Course Correction: Raising Meituan-Dianping to Hold
Meituan’s 2Q19 results were better than we expected, particularly profitability in its Food Delivery segment, which accounted for 57% of total...
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Last Week on China Internet (28Oct19): PDD’s Higher Cap than JD and Poorer Relation with Tencent
While doing research on Chinese Internet companies, we frequently come across news that merits being highlighted to investors, however, it is not...
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Meituan/Xiaomi's Hong Kong Connect Inclusion - Thoughts on Trading
On Friday, Oct 17th, Shanghai Stock Exchange and Shenzhen Stock Exchange announced revised implementation rules for the stock connect scheme with...
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HK Connect Flows: Finally the Inclusion for Xiaomi/Meituan
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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Meituan (3690 HK): Rebrands Bike-Sharing in a User Growth War Against Alibaba
Meituan launched a bike-sharing brand, “Meituan bike”, other than its existing “Mobike”. We believe it is a user base competition against Alibaba...
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