[Meituan (3690 HK) Target Price Change]: Bracing for Douyin Impact with Limited War Chest
Meituan is to focus on GTV growth to defend its market share against Douyin competition。 Meituan has limited options against Douyin’s fast...
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Meituan (3690 HK): All Stock in CCASS Now; Tracking the Selling
All Meituan stock from Tencent's distribution is in CCASS. Prosus has likely started to sell stock; shorts are small compared to the Prosus...
477 Views
Meituan - Earnings Flash - FY 2022 Results - Lucror Analytics
In our view, Meituan’s FY 2022 results were acceptable, with the company registering robust revenue growth and a turnaround in profitability on a...
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DPC Dash IPO Trading - Tepid Demand Even as Capital Group Tops Up
DPC Dash (1405 HK) raised around US$75m, after pricing its IPO at the bottom-end. In this note, we will talk about the subscription levels and...
370 Views
Meituan (3690 HK): 4Q22, High Growth, Better Margin, and 45% Upside
In 4Q22, the growth rates of total revenue and most business lines are better than our expectation. The operating margin have stayed at a low level...
294 Views