Meituan Dianping – Great Seasonal Quarter Boosts Expectations Into Unrealistic Territory
In our last note on Meituan Dianping we pointed out that consensus was projecting a 15% OPM in 2023 and that we felt this would be quite...
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HK - Sniffing Out The Shorts
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 15 November.Total short notional...
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Just Eat Plc Situation Looks Headed To Auction
Takeaway.com NV (TKWY NA) on the 20th of November launched an official Takeover Offer for Just Eat PLC (JE/ LN), changing the format of its deal...
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Meituan (3690 HK): Broke Even for Second Quarter, Strong Growth, 9%~13% Upside
The stock price has risen 31% since we upgraded Meituan to buy. Meituan broke even for second quarter running in 3Q19. We believe the company has...
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HK Connect Flows: Close Meituan/Elong Trade with a 14.5% Profit
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
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