba, Ant Group, Tencent

Meituan’s food delivery has taken 20% of the Hong Kong market share. The authorities suggests that they will not further restrict financial apps.

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Ming Lu
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bullishSocionext
10 Jul 2023 05:48

Socionext Placement - Valuation More Reasonable but past Secondary Offerings Have a Mixed Record

Three shareholders of Socionext (6526 JP) aim to raise around US$1.4bn via selling all of their shares in Socionext. In this note, we look at the...

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09 Jul 2023 10:05

HK Short Interest Weekly: Luye Pharma, Baba, Li Auto

We analyzed the latest HK SFC report for aggregate short position as of Jun 30th and highlight short interest changes in Luye Pharma, Baba, Li Auto.

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06 Jul 2023 09:55

Lalatech Holdings Limited Pre-IPO - Thoughts on Valuation - Needs a Very Big Cut from Pre-IPO Rounds

Lalatech Holdings Co Ltd (LALA HK) is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about valuations.

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