Meituan Dianping IPO: Although Profitable in 2023, It Is Still Worth Purchasing the Stock
Our primary valuation of Meituan Dianping (Meituan) is US$ 156 bn. In this valuation, payable to merchant DCF reaches up to 162%, operating loss is...
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Smartkarma’s Week That Was in JP/KR: $30 Billion, 5,000, & 0.97
The last two weeks of August tend to be the "calm before the storm" period in the fall/winter. In this weekly, the "appetizers" include some...
438 Views
Alibaba (BABA): Logistics Fails as Part of Aggressive Diversification
Operating margin plunged to 10% in 1Q19 versus 35% in 1Q18. Revenue growth accelerated merely due to the additions of new business lines. Cainiao...
724 Views
Sea Ltd: Nice Monetization Progress but No Signs of EBITDA Turnaround (Yet)
Digital Entertainment (DE) division of Sea Ltd (SE US) continues to grow healthily, with first self-developed game (titled Free Fire) gaining...
462 Views
Meituan Dianping – Alibaba Investing Billions to Reach 50% Market Share
Jd.Com Inc (Adr) (JD US) with Walmart, Alibaba Group Holding (BABA US) with Softbank Group (9984 JP), Meituan Dianping (MEITUAN CH) with Tencent...
447 Views