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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26 Apr 2023 08:57

China TMT Update (Apr.26) - 3690HK/ 1024HK/NIO/LEGN:Douyin Launches Local Services Conference

3690HK/1024HK:  Douyin launches local services partner conference (-);NIO: Wait times for NIO ES7 shortened to 3 weeks (-);LEGN:  Legend Bio...

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25 Apr 2023 09:54

JD Industrials Pre-IPO - The Positives - Growing Fast and a Leader in Its Space

JD Industrials is looking to raise about US$1bn in its upcoming HK IPO. In this note, we talk about the positive aspects of the deal.

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bearishJD Property
25 Apr 2023 09:13

JD Property Pre-IPO - The Negatives - Unprofitable Without FV Gain. Gearing Could Limit Growth Plans

Jingdong Property (JDP HK) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we will talk about the not so positive...

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25 Apr 2023 09:02

China TMT Update(Apr.25) - 3690.HK/2150.HK/700.HK/TME: Meituan Riders in Shanwei Go on Strike

3690.HK: Meituan food delivery drivers in Shanwei go on strike (-); 2150HK: Lelecha confirm to launch franchise model (+); 700HK/TME: WeChat tests...

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bearishMeituan
24 Apr 2023 15:56

Meituan (3690 HK): Delivery Workers on Strike

Meituan’s delivery workers started a strike action in Shanwei City. Meituan called many of its delivery workers from other cities. We believe the...

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Ming Lu
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