Meituan Dianping – Is a One Billion U.S. Dollar Impairment Forthcoming?
Since initiating coverage prior to Meituan Dianping's (3690 HK) IPO, we have been bearish with respect to both its valuation and its business...
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Tencent Music:We Estimate Value at USD 3.77 Per Share; Lower Than Many Expect - $11.7 B for TME
In ANTYA’s view, TME is another IPO where investors need to pay attention to the valuation because like the online lending boom in China which...
744 Views
Tencent Holdings: China's "One Foot, One Punch, One Inch" Initiative Undermines Tencent.
Tencent Holdings (700 HK) along with Alibaba Group Holding (BABA US) has been a leading light in the emergence of China as a formidable Internet...
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Meituan Dianping– As Good As It Gets?
Duopolies are generally good for profits in an industry. However, a central aspect of a duopolistic framework is market equilibrium. If China is...
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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...
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